With hosts Wolfgang Klein and Jack Hardill.
Guests:
Gordon Stein
Gordon is a personal finance keynote speaker and author of the bestselling Cashflow Cookbook - a unique personal finance book that offers an approach to help readers add millions of net worth with minimal effort and sacrifice. The book has become a Toronto Star column and his talks are in high demand.
Speaking presentations include:
Wealth Building for Clients of Financial Advisors - In this presentation, innovative strategies are presented to help clients reduce spending with minimal effort and sacrifice, freeing up cashflow for incremental investment contribution
Wellness For Employees - High debt loads and housing costs have left employees stressed out like never before. According to PWC, the most requested employee benefit is help with their personal finances. This presentation shows employees some easy recipes to get their finances under control and reduce their stress.
Financial Wellness for Students - High School, College and University Students receive very little personal finance education and then graduate and begin to earn for the first time. With worked examples, this talk shows them step by step how to build a solid financial base.
Jaime Carrasco, Senior Investment Advisor and Senior Portfolio Manager
Jaime is a Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses and institutions both in Canada and Latin America, Jaime has garnered a reputation for questioning and challenging the status quo, and exploring the most innovative investment strategies. As a frequent contributor to the mainstream media, Jaime offers a fresh perspective on the global, financial and geo-political landscape helping investors adapt to hidden opportunities and risks, and best position client portfolios to thrive EARLY from volatility in the global system.