In this episode of 'Commercial Real Estate Within Reach', host Giuliana Pallotta interviews Keith Wong, a seasoned financial advisor with over 38 years of experience. They discuss the importance and complexities of risk management in investments. Keith shares his insights on how to make commercial real estate attainable, strategies for saving and investing in TFSAs and RRSPs, and how people's investment approaches should evolve over time. Additionally, they delve into the benefits of diversified investments, including real estate and the importance of understanding one's financial style. Keith emphasizes the risk of not taking enough risk and the value of starting early with small investments. The episode also highlights technological changes and their impact on financial advice and investment processes. The conversation aims to empower listeners with knowledge to effectively navigate the world of real estate investments.

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Time Stamps:

00:00 Introduction to Risk and Real Estate

01:17 Meet Keith Wong: Financial Advisor Extraordinaire

03:35 Keith's Journey into Financial Planning

06:05 Understanding Risk and Investment Strategies

11:16 Diving into Real Estate Investments

13:37 The Importance of Diversification

15:55 Setting Up Corporations and Tax Benefits

20:06 Navigating the Modern Financial Landscape

26:01 Final Thoughts and Advice

30:12 Closing Remarks

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Giuliana Pallotta, Broker

Coldwell Banker Ronan Realty, Brokerage

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And just a quick reminder, the content provided in this podcast is for entertainment purposes only. We are not offering professional, real estate, legal, or financial advice, and we recommend consulting with the appropriate experts before making any real estate decisions. Neither the host nor the guests or production company are liable for any actions taken based on this podcast.