The Heart of Your Money

Author: Zena Amundsen

Welcome to Heart of Your Retirement: the retirement prep podcast for busy Canadian professionals wanting real money talk. Hosted by Certified Financial Planners Zena Amundsen and Nicole Putz, partners at Astra Financial, every episode gives you exclusive access to juicy money details to get you retirement ready and confident about your next money move. We cover everything from CPP and OAS timing to tax-smart withdrawal strategies, pension decisions and the emotional side of retirement planning. Real conversations. No jargon. No sales pitch. Just the information Canadians actually need. For show notes, free downloads and more resources, visit astrafinancial.ca.
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Language: en

Genres: Business, Education, How To, Investing

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What to Expect from Your New Financial Advisor in Canada
Episode 151
Monday, 22 June, 2026

🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/06/22/financial-advisor-onboarding-canada You've said yes to working with a financial planner in Canada and now you're sitting in your first onboarding meeting with a stack of forms in front of you. One of them is the KYC (the Know Your Client form) and most people sign it without fully understanding what it does or why it matters. Certified financial planners Zena Amundsen and Nicole Putz of Astra Financial walk you through what should actually be happening in that first meeting. They cover what the KYC form is, what compliance means, how your personal information is being used and what questions you're entitled to ask before signing anything. 🔗 LINKS MENTIONED: → https://astrauniversity.ca/heart-of-your-retirement/ → https://astrauniversity.ca/ → https://astrafinancial.ca/