Did you know you can leave a gift to charity in your will? That gift could be in many forms—GICs, cash, stocks, bonds—it’s your choice. You’ll support a cause you believe in and you’ll receive tax benefits for leaving funds to a charity. In this G&F Smart Money Podcast, Financial Planner Tyler MacLean talks about Charitable Gift Giving with Lisa Rosales, a Fundraiser with the Langley Memorial Hospital Foundation. Got eight minutes to spare? You’ll learn about: • Legacy planning • Leaving a...
Understanding and responsible handling of personal credit is one of the most important things you can do for your finances. Peter Kobayashi, Vice President Member Experience, joins us on our latest G&F Smart Money Podcast to discuss how you can establish, build and maintain good credit. In this podcast, you’ll learn about: • Why establishing good credit is so important • How to build up your credit score • How to stay on top of your credit • The different kinds of credit and which ones are...
Socially responsible investments (SRIs) are investments where the portfolio manager considers the environmental, social and governance practices of the businesses they invest in. SRIs have started to gain popularity among investors and our G&F wealth management expert Zaiba Riaf is here to share information on how to incorporate these investments into your portfolio.
In this panel discussion, learn about the key advantages and differentiators between credit unions and a bank. Diane Sullivan and Kashira Daud discuss some common credit union myths and explore how their personal values are in alignment with those of a credit union.
Starting your investment journey doesn’t have to be intimidating. During our latest Smart Money podcast, Raman Takhar, an investment professional with Credential Asset Management Inc. and the G&F Wealth Management team sits down with Jason Kooner to share some key tips for new investors. In this podcast, you’ll learn about: • Why you should start investing as early as possible • How you can benefit from compound growth • The importance of staying invested despite market fluctuations • How a...
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 the value of receiving financial advice and some tips to keep in mind when partnering with a professional.
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.
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.
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.
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.
Getting the keys to your first home is an exciting milestone for a first time home buyer. Mortgage Specialist Adriana Calandra helps navigate the ins and outs of home ownership in our very first podcast.