by Bruce Sellery | Mar 15, 2023 | Podcasts, Specific Segments
We have Paul Wylie, head of BMO Family Office Canada, join us to take us through the challenges that athletes face on and off the field and share some tips on how to handle those challenges. Connect with BMO on Twitter and Facebook.
by Bruce Sellery | Mar 15, 2023 | Podcasts, Specific Segments
Coming up with an estate plan is a whole process and one important step that is often overlooked is choosing the right executor. Leanne Kaufman, president and CEO of RBC Royal Trust, joins us to talk about choosing a corporate executor. Leanne tells us what a...
by Bruce Sellery | Mar 15, 2023 | Podcasts, Specific Segments
Julie Kuzmic, Senior Compliance Office at Equifax Canada, joins us to talk about their recent survey that shows Canadians are fighting back against fraud and identify theft more than ever before. Julie takes us through the survey and shares some tips to help. Find out...
by Bruce Sellery | Mar 15, 2023 | Podcasts, Specific Segments
We take a closer look at money management personality tests with Melissa Leong, personal finance expert and author of the book, Happy Go Money. Find out more about Melissa at melissaleong.com and connect on Instagram and Twitter.
by Bruce Sellery | Mar 9, 2023 | Podcasts, Specific Segments
A Credit Card Fast Instead of fasting when it comes to food what about a credit card fast. We talk to Lisa Samalonis who put her credit card away on her journey to gain financial freedom. She gives us the insights on how it works. Connect with Lisa on Twitter and...
by Bruce Sellery | Mar 8, 2023 | Podcasts, Specific Segments
We are joined by Daniel Goldgut, co-founder and CEO of Epilogue, to talk about how to set up RESP’s to continue on even after death so that your kids can still get all the contributions. Find out more from Epilogue on Twitter, Facebook, Instagram and LinkedIn. Connect...
