What if I told you that families who hire a wealth advisor are 3.9 times wealthier than those who don't? Would this change your mind? In this podcast I discuss the value of advice, plus I also admit to two internal biases that both myself and a client could have avoided. www.jamison.ca ..read more

Once again, I am joined by Keri O'Driscoll, senior insurance consultant at Scotia Wealth Management. She believes that many people unnecessarily pre-disqualify themselves from applying for life insurance, because they've had a major health condition, such as a heart attack or stroke. THIS IS A MYTH. There are many circumstances where you can still qualify. There is hope! If this is you or someone you love...please spend the next 11 minutes finding out why you should wear your Fitbit or Apple watch, and please talk to a professional advisor about it now ..read more

Insurance seems to be one those really intimidating conversations. Mostly because people don't understand the lingo. There is confusion even about the basic types of insurance, such as term insurance, or whole life. There are many nuances that people don't understand. So I've asked my insurance specialist Keri O'Driscoll to explain what some of the most common insurance terminology means. www.jamison.ca ..read more

There is still a gap in financial knowledge between men and women. Here's what I think are the reasons why. Yes, I'm on a mission to change this statistic. Come along for the ride. www.jamison.ca ..read more

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

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 on 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