Latest Episodes
Seniors & Reverse Mortgages | High Interest & Borrowing Rates
Saijal is joined by Shokhrukh, VP of North American Financial Institutions at DBRS Morningstar – as well as Ron Butler, Mortgage Broker at Butler Mortgage.
Buying & Saving Money on Insurance
Saijal speaks with Jason Heath, Fee-only Financial Planner at Objective Financial Partners, to discuss buying insurance during a time of increased debt and a cost-of-living crisis, and why buying protection could save you from a bigger financial burden.
A “Perilously Close” World Recession in 2023
Saijal welcomes Sebastien Mc Mahon, Chief Strategist at iA Financial Group, to discuss the World Bank’s prediction that the global economy will come “perilously close” to a recession in 2023, led by weaker growth in all of the world’s top economies.
Looking Ahead to 2023
Saijal Is Joined by Philip Petursson, Chief Investment Strategist at IG Wealth Management, to Give His Economic Outlook for 2023.
J.D. Power’s 2022 Wealth Management Digital Experience Report
Saijal welcomes Mike Foy, Senior Director of Wealth Intelligence at J.D. Power, to discuss the results of their latest report on the needs and experiences of its financial service customers over the past year.
Managing Financial Risks | Holiday Spending Stress
Saijal speaks with Barbara Wherry, Certified Financial Planner at IG Private Wealth Management – as well as Dr. George Blount, a Financial Therapist.
Protecting Seniors’ Finances | Estate Plans & Final Wills
Saijal speaks with Laura Tamblyn Watts, CEO of CanAge – and Dr. Tom Deans, author and Intergenerational Wealth Expert.
Food Insecurity in Canada | Holiday Charity Donations
Saijal is joined by Cheryl Keddy-Scott, Executive Director at Village of Home – and Shannon Craig, Chief Marketing & Product Officer at CanadaHelps.
How Can We Learn from the Collapse of FTX?
Saijal welcomes back Justin Hartzman, CEO & Co-Founder of Coinsmart, to discuss the sudden collapse of FTX, which was – just weeks ago – the second largest cryptocurrency exchange in the world.
Investing in Alternatives | Fine Wine Investing
Saijal speaks with Jeff Shell, Head of Alternatives at BMO Global Asset Management – and Atul Tiwari, CEO of Cult Wine Americas.
Has the CRA Become Predatory?
Saijal is joined by Tim Cestnick, Co-founder and CEO of Our Family Office, to discuss the growing discontent over the CRA’s services, and why the agency might be in need of a complete overhaul.
Inflation & the Holidays | Small Business Struggles
Saijal speaks with Jason Vickers, National Retail Transformation Leader at Deloitte Canada — and Jeff Brown, Head of Commercial Solutions at Equifax Canada.
Meet The Host
Saijal Patel
HostSaijal Patel
Saijal Patel is the Founder and CEO of Saij Elle/Saij Wealth Consulting Inc., a financial consultancy and education platform with a mission to help women create financial independence and security through the company’s unique holistic Strictly Money program, financial institutions better serve the needs of female investors, and companies build effective financial wellness & inclusion programs for all employees.
With more than twenty years’ experience in the financial industry in North America and Asia, she is Chartered Financial Analyst (CFA) Charterholder and has held positions as a financial advisor and analyst.
Saijal is a former business anchor and correspondent for Canada’s Business News Network (BNN) and CNBC Asia. She’s delivered commentary and analysis on Asian economies, stock markets and corporate news to more than 300 million households around the world. Her coverage earned her recognition as one of the most influential South Asian Women Executives in the Media and Entertainment Industry.