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Content provided by Christie Matwee & Shawna Perron, Christie Matwee, and Shawna Perron. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christie Matwee & Shawna Perron, Christie Matwee, and Shawna Perron 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.
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Take Control of Your Wealth

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Manage series 2818169
Content provided by Christie Matwee & Shawna Perron, Christie Matwee, and Shawna Perron. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christie Matwee & Shawna Perron, Christie Matwee, and Shawna Perron 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.
Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth.ca/
  continue reading

8 episodes

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Manage series 2818169
Content provided by Christie Matwee & Shawna Perron, Christie Matwee, and Shawna Perron. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christie Matwee & Shawna Perron, Christie Matwee, and Shawna Perron 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.
Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth.ca/
  continue reading

8 episodes

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