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What happens when $900 billion shifts into the hands of Canadian women? In Episode 2 of Generation Wealth, we tackle the Great Wealth Transfer and what it means for your financial future.
Join Danah MacDonald, Associate Financial Advisor; Natasha Dowding, CFA, Financial Planning Advisor; and Jane Smith, Senior Financial Advisor, as they break down how to overcome "perfection paralysis," navigate the invisible load, and claim your financial fearlessness.
In the premiere episode of Generation Wealth, we sit down with the team from CI Assante Wealth Management Ltd. to unlock the full potential of the First Home Savings Account (FHSA).
Join Danah MacDonald, Associate Financial Advisor; Marc Pinet, CFP®, CIM®, RIS, Wealth Management Advisor; and Glenn Stewardson, CFP®, FMA, MFA-P™, Financial Planning Advisor, as they break down why this account is arguably the most powerful investment vehicle the Canadian government has ever created.
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About the Show
The financial playbook that worked for your parents doesn't hold up today. Too many people are missing out on key financial information that is essential to…
Hosted by Danah MacDonald, Associate Financial Planner, Generation Wealth brings you into the room with the "Gen W" advisors of Assante Hydrostone—the next generation of wealth managers building the future of the industry.
In every episode, Danah collaborates with her fellow Gen W advisors to share the insights and conversations that usually happen behind closed doors. As the succession plan for some of the region's top senior advisors, this team combines the time-tested wisdom of "Old Money" with the agility required for the "New Rules" of today’s economy.