by Bruce Sellery | Mar 19, 2025 | Podcasts, Specific Segments
The Registered Education Savings Plan is a home run when it comes to savin g for your kids education. There are various ways to set up an RESP and we have Andrew Lo, CEO of Embark, joins us to talk about how they go about it. Connect with Embark on Facebook, LinkedIn,...
by Bruce Sellery | Mar 12, 2025 | Podcasts, Specific Segments
It’s one thing to manage your debit when you are working but what about after you have lost your job. Randolph Taylor, accredited financial counsellor with Credit Canada, joins us to share his tips on what to do if this happens. Connect with Credit Canada on Facebook,...
by Bruce Sellery | Mar 12, 2025 | Podcasts, Specific Segments
If you are in debt, it can have an impact on your career, especially true if you have to declare bankruptcy or file a consumer proposal. How do you handle these situations if you’re currently employed or looking for a job? Rob Kilner, a licensed insolvency trustee at...
by Bruce Sellery | Mar 12, 2025 | Podcasts, Specific Segments
More people these days use personal finance apps and tools to help them budget their money and plan for the future. One such tool is called PocketSmith, which helps forecasting future bank balances. Jason Leong, CEO and co-founder, joins us to tell us how it works....
by Bruce Sellery | Mar 12, 2025 | Podcasts, Specific Segments
Mortgage renewals can be a challenge when it comes to finding the best product, lender and term especially during a period of economic uncertainty. Rob McLister, an interest rate analyst and mortgage strategist, joins us to go over the mortgage planning acronym he...
by Bruce Sellery | Mar 5, 2025 | Podcasts, Specific Segments
If you’re about to retire – you’re about to enter a brand new chapter in life. And it’s not always easy. Scott Armstrong, CEO of Mind Switch and author of Retire & Aspire, joins us to talk more about his book and how Mind Switch helps people transition into...
