『Kelowna Real Estate Podcast』のカバーアート

Kelowna Real Estate Podcast

Kelowna Real Estate Podcast

著者： Taylor Atkinson & Matt Glen
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Welcome to The Kelowna Real estate Podcast. With your hosts, award-winning Realtor Matt Glen, & top-producing Mortgage Broker Taylor Atkinson. Professionals in the industry, enthusiastic entrepreneurs, & successful investors, we’re transparent in our own real estate journey to help you be successful while bringing on guests who shape the city.Copyright 2023 All rights reserved. マネジメント・リーダーシップ リーダーシップ 経済学
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  • 125: Building Generational Wealth: The Financial Lifecycle Every Canadian Needs to Know with Noble Pannu Wealth Management's Stefano Pannu

    125: Building Generational Wealth: The Financial Lifecycle Every Canadian Needs to Know with Noble Pannu Wealth Management's Stefano Pannu
    2026/06/23
    WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION Episode 125: Matt and Taylor are joined by Stefano Pannu, B.A., CFP®, CLU®, CIM®, FCSI®. Stefano is a Partner & Principal Financial Advisor at Noble Pannu Wealth Management Ltd from Kelowna, BC, who has been supporting high net worth clients since his Certified Financial Planner (CFP) designation in 2016. Stefano quickly developed a passion for holistic financial planning in helping clients reach their ultimate financial goals, carrying expertise across all six areas of financial planning: investment planning, retirement planning, tax planning, estate planning, cash management and risk management. With each client’s unique big picture in mind, Stefano creates detailed financial plans that give clients clarity and confidence. Stefano and his wife Danielle moved to Kelowna in 2019 to be closer to family for their children. They love their little corner of Glenmore, and all the family time near the lakes and trails of the Okanagan. Stefano, a former midfielder on the Simon Fraser University varsity soccer team, holds Kelowna Rockets seasons tickets, and he’s a pretty big fan of just about every other sport, including the English Premier League and NFL. Every August, he participates in the 200-kilometre Ride to Conquer Cancer, cycling all the way from Vancouver to Hope in support of the BC Cancer Foundation. Stefano is here to discuss: → What financial planning actually is - advice, guidance, concept, review, and monitoring - across six disciplines - investments, insurance, cashflow management, and estate, retirement, and tax planning. → How to understand deductions and taxation as a salaried (T4) employee, and the difference between gross vs net income. → The truth about Canada's Pension Plan (CPP) - is it really going to collapse or is it all just panic? → The 2 ways to build wealth tax free, owning a primary residence or a Tax-Free Savings Account (TFSA), how they are tax-free, and the factors to consider when investing with your TFSA. → How RRSPs work as a deferring tax tool, and various situations where they could be utilized before retirement. → One of the best kept secrets in Canada, the First Home Savings Account (FHSA), and why everyone who has never been a home owner should register one today. → Wealth builders for your kids including how RESPs work, informal vs formal trusts, and why more parents are opting for whole life insurance as a generational wealth builder. → How non-registered accounts work and Canadian income tax is filed. *** LISTEN TO PAST APPEARANCES Stefano's 1st Appearance in Episode 5: https://www.kelownarealestatepodcast.com/5-stefano-pannu/ Stefano's 2nd Appearance in Episode 33: https://www.kelownarealestatepodcast.com/33-stefano-pannu/ Stefano's 3rd Appearance in Episode 34: https://www.kelownarealestatepodcast.com/34-stefano-pannu/ *** CONNECT WITH THE GUEST 🌎 Noble Pannu Wealth Website: www.noblepannuwealth.com 📸 Noble Pannu Wealth Instagram: @noble_pannu_wealth 📧 Stefano Pannu's Email: stefano@noblepannuwealth.com 📸 Stefano Pannu's Instagram: @stefpannu 🔗 Stefano Pannu's LinkedIn: @StefanoPannu *** CONNECT WITH THE SHOW 🎙️ Kelowna Real Estate Podcast: www.kelownarealestatepodcast.com 📺 Kelowna Real Estate Podcast YouTube: @KelownaRealEstatePodcast 📸 Kelowna Real Estate Podcast Instagram: @kelownarealestatepodcast *** CONNECT WITH MATT 🌎 Matt Glen's Website: www.venturecommercial.ca/our-team/matt-glen 📬 Matt Glen's Email: matt.glen@venturecommercial.ca 📸 Matt Glen's Instagram: @realmattglen *** CONNECT WITH TAYLOR 🌎 Taylor Atkinson's Website: www.venturemortgages.com 📬 Taylor Atkinson's Email: taylor@venturemortgages.com 📸 Taylor Atkinson's Instagram: @VentureMortgages ***
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    47 分
  • 124: Turning Diamond in the Rough Structures Into Iconic Kelowna Properties with Worman Commercial's Shane Worman

    124: Turning Diamond in the Rough Structures Into Iconic Kelowna Properties with Worman Commercial's Shane Worman
    2026/06/09

    WATCH

    ▶️ Watch this episode on YouTube

    ***

    EPISODE DESCRIPTION

    Episode 124: Matt and Taylor are joined by Shane Worman.

    Shane is the Founder of Worman Commercial/Worman Homes from Kelowna, BC, who has been shaping the city for over 33 years with major residential and commercial projects. He is also a passionate community builder, with involvement in initiatives like Journey Home, the Downtown Kelowna Association, and the BC Cancer Foundation.

    Shane is here to discuss:

    → His journey in real estate and what led him to Kelowna & Worman Commercial.

    → Why HGTV is the worst thing to happen to home builders, the impossibly high bar of consumer expectations, and who is really to blame for unaffordable housing expectations.

    → Shane's philosophy when it comes to commercial builds, why more builders don't take the same approach, and clashing with the city over what is best for their builds.

    → How he is able to find diamond in the rough properties, how he brainstorms designs for each project, and always looking for ways to bring out each buildings uniqueness.

    → The market in the next 5 years, the difference between investing & speculating, and why projects still can't pencil and investments are so hard to find today.

    Worman Commercial/Worman Homes Website: www.worman.ca

    ***

    CONNECT WITH THE SHOW

    🎙️ Kelowna Real Estate Podcast: www.kelownarealestatepodcast.com

    📺 Kelowna Real Estate Podcast YouTube: @KelownaRealEstatePodcast

    📸 Kelowna Real Estate Podcast Instagram: @kelownarealestatepodcast

    ***

    CONNECT WITH MATT

    🌎 Matt Glen's Website: www.venturecommercial.ca/our-team/matt-glen

    📬 Matt Glen's Email: matt.glen@venturecommercial.ca

    📸 Matt Glen's Instagram: @realmattglen

    ***

    CONNECT WITH TAYLOR

    🌎 Taylor Atkinson's Website: www.venturemortgages.com

    📬 Taylor Atkinson's Email: taylor@venturemortgages.com

    📸 Taylor Atkinson's Instagram: @VentureMortgages

    ***
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    40 分
  • 123: 2026 Interest Rate Predictions & the "Vibe" Economy with BCREA Chief Economist Brendon Ogmundson

    123: 2026 Interest Rate Predictions & the "Vibe" Economy with BCREA Chief Economist Brendon Ogmundson
    2026/05/27

    WATCH

    ▶️ Watch this episode on YouTube

    ***

    EPISODE DESCRIPTION

    Episode 123: Matt and Taylor are joined by Brendon Ogmundson.

    Brendon is the Chief Economist at BCREA (BC Real Estate Association) from Vancouver, BC, who's specializes in housing market analysis and macroeconomic forecasting, and is a member of the BC Ministry of Finance’s Economic Forecast Council. Brendon was also recently named one of the most influential economists in BC by Business in Vancouver.

    Brendon is here to discuss:

    → How his predictions held up from his last appearance a year ago.

    → Where variable & fixed interest rates are heading in the next 6 to 12 months, the factors that are contributing to them, and why inflation will always overrule GDP.

    → The a slow housing start to 2026, where we are at currently with housing supply and inventory, demand, and overall affordability, and the overall uncertainty of the market.

    → The impact of BC losing 60,000 private sector jobs so far in 2026, and how he created a "vibes index" to quantify how consumer sentiment is driving economic behaviour.

    → Kelowna's unique population demographic combination of the young Gen Z & Millennials with aging Boomers, and the impact the missing middle of housing has on them.

    → Which generation actually had it the worst when it comes to housing, the economy, and affordability - Boomers, Gen X, Millenials, or Gen Z.

    → How the federal immigration policy has chased away the demand for rentals with the exodus of 80,000 non-permanent residents in BC 2025, while at the same time pushing to complete the most purpose-built rentals we have in decades, and the disparity in the supply of rental vs owner units.

    → If investors should be buying all these newly completed condos in Kelowna, and what markets he would look at today if he were investing in real estate.

    → If the Cowichan ruling has actually impacted BC from a data standpoint, or if it is currently more word-of-mouth and adding to overall uncertainty.

    → How closing the Strait of Hormuz is affecting Canada and the oil industry - why this is a "profit windfall" and not demand driven, meaning it won't lead to more production, how American companies own most of Canadian oil companies anyways so it won't benefit us, and why gas prices swing so much day to day.

    Brendon's 1st Appearance in Episode 35: https://www.kelownarealestatepodcast.com/35-brendon-ogmundson/

    Brendon's 2nd Appearance in Episode 61: https://www.kelownarealestatepodcast.com/61-brendon-ogmundson/

    Brendon's 3rd Appearance in Episode 93: https://www.kelownarealestatepodcast.com/93-brendon-ogmundson/

    BCREA Website: www.bcrea.bc.ca

    Brendon Ogmundson's LinkedIn: @BrendonOgmundson

    ***

    CONNECT WITH THE SHOW

    🎙️ Kelowna Real Estate Podcast: www.kelownarealestatepodcast.com

    📺 Kelowna Real Estate Podcast YouTube: @KelownaRealEstatePodcast

    📸 Kelowna Real Estate Podcast Instagram: @kelownarealestatepodcast

    ***

    CONNECT WITH MATT

    🌎 Matt Glen's Website: www.venturecommercial.ca/our-team/matt-glen

    📬 Matt Glen's Email: matt.glen@venturecommercial.ca

    📸 Matt Glen's Instagram: @realmattglen

    ***

    CONNECT WITH TAYLOR

    🌎 Taylor Atkinson's Website: www.venturemortgages.com

    📬 Taylor Atkinson's Email: taylor@venturemortgages.com

    📸 Taylor Atkinson's Instagram: @VentureMortgages

    ***
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    45 分
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