The Just Word Podcast
By Pat Bolland
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.
The Just Word PodcastJun 28, 2022
FHSA's with Andrew Kirkland & James Gauthier
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
A new twist on GIC's with Yvette Wu
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
American Market Update with Sam Stovall
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
Living Frugally with Alain Guillot
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
Advisor Optimism with John DeGoey
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
Real Estate Update with Ramona King
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
Technical Trading with Chris Vermeulen
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
Financial Literacy with Ally Pyle
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
Investing Myths Debunked with James Gauthier
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
Investing using Insurance with Shara Carr and Todd Strauss
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
Gamelancer with Jon Dwyer
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.
Ask the Experts with the Justwealth Team
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.
Challenging Traditional Finances with Osamede Arhunmwunde
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.
Profit First with Rocky Lalvani
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.
Responsible Investing with Adelaide Chiu
The investment world is shifting in favour of ESG and responsible investing ... but what does that mean? Adelaide Chiu is Head 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.
2022 in Review with Frances Horodelski
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.
Managing Money thru 2022 with James Gauthier
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 outperformed 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.
Living your Best Life with Adam Caroll
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.
Making Wine with Graham Rennie
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.
Tax-efficient Retirement with Ian Moyer
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.
Personal Private Pensions (PPP) with Jean-Pierre Laporte
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.
Avoiding a Retirement Crisis with Myron Genyk
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.
On Gold with George Milling-Stanley
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 offers Personal Finance course - Benjamin Croitoru
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.
Helping healthcare providers understand finances with Allied Health Financial
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.
Use Your Smartphone Video for more with Steve Knifton
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.
Mid-year Market Update with James Gauthier
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.
Estate Planning with David Edey
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.
Beaver Tails are Iconic to Canada with Pino Di Ioia
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.
The Future of A.I. with Peter Voss
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.
Finding Balance in Personal Finance with Andrew Hallam
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 as an Investment with Alex Leduc
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.
The Business-side of Trucking with Justin Sky
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.
Wills are Important with Erin Bury
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.
Learning about investing and business with Lou Schizas
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.
Giving a voice to the animal world with Jo-Anne McArthur
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.
It's RRSP season with Andrew Kirkland
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.
Personal Finance Tactics for the Real World with Erica Alini
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.
Justwealth '21 review & '22 outlook with James Gauthier
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.
2021 in Review with Frances Horodelski
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.
Let's Talk RESPs (Registered Education Savings Plans) with Andrew Kirkland
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.
Are Baby Boomers ready to Retire? with Michael Nicin
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.
Women in the Investing World with Paulette Filion
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.
The wisest investment: Your Kids ... with Robin Taub
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.
Getting into Financial Planning with Mike Fox
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.
Women and money with the 'Money Mama' Melanie Rousseau
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.
Truth, reconciliation, forgiveness & the business of music with Susan Aglukark
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.
Beating the Bank with Larry Bates
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.
Accounting in a pandemic era with Harrison White
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.
The business of #Olympic Sports with Angela Whyte
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.