Nov 30, 2018 Episode #12 - Interview with Colin Ritchie, LLP, CFP about tax advantaged savings accounts, The Smith Moanoever, debt, savings and retirement.

by Canadian MoneySaver

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.

Ellen Roseman and Lana Sanichar

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Nov 28, 2018 Episode #11 - Interview with Rona Birenbaum, Fee for Service Financial Planner

by Canadian MoneySaver

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.

Ellen Roseman and Lana Sanichar

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Nov 02, 2018 Episode #10 - Ryan Modesto, CEO of 5i Research Inc on Portfolio Construction

by Canadian MoneySaver

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.

The MoneySaver Podcast

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