Mastering Money

When should you start thinking about retirement? Who can you talk to and what steps can you take today and in the future? Just how much money should you be saving to retire comfortably? If you’re getting the right advice and asking the right questions, building a solid retirement plan might be easier than you think. Join our expert Lisa Hannam , Executive Editor of Moneysense.ca, as she gives you...

What is a reverse mortgage? Is it a good fit for your retirement plan? Learn the ins and outs of reverse mortgage products and get informed about the right conversations to have when planning for a comfortable retirement. Join our expert Steven Ranson FCPA, FCA, President and CEO of HomeEquity Bank, for an in-depth look into how a reverse mortgage can be an option to consider when wishing to maint...

Should someone become critically ill, it’s possible they will be unable to make decisions related to their care and financial arrangements. Appointing an alternate decision maker and really preparing them to advocate for you is a smart anticipatory action for all adults, especially as we live through this global pandemic. Join our expert Dr. Daren Heyland, Critical Care Physician, Professor of Med...

Today, many people are doing the vast majority of their banking online, with going to your bank and speaking with bank staff becoming less and less common. However, speaking to financial advisors and other staff at your bank can be an eye-opening experience. Join, Natalia Sandjian , Senior Manager, Advice Strategy with National Bank of Canada, as she dismantles the idea of speaking with your banke...

How can you overcome financial peer pressure and get comfortable with saying no when your friends and family’s plans do not align with your financial priorities? Can you approach a situation like this without damaging your relationships? Hear from Taheera Fidaali, CPA, CA , and owner of Tula Accounting & Consulting, a firm focused on supporting entrepreneurs and mission driven visionaries in b...

Money concerns are among the most common reasons for relationship breakdown and divorce. How can one ensure that healthy conversations about money, financial goals, and values happen with their partner, and when is a good time to start having these conversations? Join our expert Wallace M. Howick, FCPA, FCA  and author of the award-winning book Love and Money: Conversations to Have Before you Get...

How can you prepare your teenager for financial responsibility? What are the most significant obstacles today’s teens are facing in developing good spending and saving habits, and how can parents work around them? Raising kids in today’s digital world comes with many challenges, but we’d like to help with the all-important conversations around money. Join our expert  Robin Taub, CPA, CA, parent, a...

The loss of a loved one is devastating and can take a toll on women physically, mentally, and financially. This episode features guest Kimberley Short, CIM®, CFP®, FCSI®, MFA-P™, TEP a principal, portfolio manager, certified financial planner and trust and estate practitioner at ShortFinancial  with iA Private Wealth. Kimberly will guide listeners through the process of widowhood, while providing...

Divorce or separation can leave many women wondering what will come of their finances and how they will support themselves, their dependents, and overall lifestyle. For some, this means taking finances into their own hands for the first time ever and learning how to pave the way themselves. This episode, with certified financial planner Léony DeGraaf, CFP, CEA, EPC,  will focus on what issues wome...

Let’s face it. Being a mom is a full-time job by itself, add a career on top of that as well as tending to the everyday needs and wants of your kids, and soon not only is your bank account depleting, but so is your time. In this episode, Lisa van de Geyn , freelance writer, editor, mom and author of Babies: How to Afford Your Bundle of Joy , will teach us how to make a plan before having kids, how...

Starting a career or entering into a new career can be exciting but it also poses unique financial obstacles and challenges for a woman. In this episode, guest Gloria Ng, CPA and podcast host for MISS FINDEPENDENT, sheds light on entering into a new job with a focus on how to set yourself up for success, manage student loans, set goals and establish life-long healthy financial habits. This episode...

Confidence in money decisions comes with knowledge and practice.  Join Lisa Zamparo, CPA, CA, Financial Strategist and founder of the Wellth Company , to explore how to learn about your money, make your money work for you, what steps you can take to gain the confidence to make decisions, the gender gap in risk and investing, and how you can take calculated risks for setting up your financial futur...

This episode explores how women think and relate to money; helping women better understand money in order to find comfort in their own financial lives. Join our expert Vanessa Bowen, CPA, Money Coach and founder of Mint Worthy , as she discusses her challenges around money and how she took ownership of her financial life, while providing insight on how women can gain confidence in dealing with mon...

I was planning to start (or grow) a business in 2020 before the world changed. What do I do now? What options are available to me? Join our expert Lisa Zamparo, CPA, CA, founder of The Wellth Company , as she walks us through her career as an accountant, how she made the transition into entrepreneurship and how she has had to pivot to deal with the disruptions brought on by the pandemic. This epis...

The pandemic has led to one of the largest economic crises in modern history. In this new business environment, many entrepreneurs are showing ingenuity in adapting to post crisis challenges. This episode outlines priorities highlighted in the BDC’s research study focusing on How Entrepreneurs Are Adapting to the Pandemic . Join our expert Pierre Cléroux , Vice President, Research and Chief Econom...

Like many things, the pandemic has affected the Canadian tax system. This episode provides practical insights on key risks and tax planning opportunities for small businesses. Join our expert Michael Espinoza, CPA, CA , Senior Manager at Grant Thornton as he walks us through his thinking on how small businesses should prepare and plan for the upcoming tax season. ***Please note that after recordin...

We have entered a tentative normal but how long may this last and how do I better prepare my business for future disruptions? Join our expert Saeideh Fard, CPA, CA , Senior Vice President of Finance at PointClickCare as she walks us through her thinking in how a business should prepare and plan for disruptions in the normal course of a business. This episode is part of our podcast focusing on help...

It is not always about the numbers. Mental wellness during a crisis is more important than ever. How can small business owners manage their own stress? Join our expert Rebecca Shields from the Canadian Mental Health Association (CMHA) for York and South Simcoe as she walks us through understanding the stigma around mental health; the early warnings signs; why it is important for small business own...

With the economic stress brought on by uncertainty, businesses need to re-evaluate their models in a changing world.  Businesses that once thrived, are now not sure if this can be sustained. As a business owner, what questions do I need to be asking? What early indications will I have about the health of my business moving forward?  Join our expert Jamie Smith, CPA, CA from Amplify Advisors and Be...

With the economic stress brought on by the uncertainty, businesses need to change to survive. How do I know when I should restructure my business? What questions do I need to consider? How do I communicate tough decisions to my employees and stakeholders? What other questions should I consider? Join our expert Eitan Dehtiar, CPA, CMA , Land and People Planning (LP) , as he walks us through his thi...

Almost a year into the pandemic and it’s hard to believe it’s already approaching tax time again. With a disruptive year in our rearview,  Fabio Bonanno, CPA, CA, Principal, Taxation at CPA Canada, guides listeners through the necessary information this coming tax season. This episode was recorded on January 27, 2021 via Skype. Please note: the topics discussed in this recording are as at the date...

It can be difficult to plan our financial future on a normal day, add in a global pandemic and it can make things even more challenging. In this episode, Aurèle Courcelles, CPA, CMA, CFP, TEP, FP Canada™ Fellow explains that “it’s never too late to start” as he breaks down the importance of making a financial plan as well as provides steps you can take to get started today. This episode was record...

Are you confused about life insurance? How do you know if the life insurance you have is enough? Why is it so hard to talk about something that is so important? In this episode, Graham Rogers, FSA, FCIA, Director of Product and Large-Case Support at Canada Life , helps us understand the ins and outs of life insurance and what we can do to ensure we are informed and protected, especially during the...

Many of us have shifted our work environment in the wake of COVID-19 by creating “virtual home offices.” With this, we face different challenges and considerations, especially when it comes to fraud. In this episode, David Malamed, CPA, CA and court qualified forensic accounting and fraud investigation expert uncovers what employers and employees should be doing to keep intellectual property and c...

Talking to your kids about money can be challenging for many. Where do you start? What do you say? How do you say it? In this episode,  Leigh Sindlinger CPA, CGA, mom, and all-star financial literacy volunteer breaks it down for us. Hear about her “golden rule” and why she believes it is never too young to start talking about money. This episode was recorded via Skype. For more resources, visit cp...