Getting your asset allocation right when you’re investing is the most important aspect for long term success. Find out more about asset classes, allocation and your risk profile with this insightful conversation between Adrian Saville, a portfolio manager and academic, and Vincent Heys, Wealthstack Founder.

Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

Moving countries could be a daunting tasks, on top of that there is a whole checklist of items that you need to consider and get done when you arrive in your new destination depending on your situation.

On this podcast, we cover a lot of general information, as well as specifics around what it takes to move from South Africa to Canada, especially from a financial planning perspective.

I'm joined in the studio with Duane Littler who helps me unpack the most important things that you need to do in the first three weeks, the first three months, and the first three years around your financial plan to ensure your new life in Canada is successful.

Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

If you’ve ever wondered what ETFs are, and how you can include them in your investment portfolio, listen to Patrick Keeley’s evidence-backed case for their potency in financial growth.

Vincent Heys and Patrick (President at Inukshuk Capital Management) discuss the basics of ETFs and why they’re worth a second look.

Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli, Managing Partner of the Estates Group, gives down-to-earth advice on why these legacy-impacting decisions and documents are so important, and how to set them up properly.  

Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

We’re simplifying the types of investment portfolios, and how you (or a fund manager) can best manage them to reach your financial goals. Jamie Brubacher and Vincent Heys unpack mutual funds, ETFs, stocks and managed funds.

Plus, they’ve got tips and guidance on managing your own investment portfolio or how to choose the right fund manager to do it for you.

Brought to you by wealthstack.ca

In this episode we’re sharing some basic principles to kickstart your financial wellness journey and set you up with healthy money habits. Join Daniel Clark and Vincent Heys as they explore the route to optimum financial health and the markers along the way.

Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

Wondering how to include cryptocurrency in your investment portfolio? Here’s a synopsis of Bitcoin and a few other cryptocurrencies worth noting. Vincent Heys and Ian de Lange share insights on crypto investing, the history of transacting and how Bitcoin compares to gold. You don’t want to miss this interesting episode!

Proudly brought to you by Wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

No one looks after your money better than you, because no one cares about your financial security quite like you do. And even though you’re the best person to take control of your finances, we all need a few nudges in the right direction when it comes to handling our money in the wisest way possible. Vincent and Caren Heys have spent 23 years of marriage working on their financial management as a family and have some great insights to share with you.

So wheather you're married, have kids or you're single, this episode will give you real-world tools to implement in your financial planning and management. At Wealthstack, we know that it's hard to know where to start when it comes to your family's finances, so this episode unpacks 5 practical principles from Vincent and Caren Heys that will set you up for success.

Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

Welcome to the Financial Wellness Podcast. Are you sometimes unsure about which financial goals you should have or how your investment accounts, insurance policies and group benefit plans fit into your personal financial goals. Well, then you're in a great place. This podcast series unpacks, all kinds of financial principles, concepts, and products.

Our aim is twofold. Firstly, we aim to educate our listeners on financial matters in plain language so that you can ask the right questions. Secondly, we aim empower our listeners with simple steps to follow, to reach their financial goals.

Follow along with Vincent Heys as he uncovers all of this.

The financial wellness podcast is sponsored by wealthstack.ca.