• Financial Wellness with Vincent Heys

  • By: Vincent Heys
  • Podcast

Financial Wellness with Vincent Heys

By: Vincent Heys
  • Summary

  • Welcome to the financial wellness podcast, where we discuss all kinds of financial principles, concepts, and products. Our aim is to make money matters, simple again. Brought to you by wealthstack.ca.
    Wealthstack Solutions, Inc. © 2023
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Episodes
  • 008 - Asset Allocation and your Investments – what you need to know
    May 10 2023

    Getting your asset allocation right when you’re investing is the most important aspect for long term success. Find out more about asset classes, allocation and your risk profile with this insightful conversation between Adrian Saville, a portfolio manager and academic, and Vincent Heys, Wealthstack Founder.

    Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

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    50 mins
  • 007 - Financial tips for new immigrants to Canada
    Mar 21 2023

    Moving countries could be a daunting tasks, on top of that there is a whole checklist of items that you need to consider and get done when you arrive in your new destination depending on your situation.

    On this podcast, we cover a lot of general information, as well as specifics around what it takes to move from South Africa to Canada, especially from a financial planning perspective.

    I'm joined in the studio with Duane Littler who helps me unpack the most important things that you need to do in the first three weeks, the first three months, and the first three years around your financial plan to ensure your new life in Canada is successful.

    Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

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    1 hr and 1 min
  • 006 - Exchange Traded Funds – what they are & why you need them
    Aug 5 2022

    If you’ve ever wondered what ETFs are, and how you can include them in your investment portfolio, listen to Patrick Keeley’s evidence-backed case for their potency in financial growth.

    Vincent Heys and Patrick (President at Inukshuk Capital Management) discuss the basics of ETFs and why they’re worth a second look.

    Proudly brought to you by wealthstack.ca - See how you stack up against your financial goals. Create your financial dashboard in less than 7 minutes.

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    23 mins

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