What Happens After You Save For Retirement
We talk to Carol Bezaire, VP of tax, estate, and strategic philanthropy at Mackenzie Investments about what happens to your investments when you are transitioning to retirement.
Using Credit Card Points To Your Advantage
We talk to the CEO of Brim Financial, Rasha Katabi about the different ways Canadian consumers can use credit cards and credit card points to their advantage while shopping.
Improving Client Relations
We talk to Jason Pereira, senior financial consultant at Woodgate Financial about the new group, Financial Planning Association of Canada which has created standards for its members to help the focus on improving relationships with their clients.
Learn To Take Charge Of Your Finances
We talk to the Dean of McGill University’s Desautels Faculty of Management, Professor Isabelle Bajeux-Bes-nai-nou about their Personal Finance Essentials online program that is trying to bridge the financial literacy gap.
McGill University’s free online personal finance course
A new, online program from McGill is trying to bridge the financial literacy gap. Professor Isabelle Bajeux-Besnainou, Dean of the Desautels Faculty of Management, will be here to tell you about the McGill Personal Finance Essentials. And, Rasha Katabi, CEO of Brim Financial, is here to tell us how you can use credit card points to your advantage. Then, an app called FlipGive that can help your sports team raise money. Plus how to convert your RRSPs to RRIFs with Carol Bezaire, Vice President of tax, estate, and strategic philanthropy at Mackenzie Investments. And, we’ll talk to Jason Pereira, the newly launched Financial Planning Association of Canada.
Helping Adults Improve Their Financial Literacy Skills
We talk to both the executive director of ABC Life Literacy Canada, Jim Saclamacis, and the head of branch network for HSBC Canada, Mack Rogers, on the organizations latest Family Literacy First program.
Keeping your Family’s Wealth
We talk to author Adrian Spitters about his latest book, Who’s Investing Your Money, that has tips for choosing the best financial advisor that can help you build and grow your family’s business wealth.
Adding Art To Your Portfolio
We talk to Sara Johnson, the director of wealth planning at BMO Private Wealth about adding art to your portfolio and what you should consider when it comes to gifting art.
Do Budget Apps Work
We talk to Chuck Howard, a PHD student at the University of British Columbia on his study of whether budgeting apps really work.
Living The “Need Less, Want Less” Lifestyle
We talk to Michael Burns, President and CEO of the Princess Margaret Cancer Foundation about their new Saving Is The New Savings initiative.
