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The Just Word with Pat Bolland

Business

Activity Overview

Episode publication activity over the past year

Episodes

Cross-Border Tax with Sonya Dolguina

20 Mar 2026

Contributed by Lukas

Bill C-3 came into effect in Canada on December 15th, 2025. It grants new channels for Americans to become Canadian.  Since then there has been a lot...

2025: The Year That Markets Defied the News

30 Jan 2026

Contributed by Lukas

They say that markets hate uncertainty ... but 2025 didn't seem to get the memo! Despite - or perhaps fueled by - a whirlwind of geopolitical shifts, ...

Ms Money & Math with Michelle Robertson

02 Dec 2025

Contributed by Lukas

Michelle Robertson found that women approach investing very differently than men ... in part because they received a different education. She decided ...

Investing Primer with James Gautier

26 Sep 2025

Contributed by Lukas

This week James Gautheir, Chief Investment Officer at Justwealth Financial, joins us to talk about investments ... the rudimentary aspects of investin...

Small Business Marketing with Cole VanDee

26 Aug 2025

Contributed by Lukas

What's the one thing standing between your small business and a new customer? Often it's a simple email subject line. Join me as I talk to marketing s...

Mid-year Market Update with James Gauthier

01 Aug 2025

Contributed by Lukas

The first 6 months of the year have been a wild ride; wars, central bankers fired-then-not, tariffs on-again-off-again, and worries about jobs, earnin...

Insurance & Philanthropy with Mark Halpern

13 Jun 2025

Contributed by Lukas

Mark Halpern is a nationally recognized insurance advisor with a specail interest in philanthropy. He joins us to start the conversation on the role o...

After the Market Valley with James Gauthier

15 May 2025

Contributed by Lukas

The market dropped like a stone in March, and then came back ... quite the rolloercoaster ... but why and how does Justwealth approach such events. Ja...

Broad Money with Alanna Abramsky

12 Apr 2025

Contributed by Lukas

Alanna Abramsky is a Financial Coach ... with a twist ... she specializes in finances for women ... her endeavor is called Broad Money - pun intended...

What's Happening in the Markets with James Gauthier

14 Mar 2025

Contributed by Lukas

The markets have become unstable since the beginning of the year ... especially in light of the Trump regime. What should an investor be aware of, and...

Everything but Money with Jessica Moorehouse

19 Feb 2025

Contributed by Lukas

Money is more than just the cash in your pocket, it represents all your past experiences... Jessica Moorehouse has been exploring that aspect for year...

2024 Markets in Review with James Gauthier

21 Jan 2025

Contributed by Lukas

James Gauthier is the Chief Investment Officer (CIO) at Justwealth Financial - one of, if not the, best robo-advisors in Canada! He joins me to go ove...

The Happy Inheritor with Tom Deans

18 Dec 2024

Contributed by Lukas

In 'The Happy Inheritor' Tom Deans explains why some inheritances don't end well and how to avoid that. Tom joins us to walk us through the successful...

Digital Assets with Matt Raad

18 Nov 2024

Contributed by Lukas

Traditional investment assets include stocks and bonds ... but there are more. One example is 'digital assets'. Matt Raad is an expert in the area, he...

An Overview of Retirement Planning with Malcolm Hamilton (rebroadcast)

17 Oct 2024

Contributed by Lukas

The priciples of retirement planning haven;t really changed over the years - and a lot of our followers haven't been able to listen to it - so here's ...

Mid-year Market Update with James Gauthier

16 Aug 2024

Contributed by Lukas

A couple of times a year I chat with James Gauthier from Justwealth Financial about what's happening in the markets. I began by asking about the Kamal...

Communication in the Workplace with Jill McPherson

18 Jul 2024

Contributed by Lukas

The workplace should be one place where communication just works ... but we've all had a bad boss at some point - so how do you make it so. Jill McPhe...

Let's Talk About Aging Parents with Laura Tamblyn Watts

18 Jun 2024

Contributed by Lukas

Laura Tamblyn Watts is the CEO of Canage ... and she's just written a best-selling, excellent read, Let's Talk about Aging Parents ... with a soup to ...

Rental Real Estate with Steven Andrews

03 Jun 2024

Contributed by Lukas

I this episode, we talk to Steven Andrews is a real estate investor, business coach and founder of SOARX Consulting. Coming out of college, Andrews w...

New Horizons with Rohit Mehta

23 Apr 2024

Contributed by Lukas

Horizon ETFs is the 4th largest ETF provider in Canada with over $30 billion in assets. But they are rebranding! I'll talk with Rohit Mehta, President...

Retire Early with Akaisha & Billy Kaderli

26 Mar 2024

Contributed by Lukas

Akaisha and Billy are frequent contributors to the Financial Independence Hub and have written a book ... The Adventurer's Guide to Early Retirement. ...

Charitable Impact with John Bromley

22 Feb 2024

Contributed by Lukas

Charity is an important part of any financial discussion, but do Canadians join in that discusssion? And if not, why not? John Bromley, CEO of Charita...

Evidence Based Investing with Robin Powell

30 Jan 2024

Contributed by Lukas

Evidenced Based Investing is part education, part financial planning. Its founder, Robin Powell, tells us how his approach works, detailing the 7 step...

2023 Market Summary with Frances Horodelski

16 Jan 2024

Contributed by Lukas

How did the markets do last year ... and what to look for in 2024? Frances Horodelski joins us at the start of every year with her thoughts. Go to her...

10 tips for Young People with Enoch Omololu

19 Dec 2023

Contributed by Lukas

10 Financial Tips for Young People ... with Enoch Omololu of savvynewcanadians.com This material is for informational purposes and is not a recommenda...

Using Youtube in Finance with Rhys Martell

05 Dec 2023

Contributed by Lukas

Investors want to know 4 things when it comes to financial planning: what to do with CPP, what to do with OAS, how much tax I pay when I collapse my R...

FHSA's with Andrew Kirkland & James Gauthier

17 Nov 2023

Contributed by Lukas

The federal government has introduced a new product to help with home ownership in Canada ... the Federal Home Savings Account - part tax savings, par...

A new twist on GIC's with Yvette Wu

24 Oct 2023

Contributed by Lukas

With interest rates as high as they are, everyone is talking about GICs. A new fintech company has created a way to make accessing them easier. Yvette...

American Market Update with Sam Stovall

03 Oct 2023

Contributed by Lukas

The S&P 500 index has had a rough few weeks ... what's in store for it. Sam Stovall from CFRA Research joins me. This material is for informational p...

Living Frugally with Alain Guillot

02 Oct 2023

Contributed by Lukas

With prices exploding, Alain Guillot tells the story of how he gets by and lives like a king! An interesting story of his arrival in Canada, how he ma...

Advisor Optimism with John DeGoey

28 Jul 2023

Contributed by Lukas

The investment community is perpetually optimistic … but is that a good thing. John DeGoey is a portfolio manager in Toronto. In his 3rd book, Bulls...

Real Estate Update with Ramona King

13 Jul 2023

Contributed by Lukas

Most likely, the biggest investment you'll ever make is in real estate ... and of late it's been a wild ride! Ramona King is a popular financial write...

Technical Trading with Chris Vermeulen

28 Jun 2023

Contributed by Lukas

Time for a different investing approach - technical trading ... what is it, and how does t work. Chris Vermeulen is the founder of TheTechnicalTraders...

Financial Literacy with Ally Pyle

13 Jun 2023

Contributed by Lukas

Want to make smart decisions with money? ... dealing with fun stuff like budgets, and debt ... You need Financial Literacy. But what is it? and who be...

Investing Myths Debunked with James Gauthier

30 May 2023

Contributed by Lukas

We've all heard so-called truisms when it comes to investing, like 'Sell in May and Go Away' or 'the Trend is your Friend'... but are they just myths ...

Investing using Insurance with Shara Carr and Todd Strauss

02 May 2023

Contributed by Lukas

Insurance is a good idea in general. But did you know that you can also use it as an investment vehicle ... we're joined by Shara Carr, the Chief Oper...

Gamelancer with Jon Dwyer

18 Apr 2023

Contributed by Lukas

Experts predict that TV will disappear in the next couple of decades, replaced by TikTok and others. Jon Dwyer, CEO of Gamelancer Media Corp. joins us...

Ask the Experts with the Justwealth Team

04 Apr 2023

Contributed by Lukas

The folks at Justwealth answer questions all day - like why they have so many portfolios for example - and in this episode, they answer some of their ...

Challenging Traditional Finances with Osamede Arhunmwunde

21 Mar 2023

Contributed by Lukas

Osamede Arhumnwunde, Co-Founder & CEO, GIGX Technologies, has a history in Blockchain, Publishing and African Development … and now is taking on the...

Profit First with Rocky Lalvani

07 Mar 2023

Contributed by Lukas

I enjoy talking about money management, personal finance and even small business ... Rocky Lalvani serves as Chief Profitability Adviser and is a cert...

Responsible Investing with Adelaide Chiu

07 Feb 2023

Contributed by Lukas

The investment world is shifting in favour of ESG and responsible investing ... but what does that mean? Adelaide Chiu is Head of Responsible Investin...

2022 in Review with Frances Horodelski

24 Jan 2023

Contributed by Lukas

She's baaaaaaacckk! As you may recall, Frances Horodelski and I worked together at BNN, I consider her one of the best at looking at the market ... an...

Managing Money thru 2022 with James Gauthier

10 Jan 2023

Contributed by Lukas

Ask any investment professional, and 2022 was one tough year! Remnants of COVID, an invasion in Ukraine, inflation and interest rates sky-rocketing .....

Living your Best Life with Adam Caroll

30 Dec 2022

Contributed by Lukas

Adam Caroll - author of 4 books, including something called 'the Shred Method' to eradicate your mortgage ... but his real message is as a 'transforma...

Making Wine with Graham Rennie

13 Dec 2022

Contributed by Lukas

Ever dreamt of owning a vineyard? Ya ... me too. Well we found someone who took their investment expertise and has done exactly that ... Graham Rennie...

Tax-efficient Retirement with Ian Moyer

10 Nov 2022

Contributed by Lukas

We're all so used to saving for retirement, nobody talks about what to do with those savings ... decumulating them - tax efficiently. I read an intere...

Personal Private Pensions (PPP) with Jean-Pierre Laporte

25 Oct 2022

Contributed by Lukas

Historically, many employees had generous pensions that guaranteed lifetime retirement income. Their companies would make significant contributions ev...

Avoiding a Retirement Crisis with Myron Genyk

11 Oct 2022

Contributed by Lukas

Can you imagine getting to retirement and finding out that you've made a planning mistake? How do you avoid that? Myron Genyk is co-founder of Evermor...

On Gold with George Milling-Stanley

27 Sep 2022

Contributed by Lukas

Gold has always been an investment .... but it's also industrial, an inflation fighter, and even jewelry. Goerge Milling Stanley is the Chief Gold Str...

McGill offers Personal Finance course - Benjamin Croitoru

13 Sep 2022

Contributed by Lukas

McGill Unversity saw the need for a personal finance course ... and is offering it to anyone, not just students! Real Estate, investing, savings and m...

Helping healthcare providers understand finances with Allied Health Financial

16 Aug 2022

Contributed by Lukas

Giacomo Silvestri and Ryan Wells had a passion to help their fellow healthcare workers understand the world of finances. They formed Allied Healthcare...

Use Your Smartphone Video for more with Steve Knifton

04 Aug 2022

Contributed by Lukas

Steve Knifton was in the TV news business ... CITY-TV, CBC, Fox .... but now teaches how to use your smartphone to produce decent videos. You can reac...

Mid-year Market Update with James Gauthier

12 Jul 2022

Contributed by Lukas

It has NOT been a pretty market - on many fronts - but James Gauthier gives us his take. He manages the portfolios at Justwealth (our sponsor) who are...

Estate Planning with David Edey

28 Jun 2022

Contributed by Lukas

It's one thing to have a will, and another to have an estate plan. David Edey has been in the business for 3 decades ... he's even written a book "Exe...

Beaver Tails are Iconic to Canada with Pino Di Ioia

14 Jun 2022

Contributed by Lukas

Don't you wish you knew more about Beaver Tails? Now you can ... and it'll leave you salivating! I talk to the CEO Pino Di Ioia about running an opera...

The Future of A.I. with Peter Voss

24 May 2022

Contributed by Lukas

Artificial Intelligence ... AI to the cognoscenti ... seems to be all around. But do we really know what it is and where it's going? Peter Voss is CEO...

Finding Balance in Personal Finance with Andrew Hallam

10 May 2022

Contributed by Lukas

Everyone needs a 'Millionaire Teacher', but maybe personal finance also needs 'Balance' ... that's what author Andrew Hallam believes. This material i...

Real Estate as an Investment with Alex Leduc

26 Apr 2022

Contributed by Lukas

Real estate is more than a place to live ... is it also a place to invest? Alex Leduc of Perch thinks of it as a way to build wealth. This material is...

The Business-side of Trucking with Justin Sky

12 Apr 2022

Contributed by Lukas

Trucking has certainly been in the news, but here we discuss the business of trucking ... logistics in particular ... that is far from the politics. J...

Wills are Important with Erin Bury

29 Mar 2022

Contributed by Lukas

A surprising number of Canadians don't have a will! Erin Bury of Willful joins us to talk about that and what people should do about it ... This mater...

Learning about investing and business with Lou Schizas

14 Mar 2022

Contributed by Lukas

Lou Schizas is a veteran of business media and has also taught business. He shares with us some of the advice he's doled out over the years in investi...

Giving a voice to the animal world with Jo-Anne McArthur

01 Mar 2022

Contributed by Lukas

Jo-Anne McAthur is an award-winning photojournalist, sought-after speaker, an author, and the founder of We Animals Media. She has been documenting th...

It's RRSP season with Andrew Kirkland

15 Feb 2022

Contributed by Lukas

February is RSP season and investors often have lots of questions. Andrew Kirkland joins us to address those concerns in an Instagram Live event. This...

Personal Finance Tactics for the Real World with Erica Alini

01 Feb 2022

Contributed by Lukas

Economic, social and technological changes have complicated personal finance. Erica Alini is the author of 'Money Like You Mean It, Personal Finance T...

Justwealth '21 review & '22 outlook with James Gauthier

18 Jan 2022

Contributed by Lukas

2021 was one of the best stock markets and one of the worst bond markets ... how do you manage that? And how do you prepare for 2022? James Gauthier i...

2021 in Review with Frances Horodelski

04 Jan 2022

Contributed by Lukas

Frances Horodelski and I worked together at BNN, I consider her one of the best at looking at the market ... and she now writes a blog (check it out a...

Let's Talk RESPs (Registered Education Savings Plans) with Andrew Kirkland

21 Dec 2021

Contributed by Lukas

The RESP has been around for a while, but there have been changes that you need to know about ... including how to make the biggect contribution possi...

Are Baby Boomers ready to Retire? with Michael Nicin

07 Dec 2021

Contributed by Lukas

As baby boomers hit retirement age, are they ready? Michael Nicin is with the National Institute on Aging, a think-tank that is part of Ryerson Univer...

Women in the Investing World with Paulette Filion

23 Nov 2021

Contributed by Lukas

Finance and investing have long been the bastion of males, but women are increasingly becoming a force ... or should be. Paulette Filion is with Strat...

The wisest investment: Your Kids ... with Robin Taub

09 Nov 2021

Contributed by Lukas

Robin Taub has written a book: Raising Money-Smart Kids which is a practical guide that readers love! We distill her thoughts in our little chat ... g...

Getting into Financial Planning with Mike Fox

26 Oct 2021

Contributed by Lukas

Mike Fox saw an industry that need to adapt to changing times. He took a leap and founded #YourPlanFinancial.ca to help people who just weren't gettin...

Women and money with the 'Money Mama' Melanie Rousseau

12 Oct 2021

Contributed by Lukas

Melanie Rousseau went through a tough time in her life ... and decided to do something about it. In particular, to help other women who may face the s...

Truth, reconciliation, forgiveness & the business of music with Susan Aglukark

28 Sep 2021

Contributed by Lukas

Multi-Juno Award winner Susan Aglukark has told stories through song, for more than 3 decades. She's taken her success and turned it towards helping h...

Beating the Bank with Larry Bates

14 Sep 2021

Contributed by Lukas

Larry Bates, a former broker, knows a thing or two about how the banks and investing work ... he wrote a book about it and he joins us to talk about #...

Accounting in a pandemic era with Harrison White

31 Aug 2021

Contributed by Lukas

Harrison White is going through some changes this year, moving west, and moving his business online ... in part in response to the pandemic. But acco...

The business of #Olympic Sports with Angela Whyte

17 Aug 2021

Contributed by Lukas

In the track and field world, Angela Whyte is well known …. 3 Olympics representing Canada, medals In the Commonwealth and Pan-Am games in 100 meter...

NFT's (non fungible token) are HOT, with Jon Dwyer

03 Aug 2021

Contributed by Lukas

Jon Dwyer runs Wondr Gaming ... and they do a lot with NFT's. What are those you ask? I was wondering that same thing. This material is for informati...

Life after hockey with Ryan Walter (ex-Hab)

20 Jul 2021

Contributed by Lukas

Ryan Walter's early claim to fame was his playing career with the Montreal Canadiens. Since then he's had ongoing success on several fronts ... some i...

Your Life, Well Spent (pun intended) with Sandi Martin

06 Jul 2021

Contributed by Lukas

It's one of those things you just have to have ... a financial plan! But do you? And what is it? Sandi Martin of Spring Financial Planning has the ans...

FOMO (fear of missing out) and other emotions with Lisa Kramer

22 Jun 2021

Contributed by Lukas

You're a rational investor - all business - but in fact, that may not be the case, and emotions play a big role in your investing style. That's what L...

The business of TikTok with Jack Innanen: celebrity comedian ...

08 Jun 2021

Contributed by Lukas

Jack Innanen is a star on #TikTok with over 2 million followers. How did he get there and how does he manage the business of being a celebrity. This ...

Dealing with Debt & Moolala - Bruce Sellery

25 May 2021

Contributed by Lukas

Bruce Sellery - business guru extraordinaire - has a new job ... helping Canadians deal with debt. We discuss that and more ... Enjoy! This material ...

Retirement - Heaven or Hell - Mike Drak

11 May 2021

Contributed by Lukas

Mike Drak was a banker for four decades … until he wasn't. Now he writes about retirement, publishing Victory Lap Retirement and Retirement Heaven o...

Want a 'Sleep-Easy Retirement'? - David Aston

27 Apr 2021

Contributed by Lukas

David Aston is a freelance journalist who writes about personal finance and investments.  With this book, The Sleep-Easy Retirement Guide, he answers...

Impressive Performance by Justwealth - James Gauthier

13 Apr 2021

Contributed by Lukas

James Gauthier is the Chief Investment Officer at Justwealth ... and he's good! Having come from the banks, he now beats them at their own game! I mes...

A Richly Imagined Future - Robert Gignac

30 Mar 2021

Contributed by Lukas

Robert Gignac has written 'Rich is a State of Mind', a light-hearted look at financial planning with the serious message of personal responsibility. S...

Money & Travel: The Ultimate Pairing - Barry Choi

16 Mar 2021

Contributed by Lukas

Financial planners are always advocating that we save ... but for what? Travel of course! Barry Choi is a planner at 'Money We Have' and a travel expe...

Findependence or bust! - Jonathan Chevreau

02 Mar 2021

Contributed by Lukas

A veteran journalist, Jonathan Chevreau has more than 4 decades of experience in newspapers and magazines. He's a book author with titles like Smart F...

Robos have landed! Robos have landed! - Dale Roberts

16 Feb 2021

Contributed by Lukas

Dale Roberts is a champion of Exchange Traded Funds ... and he had a role in creating the first robo-advisor. We talk to the Chief Disruptor at Cut th...

Retirement Planning Overview - Malcolm Hamilton

02 Feb 2021

Contributed by Lukas

Everyone's retirement planning is different - we all have different goals and lifestyles.  But what are the government backstops? What do we need to ...

The Origins of Justwealth - Andrew Kirkland & James Gauthier

18 Jan 2021

Contributed by Lukas

Justwealth is the creation of two investment professionals that shared a dream ... they just didn't know it. How'd they get together and create one of...