Smart Money

Gulf & Fraser

4.0 (1)
Education

Gulf & Fraser provides our credit union members with a full range of personal and business banking, investment, and insurance solutions. For over 80 years we have been committed to empowering our communities through local collaboration, financial wellness education, and reliable advice and service. We’re Gulf & Fraser and we’re here to Power your possible. Learn more at gulfandfraser.com. Hosted on Acast. See acast.com/privacy for more information.

02/15/2024

How to identify and protect yourself from fraud

Join us as we explore the most common types of fraud and ways to protect yourself from identity theft to spoofed websites, employment or job scams or romance fraud. Our specialists, Katrina Breukelman and Akram Mourad share some tips on how to prevent yourself from falling prey to scammers and identify some of the red flags. Remember the more you know, the easier it is to prevent yourself from falling for fraud. Hosted on Acast. See acast.com/privacy for more information.

15 min
09/28/2023

Navigating investments and credit for Gen Z

In part 2 of our Gen Z finances-focused episode with money advisor Katelynn Dang, we tackle the overwhelming topics of investments, student loans, and credit scores. In this age of information overload, it's challenging to decide where to invest or how to establish a solid credit history. Don't worry–we'll lay down the basics of various investment options, student loans, and the significance of building a strong credit score. Tune in as we break down important and relevant financial topics impacting today's Gen Z-ers and help you power your possible. Hosted on Acast. See acast.com/privacy for more information.

9 min
07/28/2023

Financial foundations: Saving and budgeting for Gen Z

In part 1 of our two-part episode, we delve into the pressing financial challenges faced by today's young generation, Gen Z. From soaring tuition fees to coping with an unpredictable economy, Money Advisor Katelynn Dang is here to empower you with valuable insights and practical tips on building foundational wealth through saving and budgeting, as a Gen Z-er herself. It's never too early to start forming good financial habits, and this episode is your guide to securing a brighter financial future. Hosted on Acast. See acast.com/privacy for more information.

9 min
11/25/2022

How a credit union can help your business

In this episode we hear from a Gulf & Fraser business member, K'Pure Naturals, on how the credit union contributed to their early success selling natural skincare products online. Business Relationship Managers, Sharon and Shaveta describe how a having a financial expert in your back pocket can help propel your business forward. Hosted on Acast. See acast.com/privacy for more information.

9 min
08/19/2022

Investing during turbulent times

Are you trading on your own? What should you do when the market is down? Learn why now might be good to start investing, what you need to retire comfortably, and how you can benefit from a financial planner. Plus: The first thing you need to do before you invest. Why chasing the market may not be helping you. How your emotions can affect investment decisions. Top tips for a balanced investment portfolio. How to get the returns you need to retire comfort. Hosted by Katy Lepine with guest, Steven Brar, Financial Planner, G&F / Credential Asset Management Inc. _______ Legal Disclaimer: Mutual funds and related financial planning services are offered through Credential Asset Management Inc. Qtrade Guided Portfolios is a trade name of Credential Qtrade Securities Inc. The information contained in this report was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. This report is provided as a general source of information and should not be considered personal investment advice or a solicitation to buy or sell any mutual funds. The views expressed are those of the author and not necessarily those of Credential Asset Management Inc. Hosted on Acast. See acast.com/privacy for more information.

12 min
07/15/2022

Living with inflation and rising costs

Are you wondering why the price of food and gas just seems to go up and up these days? Curious about what's going on? Financial Planner, Tyler Maclean talks about inflation and how it affects us in different ways. You'll hear tips for beating rising costs and what you can do to make living with inflation easier. Hosted on Acast. See acast.com/privacy for more information.

14 min
08/13/2021

First Time Home Buyers

Getting the keys to your first home is an exciting milestone for a first-time home buyer. In this podcast, Mortgage Relationship Manager, Michelle Angeles helps you navigate the ins and outs of home ownership. Want to learn more? Watch a video on what you can do if you are worried you can't pay your mortgage. Read: 4 steps before you buy your first home. Our mission We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G&F Financial Group, a community credit union based in British Columbia, Canada. Hosted on Acast. See acast.com/privacy for more information.

13 min
06/11/2021

如何在加拿大开银行账户 | How to get a bank account in Canada (Mandarin)

您是加拿大的新移民吗？您想了解银行系统如何运作吗？您知道您可以从加拿大政府为孩子获得教育补贴吗？在本期的Smart Money播客节目中，您将了解到： -信用社与银行的不同之处 -从已注册的储蓄计划中，您都可以获得哪些收益 -开始投资,您的多种投资选择 ...以及更多精彩内容！ Are you new to Canada and wondering how the banking system works? Do you know that you can receive government grants towards your child’s education? In this Smart Money Podcast you’ll learn: how credit unions are different from banks; the benefits you'll get from registered savings plans; your options to start investing your money...and more! This podcast is available in English, Punjabi and Mandarin. *Mutual funds and other securities are offered through Credential Securities. Online brokerage services are offered through Qtrade Investor. Qtrade Investor and Credential Securities are divisions of Credential Qtrade Securities Inc. VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Those companies are members of Aviso Wealth Inc. Our mission We financially empower our members by connecting them to personalized advice and solutions. With passion and innovation, together we go beyond banking to create a thriving credit union and build brighter futures. Learn more about G&F Financial Group. Hosted on Acast. See acast.com/privacy for more information.

12 min

Gulf & Fraser provides our credit union members with a full range of personal and business banking, investment, and insurance solutions. For over 80 years we have been committed to empowering our communities through local collaboration, financial wellness education, and reliable advice and service. We’re Gulf & Fraser and we’re here to Power your possible. Learn more at gulfandfraser.com. Hosted on Acast. See acast.com/privacy for more information.

Creator

Gulf & Fraser
Years Active

2016 - 2024
Episodes

26
Rating

Clean
Copyright

© All rights reserved
Show Website

Smart Money