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June 16, 2025 17 mins

What should newcomers to Canada really know about financial planning?

In this episode of Unpacked & Empowered Finances, I interview Jim Chamberlain, a licensed Personal Financial Planner (PFP®), to unpack practical insights that can help newcomers and young families build a stable financial future.

Whether you're just starting your career, navigating life as a newcomer, or simply want to be more intentional with your money, Jim offers insights drawn from decades of experience. We talk about:

  • The value of holistic financial planning

  • Common money mistakes to avoid

  • How to align your finances with your goals

  • Why working with a financial professional makes a difference

I’m Marianne Agudo, a licensed life, accident & sickness insurance advisor in Ontario and New Brunswick, and I created this podcast to help everyday people take control of their finances—without the pressure.

More episodes and information: https://marianneagudo.com
Connect with Jim: https://www.linkedin.com/in/william-jim-edward-james-chamberlain/

Disclaimer: This content is for informational purposes only and does not constitute financial, legal, or investment advice. The views shared are those of the guest and host. Please consult a licensed financial professional for advice tailored to your situation.

Tags: #FinancialPlanning #NewcomerFinance #MoneyTalksCanada #JimChamberlain #UnpackedAndEmpowered #LifeInsuranceCanada #FinancialWellness #PFP

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