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Financial Wellness with Vincent Heys

Welcome to the financial wellness podcast, where we discuss all kinds of financial principles, concepts, and products. Our aim is to make money matters, simple again. Brought to you by wealthstack.ca.

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Latest Episodes

008 - Asset Allocation and your Investments – what you need to know

Episode 8

May 10, 2023

008 - Asset Allocation and your Investments – what you need to know

Getting your asset allocation right when you’re investing is the most important aspect for long term success. Find out more about asset classes, allocation...

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00:50:20

007 - Financial tips for new immigrants to Canada

Episode 7

March 21, 2023

007 - Financial tips for new immigrants to Canada

Moving countries could be a daunting tasks, on top of that there is a whole checklist of items that you need to consider and...

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01:00:37

006 - Exchange Traded Funds – what they are & why you need them

Episode 6

August 05, 2022

006 - Exchange Traded Funds – what they are & why you need them

If you’ve ever wondered what ETFs are, and how you can include them in your investment portfolio, listen to Patrick Keeley’s evidence-backed case for...

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00:22:55

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Episode 5

June 13, 2022

005 - Leaving a legacy – the practical steps you can’t avoid

In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli,...

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00:30:33

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Episode 4

May 19, 2022

004 - Your investment portfolio – Do It Yourself or get a Pro involved?

We’re simplifying the types of investment portfolios, and how you (or a fund manager) can best manage them to reach your financial goals. Jamie...

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00:43:16

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Episode 3

April 15, 2022

003 - Financial Wellness – a guide to get you there

In this episode we’re sharing some basic principles to kickstart your financial wellness journey and set you up with healthy money habits. Join Daniel...

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00:22:26

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