Financial Wellness with Vincent Heys

008 - Asset Allocation and your Investments – what you need to know

Getting your asset allocation right when you’re investing is the most important aspect for long term success. Find out more about asset classes, allocation and your risk profile with this insightful conversation between Adrian Saville, a portfolio manager and academic, and Vincent Heys, Wealthstack Founder. Proudly brought to you by wealthstack.ca [https://wealthstack.ca] - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

007 - Financial tips for new immigrants to Canada

Moving countries could be a daunting tasks, on top of that there is a whole checklist of items that you need to consider and get done when you arrive in your new destination depending on your situation. On this podcast, we cover a lot of general information, as well as specifics around what it takes to move from South Africa to Canada, especially from a financial planning perspective. I'm joined in the studio with Duane Littler who helps me unpack the most important things that you need to do in the first three weeks, the first three months, and the first three years around your financial plan to ensure your new life in Canada is successful. Proudly brought to you by wealthstack.ca [https://wealthstack.ca] - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

006 - Exchange Traded Funds – what they are & why you need them

If you’ve ever wondered what ETFs are, and how you can include them in your investment portfolio, listen to Patrick Keeley’s evidence-backed case for their potency in financial growth. Vincent Heys and Patrick (President at Inukshuk Capital Management) discuss the basics of ETFs and why they’re worth a second look. Proudly brought to you by wealthstack.ca [https://wealthstack.ca] - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

005 - Leaving a legacy – the practical steps you can’t avoid

In this episode we're talking about the practicalities of drafting, storing and updating your Will, Power of Attorney, Living Will and more. Adam Cappelli, Managing Partner of the Estates Group, gives down-to-earth advice on why these legacy-impacting decisions and documents are so important, and how to set them up properly.   Proudly brought to you by wealthstack.ca [https://wealthstack.ca] - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

004 - Your investment portfolio – Do It Yourself or get a Pro involved?

We’re simplifying the types of investment portfolios, and how you (or a fund manager) can best manage them to reach your financial goals. Jamie Brubacher and Vincent Heys unpack mutual funds, ETFs, stocks and managed funds. Plus, they’ve got tips and guidance on managing your own investment portfolio or how to choose the right fund manager to do it for you. Brought to you by wealthstack.ca [https://wealthstack.ca]