43 episodes

KLT Wealth Management is bringing you a monthly podcast with discussions on investing strategies, financial tips, market updates, current events, economic outlooks, and a range of industry respected special guests.

Building Wealth On The Go KLT Wealth Management

    • Business
    • 5.0 • 6 Ratings

KLT Wealth Management is bringing you a monthly podcast with discussions on investing strategies, financial tips, market updates, current events, economic outlooks, and a range of industry respected special guests.

    S3E10 - Interview with Joe Cesnik - Vice President of Sales for Lysander Funds

    S3E10 - Interview with Joe Cesnik - Vice President of Sales for Lysander Funds

    Joe Cesnik takes a deep dive into fixed income, the bond market and what they are. 

    What Lysander specializes in and the relationship with Canso.

    We also question Joe on current interest rates going up, how their strategies have changed, and how they mitigate risk in this market.

    • 22 min
    S3E9 - Exclusive Interview with Larry Berman - Chief Investment Officer of QWealth

    S3E9 - Exclusive Interview with Larry Berman - Chief Investment Officer of QWealth

    Larry has over 35 years of experience in the industry, working his way up in the early stages of his Career to Chief Technical Strategist of CIBC World Markets. From there, Larry went on to Co-found ETF Capital Management, and has continued that practice to date where EFT Capital Management is a partner of QWealth.  Larry also has a popular weekly segment on BNN, Berman’s call.

    Larry replies to some key questions on option strategies, volatility, inflation, interest rates, and what can we expect.

    • 22 min
    S3E8 - Managing finances as a couple

    S3E8 - Managing finances as a couple

    In this podcast, we cover things that should be discussed as a married or common-law couple:  

    Common goals, joint bank accounts, spending habits, beneficiary, estate planning, life insurance, taxes, and spousal RRSP

    • 24 min
    S3E7 - Meet our Portfolio Manager Josh Brown and A Market Update

    S3E7 - Meet our Portfolio Manager Josh Brown and A Market Update

    In this podcast episode, we introduce our new QWealth Portfolio Manager Josh Brown where he discusses his role as a Discretionary Portfolio Manager as well as What's happening in the Markets.

    • 28 min
    S3E6 - Market Update - Invasion - Interest Rates - New Covid Variant

    S3E6 - Market Update - Invasion - Interest Rates - New Covid Variant

    This new episode covers the current volatile market caused by the Russian invasion on Ukraine.  How the economy has been impacted with higher interest rates and the new Covid variant.

    • 19 min
    S3E5: February 2022 - Market Update and RRSP Season

    S3E5: February 2022 - Market Update and RRSP Season

    This episode covers market uncertainty, protest blockades, the Russia and Ukraine possible invasion, Investing 101 and RRSP Season.

    • 16 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

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