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The MoneySaver Podcast

Nov 29, 2018

In the 12th edition of the MoneySaver Podcast, Ellen Roseman chats with Colin Ritchie from colinsritchie.com and Canadian MoneySaver contributor about grandparents funding RESPs, TFSA or RRSP, The Smith Manoeuvre, taxation, Wills and Powers of Attorney as well as his tips for a successful financial career.

 

Questions...


Nov 21, 2018

In the 11th edition of the MoneySaver Podcast, we speak with Rona Birenbaum, Certified Financial Planner, from Caring For Clients.  In honour of Financial Planning Week, we discuss financial planning, the process of creating a financial plan, debt, spending and her new tech start-up Viviplan, a new, low-cost financial...


Nov 1, 2018

In the tenth episode of the MoneySaver podcast we chat with Ryan Modesto, CFA and CEO of 5i Research Inc.  We discuss what an investor should take into account when creating a portfolio including assessing risk tolerance, ability to accept risk, debt, ETFs, stocks, mutual funds, TFSAs, RRSPs and fees.

 

2:42  How do you...


Oct 19, 2018

In the ninth episode of the MoneySaver podcast, we chat with Doris Belland, entrepreneur, motivational speaker and author of Protect Your Purse: Shared Lessons for Women about steps that a woman can take to secure herself in the even of divorce or even the death of a spouse.  We also chat about her women's money group...


Sep 27, 2018

In the Episode #8 of the MoneySaver Podcast, we talk to Tea Nicola, CEO of Wealthbar, a robo-advisor.  We talk about robo-advisors, women in the boardroom, investing advice and Nicola Wealth Management funds.

 

2.49   How did your family connections help you get started?

4:55 Tell us what your firm is, what it does and...