What They Don’t Tell You brings you real conversations that real people have behind closed doors. Because wealth management is more than “just investing”, clients and experts sit down together to talk about these topics that go beyond the numbers and that are usually left out from traditional financial conversations.
What They Don't Tell You
Claim This Podcastby CWB Wealth Management
11 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇨🇦
Podcast Overview
What They Don’t Tell You brings you real conversations that real people have behind closed doors. Because wealth management is more than “just investing”, clients and experts sit down together to talk about these topics that go beyond the numbers and that are usually left out from traditional financial conversations.
Language
🇺🇲
Publishing Since
2/26/2020
1 verified contact email on file for What They Don't Tell You
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Recent Episodes
June 30, 2021
Indigenous communities: Investing for an equitable future
Little is known about the multi-generational losses Indigenous communities have faced, the prevention of wealth creation that resulted, and how government settlements are an attempt at reconciliation. In this episode, our Indigenous Services team discusses the background of these settlements, and the complexity of managing the money to rebuild today and set up future generations.
May 31, 2021
Family Foundation vs Direct-to-Charity Giving
Donor-advised funds are one of the best kept secrets in the not-for-profit sector. In this episode of What They Don’t Tell You, we explore Canada Gives, a charitable organization that helps philanthropists establish tax-smart, high-impact foundations with the valuable insight of a financial advisor.
April 28, 2021
Women & Wealth, The Road to Representation
In this episode of What They Don’t Tell You, advisors Bernadette Churchill, Ann Bawden, Anne Wildfong, and Samuel Chinniah discuss the ways women have been oppressed when it comes to finances, how the industry is missing the mark on inclusivity, and why it is so important for women to participate in their wealth creation.
11 total episodes available
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Frequently asked questions
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- What is What They Don't Tell You?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
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?
Yes, this podcast regularly features guests.
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