by Bruce Sellery | Mar 16, 2022 | Podcasts, Specific Segments
We talk to Equifax Canada’s Senior Compliance Officer for Consumer Advocacy, Julie Kuzmic, about the different ways you can reduce the risk of fraud and what to do if it already has. Connect with Julie on LinkedIn and Twitter.
by Bruce Sellery | Mar 16, 2022 | Podcasts, Specific Segments
High fees could potentially set back your retirement date. Jillian Kennedy, a Partner and Leader of Defined Contribution and Financial Wellness at Mercer Canada, takes us through the results of the Mercer Retirement Readiness Barometer to see if that is true. Find out...
by Bruce Sellery | Mar 16, 2022 | Podcasts, Specific Segments
Grade 11 student Noah Booth accumulated all of the personal finance lessons he has learned and put them into a book called, A Rich Future: Essential Financial Concept for Youth. We talk to him all about his book. Find out more at arichfuturebook.com.
by Bruce Sellery | Mar 15, 2022 | Full Episodes, Podcasts
Grade 11 student Noah Booth tells us about his book, A Rich Future: Essential Financial Concepts for Youth. Jillian Kennedy from Mercer Canada takes us through the latest Mercer Retirement Readiness Barometer, and how investment management fees may be pushing back...
by Bruce Sellery | Mar 9, 2022 | Podcasts, Specific Segments
We talk to Erin Lowry, founder of Broke Millennial, about her latest book Broke Millennial Talks Money: Scripts, Stories, and Advice to Navigate Awkward Financial Conversations. Connect with Erin on Twitter and Instagram.
by Bruce Sellery | Mar 9, 2022 | Podcasts, Specific Segments
We talk to Qaptial founders, Katherine Salisbury and George Friedman, about how their app has a feature that your and your partner can keep track of your finances together so that you can work towards a shared spending and savings goal. Connect with Qapital on...
by Bruce Sellery | Mar 9, 2022 | Podcasts, Specific Segments
Financial literacy and wellbeing has been focused on what you can do as an individual but is it a shared responsibility between the individual and industry. Patrick Ens, president of Capital One Canada, joins us to explain why. Connect with Capital One Canada on...
by Bruce Sellery | Mar 8, 2022 | Full Episodes, Podcasts
The tax implications of crypto trading. Evan Thomas from Wealthsimple is here to take us through what you need to know when filing on capital gains. And, the best way to insure your mortgage. Life insurance expert Michael Dutra argues that term insurance is a better...
by Bruce Sellery | Mar 8, 2022 | Podcasts, Specific Segments
We talk to Michael Dutra, a life insurance and estate planning expert, takes us through the downsides of mortgage insurance and what you should do instead. Connect with Michael on Instagram.
by Bruce Sellery | Mar 8, 2022 | Podcasts, Specific Segments
We have head of legal for Wealthsimple Crypto, Evan Thomas, join us to share with us things to consider when filing your taxes as a crypto trader. You can connect with Evan on Twitter.
