My Financial Life is a personal finance podcast series that we produced with the help of some of our alumni, partners, and sponsors. This series features experts in a range of areas, including financial planning, investing, personal credit, insurance, and transportation/travel finance.
Featuring Dave Wharf, Evo Car Share
Car-sharing has become a flexible and affordable transportation solution that is appealing to more and more people every day and shifting previous trends of personal car ownership, especially in the newer generations, to increased shared mobility, ride-sharing, and expanding public transportation. On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumnus, Dave Wharf, Senior Manager of Customer Operations at Evo Car Share.
This episode of My Financial Life is brought to you by Evo Car Share. Here to there, with room for your friends, plus Evo’s hybrid fleet is equipped with bike and ski racks, allowing you to enjoy everything the city has to offer. Sign up for free at evo.ca, or via the Evo Car Share app using the promo code: UBCALUMNI.
Episode #1 Sponsor:
Featuring Bernard Letendre, Manulife
New to the investing game? Trying to make sense of the different investing strategies and asset allocation for a diversified portfolio? Need help with creating a financial plan for your future? Working with a financial advisor has many benefits on the road to reaching your financial goals. On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to Bernard Letendre, the Head of Wealth and Asset Management, Canada at Manulife.
This episode of My Financial Life is sponsored by Manulife. As a trusted partner of alumni UBC, the Manulife program is dedicated to helping UBC alumni get access to preferred rates on life, health & dental, and travel insurance. Find out more at alumni.ubc.ca/manulife.
Episode #2 Sponsor:
All Season 1 episodes are now available. If you subscribe to our podcasts, you can find them in our feed. If you’re not currently a subscriber, you can stream/download the episodes below:
Featuring UBC Alumna, Tracy Theemes, Sophia Financial, Raymond James
What are the benefits of starting your financial planning early? If you made challenging financial decisions in the past, what steps do you need to take to get back on track? On the first episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to UBC alumna, Tracy Theemes, a financial advisor and certified financial planner at Sophia Financial, Raymond James.
Featuring UBC Alumnus, Ian Robertson, Odlum Brown Limited
What is responsible investment? If you choose to align your investment decisions with your values, what impact will it really have on the world? Are ethical investments good investments for your portfolio? On this episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to UBC alumnus, Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited.
This episode of My Financial Life is sponsored by Odlum Brown Limited. Odlum Brown Limited is an independent, full service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients. Find out more at www.odlumbrown.com.
Episode #2 Sponsor:
Featuring Amanda Butler, Worldwide Quest
It’s easy to overspend when you’re planning (or enjoying) a trip. But there are tricks and travel hacks that can help you save money. On this episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to Amanda Butler, expedition leader for alumni UBC’s travel partner, Worldwide Quest.
Featuring Terry Tan, BMO
While most of us use it almost every day, credit remains a mystery for many people. On this episode of My Financial Life, host Kirk Lapointe, editor-in-chief of Business in Vancouver and adjunct professor at the UBC School of Journalism, speaks to Terry Tan, branch manager for BMO, about personal credit.
This episode of My Financial Life is brought to you by the BMO alumni UBC Mastercard. Reward yourself and support valued programs and services for the global alumni community every time you use it. Find out more at alumni.ubc.ca/bmo.
Episode #4 Sponsor:
BMO alumni UBC Mastercard
Season 2 Host
Mark is a partner with Foundation Wealth, a partnership-based portfolio management firm focused on meeting the needs of affluent individuals, their families, family offices, corporations, private pensions and trusts.
Mark is a life-long entrepreneur who understands how difficult it is to acquire, grow and preserve wealth. He believes that a strong financial acumen prepares families and businesses to successfully adapt to a changing world.
In 2010 Mark became the weekly financial columnist for CBC Radio’s ‘On the Coast’ with Gloria Macarenko. In addition, he regularly writes for CBC News providing insight into such things as mortgages, real estate and investment strategies.
As an avid real estate investor himself, Mark has many years of personal experience in this area. Along with owning rental properties in the Vancouver area, he has built two homes, joined a consortium to acquire the Sun Tower (heritage building in Vancouver), organized a land assembly, and purchased several multi-unit apartment buildings in Arizona.
Mark is also active in his community. He mentors aspiring entrepreneurs, is a guest speaker for community groups, and volunteers at local high schools teaching ‘Economics for Success’. You can find Mark at Foundationwealth.ca where he answers questions and provides tips on investing, family finances and retirement planning.
Mark resides in Richmond, BC with his wife and two young children.