Personal Finance: Benefits of Working with a Financial Advisor

S2: Episode 2

Hosts: Kirk Lapointe (Season 1) & Mark Ting (Season 2)
My Financial Life

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

My Financial Life is a podcast mini-series about personal finance, produced by alumni UBC.


Sponsored by:


Other Episodes in this Series

Season 2 / Episode 3

What is an investment portfolio? What assets make up an investment portfolio and how diversified should it be to be successful? What important factors should you consider when creating your own investment portfolio?

Season 1 / Episode 4

While most of us use it almost every day, credit remains a mystery for many people. On this episode of My Financial Life, host Kirk Lapointe speaks to Terry Tan, branch manager for BMO, about personal credit.

Season 1 / Episode 3

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.

Season 1 / Episode 2

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.