30分

How to shockproof your income What Has Changed Podcast

    • マネージメント

Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director, Wealth Management at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 
Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.
Leslie McCormick is the Senior Wealth Advisor for The Farwell Group at ScotiaMcLeod and has worked in financial services for more than 20 years. As a result of her expansive knowledge and experience in the industry, Leslie is a Fellow of the Canadian Securities Institute (FCSI).
Leslie received her BBA in Finance and Economics from Bishop’s University and holds certifications such as Certified Investment Manager (CIM) and Financial Management Advisor (FMA). Leslie has also been awarded the internationally recognized Chartered Alternative Investment Analyst (CAIA) designation.
In this episode… We all experience periods of transition in our lives—the death of a loved one, the loss of a job, an unexpected move. Emotional and financial hurdles like these often arrive without warning, making them hard to handle if you don’t have a clear plan in place.
Luckily, Darren Farwell and his team at The Farwell Group are here to help. They specialize in assisting clients through financial transitions and constructing future wealth management plans. This is what they call shockproofing your income, so you can lose your financial worry and focus on your happy list. 
Listen to this episode of The What Has Changed Podcast as Rise25 Co-founder Dr. Jeremy Weisz interviews Darren Farwell and Leslie McCormick of The Farwell Group. They discuss how to shockproof your income, avoid common investment mistakes, and assess your portfolio risk. If you’re looking to create financial stability that will help you weather whatever life throws your way, then this episode is for you.

Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director, Wealth Management at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. 
Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.
Leslie McCormick is the Senior Wealth Advisor for The Farwell Group at ScotiaMcLeod and has worked in financial services for more than 20 years. As a result of her expansive knowledge and experience in the industry, Leslie is a Fellow of the Canadian Securities Institute (FCSI).
Leslie received her BBA in Finance and Economics from Bishop’s University and holds certifications such as Certified Investment Manager (CIM) and Financial Management Advisor (FMA). Leslie has also been awarded the internationally recognized Chartered Alternative Investment Analyst (CAIA) designation.
In this episode… We all experience periods of transition in our lives—the death of a loved one, the loss of a job, an unexpected move. Emotional and financial hurdles like these often arrive without warning, making them hard to handle if you don’t have a clear plan in place.
Luckily, Darren Farwell and his team at The Farwell Group are here to help. They specialize in assisting clients through financial transitions and constructing future wealth management plans. This is what they call shockproofing your income, so you can lose your financial worry and focus on your happy list. 
Listen to this episode of The What Has Changed Podcast as Rise25 Co-founder Dr. Jeremy Weisz interviews Darren Farwell and Leslie McCormick of The Farwell Group. They discuss how to shockproof your income, avoid common investment mistakes, and assess your portfolio risk. If you’re looking to create financial stability that will help you weather whatever life throws your way, then this episode is for you.

30分