Episode 1 – Teaching Kids about Money
Nancy Phillips - Author & Speaker, Zela Wela Kids
Episode 2 – Tax Tips for Seniors and Families
Debbie Wong CPA. CA. - VP, Retirement &amp; Financial Planning, Raymond James Ltd.
Episode 3 – Investing 101
Pam Katunar – Financial Advisor, Raymond James
Episode 4 – Preparing for Retirement
John Gowans – Financial Advisor, Raymond James Ltd.
Episode 5 – Taking Control of Your Finances and Eldercare
Sharon Hall, CEC – Business Coach, Jamison Palmer Group Coaching & Consulting
Tanya Sterling – Sterling Financial
Chartered Professional Accountant
Episode 6 – Millennials and Investing
Chris Mills – Financial Advisor, Raymond James Ltd.
Episode 7 – Creating a Pension
Ian Douglas - B.Comm, FCSI®, SVP, Private Client Group Financial Advisor, Raymond James Ltd.
Episode 8 – Professional Corporations
Rob Pollard – CIM, FSCI, Senior VP, Private Client Group and Portfolio Manager, Raymond James Ltd.
Dr. Wilson Chen - BSc., DDS, CFP, FMA, Dentist and Certified Financial Planner
Episode 9 – What is Your Personal Giving Strategy?
Benjy Houser – 4 Pillars Consulting Victoria
Dave Lougheed – Portfolio Manager, Raymond James Ltd.
Episode 10 – Protecting Yourself against Financial Fraudsters
Brigeeta Richdale- Associate, Bennett Jones LLP
Episode 11 – Common Investor Mistakes
Lori Pinkowski – Senior VP, Portfolio Manager Raymond James
Episode 12 – Real Estate and Investor Psychology
Shane King – Realtor, RE/MAX
Terry Wright - Portfolio Manager, Raymond James Ltd.
Episode 13 – Travel Tips on a Budget
Cathy Scott – CEO, Niche Travel