003 - Financial Wellness – a guide to get you there
Financial Wellness with Vincent Heys
by Vincent Heys
2M ago
In this episode we’re sharing some basic principles to kickstart your financial wellness journey and set you up with healthy money habits. Join Daniel Clark and Vincent Heys as they explore the route to optimum financial health and the markers along the way. Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes ..read more
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006 - Exchange Traded Funds – what they are & why you need them
Financial Wellness with Vincent Heys
by Vincent Heys
2M ago
If you’ve ever wondered what ETFs are, and how you can include them in your investment portfolio, listen to Patrick Keeley’s evidence-backed case for their potency in financial growth. Vincent Heys and Patrick (President at Inukshuk Capital Management) discuss the basics of ETFs and why they’re worth a second look. Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes ..read more
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005 - Leaving a legacy – the practical steps you can’t avoid
Financial Wellness with Vincent Heys
by Vincent Heys
2M ago
In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli, Managing Partner of the Estates Group, gives down-to-earth advice on why these legacy-impacting decisions and documents are so important, and how to set them up properly.   Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes ..read more
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001 - Family Finances - How to win, together
Financial Wellness with Vincent Heys
by Vincent Heys
2M ago
No one looks after your money better than you, because no one cares about your financial security quite like you do. And even though you’re the best person to take control of your finances, we all need a few nudges in the right direction when it comes to handling our money in the wisest way possible. Vincent and Caren Heys have spent 23 years of marriage working on their financial management as a family and have some great insights to share with you. So wheather you're married, have kids or you're single, this episode will give you real-world tools to implement in your financial planning and m ..read more
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004 - Your investment portfolio – Do It Yourself or get a Pro involved?
Financial Wellness with Vincent Heys
by Vincent Heys
2M ago
We’re simplifying the types of investment portfolios, and how you (or a fund manager) can best manage them to reach your financial goals. Jamie Brubacher and Vincent Heys unpack mutual funds, ETFs, stocks and managed funds. Plus, they’ve got tips and guidance on managing your own investment portfolio or how to choose the right fund manager to do it for you. Brought to you by wealthstack.ca ..read more
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002 - Including cryptocurrency in your investment portfolio - yes or no?
Financial Wellness with Vincent Heys
by Vincent Heys
2M ago
Wondering how to include cryptocurrency in your investment portfolio? Here’s a synopsis of Bitcoin and a few other cryptocurrencies worth noting. Vincent Heys and Ian de Lange share insights on crypto investing, the history of transacting and how Bitcoin compares to gold. You don’t want to miss this interesting episode! Proudly brought to you by Wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes ..read more
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Welcome to the Financial Wellness Podcast
Financial Wellness with Vincent Heys
by Vincent Heys
2M ago
Welcome to the Financial Wellness Podcast. Are you sometimes unsure about which financial goals you should have or how your investment accounts, insurance policies and group benefit plans fit into your personal financial goals. Well, then you're in a great place. This podcast series unpacks, all kinds of financial principles, concepts, and products. Our aim is twofold. Firstly, we aim to educate our listeners on financial matters in plain language so that you can ask the right questions. Secondly, we aim empower our listeners with simple steps to follow, to reach their financial goals. Follow ..read more
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