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Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, ...
 
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show series
 
Not sure whether to invest in your RRSP or TFSA? Listen in as we discuss why and how you should think of these as part of your long term wealth management strategy, including the benefits of each account type and how to make the most of your contributions to leave more money in your hands at the end of the day. This communication is for information…
 
Investment Policy Statements are commonly used in private client, high net worth, charity and institutional investing but they can be a tool for anyone to help lay the foundation for your investment strategy and keep you on course over time. This episode will discuss what they are and why you might need one. This communication is for informational …
 
What is asset allocation and why is it so important? When should your asset mix change? Are you prepared for a "black swan event"? If not, you should be. Tune in to learn how. This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should…
 
Wondering how you'll reach your financial goals? Or whether you have enough money to live on? Create a plan! Discusses what a financial plan is, including what goes in and what comes out and how it might help you get from point A to point B. This communication is for informational purposes only and is not intended to provide legal, accounting, tax,…
 
What is the stock exchange? What are market indices? How can I use them to help me make sense of my finances? The composition of the indices is far from basic. You'll learn what you won't find in a textbook about how they relate to your portfolio. This communication is for informational purposes only and is not intended to provide legal, accounting…
 
New to investing? Need to start from the beginning? If you or someone in your life might benefit from a basic introduction to the differences between stocks and bonds, this podcast has just that. Discusses the fundamentals of different asset classes and offers a practical perspective on key factors to consider when choosing where to put your money.…
 
Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth clients grow and preserve their wealth. Learn more about who we are, why we do what we do and what we are hoping to accomplish with this podcast series. This communication is for informational purposes only and is not intended to provide legal, a…
 
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