Summer Financial Planning Tips

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The Advantaged Investor

Raymond James Ltd./TMDS

103 episodes

1 week 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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Summer Financial Planning Tips

The Advantaged Investor

15 minutes

1 year ago

Summer Financial Planning Tips

Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

In your opinion how does a financial planner help with investor success?

How important is it for your plan to evolve as you do and your situation changes?
Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

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