Money concerns are among the most common reasons for relationship breakdown and divorce. How can one ensure that healthy conversations about money, financial goals, and values happen with their partner, and when is a good time to start having these conversations? Join our expert Wallace M. Howick, FCPA, FCA and author of the award-winning book Love and Money: Conversations to Have Before you Get Married and gain valuable insights on when, why, and how to have important money conversations with y...
Sep 30, 2021•38 min•Season 5Ep. 2
How can you prepare your teenager for financial responsibility? What are the most significant obstacles today’s teens are facing in developing good spending and saving habits, and how can parents work around them? Raising kids in today’s digital world comes with many challenges, but we’d like to help with the all-important conversations around money. Join our expert Robin Taub, CPA, CA, parent, and award-winning author of Raising Money-Smart Kids: How to Teach your Kids about Money While Learnin...
Sep 23, 2021•38 min•Season 5Ep. 1
The loss of a loved one is devastating and can take a toll on women physically, mentally, and financially. This episode features guest Kimberley Short, CIM®, CFP®, FCSI®, MFA-P™, TEP a principal, portfolio manager, certified financial planner and trust and estate practitioner at ShortFinancial with iA Private Wealth. Kimberly will guide listeners through the process of widowhood, while providing useful information for women on how to deal with money after the death of a spouse, how get a handle ...
Feb 24, 2021•26 min•Season 4Ep. 6
Divorce or separation can leave many women wondering what will come of their finances and how they will support themselves, their dependents, and overall lifestyle. For some, this means taking finances into their own hands for the first time ever and learning how to pave the way themselves. This episode, with certified financial planner Léony DeGraaf, CFP, CEA, EPC, will focus on what issues women face when going through a separation or divorce and what they can do to set themselves up for indep...
Feb 17, 2021•34 min•Season 4Ep. 5
Let’s face it. Being a mom is a full-time job by itself, add a career on top of that as well as tending to the everyday needs and wants of your kids, and soon not only is your bank account depleting, but so is your time. In this episode, Lisa van de Geyn , freelance writer, editor, mom and author of Babies: How to Afford Your Bundle of Joy , will teach us how to make a plan before having kids, how to budget for becoming a mom and growing a family as well as how to juggle motherhood and a career....
Feb 10, 2021•27 min•Season 4Ep. 4
Starting a career or entering into a new career can be exciting but it also poses unique financial obstacles and challenges for a woman. In this episode, guest Gloria Ng, CPA and podcast host for MISS FINDEPENDENT, sheds light on entering into a new job with a focus on how to set yourself up for success, manage student loans, set goals and establish life-long healthy financial habits. This episode was recorded on June 18, 2021. This episode is made possible by the generous support of our nationa...
Feb 03, 2021•36 min•Season 4Ep. 3
Confidence in money decisions comes with knowledge and practice. Join Lisa Zamparo, CPA, CA, Financial Strategist and founder of the Wellth Company , to explore how to learn about your money, make your money work for you, what steps you can take to gain the confidence to make decisions, the gender gap in risk and investing, and how you can take calculated risks for setting up your financial future. This episode was recorded on July 8, 2021. This episode is made possible by the generous support o...
Jan 27, 2021•24 min•Season 4Ep. 2
This episode explores how women think and relate to money; helping women better understand money in order to find comfort in their own financial lives. Join our expert Vanessa Bowen, CPA, Money Coach and founder of Mint Worthy , as she discusses her challenges around money and how she took ownership of her financial life, while providing insight on how women can gain confidence in dealing with money matters that they tend to avoid. This episode was recorded on June 30, 2021. This episode is made...
Jan 20, 2021•32 min•Season 4Ep. 1
I was planning to start (or grow) a business in 2020 before the world changed. What do I do now? What options are available to me? Join our expert Lisa Zamparo, CPA, CA, founder of The Wellth Company , as she walks us through her career as an accountant, how she made the transition into entrepreneurship and how she has had to pivot to deal with the disruptions brought on by the pandemic. This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. Th...
Jan 14, 2021•34 min•Season 3Ep. 12
The pandemic has led to one of the largest economic crises in modern history. In this new business environment, many entrepreneurs are showing ingenuity in adapting to post crisis challenges. This episode outlines priorities highlighted in the BDC’s research study focusing on How Entrepreneurs Are Adapting to the Pandemic . Join our expert Pierre Cléroux , Vice President, Research and Chief Economist at Business Development Bank of Canada (BDC) , as he walks us through the findings on how entrep...
Dec 18, 2020•32 min•Season 3Ep. 11
Like many things, the pandemic has affected the Canadian tax system. This episode provides practical insights on key risks and tax planning opportunities for small businesses. Join our expert Michael Espinoza, CPA, CA , Senior Manager at Grant Thornton as he walks us through his thinking on how small businesses should prepare and plan for the upcoming tax season. ***Please note that after recording this podcast on December 1, 2020, the Government of Canada announced further details relating to t...
Dec 11, 2020•43 min•Season 3Ep. 10
We have entered a tentative normal but how long may this last and how do I better prepare my business for future disruptions? Join our expert Saeideh Fard, CPA, CA , Senior Vice President of Finance at PointClickCare as she walks us through her thinking in how a business should prepare and plan for disruptions in the normal course of a business. This episode is part of our podcast focusing on helping Ontario small businesses get through the pandemic. This series is made possible by the generous ...
Dec 03, 2020•42 min•Season 3Ep. 9
It is not always about the numbers. Mental wellness during a crisis is more important than ever. How can small business owners manage their own stress? Join our expert Rebecca Shields from the Canadian Mental Health Association (CMHA) for York and South Simcoe as she walks us through understanding the stigma around mental health; the early warnings signs; why it is important for small business owners to have effective strategies to handle their mental health and strategies to assist with effecti...
Nov 26, 2020•45 min•Season 3Ep. 8
With the economic stress brought on by uncertainty, businesses need to re-evaluate their models in a changing world. Businesses that once thrived, are now not sure if this can be sustained. As a business owner, what questions do I need to be asking? What early indications will I have about the health of my business moving forward? Join our expert Jamie Smith, CPA, CA from Amplify Advisors and Bearhill as she walks us through her thinking in how a business can re-evaluate their business models in...
Nov 19, 2020•40 min•Season 3Ep. 7
With the economic stress brought on by the uncertainty, businesses need to change to survive. How do I know when I should restructure my business? What questions do I need to consider? How do I communicate tough decisions to my employees and stakeholders? What other questions should I consider? Join our expert Eitan Dehtiar, CPA, CMA , Land and People Planning (LP) , as he walks us through his thinking in making the tough decisions around restructuring. This episode is part of our podcast focusi...
Nov 16, 2020•38 min•Season 3Ep. 6
Almost a year into the pandemic and it’s hard to believe it’s already approaching tax time again. With a disruptive year in our rearview, Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Canada, guides listeners through the necessary information this coming tax season. This episode was recorded on January 27, 2021 via Skype. Please note: the topics discussed in this recording are as at the date of the recording, rules may have changed since the recording date. This recording is not intended to...
Nov 09, 2020•44 min•Season 3Ep. 5
It can be difficult to plan our financial future on a normal day, add in a global pandemic and it can make things even more challenging. In this episode, Aurèle Courcelles, CPA, CMA, CFP, TEP, FP Canada™ Fellow explains that “it’s never too late to start” as he breaks down the importance of making a financial plan as well as provides steps you can take to get started today. This episode was recorded on November 26, 2020 via Skype. For more resources, visit cpacanada.ca/finlitresources , fpcanada...
Nov 08, 2020•35 min•Season 3Ep. 4
Are you confused about life insurance? How do you know if the life insurance you have is enough? Why is it so hard to talk about something that is so important? In this episode, Graham Rogers, FSA, FCIA, Director of Product and Large-Case Support at Canada Life , helps us understand the ins and outs of life insurance and what we can do to ensure we are informed and protected, especially during these unpredictable times. This episode was recorded via Skype. For more resources, visit cpacanada.ca/...
Nov 07, 2020•31 min•Season 3Ep. 3
Many of us have shifted our work environment in the wake of COVID-19 by creating “virtual home offices.” With this, we face different challenges and considerations, especially when it comes to fraud. In this episode, David Malamed, CPA, CA and court qualified forensic accounting and fraud investigation expert uncovers what employers and employees should be doing to keep intellectual property and company information safe. This episode was recorded via Skype. For more resources, visit cpacanada.ca...
Nov 06, 2020•41 min•Season 3Ep. 2
Talking to your kids about money can be challenging for many. Where do you start? What do you say? How do you say it? In this episode, Leigh Sindlinger CPA, CGA, mom, and all-star financial literacy volunteer breaks it down for us. Hear about her “golden rule” and why she believes it is never too young to start talking about money. This episode was recorded via Skype. For more resources, visit cpacanada.ca/finlitresources Download transcript The views expressed by our guests are theirs alone and...
Oct 22, 2020•30 min•Season 3Ep. 1
There are several “unknowns” as we start to look towards the future and life after COVID-19. For many, a big unknown is what their retirement looks like. In our last episode of this special COVID-19 series, David Trahair, CPA, CA , and author of "The Procrastinator's Guide to Retirement: How you can retire in 10 years or less" helps us try to make sense of this unknown. David believes it’s not the strongest, it’s not the smartest, but it’s those who will adapt to the changing environment who wil...
Jun 18, 2020•39 min•Season 2Ep. 11
COVID-19 has caused financial stress on individuals as many are worried about their investments. In this episode, Larry Short, CPA, CGA, Portfolio Manager and Executive Director, Private Client Group at HollisWealth/ShortFinanical, helps to ease some of this worry by explaining we have seen these “unprecedented” times in the past. Larry provides insight into the situation as well as shares tips to investing during a market downturn. This episode was recorded via Skype (May 7, 2020) and contains ...
Jun 12, 2020•25 min•Season 2Ep. 10
The pandemic has caused many to re-evaluate their financial situation, such as analyzing expenses and their needs versus wants. In such unpredictability, some are even wondering what they can do now to benefit their financial situation long-term, including saving. Join Garth Sheriff, CPA, CA, and entrepreneur as he shares his story on how he and his family are tracking costs during COVID-19, while providing listeners with practical strategies for saving during this volatile time. This episode wa...
Jun 04, 2020•32 min•Season 2Ep. 9
Tax season comes every year, but this year looks a bit different given the pandemic circumstances. In this episode, we talk all things tax with Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Canada, as he walks us through some of the government benefits available and what we need to know about tax during the COVID-19 crisis. This episode was recorded via Skype. For resources and more information, visit the CPA Canada Tax Blog, CRA COVID-19 Changes and Updates and, Applying for CERB with CRA....
May 28, 2020•33 min•Season 2Ep. 8
Debt can be debilitating. Add COVID-19 into the mix and the problem gets bigger for many. With an East-meets-West approach, this episode uncovers the debt situation in Canada as well as provides solutions to help combat this financial crisis. Join Sandy Lyons, CPA, CA, CIRP, LIT, Senior Manager, Licensed Insolvency Trustee at Grant Thornton Limited, Frank Fabiano, CPA, CA, CIRP, LIT, Partner at Grant Thornton Limited and Robert Hunt, CIRP, LIT, Managing Partner at Grant Thornton Limited for an i...
May 22, 2020•41 min•Season 2Ep. 7
Financial wellness and mental wellness are connected. It’s no secret that COVID-19 has left many individuals struggling mentally. Mary Ann Baynton, Director of Strategy and Collaboration, Workplace Strategies for Mental Health , at Canada Life , helps us tackle these mental health hurdles by providing insight and strategies to take control in this uncertain time. This episode was recorded via Skype. Download transcript The views expressed by our guests are theirs alone and not necessarily the vi...
May 14, 2020•44 min•Season 2Ep. 6
For many the side hustle has become a way to supplement income. Discover how one man, Peter Waitzman , well known YouTube product reviewer, turned his love for starting businesses into a money-making side-gig. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect ...
Jan 29, 2020•30 min•Season 2Ep. 5
For the past few decades, Gary Rabbior , President at the Canadian Foundation for Economic Education, has worked to make sure our future generations are well-equipped and have the skills to make smart financial decisions. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come ...
Jan 29, 2020•32 min•Season 2Ep. 4
Starting a financial literacy program requires knowledge as well as a desire to educate and help individuals. Keeping a financial literacy program sustainable and successful is a whole other endeavor. Hear from Li Zhang, Principal of Corporate Citizenship at CPA Canada, on how CPA Canada's Financial Literacy program has been a leader in financial education.. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podc...
Jan 29, 2020•45 min•Season 2Ep. 3
Does Financial Literacy have a place in your existing program? Mack Rogers , Executive Director at ABC Life Literacy Canada, breaks down how they expanded their existing program to include financial education. Download transcript The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect ...
Jan 29, 2020•44 min•Season 2Ep. 2
