In this podcast episode, Joe Pochodyniak discusses the advantages of Registered Education Savings Plans (RESPs) for saving for a child's education after high school. He explains that RESPs can be used for various types of post-secondary education, including trades programs, colleges, universities, and apprenticeships.
In this conversation, Joe Pochodyniak from MacNicol and Associates Asset Management discusses charitable giving and donor-advised funds (DAFs) with Meredith Agnew, Chief Investment Officer, and Joely Elkins, Director of Granting and Philanthropy, from the Benefaction Foundation. They explain that a DAF is a charitable investment account where individuals or families [...]
Time is the ultimate equalizer—everyone gets the same 8,736 hours a year. Yet, for financial planners juggling complex responsibilities like client meetings, market analysis, strategic planning, portfolio assessment, and more, it can often feel like there are never enough hours in the day.
In this podcast episode, Dave MacNicol interviews John Ing from Maison Placements, an expert in the precious metal space. They discuss the history and significance of gold as a hedge against inflation and currency debasement. They also explore the impact of government budget deficits and the role of cryptocurrencies in [...]
Ross Healy, chairman of the Strategic Analysis Corporation and portfolio manager at MacNicol & Associates, joins BNN Bloomberg – The Open for Tuesday, August 12, 2024
FP Outlook 2024: Here are the key headwinds, tailwinds and sectors investors should be watching
Paul Connor and Philip Guyton from Connor Investment Real Estate discuss their land investment strategy in Texas. They focus on capital and investments in residential and industrial opportunities, primarily in Texas and the southeast side of the United States. They highlight their three core styles of investment: land banking, direct equity [...]
Dr. Vu Tran, a physician and MBA holder, discusses the importance of financial wellness for healthcare professionals. He highlights the common mistakes made by medical professionals, such as neglecting personal finance, not understanding financial products, and falling victim to scams. Dr. Tran emphasizes the need for financial fluency and the [...]
MacNicol Investment Partner – CNBC Interview – July 2024 – Universa COO Brandon Yarckin on Risk Mitigation
In an industry where change is constant, communication is a key factor in building and maintaining client and financial advisor relationships. It's not just about closing deals; it's about forging genuine connections that inspire loyalty and trust, leading to long-term success.
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