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How to Know If You’re Investing Wisely

by Bruce Sellery | Jul 17, 2019 | Articles, Investing

Here are three guidelines to help you know if you’re investing wisely.

The Financial Responsibility of Owning a Pet

by Bruce Sellery | Jul 17, 2019 | Articles, Investing, Organizing, Saving

Owning a pet takes a lot of commitment. It also comes with a huge financial responsibility. Here are some financial planning tips you need to know about before deciding to get your very own furry best friend.

Retirement Savings vs Retirement Income Planning

by Bruce Sellery | Jul 3, 2019 | Podcasts, Specific Segments

We talk to Jamie Hopkins, director of retirement research at the Carson Group about his latest book Rewirement: Rewiring the way you think about retirement and how you can make it less challenging.

Be A Better Steward With Money

by Bruce Sellery | Jul 3, 2019 | Podcasts, Specific Segments

We talk to Salman Ahmed, a portfolio manager at Steadyhand about how we can all be better stewards when it comes to our own money.

Carving Your Own Path

by Bruce Sellery | Jul 3, 2019 | Podcasts, Specific Segments

We talk to author Laura Grassner Otting about her book Limitless: How to ignore everybody, carve your own path, and live your best life andon finding purpose in work and life.

Estate Planning For Immigrants

by Bruce Sellery | Jul 3, 2019 | Podcasts, Specific Segments

We talk to Pia Hundal, partner in Dentons’ Litigation and Dispute Resolution group on what new Canadians should know about estate planning when drafting a will.

Get a Second Opinion

by Bruce Sellery | Jul 3, 2019 | Podcasts, Specific Segments

We talk to the co-founder of Money Coaches Canada, Karin Mizgala on their On Your Side Investment Report Card service and why you should get a second opinion on your investment portfolio.

Second Opinion: How to get an objective report on your financial advisor

by Bruce Sellery | Jul 2, 2019 | Podcasts

Karin Mizgala from Money Coaches Canada is here to tell us about their investment report card that helps you assess your financial advisor’s performance. Then, estate planning for immigrants. Dentons’ Pia Hundal is here to tell what new Canadians should know when drafting their will. Salman Ahmed from Steadyhand joins us to tell us about financial stewardship. And, finding out what success really means to you. Author Laura Gassner Otting is here to tell us about her latest book Limitless: How to ignore everybody, carve your own path, and live your best life. Plus, Rewirement: Rewiring the way you think about retirement with Carson Group’s Jamie Hopkins.