Living in Retirement Graham Westmacott Demand Less, Get More PWL Capital 2018-09-20T16:19:16 September 20, 2018 Should retirees be flexible and adjust their spending when market winds blow? We investigate how being flexible impacts total spending in retirement.
Starting Out PWL Capital Susan Daley 5 Ways to Pay for Post-Secondary Education 2018-09-19T09:59:22 September 19, 2018 If you’re looking to fund your own or your child’s education but haven’t regularly saved for several years towards those expenses, there are a number of options for paying for expensive tuition, housing and textbook costs. In today’s post, I’ll outline the 5 ways you can pay for education costs or put away short-term savings for it.
Behavioural Finance PWL Capital Peter Forsyth Making bets with other people’s money 2018-08-22T10:00:35 August 22, 2018 It looks like once again, investing in commodities is in the news. Let me relate my encounters with commodity traders.
Starting Out PWL Capital Susan Daley Student Loan Debt Repayment Case 2018-08-22T10:00:22 August 22, 2018 In this episode of Your Money, Your Choices, Susan uses a concrete example of a new graduate paying off student and car loans to show how small differences in your debt repayment strategy can add up over time and save you interest costs and reduce the time it takes to pay off debts.
Starting Out PWL Capital Susan Daley How to Build an Emergency Fund 2018-08-8T10:00:57 August 8, 2018 Financial planners and advisors across Canada suggest you should save 3 to 6 months worth of expenses in an emergency fund. You’ve figured out how much you are aiming for, using some of the guidelines from my last video perhaps.
Graham Westmacott MBA, CFA, Portfolio Manager Portfolio Manager, Waterloo. Graham believes wealth management should be based on facts and repeatable processes, rather than stories about the future.
Susan Daley CFA, CFP, Associate Portfolio Manager Susan Daley is an Associate Portfolio Manager at PWL Capital Inc. She is passionate about simplifying complex financial ideas to help clients achieve their financial aspirations. She runs a YouTube Channel with the same mandate, called Your Money, Your Choices.
Jason Primmer Portfolio Manager Assistant Jason was born in Kitchener, and has lived in the Kitchener-Waterloo region his whole life. He is currently working towards his CFP and other financial designations.
