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The Advantaged Investor

By: Raymond James Ltd./TMDS
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  • Summary

  • Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.
    Raymond James Ltd./TMDS
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Episodes
  • Fixed Income Options for Portfolios

    Fixed Income Options for Portfolios
    Jul 17 2024

    Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative options, including:

    • What are the options available?
    • Approaches to fixed income investing
    • Bank of Canada rate cuts and the effect on the fixed income market

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
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    16 mins
  • Summer Financial Planning Tips

    Summer Financial Planning Tips
    Jul 8 2024

    Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

    • In your opinion how does a financial planner help with investor success?
    • How important is it for your plan to evolve as you do and your situation changes?
    • Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
    • What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
    • At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
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    15 mins
  • Javed Mirza – Talking Quantitative/Technical Analysis

    Javed Mirza – Talking Quantitative/Technical Analysis
    Jun 24 2024

    Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including:

    • Overview of technical analysis
    • Overview of quantitative analysis
    • You are a Chartered Market Technician® - what does mean?
    • How does you use technical and quantitative analysis to inform your views on what is going on in markets?
    • What are you current views?

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.
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    21 mins
Economics Personal Finance
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