Hi, this is Kelly Wilson one of Canada's top Mortgages Brokers for over a decade and Top Choice Awards in Ottawa. Knowledge + Wealth = Freedom Our mission is to make a massive impact on the quality of people's lives, Impact that allows you to build a lifestyle by design. We want to show you the tools you need for all-around financial literacy. We want to show you how to build wealth, strategize for planning, how to build the proper support teams around you for Real Estate, taxes, retirement and more. All of this to enjoy the freedom and lifestyle that you want
What the Wealth? Recreate your Money Story!
Claim This Podcastby The Wilson Team
7 episodes
Updated Daily
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Podcast Overview
Hi, this is Kelly Wilson one of Canada's top Mortgages Brokers for over a decade and Top Choice Awards in Ottawa. Knowledge + Wealth = Freedom Our mission is to make a massive impact on the quality of people's lives, Impact that allows you to build a lifestyle by design. We want to show you the tools you need for all-around financial literacy. We want to show you how to build wealth, strategize for planning, how to build the proper support teams around you for Real Estate, taxes, retirement and more. All of this to enjoy the freedom and lifestyle that you want
Language
🇺🇲
Publishing Since
10/30/2019
1 verified contact email on file for What the Wealth? Recreate your Money Story!
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Recent Episodes
February 17, 2020
How to buy a student rental and multi-unit?
<p>The Wilson Team Ottawa Mortgages</p> <p><a href="www.wilsonteam.ca">www.wilsonteam.ca</a></p>
December 5, 2019
How I can help you avoid my $70,000 insurance claim mistake? feat Larry Hoover
<p><a href="www.wilsonteam.ca">www.wilsonteam.ca</a></p> <p>🏘 In this presentation, we want to show you how to properly protect your investment, your family and your finances.</p> <p>📈 As a result of watching this video you will learn: </p> <p> ✅ What insurance companies may not protect you against </p> <p>✅ Properly shop insurance </p> <p>✅ Protect yourself from liability</p> <p>✅ Take advantage of all your potential missing DISCOUNTS </p> <p>✅Protect rental property income </p> <p>✅he importance of annual reviews</p> <p>AND </p> <p>💰 If you stay till the end of the video You could win 1 of a 5 insurance audits worth $199. 🥇 </p> <p>🎉 To win, find the insurance post on our Instagram: <a href="https://www.instagram.com/thewilsonteamottawamortgages/">@thewilsonteamottawamortgages</a> Like and comment by letting us know what’s you like best about the video. We will be picking the winner before December 18th. </p> <p>🥇 Start the new year and beyond your way to making 2020 the start of your financial Blueprint.</p>
December 5, 2019
Why do the Rich get Richer ? A financial planner who sees real estate as an asset in creating wealth! feat Colin Keddy
<p>New Podcast episode </p> <p><a href="www.wilsonteam.ca">www.wilsonteam.ca</a> </p> <p>A collaboration of the top experts in wealth building is key to your structure. You can adopt the Family Offices platform which is a private wealth management advisory firms that serve high net worth clients, they differ from traditional wealth management firms because they offer a total outsourced solution to managing finances and investments for affluent individuals and families. It’s about creating a strong advisory board that all works together to formulate your blueprint. This board consists of your planner, accountant, lawyer and broker. They need to be on the same page and working together to create your customized financial affairs. </p> <p>So many financial plans are solely focused on the accumulation and not the exit strategy of the money. This leaves you exposed to unnecessary losses and recapture opportunity which can cost you up anywhere from 10% to 50% of your savings. In some cases tax free opportunities. Structuring your taxes is the biggest liability we have as Canadians. Check out the PODCAST where Colin speaks about his philosophy on what most Canadians are missing when focused on just the accumulation.</p>
7 total episodes available
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Frequently asked questions
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- What is What the Wealth? Recreate your Money Story!?
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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.
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Yes, this podcast regularly features guests.
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