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Content provided by Wealth Matters and Maili Wong. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealth Matters and Maili Wong 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://staging.podcastplayer.com/legal.
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Wealth Matters Podcast - Innovations in Global Investing to Help You Achieve a Work-Optional Life

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Manage episode 181640042 series 1466624
Content provided by Wealth Matters and Maili Wong. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealth Matters and Maili Wong 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://staging.podcastplayer.com/legal.
As a Vancouver-based Portfolio Manager at CIBC Wood Gundy, I’m often meeting with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or even improve their lifestyle in retirement in the face of risk and uncertainty. My goal is to help clients take smart risks in investing, embrace the volatility and achieve a sense of strength and resilience as they reach a place of financial safety and security. I created a new podcast series called Wealth Matters to start revolutionary, meaningful conversations about retirement living and, of course, risk and investments. I recently recorded our first episode, “Innovations in Global Investing to Help You Achieve and Maintain a Work-Optional Life” with guest Satya Pradhuman. Satya is the Founder and Director of Research at Cirrus Research, a leading research firm in New York City that delivers innovative, objective insight and analysis to professional investors. Together, we illustrate how people can take a disciplined approach to developing an investment strategy that’s based on quality research and sound decisions.
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2 episodes

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Manage episode 181640042 series 1466624
Content provided by Wealth Matters and Maili Wong. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wealth Matters and Maili Wong 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://staging.podcastplayer.com/legal.
As a Vancouver-based Portfolio Manager at CIBC Wood Gundy, I’m often meeting with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or even improve their lifestyle in retirement in the face of risk and uncertainty. My goal is to help clients take smart risks in investing, embrace the volatility and achieve a sense of strength and resilience as they reach a place of financial safety and security. I created a new podcast series called Wealth Matters to start revolutionary, meaningful conversations about retirement living and, of course, risk and investments. I recently recorded our first episode, “Innovations in Global Investing to Help You Achieve and Maintain a Work-Optional Life” with guest Satya Pradhuman. Satya is the Founder and Director of Research at Cirrus Research, a leading research firm in New York City that delivers innovative, objective insight and analysis to professional investors. Together, we illustrate how people can take a disciplined approach to developing an investment strategy that’s based on quality research and sound decisions.
  continue reading

2 episodes

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