Canadian MoneySaver Blog
Nov 30, 2018 Episode #12 - Interview with Colin Ritchie, LLP, CFP about tax advantaged savings accounts, The Smith Manoever, debt, savings and retirement.
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 Manoever, taxation, Wills and Powers of Attorney as well as his tips for a successful financial career.
Nov 28, 2018 Episode #11 - Interview with Rona Birenbaum, Fee for Service Financial Planner
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 planning service for Canadians.
Nov 02, 2018 Episode #10 - Ryan Modesto, CEO of 5i Research Inc on Portfolio Construction
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.
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