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
- Mortgage Delinquency Warning Signs & Why Household Debt Matters (Aled ab Iorwerth, CMHC)
- Admin Nights: Turn Boring Life Tasks Into a Social Night (Chris Colin)
- AI Tax Mistakes: Why Chatbots Get Tax Answers Wrong (Anita Balakrishnan)
- SimpleFile & Auto-Filing Taxes in Canada (Jennifer Robson)
- Auto-Filing Taxes in Canada, AI Tax Mistakes & Mortgage Debt Warning Signs | Full Episode
