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.
Season 2
#1 – Car-sharing: The Future of Personal Transportation
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:
#2 – Personal Finance: Benefits of Working with a Financial Advisor
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:
#3 – Designing Your Investment Portfolio for Success
Featuring UBC Alumnus Ian Robertson, Odlum Brown Limited
What is an investment portfolio? What assets make up an investment portfolio and how diversified should it be to be successful? What important factors should you consider when creating your own investment portfolio? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth 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.
Episode #3 Sponsor:
#4 – Taking Smart Risks: Investment Strategies for a Work-optional Life and Early Retirement
Featuring UBC Alumna Maili Wong, Wellington-Altus Private Wealth
A work-optional life and early retirement seems like an unattainable yet sought after goal for most people. Can a successful investment strategy give you the freedom to live the lifestyle of your choosing, even in today’s uncertain economy and volatile markets? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumna Maili Wong, Senior Portfolio Manager and Executive Vice-President at Wellington-Altus Private Wealth.
This episode of My Financial Life is sponsored by The Vancouver Sun. 108 years as Vancouver’s trusted voice. The Vancouver Sun is part of the Postmedia Network, one of Canada’s largest print and digital news networks.
Episode #4 Sponsor:
Season 1
Season 2 Host
Mark Ting
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.
E-mail: mark.ting@foundationwealth.ca
Twitter: @MarkTingCFP