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The Just Word with Pat Bolland

Latest episodes

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Dec 7, 2021 • 20min

Are Baby Boomers ready to Retire? with Michael Nicin

As baby boomers hit retirement age, are they ready? Michael Nicin is with the National Institute on Aging, a think-tank that is part of Ryerson University.  This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Nov 23, 2021 • 22min

Women in the Investing World with Paulette Filion

Finance and investing have long been the bastion of males, but women are increasingly becoming a force ... or should be. Paulette Filion is with StrategyMarketing.ca and explains why and how that can happen. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Nov 9, 2021 • 20min

The wisest investment: Your Kids ... with Robin Taub

Robin Taub has written a book: Raising Money-Smart Kids which is a practical guide that readers love! We distill her thoughts in our little chat ... given that November is Financial Literacy Month ... I hope that you enjoy it! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Oct 26, 2021 • 18min

Getting into Financial Planning with Mike Fox

Mike Fox saw an industry that need to adapt to changing times. He took a leap and founded #YourPlanFinancial.ca to help people who just weren't getting the financial attention they needed. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Oct 12, 2021 • 23min

Women and money with the 'Money Mama' Melanie Rousseau

Melanie Rousseau went through a tough time in her life ... and decided to do something about it. In particular, to help other women who may face the same challenges. And help them come to terms with their finances. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Sep 28, 2021 • 26min

Truth, reconciliation, forgiveness & the business of music with Susan Aglukark

Multi-Juno Award winner Susan Aglukark has told stories through song, for more than 3 decades. She's taken her success and turned it towards helping her people. We began by discussing her latest work, titled 'Forgiveness', and we squeezed-in some business talk too! This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Sep 14, 2021 • 23min

Beating the Bank with Larry Bates

Larry Bates, a former broker, knows a thing or two about how the banks and investing work ... he wrote a book about it and he joins us to talk about #beatingthebank... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Aug 31, 2021 • 17min

Accounting in a pandemic era with Harrison White

Harrison White is going through some changes this year, moving west, and moving his business online ... in part in response to the pandemic. But accounting is more than bookkeeping, it's also about helping people see into their future. And he's developing software-as-a-service. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Aug 17, 2021 • 24min

The business of #Olympic Sports with Angela Whyte

In the track and field world, Angela Whyte is well known …. 3 Olympics representing Canada, medals In the Commonwealth and Pan-Am games in 100 meter hurdles … but beyond the track, how did she pay for her passion? The business of sports is our topic ... This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.
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Aug 3, 2021 • 19min

NFT's (non fungible token) are HOT, with Jon Dwyer

Jon Dwyer runs Wondr Gaming ... and they do a lot with NFT's. What are those you ask? I was wondering that same thing. This material is for informational purposes and is not a recommendation, offer or solicitation to buy or sell any securities, to provide tax or legal advice. The information and opinions are not guaranteed as to accuracy or completeness. Reliance upon information in this material is at the sole discretion of the listener. Investors should consult with their own advisors. The provision of investment management and investment advisory services is a regulated activity in Canada, subject to strict rules. For more information on the services offered by Justwealth, please refer to www.justwealth.com.

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