Is it possible that all those laps you ran and penalty shots you took have helped you manage your money? Even if you weren't team captain or even on the playing field, today's conversation with Dixon Ward, VP of the Okanagan Hockey Group and ex-NHL player, will have you thinking about using the lessons learned in sports to score big in your financial future.
3:20 – Hot In Money: Cryptocurrency is booming again - what do our co-hosts think about your investment potential?
6:55 – Expert Examination:
41:15 – Financial Fix: Travis has a timely reminder that will help you save money when tax time comes around again.
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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 email@example.com, and we will consider it for a future episode.
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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).
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.
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.