The Just Word with Pat Bolland

Charity is an important part of any financial discussion, but do Canadians join in that discusssion? And if not, why not? John Bromley, CEO of Charitable Impact, joins us to look at philanthropy.

Evidenced Based Investing is part education, part financial planning. Its founder, Robin Powell, tells us how his approach works, detailing the 7 steps, and why it's better ...

How did the markets do last year ... and what to look for in 2024? Frances Horodelski joins us at the start of every year with her thoughts. Go to her website and subscribe to her newsletter!

10 Financial Tips for Young People ... with Enoch Omololu of savvynewcanadians.com This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the lis...

Investors want to know 4 things when it comes to financial planning: what to do with CPP, what to do with OAS, how much tax I pay when I collapse my RSP and how much I need to retire... The question is, do investors need YouTube to explain that? Apparently yes, according to Rhys Martell of Well Built Wealth. This material is for informational purposes and is not a recommendation, offer or solicita...

The federal government has introduced a new product to help with home ownership in Canada ... the Federal Home Savings Account - part tax savings, part investment. Two experts from Justwealth Financial: Andrew Kirkland and James Gautier, join me to discuss it. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide ta...

With interest rates as high as they are, everyone is talking about GICs. A new fintech company has created a way to make accessing them easier. Yvette Wu is CEO of YieldExchange.ca. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accura...

The S&P 500 index has had a rough few weeks ... what's in store for it. Sam Stovall from CFRA Research joins me. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at...

With prices exploding, Alain Guillot tells the story of how he gets by and lives like a king! An interesting story of his arrival in Canada, how he makes money and how he invests! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy...

The investment community is perpetually optimistic … but is that a good thing. John DeGoey is a portfolio manager in Toronto. In his 3rd book, Bullshift, John discusses how optimism can be detrimental to the financial health of your investments. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advi...

Most likely, the biggest investment you'll ever make is in real estate ... and of late it's been a wild ride! Ramona King is a popular financial writer and the Group Editor, Canada for Finder This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as...

Time for a different investing approach - technical trading ... what is it, and how does t work. Chris Vermeulen is the founder of TheTechnicalTraders.com and the author of the books "Technical Trading Mastery" and "Asset Revesting," challenging conventional investing wisdom ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securi...

Want to make smart decisions with money? ... dealing with fun stuff like budgets, and debt ... You need Financial Literacy. But what is it? and who benefits from knowing it? Ally Pyle is an advisor at CIBC Wood Gundy who teaches a thing or two! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advic...

We've all heard so-called truisms when it comes to investing, like 'Sell in May and Go Away' or 'the Trend is your Friend'... but are they just myths ... James Gauthier, CIO at Justwealth Financial, joins us to explain what's a myth and what's reality. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or leg...

Insurance is a good idea in general. But did you know that you can also use it as an investment vehicle ... we're joined by Shara Carr, the Chief Operating Officer of SOS Financial Group and the Chief Operating Officer as well as Co-founder of Lionsshare Wealth Management .. and by Todd Strauss with Serenia Life. This material is for informational purposes and is not a recommendation, offer or sol...

Experts predict that TV will disappear in the next couple of decades, replaced by TikTok and others. Jon Dwyer, CEO of Gamelancer Media Corp. joins us again (he explained NFT's last time) to explain what this means and what he does ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The in...

The folks at Justwealth answer questions all day - like why they have so many portfolios for example - and in this episode, they answer some of their more popular questions ... sit back and enjoy. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guarante...

Osamede Arhumnwunde, Co-Founder & CEO, GIGX Technologies, has a history in Blockchain, Publishing and African Development … and now is taking on the financial sector … he joins us to explain his latest way to move money around the world, but particularly in Africa ... a quickly growing financial market … This material is for informational purposes and is not a recommendation, offer or solicitation...

I enjoy talking about money management, personal finance and even small business ... Rocky Lalvani serves as Chief Profitability Adviser and is a certified Profit First Professional who combines all three.  This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are no...

The investment world is shifting in favour of ESG and responsible investing ... but what does that mean? Adelaide Chiu is Head of Responsible Investing & ESG Services at NEI Investments and joins us to explain. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions ar...

She's baaaaaaacckk! As you may recall, Frances Horodelski and I worked together at BNN, I consider her one of the best at looking at the market ... and she now writes a blog at https://franceshorodelski.com/ ... I got to talk to her about the year that was ... again! Enjoy! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities,...

Ask any investment professional, and 2022 was one tough year! Remnants of COVID, an invasion in Ukraine, inflation and interest rates sky-rocketing ... Not a good combination. But James Gauthier, Chief Investment Officer at Justwealth Financial outperformed most of his peers. How? This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any secu...

Adam Caroll - author of 4 books, including something called ' the Shred Method' to eradicate your mortgage ... but his real message is as a 'transformational trainer' and 'Building A Bigger Life, Not a Bigger Lifestyle' ... his message - relentlessly pursue your passions, live simply and happily, and make a difference to those around you. This material is for informational purposes and is not a re...

Ever dreamt of owning a vineyard? Ya ... me too. Well we found someone who took their investment expertise and has done exactly that ... Graham Rennie is CEO and Founder of Niagara Custom Crush and Founder of Rennie Estate Wines ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, or to provide tax or legal advice. The in...

We're all so used to saving for retirement, nobody talks about what to do with those savings ... decumulating them - tax efficiently. I read an interesting article and discovered software that can help. Ian Moyer is the founder of Cascades Financial Solutions and he has some ideas. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any sec...