『The Small Change Big Gains Podcast』のカバーアート

The Small Change Big Gains Podcast

The Small Change Big Gains Podcast

著者: Jalal Midani Amy Dietz Sean Durkin
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Life. Money. Action Welcome to Small Change, Big Gains The podcast where we explore how small, intentional decisions can lead to major results in your financial life and personal growth. Whether you’re looking to invest smarter, develop better habits, or simply find balance, we’ll learn together how minor shifts can make a big impact. Join us as we unravel experiences, explore practical tips, and hear inspiring stories Let’s make it happen, one small change at a time towards Big Gains Both from humble beginnings, Sean and Amy have built a successful, industry leading wealth management and financial advisory practice. From a town of no more than 1500 in Ontario, Amy has been featured on BNN Bloomberg and is an impactful mentor in Women in Capital Markets. After finding success with Campbell’s Soup, Sean took his career to the next level by getting into the investment world and quickly rose to become an effective & favourite investment manager. ************* The information contained herein has been prepared by Amy Dietz and/or Sean Durkin, Wealth Advisors at NBF. The opinions expressed do not necessarily reflect those of NBF. The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes. National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA). The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The opinions expressed do not necessarily reflect those of NBF.Copyright 2025 Jalal Midani, Amy Dietz, Sean Durkin マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Episode 72- Estate Planning: What is Equal vs What is Fair w/ Jessica Elie of Loopstra Nixon LLP
    2025/11/04

    We sat with Jessica Elie to discuss the concepts of equal vs. fair when doing your estate planning.

    Often, the way we divide up our assets for our beneficiaries may be equal, but not fair due to different family & economic structures or situations of the beneficiaries.

    Many families have children that are probably more successful than other children in the same family. Punishing those successful kids for their success (by limiting how much or what they inherit) may be problematic when it comes to inheriting assets.

    Tune in to listen how Jessica Elie suggests you approach this very common scenario with compassion, care, & fairness.

    *****

    National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).


    I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF.


    The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

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    24 分
  • Episode 71- How is the Canadian Industrial sector doing in 2025- With Maxim Sytchev of National Bank Capital Markets
    2025/11/02

    We sat with Managing Director, Maxim Sytchev of National Bank Capital Markets, to chat about the Canadian Industrial sector and how the companies that make up this group are doing in light of everything happening in 2025 and beyond.

    The securities or sectors mentioned in this episode are not suitable for all types of investors and should not be considered as recommendations. Please consult your Wealth Advisor to verify whether the security or sector is suitable for you and to obtain complete information, including the main risk factors. Some of the securities or sectors mentioned may not be followed by the analysts of NBF.

    National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

    I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF.


    The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

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    27 分
  • Episode 70- What is the difference between the Bank of Canada & The Fed?
    2025/09/28

    In this episode- we talk about the difference in mandates between the two central banks and how this crucial difference affects the economy & investors.

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    18 分
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