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In this second episode of 'Portfolio Talks,' hosts Tyson Nagasaka, Mike Lloyd and Vishal Gil discuss spending habits, investment strategies, and their recent experiences in both personal and professional realms. They explore the importance of financial education, the dynamics of client relationships in financial planning, and their assessment of current market investment opportunities, particularly in real estate and development. They're candid about their own spending behaviours while emphasizing the need to prioritize investments that will benefit clients in the long run.
By Vishal Gill, Michael Lloyd and Tyson NagasakaIn this second episode of 'Portfolio Talks,' hosts Tyson Nagasaka, Mike Lloyd and Vishal Gil discuss spending habits, investment strategies, and their recent experiences in both personal and professional realms. They explore the importance of financial education, the dynamics of client relationships in financial planning, and their assessment of current market investment opportunities, particularly in real estate and development. They're candid about their own spending behaviours while emphasizing the need to prioritize investments that will benefit clients in the long run.