Ep. 60 – Warning signs from the financial front lines. Keeping you safe from fraud, with Barbara Wittner
48m
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WealthBeing
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Everyone is targeted by fraudsters - probably more often that you realize - and their techniques only get more sophisticated over time. As a credit union, we hear about scam attempts and victims every day, which is why we’ve invited Barbara Wittner, Assistant Manager of our Member Advice Centre to talk with Kevin, Sheena and Travis about the most common signs of fraud and how to protect your financial health.
2:30 What’s hot in money: There’s been more news lately about the price of alternative currencies, so our co-hosts explain why they’re on everyone’s mind and if they’re a good idea.
6:10 Expert Examination:
· The prevalence of fraud in our lives today.
· Identifying fake information from sources you usually trust.
· How COVID-19 is creating new opportunities to be defrauded.
· When searching for love could leave you financially broken up.
· Why you should be skeptical of unexpected job offers.
· When tech support is anything but helpful.
· Why bitcoin and gift cards are a scam red flag.
· Investment schemes that will ruin your retirement dreams.
· How our credit union helps protect your money.
46:20 Financial Fix: In just a few minutes you can increase the barrier between scammers and your money.
If you have an undiagnosed financial concern or want to better understand a financial subject, send Kevin, Sheena and Travis your question at [email protected], and we will consider it for a future episode.
If you’d like some one-on-one advice from our Financial Advisors in British Columbia, connect with our Island Savings, Envision Financial, Valley First and Enderby District Financial divisions near you.
Our WealthBeing Hosts
Travis Koivula
B.Eng, CFA, CFP®, CIM, FCSI, CIWM
Senior Wealth Advisor | Senior Investment Advisor
Island Savings Insurance Services | Credential Securities
Travis has been serving the financial needs of members in the Credit Union system since 2007 and is one of the most accredited financial advisors in Canada. He holds the globally recognized Charted Financial Analyst (CFA) designation, passing all three tests on his first attempt. In addition he is a Certified Financial Planner (top 1% of his class), Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI) and a Chartered Strategic Wealth Professional (CSWP).
Sheena Sanders
Wealth Planning Specialist, Valley First
Sheena meets every client with a fervent desire to create a uniquely remarkable experience. As an accredited Certified Financial Planner, a Registered Retirement Consultant and a Responsible Investment Specialist, her array of knowledge and experience means that Sheena leave no question unanswered and no opportunity ignored. For people who seek help with retirement, education, investment, and succession planning, Sheena is a natural person to have on their team. Clients benefit from her strategic approach and “big picture” mindset that incorporates tax optimization ESG principals and integration.
Kevin Lehman
Assistant Branch Manager, Envision Financial
When asked who has made the biggest impact in your life, does your financial advisor come to mind? If you've met E
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