The Just Word Podcast: Recent Episodes
Pat Bolland
Business is everywhere. Every business, including investing, has a story. We share those stories.
Brought to you by Justwealth - honest and cost-efficient investment - just for you........
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisor.
Laura Tamblyn Watts is the CEO of Canage ... and she's just written a best-selling, excellent read, Let's Talk about Aging Parents ... with a soup to nuts, humourous approach. We caught up with her and focussed on some of the financial aspects, but covered more ground than I expected... and I learned a lot!
I this episode, we talk to Steven Andrews is a real estate investor, business coach and founder of SOARX Consulting. Coming out of college, Andrews was $75,000 in debt and making $45,000 a year. Remembering how hard it was to overcome his own doubts and insecurities at the beginning of his investment career, Andrews is now on a mission to empower others to achieve their own goals in real estate. His new book, The New American Dream: A Simple Roadmap to Purchasing Investment Properties, is a proven, easy-to-follow blueprint for breaking into the real estate rental market without needing a college degree, real estate license, or excess wealth. We talked to him about his advice.
Horizon ETFs is the 4th largest ETF provider in Canada with over $30 billion in assets. But they are rebranding! I'll talk with Rohit Mehta, President and CEO, about what it means to the company and how it affects investors ... and we'll talk about the business in general.
- Rebranding Horizon ETFs to Global X with focus on local expertise 00:15
- Global investment strategies, innovation, and customization 3:50
- ETF growth, mutual funds, and investor preferences 10:32
- Investing for retirement, growth of ETFs and future of investing in Canada 15:29
Akaisha and Billy are frequent contributors to the Financial Independence Hub and have written a book ... The Adventurer's Guide to Early Retirement. I've wanted to talk to them for a while now ...
Charity is an important part of any financial discussion, but do Canadians join in that discusssion? And if not, why not? John Bromley, CEO of Charitable Impact, joins us to look at philanthropy.
Evidenced Based Investing is part education, part financial planning. Its founder, Robin Powell, tells us how his approach works, detailing the 7 steps, and why it's better ...
How did the markets do last year ... and what to look for in 2024? Frances Horodelski joins us at the start of every year with her thoughts. Go to her website and subscribe to her newsletter!
10 Financial Tips for Young People ... with Enoch Omololu of savvynewcanadians.com
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
Investors want to know 4 things when it comes to financial planning: what to do with CPP, what to do with OAS, how much tax I pay when I collapse my RSP and how much I need to retire... The question is, do investors need YouTube to explain that? Apparently yes, according to Rhys Martell of Well Built Wealth.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
The federal government has introduced a new product to help with home ownership in Canada ... the Federal Home Savings Account - part tax savings, part investment. Two experts from Justwealth Financial: Andrew Kirkland and James Gautier, join me to discuss it.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
With interest rates as high as they are, everyone is talking about GICs. A new fintech company has created a way to make accessing them easier. Yvette Wu is CEO of YieldExchange.ca.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
The S&P 500 index has had a rough few weeks ... what's in store for it. Sam Stovall from CFRA Research joins me.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
With prices exploding, Alain Guillot tells the story of how he gets by and lives like a king! An interesting story of his arrival in Canada, how he makes money and how he invests!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
The investment community is perpetually optimistic … but is that a good thing. John DeGoey is a portfolio manager in Toronto. In his 3rd book, Bullshift, John discusses how optimism can be detrimental to the financial health of your investments.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
Most likely, the biggest investment you'll ever make is in real estate ... and of late it's been a wild ride! Ramona King is a popular financial writer and the Group Editor, Canada for Finder
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
Time for a different investing approach - technical trading ... what is it, and how does t work. Chris Vermeulen is the founder of TheTechnicalTraders.com and the author of the books “Technical Trading Mastery” and “Asset Revesting,” challenging conventional investing wisdom ...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
Want to make smart decisions with money? ... dealing with fun stuff like budgets, and debt ... You need Financial Literacy. But what is it? and who benefits from knowing it? Ally Pyle is an advisor at CIBC Wood Gundy who teaches a thing or two!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
We've all heard so-called truisms when it comes to investing, like 'Sell in May and Go Away' or 'the Trend is your Friend'... but are they just myths ... James Gauthier, CIO at Justwealth Financial, joins us to explain what's a myth and what's reality.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
Insurance is a good idea in general. But did you know that you can also use it as an investment vehicle ... we're joined by Shara Carr, the Chief Operating Officer of SOS Financial Group and the Chief Operating Officer as well as Co-founder of Lionsshare Wealth Management .. and by Todd Strauss with Serenia Life.This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com
Experts predict that TV will disappear in the next couple of decades, replaced by TikTok and others. Jon Dwyer, CEO of Gamelancer Media Corp. joins us again (he explained NFT's last time) to explain what this means and what he does ...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
The folks at Justwealth answer questions all day - like why they have so many portfolios for example - and in this episode, they answer some of their more popular questions ... sit back and enjoy.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Osamede Arhumnwunde, Co-Founder & CEO, GIGX Technologies, has a history in Blockchain, Publishing and African Development … and now is taking on the financial sector … he joins us to explain his latest way to move money around the world, but particularly in Africa ... a quickly growing financial market …
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
I enjoy talking about money management, personal finance and even small business ... Rocky Lalvani serves as Chief Profitability Adviser and is a certified Profit First Professional who combines all three.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
The investment world is shifting in favour of ESG and responsible investing ... but what does that mean? Adelaide Chiu isHead of Responsible Investing & ESG Services at NEI Investments and joins us to explain.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
She's baaaaaaacckk! As you may recall, Frances Horodelski and I worked together at BNN, I consider her one of the best at looking at the market ... and she now writes a blog at https://franceshorodelski.com/ ... I got to talk to her about the year that was ... again! Enjoy!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Ask any investment professional, and 2022 was one tough year! Remnants of COVID, an invasion in Ukraine, inflation and interest rates sky-rocketing ... Not a good combination. But James Gauthier, Chief Investment Officer at Justwealth Financial outperfomed most of his peers. How?
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The information and opinions are not guaranteed accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Adam Caroll - author of 4 books, including something called 'the Shred Method' to eradicate your mortgage ... but his real message is as a 'transformational trainer' and 'Building A Bigger Life, Not a Bigger Lifestyle' ... his message - relentlessly pursue your passions, live simply and happily, and make a difference to those around you.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The information and opinions are not guaranteed accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Ever dreamt of owning a vineyard? Ya ... me too. Well we found someone who took their investment expertise and has done exactly that ... Graham Rennie is CEO and Founder of Niagara Custom Crush and Founder of Rennie Estate Wines ...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The information and opinions are not guaranteed accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
We're all so used to saving for retirement, nobody talks about what to do with those savings ... decumulating them - tax efficiently. I read an interesting article and discovered software that can help. Ian Moyer is the founder of Cascades Financial Solutions and he has some ideas.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The information and opinions are not guaranteed accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Historically, many employees had generous pensions that guaranteed lifetime retirement income. Their companies would make significant contributions every year to pay for that. Did you know that your small business could do the same thing for you? A PPP creates a defined benefit pension for small businesses... and JP Laporte of Integris Pension Management joins us to explain how it works.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The information and opinions are not guaranteed accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Can you imagine getting to retirement and finding out that you've made a planning mistake? How do you avoid that? Myron Genyk is co-founder of Evermore Capital and he has a set of rules to follow.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Gold has always been an investment .... but it's also industrial, an inflation fighter, and even jewelry. Goerge Milling Stanley is the Chief Gold Strategist at State Street Global Advisors... one of the biggest investors in gold in the world! He joins us to talk about gold.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
McGill Unversity saw the need for a personal finance course ... and is offering it to anyone, not just students! Real Estate, investing, savings and more will be covered. Benjamin Croitoru, Associate Professor of Finance, Associate Dean, Undergraduate Programs, Academic Director, McGill Personal Finance Essentials joins us.
Best yet ... You can register here... and it's free!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Giacomo Silvestri and Ryan Wells had a passion to help their fellow healthcare workers understand the world of finances. They formed Allied Healthcare - an educational financial podcast. Now they are taking the next step in getting great service to healthcare providers. Track their progress here ...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Steve Knifton was in the TV news business ... CITY-TV, CBC, Fox .... but now teaches how to use your smartphone to produce decent videos. You can reach him here...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
It has NOT been a pretty market - on many fronts - but James Gauthier gives us his take. He manages the portfolios at Justwealth (our sponsor) who are considered the top robo-advisor in Canada (Moneysense magazine)... And, no, James is NOT a robot!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
It's one thing to have a will, and another to have an estate plan. David Edey has been in the business for 3 decades ... he's even written a book "Executor Help: How to Settle an Estate... and he shares his insights.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Don't you wish you knew more about Beaver Tails? Now you can ... and it'll leave you salivating! I talk to the CEO Pino Di Ioia about running an operation that is uniquely Canadian.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Artificial Intelligence ... AI to the cognoscenti ... seems to be all around. But do we really know what it is and where it's going? Peter Voss is CEO of AIgo.ai to provide insight.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Everyone needs a 'Millionaire Teacher', but maybe personal finance also needs 'Balance' ... that's what author Andrew Hallam believes.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Real estate is more than a place to live ... is it also a place to invest? Alex Leduc of Perch thinks of it as a way to build wealth.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Trucking has certainly been in the news, but here we discuss the business of trucking ... logistics in particular ... that is far from the politics. Justin Sky is co-founder of Rose Rocket, a trucking logistics company. He shares his insights on the industry.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
A surprising number of Canadians don't have a will! Erin Bury of Willful joins us to talk about that and what people should do about it ...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Lou Schizas is a veteran of business media and has also taught business. He shares with us some of the advice he's doled out over the years in investing, as well as other business...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Jo-Anne McAthur is an award-winning photojournalist, sought-after speaker, an author, and the founder of We Animals Media. She has been documenting the plight of animals on all seven continents for almost two decades. This is an interesting business ...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
February is RSP season and investors often have lots of questions. Andrew Kirkland joins us to address those concerns in an Instagram Live event.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Economic, social and technological changes have complicated personal finance. Erica Alini is the author of 'Money Like You Mean It, Personal Finance Tactics for the Real World'. She gives us practical tips on how millennials and Gen Z can achieve middle-class financial goals despite the challenges they face.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
2021 was one of the best stock markets and one of the worst bond markets ... how do you manage that? And how do you prepare for 2022? James Gauthier is Chief Investment Officer at Justwealth Financial... He's been doing this quite a while and he knows a thing or two...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Frances Horodelski and I worked together at BNN, I consider her one of the best at looking at the market ... and she now writes a blog (check it out at https://franceshorodelski.com/) ... I got to talk to her about the year that was! Enjoy!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
The RESP has been around for a while, but there have been changes that you need to know about ... including how to make the biggect contribution possible. Andrew Kirkland of Justwealth, and father of three, knows this stuff cold, but it's also on the website... https://www.justwealth.com/resp/
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
As baby boomers hit retirement age, are they ready? Michael Nicin is with the National Institute on Aging, a think-tank that is part of Ryerson University.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Finance and investing have long been the bastion of males, but women are increasingly becoming a force ... or should be. Paulette Filion is with StrategyMarketing.ca and explains why and how that can happen.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Robin Taub has written a book: Raising Money-Smart Kids which is a practical guide that readers love! We distill her thoughts in our little chat ... given that November is Financial Literacy Month ... I hope that you enjoy it!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Mike Fox saw an industry that need to adapt to changing times. He took a leap and founded #YourPlanFinancial.ca to help people who just weren't getting the financial attention they needed.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Melanie Rousseau went through a tough time in her life ... and decided to do something about it. In particular, to help other women who may face the same challenges. And help them come to terms with their finances.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Multi-Juno Award winner Susan Aglukark has told stories through song, for more than 3 decades. She's taken her success and turned it towards helping her people. We began by discussing her latest work, titled 'Forgiveness', and we squeezed-in some business talk too!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Larry Bates, a former broker, knows a thing or two about how the banks and investing work ... he wrote a book about it and he joins us to talk about #beatingthebank...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Harrison White is going through some changes this year, moving west, and moving his business online ... in part in response to the pandemic. But accounting is more than bookkeeping, it's also about helping people see into their future. And he's developing software-as-a-service.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
In the track and field world, Angela Whyte is well known …. 3 Olympics representing Canada, medals In the Commonwealth and Pan-Am games in 100 meter hurdles … but beyond the track, how did she pay for her passion? The business of sports is our topic ...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Jon Dwyer runs Wondr Gaming ... and they do a lot with NFT's. What are those you ask? I was wondering that same thing.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Ryan Walter's early claim to fame was his playing career with the Montreal Canadiens. Since then he's had ongoing success on several fronts ... some including the hockey business and more recently using his experience to help others in other business.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
It's one of those things you just have to have ... a financial plan! But do you? And what is it? Sandi Martin of Spring Financial Planning has the answers ...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
You're a rational investor - all business - but in fact, that may not be the case, and emotions play a big role in your investing style. That's what Lisa Kramer, of University of Toronto says...
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Jack Innanen is a star on #TikTok with over 2 million followers. How did he get there and how does he manage the business of being a celebrity.
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Bruce Sellery - business guru extraordinaire - has a new job ... helping Canadians deal with debt. We discuss that and more ... Enjoy!
This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisor.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Mike Drak was a banker for four decades … until he wasn’t. Now he writes about retirement, publishing Victory Lap Retirement and Retirement Heaven or Hell. The focus is not on the plan, but on the approach …
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
David Aston is a freelance journalist who writes about personal finance and investments. With this book, The Sleep-Easy Retirement Guide, he answers the 12 biggest questions Canadians face about retirement. It's one of those books that you can refer back to time again ...
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
James Gauthier is the Chief Investment Officer at Justwealth ... and he's good! Having come from the banks, he now beats them at their own game! I messaged him before this chat and he told me that the performance of the funds was, to use his words, mind-blowing. And he’s not one to exaggerate.
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Robert Gignac has written 'Rich is a State of Mind', a light-hearted look at financial planning with the serious message of personal responsibility. Stir in a fair dose of common sense and voila, the magic to a richly imagined future ...
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Financial planners are always advocating that we save ... but for what? Travel of course! Barry Choi is a planner at 'Money We Have' and a travel expert. His ideas are ... insightful!
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
A veteran journalist, Jonathan Chevreau has more than 4 decades of experience in newspapers and magazines. He’s a book author with titles like Smart Funds, The Wealthy Boomer, Findependence Day, and most recently co-authored Victory Lap Retirement. These days he’s CFO at the Financial Independence Hub. Who better to talk to about the state of the investor!
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Dale Roberts is a champion of Exchange Traded Funds ... and he had a role in creating the first robo-advisor. We talk to the Chief Disruptor at Cut the Crap Investing about robos and the future of investing.
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Everyone's retirement planning is different - we all have different goals and lifestyles. But what are the government backstops? What do we need to think about in putting together a plan? Malcolm Hamilton joins us to talk retirement.
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
Justwealth is the creation of two investment professionals that shared a dream ... they just didn't know it. How'd they get together and create one of the top-tier robo-advisors in the country. Find out here.
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.