Mostly Money

Send us Fan Mail

Founding and managing partner of Aligned Capital Partners, Christopher Enright, joins the podcast to discuss a bit about how the dealership platform an advisor uses can impact advice. With consumer preferences for how they pay for advice and products ever evolving, it's possible that some dealerships are not keeping up with those changing preferences. Inside the industry, it certainly feels like there is a small wave of change happening right now with respect to developing and deploying newer technology at the dealership level, and more flexibility with compensation options that advisors can offer. Chris helps explain why some of these changes seem to take a while, what's happening on the ground, and his vision for "bionic advisors" who can embrace technology instead of battling it.

Send us Fan Mail

Human trafficking survivor, author, speaker and social advocate, Timea Nagy, immigrated to Canada in 1998. Her nightmare unfolded in Toronto in that same year after arriving from Budapest, Hungary in the hopes of finding meaningful employment. The daughter of a Hungarian policewoman, Timea was held (For three terrifying months) at the hands of traffickers and was forced to work in the sex industry. Thankfully, she escaped and started life anew. Ten years later, Ms. Nagy founded ‘Walk with Me’, a non-profit organization to assist victims of human trafficking and law enforcement agencies.

I met Timea at a conference where I was the MC. When Timea was interviewed on stage, you could hear a pin drop in the crowd. Everyone was captivated, and mortified, by her story. She detailed exactly how she ended up a victim, and more importantly how she now aids law enforcement agencies and financial institutions in detecting similar crimes by looking at financial transactions.

Follow Timea on Twitter: https://twitter.com/TimeasCause
Visit her website to learn more about her work: https://www.timeascause.com/

Send us Fan Mail

The CEO of robo-advisor Justwealth drops by to explain their offering, the differences and similarities to other robo-advisors in Canada, and introduces me to mushroom coffee.

Send us Fan Mail

Dak Molnar is the Managing Director of the Molnar group, a commercial real estate developer and investment company. He joined me on the show to talk about Land Baron (http://www.landbaron.ca), a prospective new way for regular investors to participate in direct commercial real estate investments through an app. He also provides an insider's perspective on commercial real estate through his decades of experience in the field. 

DISCLOSURE: I have spoken to a company (Apply Digital) affiliated with Land Baron about possibly being engaged for consulting work for Land Baron. Apply Digital also employs a family member of mine (my brother). At the time of recording, no agreement was in place, but there is a reasonable expectation that one could be developed in the future.

Send us Fan Mail

Author, speaker, and consultant Robin Taub joins me to talk about a new report put out by CPA Canada that investigates how individual personality, as well as socio-
economic factors like age, income and education, play an important role when it comes to
financial habits and knowledge

Send us Fan Mail

Award-winning financial advisor Jason Pereira joins me to talk about the new Financial Planning Association of Canada that launched on November 19th, 2019.

You can reach out to Jason about FPAC at [email protected], and you can visit https://www.fpassociation.ca for more information.

On the show, Jason talks about why we need this new association, and what they hope to accomplish. 

Send us Fan Mail

Neil Pasricha helps people live happy lives.

He is a top-rated leadership keynote speaker, New York Times bestselling author, and positive psychology researcher focused on the relationship between happiness and leadership in business.

Neil is one of the most popular TED speakers with his first TED Talk “The 3 A’s of Awesome” (2010) ranked as one of the ten most inspiring of all time and his second “How will you maximize your tiny, short life?” (2016) the world’s first ever TED Listen, composed entirely of questions. As a leadership keynote speaker Neil has spoken to hundreds of thousands of people around the world including Fortune 100 companies, Ivy League schools, and Royal Families in the Middle East.

Send us Fan Mail

The most requested guest on Mostly Money is back to share what he's been seeing in real estate around Canada. Ben provides a quick survey from coast to coast on local real estate markets, looks beneath the headlines on the overall economy, and does a great pirate impersonation. You can follow Ben on twitter at @BenRabidoux and you can learn more about his company North Cove Advisors at http://www.northcove.net

Send us Fan Mail

John De Goey is back to talk about his new book, "STANDUP to the financial services industry: A practical guide for Canadians". He is a portfolio manager and Certified Financial Planner professional with Wellington-Altus Private Wealth in Toronto. 

You can learn more about John and his book at https://standup.today/

Send us Fan Mail

Sol Amos is the founder of AdvisorSavvy.com, a new service for financial consumers and advisors that is designed to help people find better advisors. He joined me to talk about his experience in the industry which led him to start AdvisorSavvy and provides his thoughts on what consumers should look for. (Disclosure: Sol and I have had business dealings in the past when he was working at CIBC.)