Ep. 72 – How to have a True-North strong investment portfolio, with John Bai

July 02, 2021 Season 2 Episode 72
Ep. 72 – How to have a True-North strong investment portfolio, with John Bai
Show Notes

Many of us support local business with our everyday spending, but what about investing here in Canada? On WealthBeing™ this week, our co-hosts are having a Canada Day conversation with John Bai, Chief Investment Officer at Aviso Wealth, about the leading and emerging Canadian investment sectors, and how to structure your portfolio to invest here at home.

2:30 – Hot in Money: The TSX hit a new record this week and our co-hosts make some predictions about how the year may play out.

5:15 – Expert Examination:

-  What sectors that perform well for Canadian investors.

- Canadian investment sectors growing more clout. 

- Does the size of the company you invest in matter?

- What investors should understand about the TSX.

- Is Canada the best place to invest all your money?

- The best types of accounts to use to hold Canadian investments

37:30 – Financial Fix: This week, Travis suggest a way to seek a little more information from your advisor and open up an important conversation around your balance of investments.

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If you have an undiagnosed financial concern or want to examine a financial subject, send Kevin, Sheena and Travis your question at wealthbeing@firstwestcu.ca, and we will consider it for a future episode.

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Travis Koivula

Senior Wealth Advisor | Senior Investment Advisor 

Island Savings Insurance Services | Credential Securities

Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation, is a Certified Financial Planner, Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI) and a Chartered Strategic Wealth Professional (CSWP).

Sheena Sanders

Wealth Planning Specialist, Valley First

As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, Sheena's array of knowledge and experience means that no question goes unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. 

Kevin Lehman

Regional Manager, Business Banking, Envision Financial

When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met Envision Financial’s Regional Manager of Business Banking, Kevin Lehman, he's likely one of your personal game-changers. After attending the University of the Fraser Valley, Kevin’s search for new opportunities led him to Envision Financial and it is here that his "seize the day" approach to life propelled him to complete the Canadian Investment Funds Course, receive his mutual fund license and lead a team of business banking advisors to help local companies thrive.