My Financial Life

De: alumni UBC
  • Sumário

  • My Financial Life is a podcast mini-series about personal finance.
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Episódios
  • Investment strategies for a work-optional life and early retirement
    Oct 13 2020

    A work-optional life and early retirement seems like an unattainable yet sought after goal for most people. Can a successful investment strategy give you the freedom to live the lifestyle of your choosing, even in today’s uncertain economy and volatile markets? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumna Maili Wong, Senior Portfolio Manager and Executive Vice-President at Wellington-Altus Private Wealth. This episode of My Financial Life is sponsored by The Vancouver Sun. 108 years as Vancouver's trusted voice. The Vancouver Sun is part of the Postmedia Network, one of Canada's largest print and digital news networks. Visit https://vancouversun.com

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    52 minutos
  • Designing your investment portfolio for success
    Sep 28 2020

    What is an investment portfolio? What assets make up an investment portfolio and how diversified should it be to be successful? What important factors should you consider when creating your own investment portfolio? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumnus Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited. This episode of My Financial Life is sponsored by Odlum Brown Limited. Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients. Find out more at www.odlumbrown.com

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    1 hora e 15 minutos
  • Personal finance: Benefits of working with a financial advisor
    Sep 14 2020

    New to the investing game? Trying to make sense of the different investing strategies and asset allocation for a diversified portfolio? Need help with creating a financial plan for your future? Working with a financial advisor has many benefits on the road to reaching your financial goals. On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to Bernard Letendre, the Head of Wealth and Asset Management, Canada at Manulife. This episode of My Financial Life is sponsored by Manulife. As a trusted partner of alumni UBC, the Manulife program is dedicated to helping UBC alumni get access to preferred rates on life, health & dental, and travel insurance. Find out more at alumni.ubc.ca/manulife

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    1 hora e 2 minutos
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