Get Yourself A Will: A few simple steps to help your future beneficiaries.

by | May 2, 2017 | Podcasts

Half of Canadians haven’t got a will.  We’ll show you the fastest, simplest option out there.  And we’ll talk to Edward Kholodenko, the CEO of Questrade, about the future of Fintech.
Plus:  A new survey on the investment industry shows strong support for the elimination of the embedded fees.  Wanda Morris, VP Advocacy for CARP, will give us her pitch. And, Shamez Kassam on his new book called, “Your Money’s Worth:  The Essential Guide to Financial Advice for Canadians”.  It’s an insider’s look at the industry, written for outsiders.  

Full Episode – Sustainable Investing: Good for your feelings, but what about your finances?

by | Apr 25, 2017 | Full Episodes, Podcasts

Can you get good returns by doing good for the planet? And if so, how do you choose from the hundreds of sustainable investing ideas out there? We’ll get perspective from Tim Nash, the “Sustainable Economist” and profile Solar Share, a company offering a solid return on its bonds. Plus, we’ll talk to Michael Garrity, the CEO of a consumer financing FinTech called Financeit. And Chris Clarke, the author of “True Family Wealth: Love, Money and an inspired life”.