11 episodes
What They Don't Tell You CWB Wealth Management
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- Business
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5.0 • 7 Ratings
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What They Don’t Tell You brings you real conversations that real people have behind closed doors. Because wealth management is more than “just investing”, clients and experts sit down together to talk about these topics that go beyond the numbers and that are usually left out from traditional financial conversations.
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Indigenous communities: Investing for an equitable future
Little is known about the multi-generational losses Indigenous communities have faced, the prevention of wealth creation that resulted, and how government settlements are an attempt at reconciliation. In this episode, our Indigenous Services team discusses the background of these settlements, and the complexity of managing the money to rebuild today and set up future generations.
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Family Foundation vs Direct-to-Charity Giving
Donor-advised funds are one of the best kept secrets in the not-for-profit sector. In this episode of What They Don’t Tell You, we explore Canada Gives, a charitable organization that helps philanthropists establish tax-smart, high-impact foundations with the valuable insight of a financial advisor.
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Women & Wealth, The Road to Representation
In this episode of What They Don’t Tell You, advisors Bernadette Churchill, Ann Bawden, Anne Wildfong, and Samuel Chinniah discuss the ways women have been oppressed when it comes to finances, how the industry is missing the mark on inclusivity, and why it is so important for women to participate in their wealth creation.
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Senior Care is More Than Medical Care
Whether it’s for yourself or a loved one, senior care is a matter that affects everyone. COVID-19 may have changed how we view our senior care options, but the fundamental knowledge to make the right decision hasn’t changed. In this episode, we discuss the misconceptions surrounding these services, the various care options available to make aging comfortable and safe, and the anticipated costs to consider.
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Planning for an Uncertain Future, Part 2
In the second part of our episode on planning for an uncertain future, our CEO Matt Evans and client, business owner Terry Tanasiuk, bring to light the value of long-term thinking, their strategic priorities for the future and how, as business owners and executives, they practice self-care.
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Planning For An Uncertain Future, Part 1
In this new episode of our financial podcast series, our President & CEO Matt Evans along with one of our clients Terry Tanasiuk, President of Krawford Construction, discusses the challenges of navigating a pandemic from their own experiences, the lessons learned and how they are planning for the year ahead.
Customer Reviews
Business owners will love it
Such an interesting and informative series! All of the topics have been spot on so far - looking forward to listening to the next episode.
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