What is financial literacy? It’s the degree to which you understand how to deal with money, make investments, and plan your financial future. Where do you start? Who can you learn from? Listen to this podcast for a few easy tips. Then, get started. And don't be afraid to admit you don't know something ..read more

In no particular order of preference, here are some movies about the stock market. Lots of recognizable actors. Some are even based on real life stories ..read more

In this episode, I discuss why I purchased more life insurance during COVID...and no it's NOT for the reason you think!  I will also share 8 key factors in calculating how much life insurance you actually need.  For more info, please contact me via my website: www.jamison.ca  Postscript Note: waiving of para-medical requirements (blood, urine, etc) was unique to early 2020, during the first pandemic lockdown. Most insurance companies today still require this as part of your application for insurance.   ..read more

After almost 30 years as a wealth advisor, I've learned a few things about being a successful investor. Master these 4 skills and you will be a winner my friend. I also share my best "magic trick". Come one and give it a listen...it's only 5 minutes long! www.jamison.ca ..read more

Can you tell the difference between needs and wants? The lines are blurry. Also, how should you invest your money for each of them? (Hint: it depends on your time horizon ..read more

Does talking about money trigger you? Financial anxiety is not uncommon. What is uncommon is a wealth advisor who understands, and can help you work through it. A little bit of "financial therapy" can help because once you figure out the root cause of your triggers, you can start to reframe your mind around money. Have you ever felt negative emotions about your finances? What triggered you? www.jamison.ca LinkedIn ..read more

Has anyone ever asked you if you speak Spanish, French, or Mandarin? Personally I am proud to be fluent in 3 languages: English, French and the language of finance. Yes, I speak "Financial"!  There is so much jargon and acronyms in the financial world. It’s no wonder people struggle to comprehend this language. This is why my clients often call me their translator. By the way, it's ok to admit you don't know something. I suppose that's why you are listening to this podcast... Stay wealthy, Natalie. www.jamison.ca ..read more

This is a special Women & Wealth ® episode, because longevity is a real risk to women's long-term financial stability. Nobody has an expiry date on their forehead, but age 100 could actually happen for many of us. You might want to rethink gifting those "early inheritances" to your adult children. www.jamison.ca ..read more

Artificial intelligence is really amazing, but there are many things a robo-advisor still can't do. Let's discuss a few. Plus, find out what perk my clients get for their adult children and check out my podcast for teenagers and young adults, called #FinancialFriday. Want to find out more, reach out to me: Website | LinkedIn ..read more

Does the word "inheritance" make you happy? What about the word “estate”? Let's talk about legacy planning. Discussing what happens after you're gone, is not a taboo subject. As far as I know, nobody has ever cheated death. So you better plan for it. Change your mindset on this topic, and plan your legacy now. Need more info? You can contact Natalie here: Website | LinkedIn | Twitter ..read more