This month, we were delighted to welcome Michael Katchen of WealthSimple to the show to talk about what’s wrong with the asset management industry, how he and others like him plan to break it, and why regular Canadians who, for whatever reason, shouldn’t or can’t DIY their portfolios should be very, very excited.
Full transcript can be found here.
Show references:
- WealthSimple website
- That morbid post I wrote for Boomer and Echo
- The article in which Jon Chevreau warns you against calling Michael a robo-advisor
- The HuffPo article about robo-advisors
Co-Founder, Financial Planner at Spring Financial Planning
Sandi creates comprehensive financial plans that answer all those niggling questions like: When? Where? And How? - then provides support so that our clients can implement the strategies that will help them achieve success. She is a voracious, passionate reader, and is dedicated to gathering and distributing allllllllllllllllllllllll the information.
Latest posts by Sandi Martin (see all)
- Your Money: Cash Flow and Your Values - March 16, 2021
- January’s Top Reads - January 14, 2021
- December’s Top Reads - December 8, 2020