Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth.ca/
Take Control of Your Wealth
Claim This Podcastby Christie Matwee & Shawna Perron
Podcast Overview
Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth.ca/
Language
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Publishing Since
9/21/2020
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Recent Episodes
February 26, 2021
RRSP vs TFSA?
Not sure whether to invest in your RRSP or TFSA? Listen in as we discuss why and how you should think of these as part of your long term wealth management strategy, including the benefits of each account type and how to make the most of your contributions to leave more money in your hands at the end of the day. This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be ...
December 10, 2020
Why have an Investment Policy Statement?
Investment Policy Statements are commonly used in private client, high net worth, charity and institutional investing but they can be a tool for anyone to help lay the foundation for your investment strategy and keep you on course over time. This episode will discuss what they are and why you might need one. This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be r...
November 4, 2020
Asset Allocation
What is asset allocation and why is it so important? When should your asset mix change? Are you prepared for a "black swan event"? If not, you should be. Tune in to learn how. This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice. Reasonable efforts have been made to ensure that the information contained her...
8 total episodes available
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Frequently asked questions
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- What is Take Control of Your Wealth?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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