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Sharing Personal Stories Can Improve Financial Outcomes

by Bruce Sellery | Aug 16, 2017 | Podcasts, Specific Segments

We look at how sharing personal stories can improve financial outcomes with Monica Da Ponte.

Do Banks Have a Conflict of Interest When It Comes To Financial Literacy

by Bruce Sellery | Aug 16, 2017 | Podcasts, Specific Segments

We talk to Neil Parmenter, incoming President of the Canadian Bankers Association about addressing the risk of a conflict of interest.

What Happens To Your “Digital Assets” When You Die

by Bruce Sellery | Aug 16, 2017 | Podcasts, Specific Segments

We talk to Keith Masterman about the “digital assets” in our estate plan which includes all the social media accounts and documents stored on computers. We’ll look at why it might make sense to include them and how to do it.

Are There Too Many Mutual Funds In Canada

by Bruce Sellery | Aug 9, 2017 | Podcasts, Specific Segments

We talk to Carol Lynde about the new choice for mutual funds from Bridgehouse Asset Management.

Courtney Hare Answers Our Questions

by Bruce Sellery | Aug 9, 2017 | Podcasts, Specific Segments

We play another round of ‘Ask Anything’. This time with Courtney Hare.

Focusing on Retirement Plans for Modest Earners

by Bruce Sellery | Aug 9, 2017 | Podcasts, Specific Segments

We talk to Alex Mazer about his group, Common Wealth, a new pension firm focused on modest earners.

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