Top Mistakes Financial Advisors Make—Ethics, Risks, & Red Flags

Technology, Transparency & Trust: Building a Better Financial Industry

In this Finance Village episode, host Sheldon Brow sits down with Philip Setter—licensed insurance advisor and founder of Affinity Life and PolicyStream—to get real about what separates a merely competent advisor from a truly transformational one. If you work in insurance/finance—or you’re a family trying to protect what matters—this one’s packed with practical insights, uncomfortable truths, and usable tools. What you’ll learn - Selling with integrity: how to recommend what’s right (even when you make $0) - Why term first: start simple, build trust, layer smartly (CI/DI/perm when it truly fits) - Niche marketing that works: serving high-risk hobbies (climbing, backcountry skiing) responsibly Connect with Philip Setter Licensed Insurance Advisor • Founder, Affinity Life (consumer) & PolicyStream: https://policystream.ca/ Affinity Life: affinitylife.ca YouTube: Affinity Life LinkedIn: @philipsetter IG (climbing): @therealcanadianboys Disclaimer This conversation is for education only and isn’t legal, tax, or personalized financial advice. Talk to a qualified professional about your specific situation. 👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money. Apple: [https://podcasts.apple.com/ca/podcast/finance-village/id1679905485] Spotify: [https://open.spotify.com/show/3FwG8uaQYKbdpUqN5Vf6x3?si=c60b1d8b0fc04a18] #FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage #insurance #financialadvice #ethics #terminsurance #canada #contentmarketing #PolicyStream #AffinityLife #FinanceVillage

Financial Literacy Isn’t Financial Wellness

In this episode of Finance Village, host Sheldon Brow sits down with Saijal Patel, CFA, former CNBC Asia and BNN Bloomberg anchor, and financial strategist, Together, they explore how the financial services industry must evolve—moving from siloed, transactional advice to truly holistic, inclusive, and human-centered planning. 🔍 Topics Covered: * Why “functional” financial advice is falling short * The real risks women face—and why most don't know their net worth * Building trust and engagement across couples, families, and generations * The rise (and risks) of financial influencers and DIY advice culture 💬 “Most people don’t trust the industry—but worse, they don’t trust themselves,” says Saijal, as she outlines the education gap and how her platform helps women step confidently into their financial lives. If you're a financial professional striving to improve client outcomes or a consumer feeling overwhelmed by financial noise, this conversation will hit home. 📣 Follow Saijal on LinkedIn https://www.linkedin.com/in/saijal-patel-cfa-4846233/ 👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money. https://youtu.be/ADsP-O21msI #FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage

Smarter Finance in a BROKEN System

In this episode of Finance Village, host Sheldon Brow sits down with tax strategist and policy expert Trevor Parry for a no-holds-barred discussion on what’s really going wrong in today’s financial and regulatory landscape—and what professionals can do about it. From outdated tax systems and bloated bureaucracies to attacks on private enterprise, Trevor shares sharp insights on: * The growing hostility toward business structures like corporations, trusts, and partnerships * How to navigate new threats like wealth taxes, GAAR expansions, and anti-avoidance policies * Why entrepreneurs feel crushed—and what financial professionals must do differently Trevor brings legal insight, economic history, and political commentary with zero sugarcoating. Whether you’re an advisor, planner, lawyer, or entrepreneur, this episode is packed with high-level ideas and practical takeaways. Connect with Trevor: https://www.linkedin.com/in/trevor-parry/ 👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money. https://youtu.be/ADsP-O21msI #FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage

HIGH Income, LOW Control: Fixing Canada’s Cashflow Crisis

In this episode of Finance Village, hosts Sheldon Brow and Seun Adeyemi dive deep into the emotional and practical sides of money with certified cash flow specialist and financial coach Maura Shaftoe. Maura’s human-centered approach empowers individuals to align their spending with their personal values, while effectively addressing the emotional and practical aspects of financial stress. We talk about: * Why even high-income earners can be cashflow disasters * Why traditional budgeting fails and what to do instead * The truth behind "financial infidelity" in relationships * Coaching versus advising — and why the distinction matters Whether you're a financial pro, an aspiring saver, or a family navigating the messiness of modern money, this conversation will shift the way you think about cash flow, behavior, and what it means to “do money like it makes sense.” 📌 Connect with Maura Shaftoe on LinkedIn to learn more about her coaching work and how professionals can collaborate to better support clients. https://www.linkedin.com/in/maura-shaftoe/ [https://www.linkedin.com/in/maura-shaftoe/] https://www.maurashaftoe.ca/ [https://www.maurashaftoe.ca/] 👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money. https://youtu.be/ADsP-O21msI [https://www.maurashaftoe.ca/] #FinancePodcast #MoneyCoaching #Cashflow #FinancialPlanning #BehavioralFinance #PersonalFinanceCanada #FinanceVillage #MauraShaftoe #HolisticAdvice #JoyJar

Top Mistakes Financial Advisors Make—Ethics, Risks, & Red Flags

🎙️ Welcome to Finance Village! 🎙️ Sheldon Brow and Seun Adeyemi welcome legal powerhouse Harold Geller, a trailblazer in financial services advocacy. Known for championing consumer rights and holding industry players accountable, Harold shares his wealth of knowledge on the legal and ethical challenges financial advisors face when things go wrong. Harold also pulls back the curtain on the Canadian financial industry, sharing firsthand insights on systemic issues, regulatory reform, and the importance of transparency. The complexities of providing sound financial advice and navigating ethical dilemmas. Insight into the challenges of Know Your Product (KYP) and Know Your Client (KYC) obligations. The red flags clients should watch for when selecting a financial advisor. Connect with Harold- linkedin.com/in/harold-geller-25094033 Connect with us! https://financevillage.ca https://pocketfinance.com https://linktr.ee/questorpods