Skip to main content
The Just Word Podcast

The Just Word Podcast

By Pat Bolland

Business is everywhere. Every business, including investing, has a story. We share those stories.

Brought to you by Justwealth - honest and cost-efficient investment - just for you........

This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisor.

Where to listen
Apple Podcasts Logo

Apple Podcasts

Google Podcasts Logo

Google Podcasts

Pocket Casts Logo

Pocket Casts

RadioPublic Logo

RadioPublic

Spotify Logo

Spotify

Currently playing episode

Estate Planning with David Edey

The Just Word Podcast

1x
Tax-efficient Retirement with Ian Moyer
Tax-efficient Retirement with Ian Moyer
We're all so used to saving for retirement, nobody talks about what to do with those savings ... decumulating them - tax efficiently. I read an interesting article and discovered software that can help. Ian Moyer is the founder of Cascades Financial Solutions and he has some ideas. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The information and opinions are not guaranteed accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
18:10
November 10, 2022
Personal Private Pensions (PPP) with Jean-Pierre Laporte
Personal Private Pensions (PPP) with Jean-Pierre Laporte
Historically, many employees had generous pensions that guaranteed lifetime retirement income. Their companies would make significant contributions every year to pay for that. Did you know that your small business could do the same thing for you? A PPP creates a defined benefit pension for small businesses... and JP Laporte of Integris Pension Management joins us to explain how it works. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The information and opinions are not guaranteed accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
20:49
October 25, 2022
Avoiding a Retirement Crisis with Myron Genyk
Avoiding a Retirement Crisis with Myron Genyk
Can you imagine getting to retirement and finding out that you've made a planning mistake? How do you avoid that? Myron Genyk is co-founder of Evermore Capital and he has a set of rules to follow. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
20:23
October 11, 2022
On Gold with George Milling-Stanley
On Gold with George Milling-Stanley
Gold has always been an investment .... but it's also industrial, an inflation fighter, and even jewelry. Goerge Milling Stanley is the Chief Gold Strategist at State Street Global Advisors... one of the biggest investors in gold in the world! He joins us to talk about gold. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
24:18
September 27, 2022
McGill offers Personal Finance course - Benjamin Croitoru
McGill offers Personal Finance course - Benjamin Croitoru
McGill Unversity saw the need for a personal finance course ... and is offering it to anyone, not just students! Real Estate, investing, savings and more will be covered. Benjamin Croitoru, Associate Professor of Finance, Associate Dean, Undergraduate Programs, Academic Director, McGill Personal Finance Essentials joins us. Best yet ... You can register here... and it's free! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
11:53
September 13, 2022
Helping healthcare providers understand finances with Allied Health Financial
Helping healthcare providers understand finances with Allied Health Financial
Giacomo Silvestri and Ryan Wells had a passion to help their fellow healthcare workers understand the world of finances. They formed Allied Healthcare - an educational financial podcast. Now they are taking the next step in getting great service to healthcare providers. Track their progress here ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
18:06
August 16, 2022
Use Your Smartphone Video for more with Steve Knifton
Use Your Smartphone Video for more with Steve Knifton
Steve Knifton was in the TV news business ... CITY-TV, CBC, Fox .... but now teaches how to use your smartphone to produce decent videos. You can reach him here... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
21:46
August 04, 2022
Mid-year Market Update with James Gauthier
Mid-year Market Update with James Gauthier
It has NOT been a pretty market - on many fronts - but James Gauthier gives us his take. He manages the portfolios at Justwealth (our sponsor) who are considered the top robo-advisor in Canada (Moneysense magazine)... And, no, James is NOT a robot!  This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
17:12
July 12, 2022
Estate Planning with David Edey
Estate Planning with David Edey
It's one thing to have a will, and another to have an estate plan. David Edey has been in the business for 3 decades ... he's even written a book "Executor Help: How to Settle an Estate... and he shares his insights. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
26:27
June 28, 2022
Beaver Tails are Iconic to Canada with Pino Di Ioia
Beaver Tails are Iconic to Canada with Pino Di Ioia
Don't you wish you knew more about Beaver Tails? Now you can ... and it'll leave you salivating! I talk to the CEO Pino Di Ioia about running an operation that is uniquely Canadian. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
18:36
June 14, 2022
The Future of A.I. with Peter Voss
The Future of A.I. with Peter Voss
Artificial Intelligence ... AI to the cognoscenti ... seems to be all around. But do we really know what it is and where it's going? Peter Voss is CEO of AIgo.ai to provide insight. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
22:19
May 24, 2022
Finding Balance in Personal Finance with Andrew Hallam
Finding Balance in Personal Finance with Andrew Hallam
Everyone needs a 'Millionaire Teacher', but maybe personal finance also needs 'Balance' ... that's what author Andrew Hallam believes. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
28:42
May 10, 2022
Real Estate as an Investment with Alex Leduc
Real Estate as an Investment with Alex Leduc
Real estate is more than a place to live ... is it also a place to invest? Alex Leduc of Perch thinks of it as a way to build wealth. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
25:13
April 26, 2022
The Business-side of Trucking with Justin Sky
The Business-side of Trucking with Justin Sky
Trucking has certainly been in the news, but here we discuss the business of trucking ... logistics in particular ... that is far from the politics. Justin Sky is co-founder of Rose Rocket, a trucking logistics company. He shares his insights on the industry. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
21:32
April 12, 2022
Wills are Important with Erin Bury
Wills are Important with Erin Bury
A surprising number of Canadians don't have a will! Erin Bury of Willful joins us to talk about that and what people should do about it ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
14:18
March 29, 2022
Learning about investing and business with Lou Schizas
Learning about investing and business with Lou Schizas
Lou Schizas is a veteran of business media and has also taught business. He shares with us some of the advice he's doled out over the years in investing, as well as other business... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
19:14
March 14, 2022
Giving a voice to the animal world with Jo-Anne McArthur
Giving a voice to the animal world with Jo-Anne McArthur
Jo-Anne McAthur is an award-winning photojournalist, sought-after speaker, an author, and the founder of We Animals Media. She has been documenting the plight of animals on all seven continents for almost two decades. This is an interesting business ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
23:48
March 01, 2022
It's RRSP season with Andrew Kirkland
It's RRSP season with Andrew Kirkland
February is RSP season and investors often have lots of questions. Andrew Kirkland joins us to address those concerns in an Instagram Live event. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
32:25
February 15, 2022
Personal Finance Tactics for the Real World with Erica Alini
Personal Finance Tactics for the Real World with Erica Alini
Economic, social and technological changes have complicated personal finance. Erica Alini is the author of 'Money Like You Mean It, Personal Finance Tactics for the Real World'. She gives us practical tips on how millennials and Gen Z can achieve middle-class financial goals despite the challenges they face. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
19:26
February 01, 2022
Justwealth '21 review & '22 outlook with James Gauthier
Justwealth '21 review & '22 outlook with James Gauthier
2021 was one of the best stock markets and one of the worst bond markets ... how do you manage that? And how do you prepare for 2022? James Gauthier is Chief Investment Officer at Justwealth Financial... He's been doing this quite a while and he knows a thing or two... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
22:55
January 18, 2022
2021 in Review with Frances Horodelski
2021 in Review with Frances Horodelski
Frances Horodelski and I worked together at BNN, I consider her one of the best at looking at the market ... and she now writes a blog (check it out at https://franceshorodelski.com/) ... I got to talk to her about the year that was! Enjoy! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
22:12
January 04, 2022
Let's Talk RESPs (Registered Education Savings Plans) with Andrew Kirkland
Let's Talk RESPs (Registered Education Savings Plans) with Andrew Kirkland
The RESP has been around for a while, but there have been changes that you need to know about ... including how to make the biggect contribution possible. Andrew Kirkland of Justwealth, and father of three, knows this stuff cold, but it's also on the website... https://www.justwealth.com/resp/ This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
32:46
December 21, 2021
Are Baby Boomers ready to Retire? with Michael Nicin
Are Baby Boomers ready to Retire? with Michael Nicin
As baby boomers hit retirement age, are they ready? Michael Nicin is with the National Institute on Aging, a think-tank that is part of Ryerson University.  This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
19:37
December 07, 2021
Women in the Investing World with Paulette Filion
Women in the Investing World with Paulette Filion
Finance and investing have long been the bastion of males, but women are increasingly becoming a force ... or should be. Paulette Filion is with StrategyMarketing.ca and explains why and how that can happen. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
21:54
November 23, 2021
The wisest investment: Your Kids ... with Robin Taub
The wisest investment: Your Kids ... with Robin Taub
Robin Taub has written a book: Raising Money-Smart Kids which is a practical guide that readers love! We distill her thoughts in our little chat ... given that November is Financial Literacy Month ... I hope that you enjoy it! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
19:39
November 09, 2021
Getting into Financial Planning with Mike Fox
Getting into Financial Planning with Mike Fox
Mike Fox saw an industry that need to adapt to changing times. He took a leap and founded #YourPlanFinancial.ca to help people who just weren't getting the financial attention they needed. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
17:39
October 26, 2021
Women and money with the 'Money Mama' Melanie Rousseau
Women and money with the 'Money Mama' Melanie Rousseau
Melanie Rousseau went through a tough time in her life ... and decided to do something about it. In particular, to help other women who may face the same challenges. And help them come to terms with their finances. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
23:11
October 12, 2021
Truth, reconciliation, forgiveness & the business of music with Susan Aglukark
Truth, reconciliation, forgiveness & the business of music with Susan Aglukark
Multi-Juno Award winner Susan Aglukark has told stories through song, for more than 3 decades. She's taken her success and turned it towards helping her people. We began by discussing her latest work, titled 'Forgiveness', and we squeezed-in some business talk too! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
26:25
September 28, 2021
Beating the Bank with Larry Bates
Beating the Bank with Larry Bates
Larry Bates, a former broker, knows a thing or two about how the banks and investing work ... he wrote a book about it and he joins us to talk about #beatingthebank... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
23:16
September 14, 2021
Accounting in a pandemic era with Harrison White
Accounting in a pandemic era with Harrison White
Harrison White is going through some changes this year, moving west, and moving his business online ... in part in response to the pandemic. But accounting is more than bookkeeping, it's also about helping people see into their future. And he's developing software-as-a-service. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
16:55
August 31, 2021
The business of #Olympic Sports with Angela Whyte
The business of #Olympic Sports with Angela Whyte
In the track and field world, Angela Whyte is well known …. 3 Olympics representing Canada, medals In the Commonwealth and Pan-Am games in 100 meter hurdles … but beyond the track, how did she pay for her passion? The business of sports is our topic ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
23:36
August 17, 2021
NFT's (non fungible token) are HOT, with Jon Dwyer
NFT's (non fungible token) are HOT, with Jon Dwyer
Jon Dwyer runs Wondr Gaming ... and they do a lot with NFT's. What are those you ask? I was wondering that same thing. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
18:52
August 03, 2021
Life after hockey with Ryan Walter (ex-Hab)
Life after hockey with Ryan Walter (ex-Hab)
Ryan Walter's early claim to fame was his playing career with the Montreal Canadiens. Since then he's had ongoing success on several fronts ... some including the hockey business and more recently using his experience to help others in other business. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
22:03
July 20, 2021
Your Life, Well Spent (pun intended) with Sandi Martin
Your Life, Well Spent (pun intended) with Sandi Martin
It's one of those things you just have to have ... a financial plan! But do you? And what is it? Sandi Martin of Spring Financial Planning has the answers ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
21:59
July 06, 2021
FOMO (fear of missing out) and other emotions with Lisa Kramer
FOMO (fear of missing out) and other emotions with Lisa Kramer
You're a rational investor - all business - but in fact, that may not be the case, and emotions play a big role in your investing style. That's what Lisa Kramer, of University of Toronto says... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
21:59
June 22, 2021
The business of TikTok with Jack Innanen: celebrity comedian ...
The business of TikTok with Jack Innanen: celebrity comedian ...
Jack Innanen is a star on #TikTok with over 2 million followers. How did he get there and how does he manage the business of being a celebrity. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
22:35
June 08, 2021
Dealing with Debt & Moolala - Bruce Sellery
Dealing with Debt & Moolala - Bruce Sellery
Bruce Sellery - business guru extraordinaire - has a new job ... helping Canadians deal with debt. We discuss that and more ... Enjoy! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisor. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
23:30
May 25, 2021
Retirement - Heaven or Hell - Mike Drak
Retirement - Heaven or Hell - Mike Drak
Mike Drak was a banker for four decades … until he wasn’t. Now he writes about retirement, publishing Victory Lap Retirement and Retirement Heaven or Hell. The focus is not on the plan, but on the approach … This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
22:13
May 11, 2021
Want a 'Sleep-Easy Retirement'? - David Aston
Want a 'Sleep-Easy Retirement'? - David Aston
David Aston is a freelance journalist who writes about personal finance and investments.  With this book, The Sleep-Easy Retirement Guide, he answers the 12 biggest questions Canadians face about retirement. It's one of those books that you can refer back to time again ... This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
25:19
April 27, 2021
Impressive Performance by Justwealth - James Gauthier
Impressive Performance by Justwealth - James Gauthier
James Gauthier is the Chief Investment Officer at Justwealth ... and he's good! Having come from the banks, he now beats them at their own game! I messaged him before this chat and he told me that the performance of the funds was, to use his words, mind-blowing.  And he’s not one to exaggerate. This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
23:05
April 13, 2021
A Richly Imagined Future - Robert Gignac
A Richly Imagined Future - Robert Gignac
Robert Gignac has written 'Rich is a State of Mind', a light-hearted look at financial planning with the serious message of personal responsibility. Stir in a fair dose of common sense and voila, the magic to a richly imagined future ... This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
24:13
March 30, 2021
Money & Travel: The Ultimate Pairing - Barry Choi
Money & Travel: The Ultimate Pairing - Barry Choi
Financial planners are always advocating that we save ... but for what? Travel of course! Barry Choi is a planner at 'Money We Have' and a travel expert. His ideas are ... insightful! This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
23:38
March 16, 2021
Findependence or bust! - Jonathan Chevreau
Findependence or bust! - Jonathan Chevreau
A veteran journalist, Jonathan Chevreau has more than 4 decades of experience in newspapers and magazines. He’s a book author with titles like Smart Funds, The Wealthy Boomer, Findependence Day, and most recently co-authored Victory Lap Retirement. These days he’s CFO at the Financial Independence Hub. Who better to talk to about the state of the investor! This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
24:52
March 02, 2021
Robos have landed! Robos have landed! - Dale Roberts
Robos have landed! Robos have landed! - Dale Roberts
Dale Roberts is a champion of Exchange Traded Funds ... and he had a role in creating the first robo-advisor. We talk to the Chief Disruptor at Cut the Crap Investing about robos and the future of investing. This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
25:04
February 16, 2021
Retirement Planning Overview - Malcolm Hamilton
Retirement Planning Overview - Malcolm Hamilton
Everyone's retirement planning is different - we all have different goals and lifestyles.  But what are the government backstops? What do we need to think about in putting together a plan? Malcolm Hamilton joins us to talk retirement. This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
35:30
February 02, 2021
The Origins of Justwealth - Andrew Kirkland & James Gauthier
The Origins of Justwealth - Andrew Kirkland & James Gauthier
Justwealth is the creation of two investment professionals that shared a dream ... they just didn't know it. How'd they get together and create one of the top-tier robo-advisors in the country. Find out here. ------- This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
25:34
January 18, 2021