Episodes
Money saving tips when making purchases for your kids. Anita Bruinsma from Clarity Personal Finance, shares how to spend in more meaningful ways. And, divorce and forensic accounting. Kevin Caspersz, Managing Partner at Caspersz Chegini LLP, tells us how it works and when you might want to explore this option.  Then, the best Black-owned banks. Lynnette Khalfani-Cox, The Money Coach and a personal finance expert, speaker and author, takes us through them and their importance. Plus, we’ll...
Published 04/02/24
Fraudsters are becoming more and more sophisticated and it seems across generations fall victim to these scams. So to bring more awareness to Canadians on how to stay safe online, HomeEquity Bank has developed an online quiz for people to test their ‘sca sense’. Vivian Gauci, Senior Vice President and CMO at HomeEquity Bank, joins us for more on how it works.
Published 03/20/24
We talk to Clint Davis, CEO of Cedar Leaf Capital, about how they are the first Indigenous-owned investment dealer in Canada created through an agreement between Scotiabank, two Indigenous owned corporations and a First Nation. He joins us to tell us more about the significance of this partnership. Connect with Clint on LinkedIn, Facebook and X/Twitter.
Published 03/20/24
There are so many budgeting apps out there that makes a choice for one difficult. One app out there is called Wilbur and it is developed in Canada for Canadians. To take us through how it works we are joined by CEO Mike Rodenburgh. Find out more at wilburbudget.com and connect on Instagram and X/Twitter. Connect with Mike on LinkedIn.   
Published 03/20/24
The app, Too Good To Go is hoping to address the problem of unsold food from restaurants or grocery stores by allowing businesses to sell their surplus to customers at a discounted price. To tell us more about how it work Sarah Soteroff, Senior PR Manager at To Good To Go, joins us. Find out more at toogoodtogo.com and connect on Instagram and X/Twitter . Connect with Sarah on Instagram and X/Twitter.
Published 03/20/24
Saving money while reducing food waste. Sarah Soteroff tells us about the app Too Good To Go and how it works.  Then, testing your ‘scam sense’. Vivianne Gauci from HomeEquity Bank tells us about their online quiz that hopes to bring more awareness about fraud. And, the first Indigenous-owned investment dealer in Canada.  It’s called Cedar Leaf Capital. CEO Clint Davis tells us what they hope to achieve.  Plus, we’ll speak with Mike Rodenburgh, co-founder and CEO of a budgeting app called...
Published 03/19/24
When you finally talk about money with your partner and you find out that one is a spendthrift and one is a tightwad, what do you do. Behavioural scientist, Scott Rick’s new book – ‘Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships’ may be the book for you. Rick joins us to take us through the book. Find out more at scottrick.com and connect on Instagram, X/Twitter, and Facebook.
Published 03/13/24
The rent or buy has been a question for decades and even more so now with both housing costs and renting costs going through the roof could ‘rentership’ be the best thing. Adrian Rocca, CEO of Fitzrovia, strongly believes that rentership is the future. He joins us to talk about renting vs buying and what innovation is occurring. Connect on Instagram and Facebook.
Published 03/13/24
Getting financial literacy is important for everyone but sometimes there are barriers to accessing the tools and resources needed to learn about money. BMO Smart Progress is an interactive learning platform which has recently expanded to include a new website with curated learning modules for First Nations, Inuit, and Métis communities in Canada. To take us through it we are joined by Gayle Ramsay, head of everyday banking at BMO. Connect with BMO on Instagram, Facebook, and X/Twitter.
Published 03/13/24
With the many dating apps out this one might be the most interesting. It’s called ‘SCORE’ and it includes your credit score. It’s from the financial platform ‘Neon Money Club’ and co-founder Luke Bailey joins us to tell us how it works. Connect on with Luke on Instagram. Find out more about Neon Money Club at joinneon.com and connect on Instagram and X/Twitter.
Published 03/13/24
Online dating is an ever changing game.  In addition to nice photos, one dating app is asking for your credit score before you can swipe right.  Luke Bailey from Neon Money Club tells us about SCORE. Then, what to do if you and your partner have different spending habits. Behavioural scientist Scott Rick takes us through his book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships. And, financial education for Indigenous communities. Gayle Ramsay from BMO joins us...
Published 03/12/24
While there are lots of resources for new Canadians including finding a place to live, getting access to credit, and finding a job. One thing that may be hard to find is culture. Daniel Bernhard, CEO of The Institute for Canadian Citizenship, joins us to talk about their app called the Canoo Access Pass for new Canadian Citizens and what is available on the app. Connect with the ICC on X/Twitter, Facebook, LinkedIn and Instagram.
Published 02/27/24
You can tell a lot about someone from digging into their handbag. Now you might know more about other with the ‘In Your Purse; series from writer Lindsey Stanberry. She joins us to talk more about her series. Find out more at The Purse and connect with Linsdey on Instagram.
Published 02/27/24
The economy right is different for your adult children then it was for you when you were leaving the nest and becoming financially independent. You may feel inclined to help them with bills or other financial obligations and by doing so you are becoming a ‘snowplow parent’. Teresa J.W. Bailey, a Senior Wealth Financial Strategist at Waddell & Associates, joins us to talk about this and why it is not always feasible for the parents. Connect with Teresa on LinkedIn.
Published 02/27/24
We have Tracy Shea-Porter, CEO and co-founder of Yes Unlimited, join us to talk about her book ‘Yes, And Business Evolution: Improv Skills for Leadership and Life’ and how to put it into practice. Find out more at yesunlimited.ca and connect on LinkedIn.
Published 02/27/24
Helping your children avoid financial challenges. There are pros and cons to being a “Snow Plow Parent” says Teresa J.W. Bailey, certified financial planner and Senior Wealth Strategist at Waddell & Associates. Then, using improv to become a better leader. Tracy Shea-Porter, CEO and Co-Founder of Yes Unlimited, takes us through her book The "Yes, And" Business Evolution: Improv Skills for Leadership and Life. And all the things you can learn by digging into someone’s purse. Lindsey...
Published 02/27/24
It really helps to know and understand how the brain works when it comes to money. Now financial advisors have a new resource from BEworks, a course to help give financial advisors insight to help them strengthen their relationships with clients. We have behavioural scientist with BEworks, Michelle Hilscher, to take us through the course. Connect with Michelle on LinkedIn.
Published 02/20/24
With so many people pursuing side hustles these days it works really well for the employees but how does it work for the employer. We have Wilma Reyes and Kevin Kliman, both from Humi, to give us the employee/employer view. Connect with Humi on Twitter/X and Facebook.
Published 02/20/24
There are many options when it comes to paying off your debt if you are struggling. Non-profit credit counsellors offer a debt consolidation program, licensed insolvency trustees offer a consumer proposal and bankruptcy filing and those will be the focus. We have Shelley Koehli, a licensed insolvency trustee with Harris & Partners, join us to take us through those options. Connect with Harris & Partners on LinkedIn, Facebook, Instagram and YouTube. Connect with Shelley on LinkedIn.
Published 02/20/24
Entrepreneurship doesn’t necessarily mean that you have to start from nothing, you can start from something. Scott Stirrett, CEO of Venture for Canada, joins us to talk about entrepreneurship through acquisition. Find out more at scottstirrett.com and connect on Twitter/X and LinkedIn.
Published 02/20/24
Some entrepreneurs build something from scratch.  But another pay is to buy a business, something called “entrepreneurship through acquisition”. Venture for Canada’s Scott Stirrett takes us through how it works.  Then, a boss who supports your side gig. Kevin Kliman and Wilma Reyes from Humi tell us about the benefits of letting your employees pursue their passions. And the difference between a consumer proposal and bankruptcy. Shelley Koehli, licensed insolvency trustee at Harris &...
Published 02/20/24
We have seen how high inflation is impacting our day to day lives and how it affects everything from buying groceries to buying a car. And when it comes to cars there are a number of expenses that should be taken into consideration. Matt Hands, VP of Insurance for ratehub.ca, joins us to break down how much does it cost on average to own a car in Canada and tips to cut those costs. Find out more at ratehub.ca and connect on Twitter(X) and Facebook.
Published 02/14/24
We talk to personal finance journalists, Julia Carpenter and Bourree Lam, about their new book from the Wall Street Journal called The New Rules For Money. The book helps readers navigate the unique financial challenges. Click here to purchase the book. Connect with Julia on Twitter(X), Instagram and TikTok and connect with Bourree on Twitter(X) and Instagram.
Published 02/14/24
It can be information overload with all the resources available for newcomers to Canada and PeaceGeeks is trying to make it easier to get the right information they need. Jennifer Freeman, CEO of PeaceGeeks, joins us to talk about the app they have developed called ‘Welcome to Canada’ and how it works. Find Jennifer on LinkedIn. Connect with PeaceGeeks on LinkedIn, Facebook, Twitter(X) and Instagram. Connect with Welcome To Canada on LinkedIn, Facebook, Twitter(X) and TikTok.
Published 02/14/24
The United Way Simcoe Muskoka has created a online tool in partnership with Rocket Innovation called the ‘living in my shoes anti-poverty simulator’ aimed at raising awareness. Chief Executive and Philanthropy Officer, Brian Shelley, join us to share more on how the tool works. For more about the simulator visit uwsimcoemuskoka.ca and connect on Facebook, Twitter(X), and Instagram.
Published 02/14/24