Episodes

The podcast: financial advice for all

Episode 4: In this episode, we talk with Elke Rubach, LLB, LLM, CLU, Principal of Rubach Wealth about women and finance, the importance of leaving a legacy, and much more.

Episode 3: In this episode, we talk with Jane Blaufus, CLU and author of the best-selling book “With The [Stroke] Of A Pen, Claim Your Life,” about how to be financially prepared for an unexpected death or illness in the family.

Episode 2: In our second episode, we talk with Curtis Findlay, CFP and Chair of the Advocis Technology Task Force, about the impact of financial technologies on personal finance.

 

Episode 1: In our first episode, we talk about the importance of financial advice with Devin Cattelan, Portfolio Manager at HollisWealth, a division of Industrial Alliance Securities Inc.

The information in the podcast has been prepared by Devin Cattelan who is a Portfolio Manager for HollisWealth and does not necessarily reflect the opinion of HollisWealth. The information comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

 

Intro: Alexis Vivian, co-host of the show, introduces the podcast and talks about some of the financial challenges millennials face.