Be More Female Focused In Advising
We talk to Judy Paradi and Paulette Filion, co-founders of StrategyMarketing.ca, about their book INVEST(IN)HER: The Smart Financial Advisor’s Guide to Winning with Female Clients in 6 Easy Steps.
Pets and your estate plan: Really? Yup. Really.
Pets are family too, so you might want to include them in your will. Amy Dietz-Graham, from BMO Nesbitt Burns will tell us how. Then, myths about active versus passive investing abound. Todd Schlanger from Vanguard is here to dispel them. And, Church+State CEO Ron Tite is here to tell us about his new book, Think. Do. Say: How To Seize Attention and Build Trust in a Busy, Busy World. Plus, managing the risk of cognitive impairment in your estate plan James Hunter from Echelon Wealth Partners. And, Judy Paradi and Paulette Filion on their book Invest in Her: The Smart Financial Advisor’s Guide to Winning Female Clients in 6 Easy Steps.
The Importance of Having Strong Financial Literacy Skills
We talk to Mack Rogers, Executive Director of ABC Life Literacy Canada about the program they have developed to help build financial literacy skills.
Helping New Canadians Manage Their Money
We talk to Enoch Omololu, founder of Savvy New Canadians about the financial checklist they have developed for newcomers to Canada to help them manage their money when customs are different.
Changing Way Families Engage With Their Wealth
We talk to Hadielia Yassiri, head of Strategic Wealth Planning for the Forthlane Partners and their “Four Quadrant Approach” to get families to change their ways to look at wealth.
Hiring and Firing Your Kids
We talk to Jody Swain, founder of the Hire and Fire Kids app about teaching kids the value of money and work with a fun game.
Making Room In Your Budget For Cannabis
We talk to Money After Graduation’s Bridget Casey about how to factor cannabis into your budget with all the costs that factor into being a user.
Chores Galores: Hire and Fire Your Kids is an app to organize the whole family
Clear. The. Table! Jody Swain is here to tell us how the Hire and Fire Your Kids App can teach your kids about money and responsibility. Then, factoring cannabis into your budget. Money After Graduation’s Bridget Casey shares her tips. And, Mack Rogers, from ABC Life Literacy Canada is here to tell us about their latest Money Matters program for people with diverse abilities. Plus, a financial checklist for newcomers to Canada with Enoch Omololu, founder of Savvy New Canadians. And, Hadielia Yassiri from Forthlane Partners on the firm’s four quadrant approach to wealth.
Reducing The Financial Stress On Employees
We talk to Jean-Phillipe Provost, senior partner and wealth business leader for Mercer Invest Wise on their investing solution by eliminating financial stress faced by employees and help them achieve their financial goals.
The Most Lucrative Chores For Kids
We talk to Will Carmichael, the CEO of RoosterMoney about which chores are the most lucrative for kids to earn money.
