Videos by WealthCo in Calgary. We build diverse investment and insurance strategies beyond the 60/40 traditional investment perspec
๐๏ธ Join us for an enriching discussion on all things finance! ๐ Whether you're navigating the stock market or planning for retirement, our podcast is your go-to source for expert insights and actionable advice. Tune in to gain valuable tips from our seasoned financial advisors. Don't miss out โ hit play now!
#WealthCo #FinancialManagement #FinancialManagementTips #Retirement #RetirementPlanning #FinancialAdvisorCA #FinancialAdvisor #WealthCoCA
Why are Markets Surgingโ The Impact of Interest Rate Policy
๐๏ธ Join us for an enriching discussion on all things finance! ๐ Whether you're navigating the stock market or planning for retirement, our podcast is your go-to source for expert insights and actionable advice. Tune in to gain valuable tips from our seasoned financial advisors. Don't miss out โ hit play now!
#WealthCo #FinancialManagement #FinancialManagementTips #Retirement #RetirementPlanning #FinancialAdvisorCA #FinancialAdvisor #WealthCoCA
Maximize your tax benefits with a Healthcare Spending Account! The Medical Expense Tax Credit has its limits. But with a Healthcare Spending Account, you can fund medical expenses beyond those caps. Find out more about this tax-saving potential by clicking the link below! ๐ https://www.wealthco.ca/insurance #TaxBenefits #HealthcareFunding #FinancialPlanning #TaxCredits
#ThrowbackThursday to our last Holiday Video! ๐ Last year we said Farewell to the Office in this Office inspired Holiday Video. Watch as our Funfluencer team saves Christmas for the office! Watch the full-length video here, ๐ https://youtu.be/u-At9yMPfic Don't forget to watch out for this years Holiday Video coming next week! ๐ We can't wait to share it with everyone! This one is going to be great! #HolidayVideo #Video #CorporateVideo #Holidays
We are two weeks away from the unveiling of our 2023 Holiday Video! ๐ In celebration of that we thought we'd reshare our first Holiday Video, starring JELF! Click here to see the full video, https://youtu.be/Lp3Wv4kRQzg! Stay tuned for the 2023's coming in the next couple weeks! It isn't one you want to miss! #Holiday #Corporatevideo #HolidayVideo #ChristmasVideo
Did you know Canada doesn't require commission disclosure for insurance products, unlike many other countries? ๐ค This transparency gap can make it challenging for clients to understand their policy's financial aspects. But there is hope! A new era of client-advisor trust and collaboration is emerging, with the potential to transform the insurance landscape. ๐ Curious to learn more? Watch the full video here โถ๏ธ https://youtu.be/mXgsVRIcziU. #InsuranceTransparency #ClientAdvisorTrust #InsuranceReform #demystifyingcompensation
What is the Future of the Workplace? Curious about the landscape ahead? Dive into our latest podcast where Lisa Knight discusses the dynamic between remote and office work, the power of employee preferences, and game-changing strategies for talent retention. Looking to hear more about retaining top talent? Check out the full length podcast here: https://youtu.be/aNWteoFUOJQ. #FutureOfWork #TalentRetention #Podcast #BusinessOwners #RemoteWork
Over the last few years we have noticed an increase in early retirement, especially at the executive level. These changes have caused a strain on recruitment - but not just that, the workforce has changed over the last few years and top level leadership has had to change with it. ๐ค Curious to learn more about the changing recruitment landscape? Check out the full length podcast ๐๏ธ on your the streaming platform of your choice - or catch the full podcast here https://youtu.be/aNWteoFUOJQ #retirement #recruitment #leadership #podcast #executive
Not sure where to start when it comes to paying off your debt? President of WealthCo, Sophie Blais, discusses what you should consider when it comes to paying off your debts. Watch the video below for more information - or watch the full length video here https://www.wealthco.ca/posts/pay-off-debt-or-choose-to-invest-which-is-better. #videoseries #debt #investing #wealthmanagement #wealthplanning
We're pleased to be a sponsor of the Epilepsy Association of Calgary fundraiser gala next month. This is a cause that is near and dear to our hearts, as this video featuring our own Jeff Dyck, explains.
Check out the first video in our six-part Integrated Planning video series in which we dig into best financial management practices focused on four core areas. Give it a watch or read more at https://wealthco.ca/posts/the-basics-of-financial-management #financialplanning #financialmanagement #integratedadvisory #wealthmanagement
In honour of May the Fourth, a throwback to our March podcast in which we discuss what kind of accountant do you want to be โ Yoda or C-3PO. Give it a watch or listen. Watch: https://www.youtube.com/watch?v=Zx6Wfgx_3jo&t=2s Listen: https://anchor.fm/innovative-accountant #maythe4thbewithyou #businesspodcast #integratedadvisory #accountant
Have you ever wondered what accountants and Star Wars have in common? Check out our latest Innovative Accountant podcast to find out. This monthโs guest Bryton Udy speaks to how to tell your CPS firm story and build a great brand. Listen: https://anchor.fm/innovative-accountant Watch: https://www.youtube.com/watch?v=Zx6Wfgx_3jo #cpafirms #accountantlife #integratedadvisory #brandingtips #marketingstrategy
Learn all about business valuations as Melanie Russell, Founder of Kalex Valuations joins Tim Coakwell in this monthโs podcast, which just dropped today. Watch: https://www.youtube.com/watch?v=jOeD7Sv-Eqk Listen: https://anchor.fm/innovative-accountant #businesspodcast #businessvaluation #CPAfirm #integratedadvisory #accountantslife
Hot off the podcast press, Jim Virtue joins Tim Coakwell in this monthโs episode of Innovative Accountant for an interesting dialogue on how the insurance industry has evolved in the last few decades. Watch: https://www.youtube.com/channel/UCuq_IrWFhwYaSm6zPg-4hrA/videos Listen: https://anchor.fm/innovative-accountant #businesspodcast #insuranceinsights #insuranceindustry #integratedadvisory