Take Control of Your Wealth

著者: Christie Matwee & Shawna Perron
  • サマリー

  • Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth.ca/
    © 2023 Take Control of Your Wealth
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あらすじ・解説

Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth.ca/
© 2023 Take Control of Your Wealth
エピソード
  • RRSP vs TFSA?
    2021/02/26

    Not sure whether to invest in your RRSP or TFSA? Listen in as we discuss why and how you should think of these as part of your long term wealth management strategy, including the benefits of each account type and how to make the most of your contributions to leave more money in your hands at the end of the day.

    • This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice.   Reasonable efforts have been made to ensure that the information contained herein is accurate, complete and up-to-date; however, this cannot be guaranteed and the information is subject to change without notice. The co-hosts accept no responsibility or liability for any error, omission or inaccuracy in such information. The communication does not constitute commercial solicitation in any Canadian or Foreign Jurisdiction and may contain forward-looking statements which are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. All opinions in forward-looking statements are subject to change without notice and are provided in good faith. The co-hosts strongly recommend listeners secure independent expert professional advice before making any investment decision. The Take Control of Your Wealth podcast is owned by Christie Matwee & Shawna Perron and the views presented represent those of Christie & Shawna.
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    12 分
  • Why have an Investment Policy Statement?
    2020/12/10

    Investment Policy Statements are commonly used in private client, high net worth, charity and institutional investing but they can be a tool for anyone to help lay the foundation for your investment strategy and keep you on course over time. This episode will discuss what they are and why you might need one.



    • This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice.   Reasonable efforts have been made to ensure that the information contained herein is accurate, complete and up-to-date; however, this cannot be guaranteed and the information is subject to change without notice. The co-hosts accept no responsibility or liability for any error, omission or inaccuracy in such information. The communication does not constitute commercial solicitation in any Canadian or Foreign Jurisdiction and may contain forward-looking statements which are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. All opinions in forward-looking statements are subject to change without notice and are provided in good faith. The co-hosts strongly recommend listeners secure independent expert professional advice before making any investment decision. The Take Control of Your Wealth podcast is owned by Christie Matwee & Shawna Perron and the views presented represent those of Christie & Shawna.
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    12 分
  • Asset Allocation
    2020/11/04

    What is asset allocation and why is it so important? When should your asset mix change?  Are you prepared for a "black swan event"?  If not, you should be. Tune in to learn how.


    • This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice.   Reasonable efforts have been made to ensure that the information contained herein is accurate, complete and up-to-date; however, this cannot be guaranteed and the information is subject to change without notice. The co-hosts accept no responsibility or liability for any error, omission or inaccuracy in such information. The communication does not constitute commercial solicitation in any Canadian or Foreign Jurisdiction and may contain forward-looking statements which are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. All opinions in forward-looking statements are subject to change without notice and are provided in good faith. The co-hosts strongly recommend listeners secure independent expert professional advice before making any investment decision. The Take Control of Your Wealth podcast is owned by Christie Matwee & Shawna Perron and the views presented represent those of Christie & Shawna.
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    11 分

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