Claim OwnershipThe Just Word with Pat Bolland
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© Pat Bolland
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Business is everywhere. Every business, including investing, has a story. We share those stories. Brought to you by Justwealth - honest and cost-efficient investment - just for you.
89 Episodes
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Michelle Robertson found that women approach investing very differently than men ... in part because they received a different education. She decided to change that narrative and start not only educating, but also coaching clients, particularly women, helping them build wealth so money becomes a tool for freedom.... visit Ms Money & Math
This week James Gautheir, Chief Investment Officer at Justwealth Financial, joins us to talk about investments ... the rudimentary aspects of investing, to financial planning and even trading!
What's the one thing standing between your small business and a new customer? Often it's a simple email subject line. Join me as I talk to marketing strategist Cole VanDee, who will teach us how to write emails that your audience can't help but open...
The first 6 months of the year have been a wild ride; wars, central bankers fired-then-not, tariffs on-again-off-again, and worries about jobs, earnings and more. To help make sense of this, and to get some advice on what to do we're joined by James Gauthier, Chief Investment Officer at Justwealth Financial.
Mark Halpern is a nationally recognized insurance advisor with a specail interest in philanthropy. He joins us to start the conversation on the role of insurance, estates and how they interact with other financial strategies.
The market dropped like a stone in March, and then came back ... quite the rolloercoaster ... but why and how does Justwealth approach such events. James Gauthier joins us yet again to talk about the markets and investing.
Alanna Abramsky is a Financial Coach ... with a twist ... she specializes in finances for women ... her endeavor is called Broad Money - pun intended. She's on a mission ... she's seen too many women left out of the conversation and she wants to change the way women think and feel about their finances.
The markets have become unstable since the beginning of the year ... especially in light of the Trump regime. What should an investor be aware of, and what should they do now? James Gauthier is the Chief Investment Officer at Justwealth Financial.
Money is more than just the cash in your pocket, it represents all your past experiences... Jessica Moorehouse has been exploring that aspect for years!
In 'The Happy Inheritor' Tom Deans explains why some inheritances don't end well and how to avoid that. Tom joins us to walk us through the successful transfer of wealth between generations.
Traditional investment assets include stocks and bonds ... but there are more. One example is 'digital assets'. Matt Raad is an expert in the area, he even teaches courses, and he joined me from Australia ... there are no geographic limits to this type of investing!
The priciples of retirement planning haven;t really changed over the years - and a lot of our followers haven't been able to listen to it - so here's a chance at a refresher with one of the architects of the Canada Pension Plan... Enjoy!
A couple of times a year I chat with James Gauthier from Justwealth Financial about what's happening in the markets. I began by asking about the Kamala Crash but quickly moved on to central banks and interest rates ... all while exploring how James is investing right now.
The workplace should be one place where communication just works ... but we've all had a bad boss at some point - so how do you make it so. Jill McPherson has a raft of experience teaching and she takes that expertise and applies the principles of Non Violent Communication to the workplace. We discuss unmet needs, bad bosses, empathy and compassion and seeing things from the other viewpoint all toward a more constructive, productive and respectful workplace.
Laura Tamblyn Watts is the CEO of Canage ... and she's just written a best-selling, excellent read, Let's Talk about Aging Parents ... with a soup to nuts, humourous approach. We caught up with her and focussed on some of the financial aspects, but covered more ground than I expected... and I learned a lot!
I this episode, we talk to Steven Andrews is a real estate investor, business coach and founder of SOARX Consulting. Coming out of college, Andrews was $75,000 in debt and making $45,000 a year. Remembering how hard it was to overcome his own doubts and insecurities at the beginning of his investment career, Andrews is now on a mission to empower others to achieve their own goals in real estate. His new book, The New American Dream: A Simple Roadmap to Purchasing Investment Properties, is a proven, easy-to-follow blueprint for breaking into the real estate rental market without needing a college degree, real estate license, or excess wealth. We talked to him about his advice.
Horizon ETFs is the 4th largest ETF provider in Canada with over $30 billion in assets. But they are rebranding! I'll talk with Rohit Mehta, President and CEO, about what it means to the company and how it affects investors ... and we'll talk about the business in general. Rebranding Horizon ETFs to Global X with focus on local expertise 00:15 Global investment strategies, innovation, and customization 3:50 ETF growth, mutual funds, and investor preferences 10:32 Investing for retirement, growth of ETFs and future of investing in Canada 15:29
Akaisha and Billy are frequent contributors to the Financial Independence Hub and have written a book ... The Adventurer's Guide to Early Retirement. I've wanted to talk to them for a while now ...
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 ...
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