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PODCAST · business

Take Control of Your Wealth

Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth

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ABOUT THIS SHOW

Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth investors grow and preserve their wealth. Whether you're new to investing or have been investing for years and need a refresher on some of the fundamentals, this is a podcast for you. And likely others in your life who are interested in gaining knowledge, confidence and inspiration to achieve optimal and enduring wealth. Episodes will be brief and cover various topics, starting from the beginning. So, don't settle, in the time it takes to drink a cup of coffee, Take Control of Your Wealth by tuning in to this special series of investor education podcasts. To find out more and to share topic ideas, find us online at https://www.takecontrolofyourwealth

HOSTED BY

Christie Matwee & Shawna Perron

Frequently Asked Questions

How many episodes does Take Control of Your Wealth have?

Take Control of Your Wealth currently has 0 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Take Control of Your Wealth about?

Two highly experienced wealth advisors sharing practical insights on wealth management with the goal of helping listeners feel more comfortable with their money. Hosted by Christie Matwee MSc, MBA, CFA and Shawna Perron MBA, CIM, FEA. Christie and Shawna are Portfolio Managers each with over a...

How often does Take Control of Your Wealth release new episodes?

Take Control of Your Wealth is no longer actively publishing new episodes, but the existing catalog remains available.

Where can I listen to Take Control of Your Wealth?

You can listen to Take Control of Your Wealth on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Take Control of Your Wealth?

Take Control of Your Wealth is created and hosted by Christie Matwee & Shawna Perron.
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