Cody Stegerman, CFP - Scotiabank Financial Planner & Investment Specialist

Cody Stegerman, CFP - Scotiabank Financial Planner & Investment Specialist As a Scotiabank Financial Planner, I draw on my financial planning experience to help my clients realize their financial goals.

06/05/2026

Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing.

Alyssa Mitha, JD (CA), JD (US), TEP, MFA-P™ joins the podcast to discuss why you can't rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize.

Listen to the full episode on Spotify: http://spr.ly/6045BBcZUP

Listen to the full episode on Apple: http://spr.ly/6047BBcZUR

Canadian economy contracts in first quarter but early signs point to recovery. U.S. inflation runs at three-year high as...
06/03/2026

Canadian economy contracts in first quarter but early signs point to recovery. U.S. inflation runs at three-year high as energy costs keep price pressures elevated. Read more in our latest edition of the Weekly Economic Headlines.

amazonaws.com

Canadians have been dealing with rising food costs since the pandemic, and it doesn't look like prices will fall anytime...
06/02/2026

Canadians have been dealing with rising food costs since the pandemic, and it doesn't look like prices will fall anytime soon.

Scotiabank's Vice President of Economic Policy, Rebekah Young, explains the complexities of food inflation and how rising energy prices are playing a major role.

Follow Perspectives on Apple Podcasts, Spotify, or wherever you get your podcasts, or listen to the full episode on our website:

scotiabank.com

Factors like heating and cooling systems or attic insulation can have a big impact on your home's energy bill, but many ...
05/30/2026

Factors like heating and cooling systems or attic insulation can have a big impact on your home's energy bill, but many Canadians don't know where to start with energy efficiency upgrades. Climative is trying to fix that through its AI-assisted digital home assessments.

Scotiabank just launched the Home Energy and Advice Tool, powered by Climative, to offer home upgrade insights and advice to more Canadians. Read more about the tool on Perspectives:

scotiabank.com

Artificial intelligence platforms have seen usage grow at an astounding pace, with many users leveraging the tools in th...
05/28/2026

Artificial intelligence platforms have seen usage grow at an astounding pace, with many users leveraging the tools in their professional work. How exactly is this technological shift going to change the nature of work? We explore that question in the latest instalment of the It's All Connected video series, on Perspectives:

scotiabank.com

Canadian inflation accelerates in April but core pressures remain contained. Kevin Warsh takes the helm at the Federal R...
05/26/2026

Canadian inflation accelerates in April but core pressures remain contained. Kevin Warsh takes the helm at the Federal Reserve as Powell's term concludes. Read more in our latest edition of the Weekly Economic Headlines.

amazonaws.com

Spring is a great time to refresh your finances. Uncover ways to track your spending, set goals, or save for a down paym...
05/25/2026

Spring is a great time to refresh your finances. Uncover ways to track your spending, set goals, or save for a down payment.

linkedin.com

U.S. inflation hits three-year high as energy costs push prices broadly higher. U.S. consumer spending holds up but infl...
05/20/2026

U.S. inflation hits three-year high as energy costs push prices broadly higher. U.S. consumer spending holds up but inflation begins to squeeze real purchasing power. Read more in our latest edition of the Weekly Economic Headlines.

amazonaws.com

U.S. jobs report delivers back-to-back gains, easing labour market concerns. Earnings season delivers standout quarter a...
05/13/2026

U.S. jobs report delivers back-to-back gains, easing labour market concerns. Earnings season delivers standout quarter as corporate profits surpass expectations. Read more in our latest edition of the Weekly Economic Headlines.

amazonaws.com

U.S.-Iran conflict triggers record oil supply disruption. S&P 500 earnings season off to a strong start. Read more in ou...
05/09/2026

U.S.-Iran conflict triggers record oil supply disruption. S&P 500 earnings season off to a strong start. Read more in our latest edition of Monthly Investment Monitor.

scotiafunds.com

Address

304 Main Street S #102
Airdrie, AB
T4B3C3

Alerts

Be the first to know and let us send you an email when Cody Stegerman, CFP - Scotiabank Financial Planner & Investment Specialist posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share