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The Advantaged Investor
Raymond James Ltd./TMDS
103 episodes
4 days ago
Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.
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Investing
Business
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All content for The Advantaged Investor is the property of Raymond James Ltd./TMDS and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.
Show more...
Investing
Business
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Helping Mom and Dad Transition to Assisted Living or Retirement Facilities
The Advantaged Investor
17 minutes 25 seconds
1 year ago
Helping Mom and Dad Transition to Assisted Living or Retirement Facilities

Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities, including:

  1. What sort of preplanning should be done?
  2. How do you transition into assisted living?
  3. What do you do with their new space?  How do you make it feel like home?

 Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

The Advantaged Investor
Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.