Take Control of Your Wealth

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Creator:

Christie Matwee & Shawna Perron

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Podcast data

Created By Christie Matwee & Shawna Perron

Podcast Status active

Started 21/09/2020

Latest Episode 26/02/2021

Release Period Episodic

Episodes 8

Partner Reviews 0

Language English

Frequency 382

Average Length 9 minutes and 38 seconds

Country United States

Global Rank TOP 1%

Description

Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth.ca/
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Episodes
- #613608 - RRSP vs TFSA?
  
  4 years ago
  
  #613608 - RRSP vs TFSA?
- #613609 - Why have an Investment Policy Statement?
  
  4 years ago
  
  #613609 - Why have an Investment Policy Statement?
- #613610 - Asset Allocation
  
  4 years ago
  
  #613610 - Asset Allocation
- #613611 - Having a Financial Plan
  
  4 years ago
  
  #613611 - Having a Financial Plan
- #613612 - Market Indices - What You Need to Know
  
  4 years ago
  
  #613612 - Market Indices - What You Need to Know
Reviews
- There are no reviews yet
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Take Control of Your Wealth

Take Control of Your Wealth

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Podcast data

Description

Agent Outreach

Episodes

#613608 - RRSP vs TFSA?

#613608 - RRSP vs TFSA?

#613609 - Why have an Investment Policy Statement?

#613609 - Why have an Investment Policy Statement?

#613610 - Asset Allocation

#613610 - Asset Allocation

#613611 - Having a Financial Plan

#613611 - Having a Financial Plan

#613612 - Market Indices - What You Need to Know

#613612 - Market Indices - What You Need to Know

Reviews

Podcasts like this

Wealthy Way Podcast

Wealthy Way Podcast

Data Crunch

Data Crunch