S5 E04: How to Talk to your Banker about your Money Needs

Today, many people are doing the vast majority of their banking online, with going to your bank and speaking with bank staff becoming less and less common. However, speaking to financial advisors and other staff at your bank can be an eye-opening experience.

Join, Natalia Sandjian, Senior Manager, Advice Strategy with National Bank of Canada, as she dismantles the idea of speaking with your banker being an intimidating and complicated conversation. You’ll learn why your bank should be your first stop when seeking investment advice, setting up a savings strategy, applying for a mortgage, and more.

Additional resources:

• CPA Canada’s Financial Literacy Resources
• National Bank of Canada
• The FinLit 101 Website

Download transcript

This episode is part of our podcast focusing on helping listeners build confidence for approaching and handling difficult money conversations at various stages of life.

The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.