Dan Hallett is no stranger to those who keep their fingers on the pulse of the financial services in Canada. We often exchange ideas and thoughts over email on industry developments, and I think we've …
Billionaire investor legend Stephen Jarislowsky (PODCAST)
Stephen Jarislowsky shares wisdom gleaned from more than 70 years of investing. He is a true investment legend, and still holds some stocks he originally purchased in the late 1940s when we has …
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Everything you need to know about estate planning in Canada (PODCAST)
Sandra Foster, CFP, CIM, FCSI, TEP, is one of Canada's leading experts on personal finance and her book "You Can't Take It With You: Common-Sense Estate Planning for Canadians" has sold over 100,000 …
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Immigrant hustle and how financial institutions could market better in the digital age (PODCAST)
Dev Basu is the CEO of Powered by Search, an internet marketing agency that has worked with some of the world's leading companies such as FedEx, Philips, Allstate, and more. On the podcast, he shares …
Family Dynamics and Estate Planning w/ @bluntbeancountr (PODCAST)
Mark Goodfield runs The Blunt Bean Counter blog, one of my favourite blogs. When it comes to the more complex side of wealth management, Mark is an industry leader. We had a great conversation …
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How 0% financing can actually cost you more money
I remembered my blog's password so I decided to make a post. I always get asked about 0% financing on auto loans, and whether or not they can make sense from a planning perspective even if you have …
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