My Financial Life

Investment strategies for a work-optional life and early retirement

alumni UBC — Tue, 13 Oct 2020 04:00:04 -0700

A work-optional life and early retirement seems like an unattainable yet sought after goal for most people. Can a successful investment strategy give you the freedom to live the lifestyle of your choosing, even in today’s uncertain economy and volatile markets? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumna Maili Wong, Senior Portfolio Manager and Executive Vice-President at Wellington-Altus Private Wealth. This episode of My Financial Life is sponsored by The Vancouver Sun. 108 years as Vancouver's trusted voice. The Vancouver Sun is part of the Postmedia Network, one of Canada's largest print and digital news networks. Visit https://vancouversun.com

Designing your investment portfolio for success

alumni UBC — Mon, 28 Sep 2020 03:00:14 -0700

What is an investment portfolio? What assets make up an investment portfolio and how diversified should it be to be successful? What important factors should you consider when creating your own investment portfolio? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumnus Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited. This episode of My Financial Life is sponsored by Odlum Brown Limited. Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients. Find out more at www.odlumbrown.com

Personal finance: Benefits of working with a financial advisor

alumni UBC — Mon, 14 Sep 2020 08:31:02 -0700

New to the investing game? Trying to make sense of the different investing strategies and asset allocation for a diversified portfolio? Need help with creating a financial plan for your future? Working with a financial advisor has many benefits on the road to reaching your financial goals. On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to Bernard Letendre, the Head of Wealth and Asset Management, Canada at Manulife. This episode of My Financial Life is sponsored by Manulife. As a trusted partner of alumni UBC, the Manulife program is dedicated to helping UBC alumni get access to preferred rates on life, health & dental, and travel insurance. Find out more at alumni.ubc.ca/manulife

Car-sharing: The future of personal transportation

alumni UBC — Mon, 31 Aug 2020 10:27:41 -0700

Car-sharing has become a flexible and affordable transportation solution that is appealing to more and more people every day and shifting previous trends of personal car ownership, especially in the newer generations, to increased shared mobility, ride-sharing, and expanding public transportation. On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumnus, Dave Wharf, Senior Manager of Customer Operations at Evo Car Share. This episode of My Financial Life is brought to you by Evo Car Share. Here to there, with room for your friends, plus Evo’s hybrid fleet is equipped with bike and ski racks, allowing you to enjoy everything the city has to offer. Sign up for free at https://evo.ca, or via the Evo Car Share app using the promo code: UBCALUMNI.

Demystifying personal credit with Terry Tan, BMO

alumni UBC — Tue, 19 Feb 2019 08:19:28 -0800

While most of us use it almost every day, credit remains a mystery for many people. On this episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to Terry Tan, branch manager for BMO, about personal credit. This episode of My Financial Life is brought to you by the BMO alumni UBC Mastercard. Reward yourself and support valued programs and services for the global alumni community every time you use it. Find out more at alumni.ubc.ca/bmo.

Travel hacks with Amanda Butler, Worldwide Quest

alumni UBC — Tue, 19 Feb 2019 08:17:55 -0800

It’s easy to overspend when you’re planning (or enjoying) a trip. But there are tricks and travel hacks that can help you save money. On this episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to Amanda Butler, expedition leader for alumni UBC’s travel partner, Worldwide Quest. This episode of My Financial Life is brought to you by the alumni UBC Travel Club. Learn about the unique travel experiences available to UBC alumni at alumni.ubc.ca/travel.

Making sense of responsible investment with Ian Robertson, Odlum Brown Limited

alumni UBC — Wed, 13 Feb 2019 08:50:25 -0800

What is responsible investment? If you choose to align your investment decisions with your values, what impact will it really have on the world? Are “ethical” investments good investments for your portfolio? On this episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to UBC alumnus, Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited. This episode of My Financial Life is sponsored by Odlum Brown Limited. Odlum Brown Limited is an independent, full service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients.

Start smart: How to invest when you don’t think you have enough money

alumni UBC — Wed, 13 Feb 2019 08:47:57 -0800

What are the benefits of starting your financial planning early? If you made challenging financial decisions in the past, what steps do you need to take to get back on track? On the first episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to UBC alumna, Tracy Theemes, a financial advisor and certified financial planner at Sophia Financial, Raymond James.