Business Wealth The Future of Canadian Fintech: Leading the Charge with Robo-Advisors PWL Capital 2019-04-11T11:41:12 April 11, 2019 On the show today we welcome Randy Cass, owner and founder of Nest Wealth, who were the first financial firm to employ the use of robo-advisors in Canada.
Business Wealth PWL Capital Benjamin Felix No More Excuses for Mutual Fund Advisors 2019-04-11T09:30:36 April 11, 2019 With the increased popularity of ETFs and index funds, traditional commission-based mutual fund advisors must be feeling the pressure. The problem for many of them is that they do not have the infrastructure to buy ETFs for their clients.
Personal Wealth PWL Capital Susan Daley Payroll Taxes and Taxable Benefits 2019-04-8T09:37:45 April 8, 2019 Many of you have been in the situation where you were quoted a salary or hourly rate, were excited to get your first paycheque and disappointed when you don’t receive as much as you expected. You’ll have to thank taxes, CPP contributions, EI premiums, and benefits for that. I’ll go into more detail about how each of these deductions work.
Personal Wealth PWL Capital Anthony Layton Tony’s Take: How to avoid becoming your own worst enemy 2019-04-5T09:00:15 April 5, 2019 Most readers of this column will know that one of the biggest wealth destroying mistakes you can make is trying to time the ups and downs of the market.
Advanced Investing PWL Capital The Rational Reminder Podcast Episode 40: Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making 2019-04-4T14:54:36 April 4, 2019 This is Episode 40 of the Rational Reminder podcast, with Cameron Passmore and Benjamin Felix.
Family Stewardship & Philanthropy PWL Capital Peter Guay Advanced Medical Directives: The treatment you want, no more, no less. 2019-04-2T10:49:11 April 2, 2019 The Régie de l’assurance maladie du Québec (the RAMQ) has created a centralized directory, where you can draft just such a document, called an Advanced Medical Directive, and make it available to doctors and caregivers in our healthcare system.
Personal Wealth PWL Capital Nancy Graham Sustainable Investing Part 2: Unpacking ESG Ratings 2019-04-1T17:44:53 April 1, 2019 When it comes to investing, have you decided you’d like to be in good company – or companies – as you participate in our global markets? In other words, is ethical, or sustainable investing one of your goals?
Advanced Investing PWL Capital Benjamin Felix A Common Sense Confession: I’ve Been Unfaithful to Market-Cap Weighting 2019-04-1T11:00:20 April 1, 2019 Remember all those times I’ve said something like, “You’re probably better off in low-cost, market-cap weighted index funds”? Truly, it’s a statement I believe. What I have not told you, is that I do not invest my own money in market-cap weighted index funds.
Personal Wealth PWL Capital The Rational Reminder Podcast Episode 39: Steering Away from the Financial Extremes with Rob Carrick 2019-03-28T11:24:34 March 28, 2019 This is episode 39 of the Rational Reminder podcast with Benjamin Felix and Cameron Passmore with very special guest Rob Carrick.
Behavioural Finance PWL Capital The Rational Reminder Podcast Episode 38: Feelings in the Decision Making Process: A Reminder About Rationality 2019-03-25T11:23:11 March 25, 2019 This is episode 38 of the Rational Reminder Podcast with Ben Felix and Cameron Passmore.
Market Research PWL Capital Peter Forsyth If we priced tickets fairly, we’d be out of business. 2019-03-22T15:25:49 March 22, 2019 If we priced tickets fairly, we’d be out of business. It is getting to be that time of year when many of us are booking flights for vacations. Let me relate to you what I learned about “full service” airlines.
