Evaluating Self-Directed Investing Platforms
Saijal sits down with Danielle LeClaire, Director of Manager Research at Morningstar, and Hamish Khamisa, founder of SPARX Trading. They discuss the main principles, and fundamental beliefs, behind some self-directed investing platforms, including Halal and Shariah investing
What is Web3?
Saijal welcomes Bobby Del Rio, global crypto-consultant and influencer, to discuss the evolution of Web3 technology, and the financial ecosystem that supports it.
Overcoming Longevity Risk
Saijal is joined by Fraser Stark, President of the Longevity Retirement Platform at Purpose Investments, to discuss the impact of inflation on seniors and retirees with regard to their present and future finances
Managing Unpredictable Markets
Saijal welcomes Sebastien Mc Mahon, Chief Strategist at iA Financial Group, to discuss investment opportunities during economic uncertainty and unpredictable markets.
The Dangers of Using Homes as ATM’s
Saijal welcomes Ron Butler, Broker with Butler Mortgage, and Jason Pereira, Partner with Woodgate Financial, to discuss the recent surge in Home Equity Lines of Credit, as people seek to monetize the increased value of their homes.
REITs and Emotional Investing
Saijal welcomes Dennis Mitchell, CEO & CIO of Starlight Capital, to discuss one way to inflation-proof your portfolio, and Sam Sivarajan, CFO at Telostouch, to discuss the influence our emotions have on our financial decisions
Wills and Worries Over Inflation
Saijal welcomes Erin Bury, CEO at Willful, to discuss the importance of creating a will, and Stacy Yanchuk Oleksy, CEO, Credit Counselling Canada, to address the worries over higher interest rates and inflation.08
Tax Tips and Mortgage Rates
Saijal welcomes Brian Quinlan, partner with Campbell Lawless CPA, for a discussion on what’s new with this year’s tax season, and David Larock, President of Integrated Mortgage Planners, to address factors contributing to a rapidly changing housing market.
Investor Complaints and Segregated Funds
Saijal is joined by Jean-Paul Bureaud, Executive Director at FAIR Canada, to discuss the plan proposed in the federal budget, of an external body to address consumer complaints about banks in Canada, and by Jason Heath, Fee-Only Financial Planner at Objective Financial Partners, to talk about all of the considerations surrounding segregated funds.
Questions About the Federal Budget
Saijal welcomes David-Alexandre Brassard, Chief Economist at CPA Canada, to help break down the impact of the federal budget on the Canadian economy and Laura Tamblyn Watts, CEO of CanAge, to look at the impact on seniors.
Economic Outlooks and Markets
Saijal welcomes Philip Petursson, Chief Investment Strategist at IG Wealth Management, to discuss the current Canadian market as investors grapple with geopolitical risks, inflationary pressures, and the related unknowns.
Women & Wealth Part 4
In Part 4 of Women & Wealth Month, Saijal speaks to Holly Brady, Divorce Financial Specialist with Prospera Solutions, and Danielle LeClair, Director of Manager Research at Morningstar. They discuss the importance of financial literacy for women in the event of a divorce and the rise of Environmental, Social, and Governance (ESG) investing, especially from women.
Meet The Host
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.