エピソード

  • Suddenly Single: Part 2
    2025/10/07

    On this week’s episode of The Financial Long Game, I’m joined by Kanchan Dhahan, head of the Family Law Group at KSW Lawyers, to talk about the financial and legal realities of separation and divorce. We cover everything from what to do in the first 30 days, to dividing assets, updating your will, handling custody (even of pets!), and what people often overlook in settlement and tax planning. If you or someone you know is suddenly single, this episode is packed with practical guidance to help you move forward with clarity and confidence.

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    32 分
  • Suddenly Single: Part 1
    2025/09/23

    In this episode of The Financial Long Game, Shelly sits down with Dr. Ramneek Dosanjh who shares her powerful story of leaving a difficult marriage marked by emotional and financial control. Together, they explore the realities of becoming suddenly single, the importance of financial awareness in relationships, and how to protect – and rebuild – your financial future.


    Odlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions. Through OBFSL, we offer a variety of coverage options from many of Canada’s top insurance companies tailored to suit clients’ individual needs. Our licensed professionals are here to help you assess your position and implement customized recommendations to meet your individual circumstances and needs. For more information, please contact your Odlum Brown Investment Advisor or Portfolio Manager.

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    28 分
  • Monopoly – The Real Game of Real Estate
    2025/09/16

    Is real estate just a big game of Monopoly? In this fun and insightful episode of The Financial Long Game, Shelly teams up with Realtors Trevor Beauchamp and Jay McInnes to explore the surprising ways the classic board game reflects the real housing market. From landing on luxury taxes to chasing Park Place, they dive into investing strategies, market challenges, and how today’s buyers can get in the game—and maybe even win it.

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    25 分
  • Busting Money Myths
    2025/07/02

    On this season’s final episode, we are debunking some of the biggest money myths out there! Ever heard that a high income guarantees wealth? Or that the stock market is a no-go for your retirement cash? We're taking aim at these common "truths" that could be holding your finances hostage. Join us as we bust open misconceptions about budgeting, the elusive art of timing the market and whether you really need to be debt-free before investing. Tune in – your wallet will thank you!


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    15 分
  • Uncovering the Hidden Gems of the Financial Services Sector
    2025/06/18

    Canada's big banks are often seen as the ultimate "safe investment," but are they truly bulletproof? On this episode of the Financial Long Game, Odlum Brown Equity Analyst Benjamin Sinclair returns to unveil the "hidden gems" of the financial services sector that often fly under the radar. We'll explore compelling opportunities in exchanges, private equity and credit, and fintech, discussing why these often-overlooked areas deserve a closer look in your portfolio for true diversification and long-term growth.


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    16 分
  • Snowbirds & Sunbelt Investments: Navigating U.S. Real Estate Taxes
    2025/05/21

    Thinking of selling your U.S. real estate or dreaming of a future purchase? The tax implications for Canadians can be complex. Join us as James Smeaton, Tax and Estate Planner from our Financial Planning team,* breaks down everything you need to know. From smart ownership strategies to consider before you buy, to the tax consequences of selling or renting, and even estate planning considerations for your U.S. assets, learn how to confidently navigate the cross-border tax landscape and make informed decisions about your U.S. real estate ventures.

    Find your U.S. Entry & Exit Record here: https://i94.cbp.dhs.gov/search/history-search



    *Odlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions.

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    32 分
  • Spring into Security: Understanding Cohabitation Agreements
    2025/05/13

    Spring is a time for new beginnings, and if that includes moving in with your partner, planning a wedding or welcoming an in-law into the family, this episode is for you. Family lawyer Andrea Swabuk-Moe shares her expertise on cohabitation agreements, explaining how they can provide clarity, protect your assets and ultimately strengthen your relationship by addressing important financial expectations upfront. Tune in to learn how to navigate these important conversations with your partner or your children who plan on tying the knot, in a way that fosters open communication and avoids unnecessary conflict down the road.


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    26 分
  • A Conversation: Health is Wealth
    2025/04/23

    It's time to treat your health like your greatest asset! This week, we dive into why "health is wealth" is more than just a saying, especially as you look toward the future! Join Shelly and expert Heather Ramsbottom as we explore practical strategies for physical activity, nourishing nutrition, and effective stress management to help you make the most of every stage of life. We'll explore why prioritizing your well-being now is crucial, especially when you envision enjoying those retirement dreams. Tune in for simple yet powerful steps you can take right now to boost your well-being and build a healthier, happier you for all the years to come. Find more helpful tips from Heather here: https://pitraining.ca/blog/


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    30 分