Discovery Series: Unplugged

Join us for a profound conversation with Shalicia Harris, founder and CEO of InCharge Inc. and podcast host of Buzzworthy, as she delves into the essential '5 Pillars of Financial Literacy.' In this episode, Shalicia shares her journey, starting from immigrating to Canada at 15, and how she navigated the intricacies of credit, housing, financial resilience, investing, and creditworthiness.

Taivi Tayler, Certified Financial Planner, delves into the intricate world of senior finances. Discover tailored strategies for those aged 50 plus, addressing fears, effective communication, and relationship nuances. Uncover real-life stories, from cryptocurrency scams to heartwarming moments, offering a holistic view of senior wealth management. Join us for insights into estate planning, healthcare, and pension management in this enriching episode.

Watch the Discovery Series webcast, "Meaningful Matchmaker," and earn CE credits here: Discovery Series with Desjardins - Meaningful Matchmaker

Join us on episode 22 as we dive into the dynamic world of multidisciplinary teams with Christopher J. Burton, the 'Average Everyday Advisor' with extraordinary insights. From heartbreaking personal experiences to inspiring success stories, Chris shares why the MDT (Multidisciplinary Team) model is the future of financial services. Discover his journey, strategies, and the power of a one-stop-shop approach in crafting tailored solutions for clients. Tune in for a conversation that goes beyond finance, touching on bagpipes, kilts, and the heart of giving back.

Watch the Discovery Series with Desjardins webcast, "Remembrance Day Special," featuring Bill Clunas, by registering here: Discovery Series - Remembrance Day (on24.com)

Dive into the heart of family enterprises with Tammy Buss, a trailblazer in the financial planning industry. In this episode, Tammy shares her journey from challenging norms in the '80s to becoming a Family Enterprise Advisor (FEA). Learn about her unique three-circle model that harmonizes family dynamics for enduring business success. Tammy's insights offer a roadmap for advisors looking to transform family legacies into thriving businesses.

Get Tammy's book here: Passing Down Your Success: How to prepare your family and business for the 1st transition | Soundwise (mysoundwise.com)

Watch the Discovery Series webcast, "Ignite 5 Pay Par!", and earn CE credits here: Discovery Series: Ignite 5 Pay Par (CE On-Demand) (on24.com)

Welcome to episode 20 of the Discovery Series: Unplugged podcast, where we bring you the latest economic insights. In this episode, we're joined by Randall Bartlett, CFA, Senior Director of Canadian Economics with Desjardins. Randall provides a comprehensive economic update, offering a deep dive into the global economic landscape. We explore a range of crucial topics, from the potential for a slow recovery to the impact of interest rates on the global economy. Join us as we decode the complex economic environment and provide valuable takeaways for informed advisors.

For the Economic Studies report:

Join us in episode 19 of the Discovery Series: Unplugged podcast as we dive into the world of financial advising with Brent Swatuk, VP of the Gryphin Advantage. Brent, an industry legend and leader, shares his expertise on gaining clarity in building your ideal practice. Discover how to refine your knowledge, create repeatable processes, and attract your perfect clients. Brent's insights on understanding your niche and crafting tailored messages to your audience are invaluable for financial advisors looking to excel in their careers.

To further compliment Brent's conversation on Niche Marketing, listen to: Building Brand Value: The Advisor's Guide

Get ready for episode 18 of the Discovery Series: Unplugged podcast, featuring Jay McMahon, Regional Vice President at PPI. With extensive experience in leadership, management, and mentorship, Jay is a driving force in the financial services industry. In this episode, Jay engages in a candid conversation with Reh and David about the intricacies of leadership in the advisory world. From the distinctions between career and independent advisors to the crucial role of leadership coaching, Jay imparts valuable insights on building a process to become a standout advisor. Tune in to learn how to define your ideal client profile, establish a strong personal brand, and navigate the ever-evolving landscape of advisor leadership.

Learn more about GAMA Canada here: https://gamacanada.com/

Join us for a special episode as we celebrate the two-year anniversary of the Discovery Series! We're excited to welcome back Julie Sarkis, a financial advisor at Desjardins Financial Security Independent Network and one of our first guests. In this episode, Julie shares her unique journey from being a Montessori teacher to a trusted financial advisor. Gain insights into her transition from teaching children to educating clients about life and health insurance. Discover her strategies for effective communication, handling challenges, and finding inspiration in adversity.

Watch the Discovery Series episode, "From the Classroom to the Client" here: https://bit.ly/3YPVY0l

In this episode of the Discovery Series: Unplugged, we're joined by Dawn Ewing, a Financial Advisor at Desjardins Financial Security Independent Network and a talented piano teacher. Dawn's journey through family businesses, from farming to working at a pizza restaurant, shaped her unique perspective on financial planning. She shares her passion for cash flow planning and money management strategies, providing valuable insights into how she guides her clients towards their goals. As an extra treat, Dawn's piano skills take the spotlight. Tune in to discover Dawn's 'Keys to Success' and the harmonious way she connects clients with their financial aspirations.

Watch the Discovery Series with Desjardins episode, "Hope, Heart & Health," and earn CE credits here: https://bit.ly/3ZCUyWF

Delve into the intricate world of Canada's economic landscape with Marc Desormeaux, Principal Economist at Desjardins. In this insightful episode, we unravel the threads of inflation, interest rate fluctuations, and the nation's debt dynamics. With his extensive expertise and economic modeling insights, Marc provides a comprehensive analysis of the challenges and opportunities that lie ahead. Join us as we navigate through the complexities of Canada's economic horizon and gain valuable insights to guide your financial strategies.