Today’s guest is Colleen Gillam-Judd. Today’s Guest Colleen Gillam-Judd Colleen is a Certified Financial Planner with over 15 years of experience in guiding high-net-worth professionals, …
Till They Get It: Teach Kids to Spend Smart in our Digital Economy | Taylor Burton, Episode 062
Today's guest is Taylor Burton. Today’s Guest Taylor Burton Taylor is a father, financial expert and an entrepreneur. He is the CEO and co-founder of Till Financial, a leading …
Click to Commit: A New Era in Canadian Will-Making | Daniel Goldgut, Episode 061
Today’s guest is Daniel Goldgut. Today’s Guest Daniel Goldgut Daniel Goldgut is the CEO and Co-Founder of Epilogue. In his previous life, he was a tax and estate planning lawyer for …
From Scarcity to Strategy: Financial Wellness for Families | Li Zhang, Episode 060
Today’s guest is Li Zhang. Click above or listen to the episode on your favourite podcast platform here (Apple Podcast, Spotify, Google Podcasts, Stitcher, Podchaser, Overcast, Castbox, …
Infinite Banking Wealth Strategies for You and Your Kids | Megan Betker, Episode 059
Today's guest is Megan Betker. Today’s Guest Megan Betker Megan is a Wealth Coach, authorized infinite banking practitioner and active real estate investor with Vantage Point …
The Family Board Meeting: How to Build Deep Connections & Financial Freedom | Jim Sheils, Episode 058
Today’s guest is Jim Sheils. Today’s Guest Jim Sheils Jim is the Founder of 18 Summers, where he helps busy professionals create deeper, more connected, and more meaningful …