Send us a text I had a good friend of mine join me on the podcast in this episode. Jamie Mason Cohen is a certified grapho-therapist and leadership strategist whose TEDx talk on how to spot a leader through their handwriting has been viewed more than 1.6 million times. He previously worked at Saturday Night Live and now is an accomplished keynote speaker and workshop facilitator on leadership. In the show he explains the basics of handwriting analysis and even analyses my chicken scratch as an e...
May 24, 2019•55 min
Send us a text I speak with David Bach about his latest book, The Latte Factor. There are some people who might think that The Latte Factor is about giving up coffee, but it is not. The book is an engaging parable about the financial awakening of a young woman in New York City who learns the timeless rules about money, and priceless rules about living the life she wants and could have if she's willing to take some risk. Not only in her portfolio, but in her life choices as well. It's an enjoyabl...
May 09, 2019•41 min
Send us a text In this episode, I spoke to Dr. Liane Davey about how conflict should be embraced, not avoided, as long as you do it the right way. There are myriad avenues in work and life where this can be applied, but we speak directly about productive conflict with your financial advisor (and vice versa: with your clients if you are are a financial advisor). Liane Davey is a New York Times Bestselling author, keynote speaker, consultant, and regular contributor to Harvard Business Review for ...
Mar 24, 2019•37 min
Send us a text As a follow up to the episode of The Agenda with Steve Paikin talking about the upside-down world of financial planning for low-income Canadians , I had John Stapleton on the podcast to discuss it in more detail. John has been a tireless advocate for getting the word out on this complex issue and was the person who first brought it to my attention many years ago....
Mar 08, 2019•44 min
Send us a text The team from Passiv joined me to explain their DIY helper service for investors. They have two levels of service: 1. A free service that tells you what trades you need to execute on your own, or 2. A premium service for $5/month that will allocate new cash and rebalance your portfolio according to parameters you set. This model could eat a lot of robo-advisors' lunch. You can learn more at http://www.getpassiv.com/...
Feb 11, 2019•39 min
Send us a text The methods of payment we use can influence how much we spend and how we ultimately feel about our purchases. One of the world's leading experts in this area, Profession Avni Shah, joins me to discuss some of her research in this area. Not only do we discuss day to day implications for people, but we also chat about how the "pain of payment" is related to the financial services, and how embedded compensation, fee-based compensation, and fee-for-service compensation models affect h...
Jan 27, 2019•39 min
Send us a text Melissa Leong is a personal finance writer, keynote speaker, on-air personality and bestselling author. She appears on CTV’s The Social as its resident money expert and was a staff reporter at the Financial Post . She joins me on the podcast to talk about her brand new book, Happy Go Money: Spend Smart, Save Right and Enjoy Life Buy the book here: https://amzn.to/2LHJW3u (This is an Amazon affiliate link)...
Jan 01, 2019•33 min
Send us a text John Robertson is on a mission to help Canadians learn how to invest. He has a popular book and online course that lays out the step-by-step process of how to actually get started with a variety of investing service providers like robo-advisors, discount brokerages, and more. You can check out his site here: http://www.valueofsimple.ca/
Dec 06, 2018•59 min
Send us a text Albert Luk is the CEO of Haxa Blockchain Inc. and he joined me in Toronto to explain the basics of Bitcoin (vs bitcoin - yes, there's a difference) and blockchain technology. This episode's single dram was a 21 year Glenfarclas.
Oct 30, 2018•50 min
Send us a text This is turning into the Ben Rabidoux podcast. And I'm okay with that. Ben shares his thoughts on housing in Canada so far in 2018 and talks about his $175,000 legal bill incurred battling a real estate industry participant who didn't like the questions he was asking.
Oct 03, 2018•1 hr 11 min
Send us a text World renown body language expert Mark Bowden gives us a crash course on body language. Why is it so powerful? And how can we use it to increase the effectiveness of communication? We also go through quite a bit of whisky.
May 03, 2018•1 hr 3 min
Send us a text Melissa Agnes is the author of Crisis Ready: Building an Invincible Brand in an Uncertain World. She is a leading authority on crisis preparedness, reputation management, and brand protection and is an advisor to some of today's leading organizations faced with the greatest risks.We discussed a number of real-world examples of brands handling crises, including how Equifax handled the breach of millions of customers' data....
Apr 23, 2018•38 min
Send us a text I had a great chat with Cait Flanders about her recently released book, "The Year of Less". The book chronicles 12 months in which she spent almost no money other than on essentials. The book has been garnering international press, including making the front page of the New York Times' website. It is definitely not your average personal finance book - it's quite a bit more than that.
Mar 08, 2018•48 min
Send us a text The most requested guest on the podcast, Ben Rabidoux, is back to chat about the latest goings on in Canadian real estate and credit. Enjoy!
Dec 22, 2017•1 hr 12 min
Send us a text Scott Terrio is an Estate Manager and President of DebtSavvy.ca Consulting and he joined me to explain the ins and outs of bankruptcies and consumer proposals in Canada. He shares some horror stories, we discuss some of the differences between LITs (licensed insolvency trustees) and credit counsellors, and he explains people's options when their debt loads are starting to become unmanageable.
Dec 13, 2017•1 hr 48 min
Send us a text John De Goey, a portfolio manager with Industrial Alliance Securities, is back to talk about the latest edition of his book, The Professional Financial Advisor IV. Topics include: what to look for in a financial advisor, what questions to ask them, should commissions be embedded, and more.
Aug 27, 2017•1 hr 38 min
Send us a text Luke Kawa joins the show to explain some economic buzzwords, concepts, and theories such as the difference between fiscal policy and monetary policy. He also grades the Governor of the Bank of Canada, and provides his two cents on housing in Canada. Luke is a reporter at Bloomberg, based in New York. You can follow him on twitter at https://www.twitter.com/ljkawa. If you would like to contribute to the charity mentioned at the end of the podcast, you can find it here: https://www....
Jul 04, 2017•1 hr 2 min
Send us a text Is securities regulation about to take a step backwards in Canada? A new model for cooperative capital markets regulation that has been proposed might spell the end (or at the very least, the delay) of any Best Interest Standard for financial advisors in Canada, the end or delay of a push to ban embedded commissions, and more. Professor Anita Anand, one of Canada's most respected authorities on securities law, explains the lay of the land when it comes to securities regulation in ...
May 17, 2017•49 min
Send us a text Dan Hallett from HighView Financial Group is back to share some thoughts on world of robo-advisors, what to look for when seeking a financial advisor, and to help breakdown the two new reports many investors will start to receive this year as a result of what's known as CRM2 Phase III. And yes, we'll explain what CRM2 means. We also discuss the idea of "regulatory arbitrage" and how that concept might be used to the advantage of some salespeople (to the disadvantage of financial c...
May 08, 2017•1 hr 2 min
Send us a text Stephen Jarislowsky shares wisdom gleaned from more than 70 years of investing. He is a true investment legend, and still holds some stocks he originally purchased in the late 1940s when we has completing his MBA at Harvard. He launched Jarislowsky Fraser, Ltd. in 1955 and has grown it to more than $40 billion in assets under management, and is personally worth more than a billion dollars. He's led an unbelievable life with unbelievable stories, including being a counter-intellige...
Apr 26, 2017•55 min
Send us a text Sandra Foster has updated what is now the SIXTH edition of her plain-language guide to estate planning for Canadians of all ages, levels of wealth, and stages of health. From digital assets, living common-law, what to do if someone has asked you to be an executor, and more, Sandra gives us the low down.
Apr 13, 2017•55 min
Send us a text Dev Basu, CEO of Powered By Search, joins me to drink whisky, explain his meteoric rise to being one of the world's foremost experts on digital marketing, and offers his insights on the financial services industry and how they have (and should) approach consumers like him.
Feb 10, 2017•56 min
Send us a text Salman Ahmed is a portfolio manager with Steadyhand. He's previously worked as an analyst with Mercer, and later as Associate Director of Active Research at Morningstar Canada. We talk about what Morningstar Ratings are, stewardship of investment funds, and also get into some personal details such as his year and a half trekking expedition around the world and his love of hamburgers.
Dec 01, 2016•1 hr 12 min
Send us a text Mark Goodfield has over 25 years of experience providing accounting, income tax, and wealth management advice. He has experience working with rental real estate, investment companies, professional and consulting practices, amongst many other industries. Mark is the author of “The Blunt Bean Counter,” a blog about income tax, business, the psychology of money and investing topics. The blog won a Plutus award in 2014 for being one of the best blogs in Canada and the United States. M...
Sep 01, 2016•34 min
Send us a text Ben Rabidoux is back to share his insights into what has been happening in the Canadian real estate markets. Ben is one of Canada's leading housing and credit analysts.
Jul 14, 2016•56 min
Send us a text Randy Cass is the CEO of Nest Wealth, a robo-advisor in Canada that charges for its services through a flat monthly fee instead of the more traditional percentage-of-assets-managed model. We chat at his offices in Toronto.
Jun 23, 2016•54 min
Send us a text Alec Chalvardjian is the owner of Bar Freddo, a true Italian fare restaurant he launched after a career in advertising sales. We talk about how the traditional media ad sales world has evolved over the last 20 years, and how planning for a rainy day allowed Alec to be in a position to start his own business after getting downsized out of his corporate job. We spend a a lot of time exploring his passion for true artisanal gelato and pizza, so foodies will especially enjoy this epis...
Jun 02, 2016•56 min
Send us a text Navid Boostani is the CEO and co-founder of ModernAdvisor.ca, a Canadian robo-advisor which offers socially responsible investment portfolios in addition to plain vanilla indexed portfolios. We dig into ModernAdvisor's service offering, and whether or not socially responsible investment strategies give up returns in their quest for social responsibility compared to traditional couch potato portfolios....
May 19, 2016•40 min
Send us a text Karl Martin is the founder of Nymi, Inc., a company who wants to disrupt the field of "user authentication". In other words, how do you prove "you are you" to a machine? By using a simple password? Do you use the same one for everything? What if you could replace the need for passwords altogether and increase security? That's the goal of the Nymi Band. There are countless applications, including financial transactions at POS terminals as well as for online shopping. Not so good fo...
May 05, 2016•41 min
Send us a text Andrew Graham is the CEO of Borrowell, an online lending marketplace for Canadians. We discuss where the idea for Borrowell came from and what kind of financial consumer makes up their target market. Borrowell is aiming to take a chunk out of the high interest rate credit card market in Canada by offering term loans for unsecured debt at lower rates. We also delve into where Borrowell gets the money to fund these loans, what kind of rates they offer, the average loan amount taken ...
Apr 24, 2016•38 min
