by Bruce Sellery | Nov 12, 2025 | Podcasts, Specific Segments
Portfolio manager Matt Ardrey demystifies the RRSP-to-RRIF conversion: when it must happen, how minimum withdrawals are calculated, and ways to avoid common pitfalls like OAS clawback and large end-of-life tax bills. He covers in-kind transfers (to fund a TFSA or...
by Bruce Sellery | Nov 12, 2025 | Podcasts, Specific Segments
TikTok creator Claudia Gleason walks through her simple, transparent payday routine, starting with the pay amount, then allocating to emergency savings, rent, debt paydown, and goal buckets like travel. She explains using multiple high-interest savings accounts (or...
by Bruce Sellery | Nov 12, 2025 | Podcasts, Specific Segments
Willful CEO Erin Bury explains the real-world costs of dying without a will – court delays, guardianship decisions for children, and extra legal fees and why powers of attorney for personal care and finances matter just as much. She debunks the “old or rich”...
by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
Jonathan Hackett, Head of Sustainable Finance at BMO, explains how the bank’s Indigenous Bond channels capital to Indigenous-owned businesses, community infrastructure, and on-reserve lending while meeting institutional investor demand for measurable social impact. We...
by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
PWL Capital Portfolio manager, Dan Bartolotti, walks through how to support parents or relatives in financial trouble without sinking your own plan. We discuss assessing whether you can help via a real financial plan (not back-of-the-envelope), setting clear...
by Bruce Sellery | Nov 5, 2025 | Podcasts, Specific Segments
Fee-only planner and author Shannon Lee Simmons shares the formative experience that shaped her approach to rainy-day money and why the act of saving beats chasing a perfect number. We cover how to size an emergency fund based on your income risk (entrepreneur vs....
