Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:


Better Business: The Trauma of Money with Chantel Chapman.

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PostedApril 16, 2020

Episode Summary

As the markets fluctuate and many lose their jobs, one’s relationship with money comes to the forefront. Host Mark Therriault speaks with Chantel Chapman, founder of What the Finances and Co-Founder of Trauma of Money to discuss her approach to mindful money management, a mix between psychology and financial literacy that helps improve her clients relationships with their finances in a deeper way.

In this discussion they talk about Chantel’s journey as an entrepreneur and what mindful money guidance really is. They discuss how past psychological trauma or even just past experiences with money affect individuals, the six pillars that affect one’s relationship with money  and how addressing those along with financial literacy can change how you live your life.

Episode Featured on:

The Wealth Exchange

The Wealth Exchange podcast provides insight, innovation, and access to the experts on a wide range of topics affecting affluent families across Canada. Join our team of hosts as they sit down with leaders and changemakers from around the globe to discuss investing, leadership, philanthropy, entrepreneurship, and more.

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Guest Bio

Chantel Chapman

Chantel Chapman is known for her edgy, relatable and intelligent mindful money guidance. She draws from her experience spending 14 years as a mortgage broker, 10 years as a financial literacy consultant, and her extensive research in addiction and mindfulness.

Chantel is the host of the nationally recognized Adulting 101 event series, and focuses her work on exploring the ties between addiction and money to help people heal, grow, and strengthen their relationship with their bank accounts.

For full bio visit:

About The Host - Mark Therriault

Mark is a Financial Advisor and partner of Nicola Wealth — and host of the Investor Education and Why I Built It editions of The Wealth Exchange podcast.

As a member of the Nicola Wealth Planning Team since 2006, Mark has become a trusted advisor to his clients. He prides himself on providing an exceptional client experience while quarterbacking their financial affairs.

Mark earned his Bachelor’s degree in Economics with a minor in Finance from the University of Calgary. He went on to secure his CFP designation and also completed the CIM, CSC, the B.C. Life Insurance License.

For his full bio, visit: nicolawealth.local/Our-Team/Mark-Therriault


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