Navigating Conflicts of Interest in the Financial Services Industry
It’s important to be aware of the ways that conflicts of interest can show up with financial advisors and how they can impact your portfolio.
Wealth & Family Law: Marriage and Common-law Relationships In Canada
Caroline Kim, lawyer & partner at Miller Thomson, joins us to talk about rights and responsibilities in a marriage or common-law relationship
The Evolution of Investment Advice in Canada: The Next-Generation Advisor
In this episode we discuss how the value proposition offered by investment managers is changing to meet the evolving needs of clients.
Wealth & Real Estate: Urban & City Living
Today we’re joined by Christina Miller to help us navigate the city real estate market, from condo towers to duplexes, single-family homes.
Wealth & Real Estate: Empty Nesting & Downsizing Homes
Who are the main types of people looking to downsize their homes and what are the key motivators for downsizing?