by Bruce Sellery | May 13, 2026 | Podcasts, Specific Segments
Tim Hewson, CEO and co-founder of Legal Wills, joins Bruce to explore how estate planning has been transformed by the digital era. From cryptocurrency and social media legacy accounts to iPhoto libraries and frequent flyer miles that vanish at death, Tim explains what...
by Bruce Sellery | May 13, 2026 | Podcasts, Specific Segments
Leadership strategist and author Dan Pontefract joins Bruce to unpack the “age debt crisis”: the organizational failure to plan for and value older workers and why a demographic shift from a bell-shaped to a bulb-shaped workforce means companies can no...
by Bruce Sellery | May 3, 2026 | Podcasts, Specific Segments
Carol Willes, Director of Estate Planning at BMO Private Wealth, offers essential guidance for families navigating the financial complexities of caring for a child with a disability. She breaks down the Registered Disability Savings Plan (RDSP), a tax-sheltered...
by Bruce Sellery | Apr 29, 2026 | Podcasts, Specific Segments
Certified financial planner Jackie Porter joins Bruce Sellery to make the case for financial awareness, a deeper, more actionable layer of understanding that goes beyond basic literacy. Jackie explains why knowing your cash flow, net worth, and financial blind spots...
by Bruce Sellery | Apr 29, 2026 | Podcasts, Specific Segments
After nearly 30 years as the personal finance columnist at the Globe and Mail, Rob Carrick has launched a new podcast, the FinDustry, co-hosted with Shannon Lee Simmons. Rob joins Bruce to talk about why he’s turned his lens toward financial advisors themselves,...
by Bruce Sellery | Apr 29, 2026 | Podcasts, Specific Segments
Heather Scoffield, CEO of the Canadian Tax Observatory, walks Bruce through new independent research on Canada’s First Home Savings Account. While the program was designed to help young Canadians save for their first home, the data tells a more complicated story...
