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
- Moving Money from the US to Canada: Fees, Wires, and More
- Common Debt Stories Credit Counselors Hear (and How to Break the Cycle)
- The Emotional Journey of Selling Your Business: Identity, Grief, and “Now What?”
- Credit Card Travel Insurance: What’s Covered (and What Isn’t)
- Credit Card Travel Insurance, Debt Traps & Moving Money to Canada: What You Need to Know | Full Episode
