Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets.

Then, Simon sits down with Dan Broten, Senior Vice President and Head of EQ Bank, for a deep dive into the state of Canadian banking. They discuss EQ’s new survey on solopreneurs and micro-businesses, why small operators feel overlooked by traditional banks, and how outdated, branch-era systems still shape the experience for business owners today. Dan also shares insights on regulatory change, pro-competition momentum in Ottawa, and why Canada might finally be at a turning point in modernizing its financial infrastructure.

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3 Things to Do Before You Invest a Single Dollar

The Canadian Investor