What you should and shouldn’t do with your year-end bonus. Jeremy Straub, the CEO of Coastal Wealth, shares his tips. Then, filing for bankruptcy. Doug Hoyes, Licensed Insolvency Trustee at Hoyes, Michalos & Associates, takes us through the different options for Canadians. And, Jiten Puri, the CEO of PolicyAdvisor, tells us how this online service works and how can help users navigate different insurance policies. Plus, we’ll talk to Aurèle Courcelles from IG Wealth Management about the Old Age Security benefit and how to minimize clawbacks. And, FP Canada’s Cary List is here to talk about what to expect in the the decade ahead in the financial advice industry.
Search for Full Episodes and Segments
Recent Posts
- Loans for International Students: How Libro Credit Union is Closing the Financing Gap
- Divorce and Insurance: Beneficiaries, Coverage, and Timing Mistakes to Avoid
- Stop the Shame: How to Rewrite Your Money Story
- Situational Agency: How to Save More Without Relying on Willpower
- Better Money Habits: Situational Agency, Insurance Tips for Divorce, and Student Financing | Full Episode
