Sometimes breaking up is the right thing to do, even with your financial advisor. Lesley-Anne Scorgie, personal finance columnist at the Toronto Star and founder of MeVest, shares the red flags that signal it’s time to move on, from poor communication and underperformance to misaligned fees. She explains how to evaluate your advisor using a “total household rollup performance report,” compare results against seven-year benchmarks, and navigate the surprisingly simple logistics of switching advisors. Plus, Lisa MacIntyre-Smith, CEO of Furble, discusses why pet care costs are outpacing inflation and how Canadians can access more affordable veterinary medications through pharmacy partners instead of clinic dispensing.
Simon Brascoupe introduces “Braiding Mind, Body, and Spirit,” a culturally relevant financial wellness resource for Indigenous communities that addresses sudden wealth syndrome, protective planning, and holistic money management through teachings and journaling. Then, ADHD coach Leanne Gawley joins Credit Canada facilitator Kelly Cowan to explore how ADHD affects financial management, from dopamine-driven impulse buying and time blindness to budget overwhelm. Leanne shares practical strategies like breaking tasks into 10-minute segments, using accountability buddies, and implementing waiting periods before purchases to help neurodivergent individuals build healthier money habits.
To find out more about the guests check out:
- Lesley-Anne Scorgie: mevest.ca | Facebook | Instagram | X/Twitter
- Lisa MacIntyre-Smith: furble.com | Instagram | X/Twitter
- Simon Brascoupe: Instagram
- Leanne Gawley: leannegawley.ca | LinkedIn | Instagram | Facebook
Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.
Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
