Today, many people are doing the vast majority of their banking online, with going to your bank and speaking with bank staff becoming less and less common. However, speaking to financial advisors and other staff at your bank can be an eye-opening experience.
Join, Natalia Sandjian, Senior Manager, Advice Strategy with National Bank of Canada, as she dismantles the idea of speaking with your banker being an intimidating and complicated conversation. You’ll learn why your bank should be your first stop when seeking investment advice, setting up a savings strategy, applying for a mortgage, and more.
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This episode is part of our podcast focusing on helping listeners build confidence for approaching and handling difficult money conversations at various stages of life.
The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.
S6 E06: Living in Retirement
S6 E05: The Challenges and Decisions we Face as we Age
S6 E04: Canada’s Aging Population
S6 E03: Retiring in a Time of High Inflation
S6 E02: Avoiding Conflict in Estate Planning
S6 E01: Retiring in Canada: How Much is Enough?
S5 E06: The Role of Reverse Mortgages in Retirement Planning
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S5 E03: How to Mitigate Financial Peer Pressure
S5 E02: How to Talk to your Partner About Money
S5 E01: How to Talk to your Teen about the Money Side of “Adulting”
S4 E06: Going Alone: After Loss of a Spouse or Partner
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S3 E04 - Financial Planning 101 - What You Need to Know
S4 E03: The Working Woman - First Jobs and New Jobs
S4 E02: The “Risky” Woman - Risk and Investing For Women 101
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