by Bruce Sellery | Mar 8, 2023 | Podcasts, Specific Segments
We have Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us share with how he described the pandemic as a retirement fire drill. Connect with Darren on LinkedIn and Facebook and find out more about Coleman Wealth on...
by Bruce Sellery | Mar 8, 2023 | Podcasts, Specific Segments
Waiting two weeks for pay day can be a challenge. Now you can get paid earlier with on-demand pay platforms and we have Aaron Fox, vice-president for Dayforce Wallet at Ceridian, joins us to talk about the on-demand pay platform that Ceridian has launched here in...
by Bruce Sellery | Feb 23, 2023 | Podcasts, Specific Segments
We have Paige Cornetet, author of My Dad’s Class: An Intentional Structure For Teaching Your Kids About Money and Life, join us to take us through some of the lesson activities she created for families to use after reading the book. Find out more at spendthen.com and...
by Bruce Sellery | Feb 22, 2023 | Podcasts, Specific Segments
Having investment accounts on both sides of the Canada/US border can have a number of challenges when it comes to managing your money. Shiraz Ahmed, a wealth management advisor and founder of Sartorial Wealth Team of Raymond James, joins us to talk about these...
by Bruce Sellery | Feb 22, 2023 | Podcasts, Specific Segments
Investing in companies and fund that focus on ESG (Environmental, social and governance) is a hot trend right now. Mark Egan, associate professor at the Harvard Business School, join us to talk about the study he co-authored on how investors value ESG funds and give...
by Bruce Sellery | Feb 22, 2023 | Podcasts, Specific Segments
Honouring your loved one can mean buying a funeral package you can’t afford. We talk to Mallory Greene, CEO and co-founder of Eirene, to take us through the unexpected costs of a funeral and some alternatives that they can provide. Find out more at eirene.ca and...
