Personal Finance: Benefits of Working with a Financial Advisor
S2: Episode 2
Hosts: Kirk Lapointe (Season 1) & Mark Ting (Season 2)
Featuring Bernard Letendre, Manulife
New to the investing game? Trying to make sense of the different investing strategies and asset allocation for a diversified portfolio? Need help with creating a financial plan for your future? Working with a financial advisor has many benefits on the road to reaching your financial goals. On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to Bernard Letendre, the Head of Wealth and Asset Management, Canada at Manulife.
This episode of My Financial Life is sponsored by Manulife. As a trusted partner of alumni UBC, the Manulife program is dedicated to helping UBC alumni get access to preferred rates on life, health & dental, and travel insurance. Find out more at alumni.ubc.ca/manulife.
My Financial Life is a podcast mini-series about personal finance, produced by alumni UBC.
Other Episodes in this Series
A work-optional life and early retirement seems like an unattainable yet sought after goal for most people. Can a successful investment strategy give you the freedom to live the lifestyle of your choosing, even in today’s uncertain economy and volatile markets?
Car-sharing has become a flexible and affordable transportation solution that is appealing to more and more people every day and shifting previous trends of personal car ownership. Sponsored by Evo Car Share.
It’s easy to overspend when you’re planning (or enjoying) a trip. But there are tricks and travel hacks that can help you save money. On this episode of My Financial Life, host Kirk Lapointe speaks to Amanda Butler, expedition leader for alumni UBC’s travel partner, Worldwide Quest.
What is ethical investing or responsible investing? Are ethical investments good investments for your portfolio? On this episode of My Financial Life, host Kirk Lapointe speaks to UBC alumnus, Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited.
What are the benefits of starting your financial planning early? On the first episode of My Financial Life, host Kirk Lapointe speaks to UBC alumna, Tracy Theemes, a financial advisor and certified financial planner at Sophia Financial, Raymond James.