2 episodes

A new podcast series called Wealth Matters to start revolutionary, meaningful conversations about retirement living and, of course, risk and investments.

Wealth Matters Maili Wong

    • Business
    • 5.0 • 1 Rating

A new podcast series called Wealth Matters to start revolutionary, meaningful conversations about retirement living and, of course, risk and investments.

    Interview with Candy Ho from Element Lifestyle Retirement Inc

    Interview with Candy Ho from Element Lifestyle Retirement Inc

    As a Vancouver-based Portfolio Manager at CIBC Wood Gundy, I’m often meeting with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or even improve their lifestyle in retirement in the face of risk and uncertainty. My goal is to help clients take smart risks in investing, embrace the volatility and achieve a sense of strength and resilience as they reach a place of financial safety and security. I created a new podcast series called Wealth Matters to start revolutionary, meaningful conversations about retirement living and, of course, risk and investments. This is our second recording with special guest Candy Ho. Candy is the Vice President, Marketing & Corporate Relations at Element Lifestyle Retirement Inc.

    Disclaimer: CIBC Private Wealth Management consists of services provided by CIBC and certain of its subsidiaries, through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. ("CAM"); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. ("WMI"). CIBC Private Banking provides solutions from CIBC Investor Services Inc. ("ISI), CAM and credit products. CIBC World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth MAnagement services are available to qualified individuals. The CIBC logo and "CIBC Private Wealth Management" are registered trademarks of CIBC. This information, including any opinion, is based on various sources believed to be reliable, but its accuracy cannot be guaranteed and is subject to change.

    Maili Wong is an Investment Advisor with CIBC Private Wealth Management in Vancouver. The views of Maili Wong do not necessarily reflect those of CIBC World Markets Inc. If you are currently a CIBC Private Wealth Management client, please contact your Investment Advisor.

    • 22 min
    Wealth Matters Podcast - Innovations in Global Investing to Help You Achieve a Work-Optional Life

    Wealth Matters Podcast - Innovations in Global Investing to Help You Achieve a Work-Optional Life

    As a Vancouver-based Portfolio Manager at CIBC Wood Gundy, I’m often meeting with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or even improve their lifestyle in retirement in the face of risk and uncertainty. My goal is to help clients take smart risks in investing, embrace the volatility and achieve a sense of strength and resilience as they reach a place of financial safety and security. I created a new podcast series called Wealth Matters to start revolutionary, meaningful conversations about retirement living and, of course, risk and investments. I recently recorded our first episode, “Innovations in Global Investing to Help You Achieve and Maintain a Work-Optional Life” with guest Satya Pradhuman. Satya is the Founder and Director of Research at Cirrus Research, a leading research firm in New York City that delivers innovative, objective insight and analysis to professional investors. Together, we illustrate how people can take a disciplined approach to developing an investment strategy that’s based on quality research and sound decisions.

    • 22 min

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