Smart Money

Starting your investment journey doesn’t have to be intimidating. In this episode, Raman Takhar, an investment professional with Credential Asset Management Inc., and Jason Koomer from the G&F Wealth Management team share key advice for new investors. You'll discover, 1: Why you should start investing as early as possible. 2: How you can benefit from compound growth. 3: The importance of staying invested despite market fluctuations. 4: How a Smart Money Plan™ can help you chart a course to financial success.

*Mutual funds are offered through Credential Asset Management Inc.

Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.

Hosted on Acast. See acast.com/privacy for more information.

Receiving guidance as you work towards your financial goals is important. During episode six of our Smart Money podcast, Tyler MacLean, a Financial Planner with G&F Financial Group, sits down with Lisa to chat about the value of receiving financial advice and some tips to keep in mind when partnering with a professional.

Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.

Hosted on Acast. See acast.com/privacy for more information.

Maximize growth and minimize the amount you’re paying back in taxes with tax-efficient investing. Financial Planner Greg Nakano discusses what tax-efficient investing is, products that allow for tax-efficient growth, and key takeaways for you to get started with this type of investment strategy in this podcast.

Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.

Hosted on Acast. See acast.com/privacy for more information.

Registered Retirement Savings Plans (RRSPs) or Tax-Free Savings Accounts (TFSAs)? What are they and what should they be used for? Financial Planner Tyler MacLean explains the advantages, disadvantages, and key differences of these registered plans in this podcast.

Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.

Hosted on Acast. See acast.com/privacy for more information.

The cost of schooling has been steadily increasing over the last several years and doesn’t show any signs of slowing down. Financial Planner Tyler MacLean explains how you can prepare your child for a brighter future by helping them save money for college with an RESP in this podcast.

Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.

Hosted on Acast. See acast.com/privacy for more information.

Would the financial and overall welfare of your loved ones be impacted if you were to have a serious change in your health? Insurance Planner Steve Camele reveals how you can protect the well being of your loved ones in the event of an unforeseen health emergency in this podcast.

Our mission

​We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures.​​​ Learn more about G & F Financial Group.

Hosted on Acast. See acast.com/privacy for more information.