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Guest Experts

  • Season 3

    Episode 1 – Philanthropy as Part of Your Investment Strategy

    Mike Todd – Director of Charitable Investment Programs, CHIMP

    https://chimp.net/


    Episode 2 – Success with Wealth

    George McConechy – CFP, FMA, CIWM, FCSI, Partner, Senior Wealth Advisor

    www.novuspro.ca


    Episode 2 – Success with Wealth

    Scott McCartney – BA Hon., PFP, Partner, Senior Wealth Advisor

    www.novuspro.ca


    Episode 3 – Teaching Kids Good Money Attitudes

    Paul Siluch – Senior Vice President, Private Client Group, Portfolio Manager

    http://www.raymondjames.ca/siluchhill


    Episode 4 – Marriage Contracts

    Deborah Todd – Family Lawyer

    www.deborahtoddlaw.com


    Episode 5 – Importance of TFSA’s

    Wayne Nikitiuk – B.A., CIM, AIFP, Portfolio Manager

    http://raymondjames.ca/waynenikitiuk/


    Episode 6 – Mistakes of High Income Affluent                                   

    Katherine Perez – Vice President and Financial Advisor, Private Client Group

    www.raymondjames.ca/johnson-perez 


    Episode 7 – Your Mind & Your Money                                                 

    Carol Lynde – President & COO, Bridgehouse Asset Managers

    http://bridgehousecanada.com/


    Episode 8 – Cross-Border Investment Management                          

    Elizabeth Hurly – Financial Advisor, CIM, Raymond James

    www.phwealthadvisory.com

     


    Episode 8 – Cross-Border Investment Management                          

    Bernardine Perreira – CFP, CIM, Financial Advisor, Raymond James

    www.phwealthadvisory.com


    Episode 9 – Investor Behaviour & Personal Rates of Return              

    Shamez Kassam – MBA, CFA, Associate Portfolio Manager, Raymond James Ltd.

    www.getyourmoneysworth.ca


    Episode 10 – Mortgages                                                                      

    Jodie Kristian – Mortgage Consultant, DLC Modern Mortgage Group

    www.jodiesmortgages.ca


    Episode 11 – Talking to Adult Children About Money                         

    Tom Plunkett – MBA, CIM, Financial Advisor, Raymond James

    https://www.linkedin.com/in/tom-plunkett/ 


    Episode 12 – Conversations to have Before Re-Partnering                

    Tracey Theemes –MA, CFP, FDS, FCSI, Financial Advisor, Raymond James

    www.sophiafinancial.ca


    Episode 13 – Estate Planning                                                               

    Richard Bell – Founder, Bell Alliance

    http://www.bellalliance.ca/


  • Season 2

    Episode 1 – Teaching Kids about Money

    Nancy Phillips - Author & Speaker, Zela Wela Kids

    http://www.zelawelakids.com


    Episode 2 – Tax Tips for Seniors and Families

    Debbie Wong CPA. CA. - VP, Retirement & Financial Planning, Raymond James Ltd.

    http://www.raymondjames.ca


    Episode 3 – Investing 101

    Pam Katunar – Financial Advisor, Raymond James

    http://www.raymondjames.ca/pamkatunar


    Episode 4 – Preparing for Retirement

    John Gowans – Financial Advisor, Raymond James Ltd. 

    http://www.raymondjames.ca/johngowans


    Episode 5 – Taking Control of Your Finances and Eldercare

    Sharon Hall, CEC – Business Coach, Jamison Palmer Group Coaching & Consulting

    http://www.sharoncoach.ca


    Tanya Sterling – Sterling Financial

    Chartered Professional Accountant

    http://www.sterlingfinancial.ca


    Episode 6 – Millennials and Investing

    Chris Mills – Financial Advisor, Raymond James Ltd. 

    http://www.millswealth.ca


    Episode 7 – Creating a Pension

    Ian Douglas - B.Comm, FCSI®, SVP, Private Client Group Financial Advisor, Raymond James Ltd.

    http://www.douglasduncanwm.com


    Episode 8 – Professional Corporations

    Rob Pollard – CIM, FSCI, Senior VP, Private Client Group and Portfolio Manager, Raymond James Ltd.

    https://www.raymondjames.ca/wyndhamgroup


    Dr. Wilson Chen - BSc., DDS, CFP, FMA, Dentist and Certified Financial Planner

    https://www.raymondjames.ca/wyndhamgroup


    Episode 9 – What is Your Personal Giving Strategy?

    Benjy Houser – 4 Pillars Consulting Victoria

    http://debtvictoria.com/
    http://www.4pillarsvictoria.ca


    Dave Lougheed – Portfolio Manager, Raymond James Ltd.

    http://www.lougheedwealthmanagement.com


    Episode 10 – Protecting Yourself against Financial Fraudsters

    Brigeeta Richdale- Associate, Bennett Jones LLP

    https://www.bennettjones.com/RichdaleBrigeetaC


    Episode 11 – Common Investor Mistakes

    Lori Pinkowski – Senior VP, Portfolio Manager Raymond James

    http://www.pinkowskiallen.com


    Episode 12 – Real Estate and Investor Psychology

    Shane King – Realtor, RE/MAX

    http://hatterking.com


    Terry Wright - Portfolio Manager, Raymond James Ltd. 

    http://terrywright.ca


    Episode 13 – Travel Tips on a Budget

    Cathy Scott – CEO, Niche Travel

    http://nichetravel.ca


  • Season 1

    Episode 1 – Investment Fees

    Rob Kolenc – Portfolio Manager, Financial Advisor, Casper Kolenc Wealth Management of Raymond James Ltd.

    http://www.kolencwealth.com


    Episode 2 – Estate Planning 101

    Cindy David CFP, CLU, FEA, TEP - President, Estate Planning Advisor, Cindy David Financial Group

    http://www.cindydavid.ca


    Episode 3 – Cash Flow

    Stephanie Holmes – CEO, The Money Finder

    http://themoneyfinder.ca


    Episode 4 – Financial Plans

    Brendan Willis FMA, CSWP - Senior VP, Private Client Group, Branch Manager, Financial Advisor, Chartered Strategic Wealth Professional Raymond James Ltd.

    http://www.raymondjames.ca/BGRInvestments


    Episode 5 – The Importance of Pre-Planning your Funeral

    Craig Williams – General Manager – Funeral Director, McCall Gardens

    http://www.mccallgardens.com


    Episode 6 – Cross Border Issues – Buying Property in the US

    Darren Coleman, PFP, CFP®, CIM®, FMA, FCSI - Senior Vice President, Private Client Group, Portfolio Manager

    http://www.colemanwealth.com


    Episode 7 – Charitable Giving

    Mike Todd - Director, Charitable Investment Programs at Chimp - Charitable Impact

    https://chimp.net


    Episode 8 - Portfolio Diversification

    Katherine Ross B.A., CFP® - Financial Advisor Raymond James Ltd.

    http://raymondjames.ca/katherineross


    Episode 9 – Avoiding Bankruptcy

    Chris Grew – 4 Pillars Group

    http://www.chrisgrew.ca


    Episode 10 – Mortgages 101

    Maria Dominelli AMP - Sr. Mortgage Broker, Invis – Mortgage Expert

    http://www.dominellimortgages.com


    Episode 11 – Investment Options

    Ryan Lewenza CFA, CMT - Private Client Strategist and Portfolio Manager, Raymond James Ltd.

    http://www.turnerinvestments.ca


    Episode 12 – Mortgage vs Private Insurance

    Brad Ginet – Financial Advisor, Brad Ginet Financial Services of Raymond James Ltd.

    http://www.raymondjames.ca/bradginet


    Episode 13 – Tips for Small Business Owners

    Chad Linger, CPA, CA, MPAcc. – Schibli Stedman King

    http://sskca.com/


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