On this episode of The Just Word we're bridging the gap between personal and professional. While our focus is aimed at the advisor, there is a wealth of insight for the consumer. We look at the evolution of industry practices with Deanne Gage, Globe Advisor Reporter for the Globe and Mail and uncover the secrets to a better financial relationship for everyone.

Fred Masters is a retired educator that has written an article in Canadian Moneysaver about Warren Buffett... The Oracle of Omaha has Left the Building ... he's also author of Lessons on Mastering Money: The Personal Finance Guide for Canadians in their 20's and 30's. And he's President of Masters Money Management. We're talking to him about Warren Buffet.

Bill C-3 came into effect in Canada on December 15th, 2025. It grants new channels for Americans to become Canadian. Since then there has been a lot of articles about Americans moving to Canada ... but what are the tax implications, not only coming north, but heading south too? Sonya Dolguina is a Tax Consultant and co-author of Your Move to Canada.

They say that markets hate uncertainty ... but 2025 didn't seem to get the memo! Despite - or perhaps fueled by - a whirlwind of geopolitical shifts, the bulls kept running. So where do we go from here? James Gauthier, Chief Investment Officer at Justwealth, joins me to dissect the year that defied headlines and get his roadmap for navigating 2026.

Michelle Robertson found that women approach investing very differently than men ... in part because they received a different education. She decided to change that narrative and start not only educating, but also coaching clients, particularly women, helping them build wealth so money becomes a tool for freedom.... visit Ms Money & Math

This week James Gautheir, Chief Investment Officer at Justwealth Financial, joins us to talk about investments ... the rudimentary aspects of investing, to financial planning and even trading!

What's the one thing standing between your small business and a new customer? Often it's a simple email subject line. Join me as I talk to marketing strategist Cole VanDee, who will teach us how to write emails that your audience can't help but open...

The first 6 months of the year have been a wild ride; wars, central bankers fired-then-not, tariffs on-again-off-again, and worries about jobs, earnings and more. To help make sense of this, and to get some advice on what to do we're joined by James Gauthier, Chief Investment Officer at Justwealth Financial.