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:

 

 

Sandi Martin

Sandi Martin is an ex-banker and fee only financial planner who specializes in working with regular folks who suspect their money might be a bit of a mess. She lives in beautiful Muskoka with her husband and three children, and works online and by phone with clients across Canada.

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