by Bruce Sellery | Dec 23, 2020 | Podcasts, Specific Segments
We talk to the VP of Marketing at Benevity, Sona Khosla, about how new data from their platforms shows that more people have donated through them then ever before. Plus she shares some charitable giving trends from 2020. Connect with Sona on LinkedIn.
by Bruce Sellery | Dec 23, 2020 | Podcasts, Specific Segments
We talk to Tom Bradley, chief investment officer at Steadyhand Investment Funds, about how you should prepare for a down market.
by Bruce Sellery | Dec 23, 2020 | Podcasts, Specific Segments
We talk to Meagan Tauber about her experience with teaching using the online platform called Outschool.
by Bruce Sellery | Dec 22, 2020 | Full Episodes, Podcasts
Earning an extra income on Zoom. Meagan Tauber shares her experience getting paid to teach online through Outschool. Then, navigating dips in the market. Tom Bradley from Steadyhand Investment Funds tells us why the best way to prepare for a down market is to...
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
We talk to Tyler Fleming, the director of the Investor Office at the Ontario Securities Commission, on how the industry can use behavioural insights to protect older Canadians when it comes to investing and why is it important to have a Trusted Contact Person. Find...
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
We talk to Karim Nanji, CEO of Marble Financial, about the pro and cons of using a consumer proposal to help Canadians get out of debt and how to get out of it faster. Find more about Marble Financial on Twitter, Facebook and Instagram.
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
We talk to the founder and CEO of Blue Pier, James Pierlot, about launching the first pension plan for doctors and how it works. Find out more about Blue Pier on LinkedIn.
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
We talk to Jason Heath, certified financial planner at Objective Financial Partners Inc., about how seniors are not moving in droves upon retirement and how this could be affecting the housing market. Connect with Jason on Twitter and find out more about Objective...
by Bruce Sellery | Dec 16, 2020 | Podcasts, Specific Segments
As part of our financial blogger spotlight we focus on Tori and her blog, Her First 100K. Connect with Tori on Twitter, Facebook and Instagram.
by Bruce Sellery | Dec 15, 2020 | Full Episodes, Podcasts
The retirement downsizing myth: Why many seniors are choosing to stay put and how this will impact their financial plan, with Jason Heath from Objective Financial Partners. Why a consumer proposal might not be necessary or even helpful. Karim Nanji from Marble...