The Just Word with Pat Bolland

Pat Bolland
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Apr 27, 2021 • 25min

Want a 'Sleep-Easy Retirement'? - David Aston

David Aston is a freelance journalist who writes about personal finance and investments.  With this book, The Sleep-Easy Retirement Guide, he answers the 12 biggest questions Canadians face about retirement. It's one of those books that you can refer back to time again ... This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. 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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Apr 13, 2021 • 23min

Impressive Performance by Justwealth - James Gauthier

James Gauthier is the Chief Investment Officer at Justwealth ... and he's good! Having come from the banks, he now beats them at their own game! I messaged him before this chat and he told me that the performance of the funds was, to use his words, mind-blowing.  And he’s not one to exaggerate. This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. 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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Mar 30, 2021 • 24min

A Richly Imagined Future - Robert Gignac

Robert Gignac has written 'Rich is a State of Mind', a light-hearted look at financial planning with the serious message of personal responsibility. Stir in a fair dose of common sense and voila, the magic to a richly imagined future ... This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. 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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Mar 16, 2021 • 24min

Money & Travel: The Ultimate Pairing - Barry Choi

Financial planners are always advocating that we save ... but for what? Travel of course! Barry Choi is a planner at 'Money We Have' and a travel expert. His ideas are ... insightful! This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward-looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. 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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Mar 2, 2021 • 25min

Findependence or bust! - Jonathan Chevreau

A veteran journalist, Jonathan Chevreau has more than 4 decades of experience in newspapers and magazines. He’s a book author with titles like Smart Funds, The Wealthy Boomer, Findependence Day, and most recently co-authored Victory Lap Retirement. These days he’s CFO at the Financial Independence Hub. Who better to talk to about the state of the investor! This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. 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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Feb 16, 2021 • 25min

Robos have landed! Robos have landed! - Dale Roberts

Dale Roberts is a champion of Exchange Traded Funds ... and he had a role in creating the first robo-advisor. We talk to the Chief Disruptor at Cut the Crap Investing about robos and the future of investing. This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. 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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Feb 2, 2021 • 36min

Retirement Planning Overview - Malcolm Hamilton

Everyone's retirement planning is different - we all have different goals and lifestyles.  But what are the government backstops? What do we need to think about in putting together a plan? Malcolm Hamilton joins us to talk retirement. This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. 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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Jan 18, 2021 • 26min

The Origins of Justwealth - Andrew Kirkland & James Gauthier

Justwealth is the creation of two investment professionals that shared a dream ... they just didn't know it. How'd they get together and create one of the top-tier robo-advisors in the country. Find out here. ------- This material is for informational purposes and is prepared by Justwealth, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Justwealth to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions. Investment involves risk including possible loss of principal. 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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