An interview with a financial planner (with special guest, Janea Dieno)

Are you curious about what a financial advisor does, and whether you need one?

Show Notes

I stumbled across Janea a number of years ago following my divorce.  I was feeling a bit scared, and financially unprepared for my new life.  Lawyers typically do not have a built-in pension plan/investment plan through work - and we are really good at giving advice to our clients about financial stability, but often forget to implement this advice for ourselves.  I am so grateful that I got to know Janea and now have her as a part of my personal financial team.  

Janea and I have something in common.  We both believe that clients need to be empowered to make financial decisions for themselves - and that discussions about tax and finances do not always have to be so complicated!  In this episode, we let you eavesdrop on our conversation - we will be exploring what it means to be a financial planner (8:30), how to choose a planner that is right for you, and will discuss the difference between an RRSP, a TFSA, and a non-registered account, including how these various investment vehicles are taxed (36:27).  Finally, we explore the exciting world of "segregated funds" (44:15).  Want to have something smart to say on your next Zoom call with friends?  Then, you need to listen to this episode!

RESOURCES DISCUSSED ON THE EPISODE

• Little Stories for Tiny People Podcast (https://www.littlestoriestinypeople.com/)
• Growing your Financial Advisory Practice Podcast (https://podcasts.apple.com/ca/podcast/growing-your-financial-advisory-practice-insights-for/id1350497225)
• Investments Unplugged (https://www.manulifeim.com/retail/ca/en/viewpoints/capital-markets-strategy/investments-unplugged-with-philip-petursson)
• https://fpcanada.ca/canadian-public
• https://www.securities-administrators.ca/nrs/nrsearchprep.aspx 

MORE FROM JANEA

• Website (and Blog): https://www.brightrock.ca/ 
• Facebook: http://www.facebook.com/jdieno
• Connect with me by email:  [e-mail]
• Instagram:  @janeadieno
  
  

MORE FROM AMANDA

• The Tax Chick Blog - https://taxchickca.wordpress.com;
• Connect with me by email: [e-mail]
• LinkedIn: https://www.linkedin.com/in/amanda-doucette-tep-83a9ab51/ 
• Instagram: @tax.chick

What is The Tax Chick Podcast?

Tax is complex, but it does not always have to be so complicated and shrouded in mystery. Host Amanda Doucette is a self-proclaimed foodie, spin class and Pilates enthusiast, and a tax lawyer. She fell into the practice of tax law despite having a life-long hatred of spreadsheets, math and numbers in general. Join Amanda and her guests as they unpack some serious Canadian tax topics and attempt to demystify the world of tax.