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The Wealth Navigator Podcast with Richard Dri

May 28, 2020

Richard is his own guest yet again today as he discusses summer jobs for students, the financial lessons they offer, and the prospect of such jobs in 2020 given the fallout from the pandemic. He also explores the Canadian Emergency Student Benefit Program, its potential long-term implications, and how to apply for it.


May 19, 2020

Today’s episode features Richard acting as his own guest once more and this time he is offering advice on how to handle a bear market. He begins by first outlining just what constitutes a bear market, and then proceeds to offer 7 tips on what you should and perhaps shouldn’t do during a market turndown such as the...


May 7, 2020

David Victor is a colleague of Richard’s at Scotia Wealth who prepares financial plans for clients with larger portfolios and complex issues. He is a former tax lawyer with work experience at some of the larger firms on Bay Street, and is also a chartered accountant, which he did before law school. His broad...


May 1, 2020

Richard, once again, is taking the opportunity to respond to client concerns rather than interviewing a guest on the podcast today. In this episode, he looks at Disaster Plans, the important role they play, and what documents are included in them. Drawing upon his own recent and tragic experience of losing his wife,...