Jamie Mason Cohen is a friend of mine that I met in the last few years on the professional speaking circuit. He is a certified grapho-therapist and leadership strategist whose TEDx talk on how to spot …
Mostly Money #73: How to fight with your financial advisor (productively) with Dr. Liane Davey
In this episode, I speak with Dr. Liane Davey about how conflict should be embraced, not avoided, as long as you do it the right way. There are myriad avenues in work and life where this can be …
Protect your brand when a crisis strikes with @melissa_agnes (PODCAST)
Melissa Agnes is the author of the new book Crisis Ready: Building an Invincible Brand in an Uncertain World. She is a leading authority on crisis preparedness, reputation management, and brand …
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Steadyhand funds, dirty underwear, and hamburgers (PODCAST)
Salman Ahmed is a portfolio manager with Steadyhand. He's previously worked as an analyst with Mercer, and later as Associate Director of Active Research at Morningstar Canada. We talk about what …
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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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Why pay a percentage of assets when you can pay a flat rate for investment advice instead? w/ @Randy_Cass (PODCAST)
Randy Cass is the CEO and founder of Nest Wealth, a Canadian robo-advisor that uses a monthly subscription model for its fee, as opposed to charging a percentage of assets. With their subscription …