The Just Word Podcast
Welcome to The Just Word, Justwealth’s new podcast hosted by former BNN Host & CNBC OnAir Editor, Pat Bolland! This podcast will feature a variety of experts from the Canadian financial services industry discussing a wide range of topics including investments, retirement, tax planning, and much more. Make sure to subscribe to The Just Word on your favourite podcast streaming service to catch future episodes!
Our Host: Pat Bolland
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Episode 50: 2022 in Review
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!
Episode 49: Managing Money thru 2022
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?
Episode 48: Living Your Best Life
Adam Carroll – 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.
Episode 46: Tax-Efficient Retirement
We’re all so used to saving for retirement, nobody talks about what to do with those savings – decumulating them – tax efficiently. I found an interesting article and discovered software that can help. Ian Moyer is the founder of Cascades Financial Solutions and he has some ideas.
Episode 45: Personal Private Pensions (PPP)
Historically, many employees had generous pensions that guaranteed lifetime retirement income. Their companies would make significant contributions every year to pay for that. Did you know that your small business could do the same thing for you? A PPP creates a defined benefit pension for small businesses, and JP Laporte of Integris Pension Management joins us to explain how it works.
Episode 43: On Gold
Gold has always been an investment – but it’s also industrial, an inflation fighter, and even jewelry. George Milling Stanley is the Chief Gold Strategist at State Street Global Advisors, one of the biggest investors in gold in the world! He joins us to talk about gold.
Episode 42: McGill Offers Personal Finance Course
McGill Unversity saw the need for a personal finance course and is offering it to anyone – not just students! Real Estate, investing, savings and more will be covered. Benjamin Croitoru, Associate Professor of Finance, Associate Dean, Undergraduate Programs, Academic Director, McGill Personal Finance Essentials joins us.
Episode 41: Helping Healthcare Providers Understand Finances
Giacomo Silvestri and Ryan Wells had a passion to help their fellow healthcare workers understand the world of finances. They formed Allied Healthcare – an educational financial podcast. Now they are taking the next step in getting great service to healthcare providers. Tune in to track their progress!
Episode 39: Mid-year Market Update
It has NOT been a pretty market – on many fronts – and James Gauthier, Justwealth CIO, gives us his take. He manages the portfolios at Justwealth, who are considered the top robo-advisor in Canada (per Moneysense magazine). And no, James is NOT a robot!
Episode 33: The Business Side Of Trucking
Trucking has certainly been in the news recently, but here we discuss the business of trucking – logistics in particular – that is separated from the politics. Justin Sky, co-founder of trucking logistics company Rose Rocket, shares his insights on the industry.
Episode 30: Giving A Voice To The Animal World
Jo-Anne McAthur is an award-winning photojournalist, sought-after speaker, author, and the founder of We Animals Media. She has been documenting the plight of animals on all seven continents for almost two decades. This is an interesting business!
Episode 28: Personal Finance Tactics For The Real World
Economic, social and technological changes have complicated personal finance. Erica Alini is the author of ‘Money Like You Mean It, Personal Finance Tactics for the Real World’. She gives us practical tips on how millennials and Gen Z can achieve middle-class financial goals despite the challenges they face.
Episode 27: Justwealth 2021 Review & 2022 Outlook
2021 was one of the best for stock markets and one of the worst for bond markets – how do we manage that? And how do we prepare for 2022? Our guest, James Gauthier, is Chief Investment Officer at Justwealth Financial. He’s been doing this for quite a while and knows a thing or two!
Episode 25: Let’s Talk RESPs
The RESP has been around for a while, but there have been changes that you need to know about, including how to make the biggest contribution possible. Andrew Kirkland, President of Justwealth and father of three, knows this stuff cold! And it’s also on the website at https://www.justwealth.com/resp/
Episode 22: The Wisest Investment: Your Kids
Robin Taub has written a book, The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart For Life, which is a practical guide that readers love. Given that November is Financial Literacy Month, we explored her thoughts on the subject!
Episode 19: Truth, Reconciliation, Forgiveness & The Business Of Music
Multi-Juno Award winner, Susan Aglukark, has told stories through song for more than 3 decades. She’s taken her success and turned it towards helping her people. We began by discussing her latest work, titled ‘Forgiveness’, and we squeezed-in some business talk, too!
Episode 17: Accounting In A Pandemic Era
Harrison White is going through some changes this year, moving west, and moving his business online – in part in response to the pandemic. But accounting is more than bookkeeping – it’s also about helping people see into their future. And he’s developing software-as-a-service.
Episode 16: The business of Olympic Sports
In the world of track and field, Angela Whyte is well known – 3 Olympics representing Canada, medals In the Commonwealth and Pan-Am games in 100 meter hurdles – but beyond the track, how did she pay for her passion? The business of sports is our topic for this episode.
Episode 14: Life After Hockey
Ryan Walter’s early claim to fame was his NHL playing career with the Montreal Canadiens. Since then he’s had ongoing success on several fronts – some including the hockey business and, more recently, using his experience to help others in other business.
Episode 12: FOMO (fear of missing out) and other emotions
You may think you’re a rational investor – all business. But that may not be the case, as emotions can play a big role in your investing style according to our guest, Lisa Kramer, Professor of Finance at University of Toronto…
Episode 8: Want a ‘Sleep-Easy Retirement’?
David Aston is a freelance journalist who writes about personal finance and investments. In his book, The Sleep-Easy Retirement Guide, he answers the 12 biggest questions Canadians face about retirement. It’s one of those books that you can refer back to time again.
Episode 7: Impressive Performance by Justwealth
James Gauthier is the Chief Investment Officer at Justwealth … and he’s good! Having come from the banks, he now beats them at their own game! Prior to this interview he said that the performance of Justwealth’s funds was, to use his words, “mind-blowing”. And he’s not one to exaggerate.
Episode 4: Findependence or bust!
A veteran journalist, Jonathan Chevreau has more than 4 decades of experience in newspapers and magazines. He’s a book author with titles like Smart Funds, The Wealthy Boomer, Findependence Day, and most recently co-authored Victory Lap Retirement. These days he’s CFO at the Financial Independence Hub. Who better to talk to about the state of the investor!
This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal.
The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.