Jackie Sanz, Chief Compliance Officer at Caldwell Investment Management Ltd., is a guest on Finance is Personal. In this Part 2 episode, Jackie discusses differences between accounts and how to achieve your financial goals. Oksana Poyaskova + posts 12303168464egw4gwe4g Oksana Poyaskova https://caldwellinvestment.com/author/oksana/ Second Quarter 2023 Commentary | Tactical Sovereign Bond Fund Oksana Poyaskova https://caldwellinvestment.com/author/oksana/ Brendan Caldwell on BNN Bloomberg's Morning Markets | August 2, 2023 Oksana Poyaskova https://caldwellinvestment.com/author/oksana/ Denis Taillefer on BNN Bloomberg's The Close | March 7, 2023 Oksana Poyaskova https://caldwellinvestment.com/author/oksana/ Geo Political Concerns & Economic/Market Perspective | Episode 51 - March 2, 2023 Want to hear something good?Sign up for updatesYour emailYour EmailSubmit