))
Why Financial Advice Still Matters, with Sheldon Brow
Manage episode 407349010 series 3559581
Content provided by Tom Drake. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Drake or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
What kind of investor are you? With the advent of technology and the emergence of low cost discount brokerages, more Canadian investors are taking a DIY approach with their money. Does that mean that financial advice no longer matters?
Sheldon Brow is the founder & CEO of Fintech platform Pocket Finance. He’s passionate about empowering clients with full and fair disclosure, inclusion, and bridging gaps to financial guidance and deeper client engagement. He’s also an open banking enthusiast and finance futurist. I sat down with Sheldon recently to discuss why it’s still important to seek the advice of various experts when it comes to your money.
You can find the show notes for this episode at https://maplemoney.com/187
Do you prefer to invest in socially responsible companies? If so, our sponsor Wealthsimple will help you build a portfolio that focuses on low carbon, cleantech, human rights, and the environment. To get started with Socially Responsible Investing, head over to https://maplemoney.com/wealthsimple today!
217 episodes
Share
