Personal Insurance & Investing Episodes

WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION Episode 125: Matt and Taylor are joined by Stefano Pannu, B.A., CFP®, CLU®, CIM®, FCSI®. Stefano is a Partner & Principal Financial Advisor at Noble Pannu Wealth Management Ltd from Kelowna, BC, who has been supporting high net worth clients since his Certified Financial Planner (CFP) designation in 2016. Stefano quickly developed a passion for holistic financial planning in helping clients reach their ultimat...

WATCH ▶️ Watch this episode on Youtube *** EPISODE DESCRIPTION Episode 83: Matt and Taylor are joined by Chris Matte, BBA. Chris is an Associate Advisor at Matte & Associates Financial Solutions from Kelowna, BC, a family owned and operated boutique wealth management firm that manage over $300M in assets for 2,500 clients. Growing up in the family business, Chris learned the industry from the ground up under the mentorship of his father and firm founder, Maurice Matte, accumulating alm...

Episode 46: Matt and Taylor are joined by Graeme MaGee. Graeme does Commercial and Residential Sales and Property Management, specializing in Commercial Real Estate, Leasing and Sales with Century 21 from Vernon, BC, and has been servicing Vernon and the surrounding area for 17 years, managing thousands of residential and commercial properties along the way. Graeme is here to discuss: → The Vernon and area real estate market. → Commercial leasing and sales. → And why you should look at Ver...

Episode 34: Matt and Taylor are re-joined by Stefano Pannu. Stefano is the Principal Financial Advisor at Noble Pannu Wealth Management Ltd from Kelowna, BC, who is here to debate real estate vs traditional investing in a 2 part episode. In part 2, Stefano is here to debate: → Tax efficiency. → Passive vs active investing. → And risk to reward. Part 1: https://www.kelownarealestatepodcast.com/33-stefano-pannu/ Stefano's 1st KRE Appearance in Episode 5: https://www.kelownarealestatepodcast....

Episode 33: Matt and Taylor are re-joined by Stefano Pannu. Stefano is the Principal Financial Advisor at Noble Pannu Wealth Management Ltd from Kelowna, BC, who is here to debate real estate vs traditional investing in a 2 part episode. In part 1, Stefano is here to debate: → Accessibility. → Growth. → And cash flow. Part 2: https://www.kelownarealestatepodcast.com/34-stefano-pannu/ Stefano's 1st KRE Appearance in Episode 5: https://www.kelownarealestatepodcast.com/5-stefano-pannu/ Stefa...

Episode 11: Today's episode is an introduction to Robinson Smith, president of Smith Consulting Group Ltd and we will be discussing the mortgage conversion strategy his father developed forty years ago. The Smith Manoeuvre is a must-know strategy for all Canadian homeowners, especially these days with high interest rates, steep inflation and a general inability for most Canadians to invest for their future. Robinson lived and worked in China for eight years in a number of roles such as for...

Episode 5: Today we touch on how important it is to have a financial planner as part of your team. Stefano shares some very useful information about investing, life insurance policies, Health savings accounts, and more! Self employed or just looking to build generational wealth… you don’t want to miss this. Stefano Pannu's Email: stefano@noblepannuwealth.com Stefano Pannu's Instagram: @noble_pannu_wealth Stefano Pannu's Website: www.noblepannuwealth.com *** CONNECT WITH THE SHOW 🎙️ Kelowna Re...