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December 17, 2020

[Ep. 258] A Smarter Way to Do Passive Investing with Brendan Wood

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This episode of the Mo’ Money Podcast is sponsored by Passiv, the portfolio rebalancing software that can put your portfolio on autopilot. To learn more about how Passiv at Passiv.com/momoney.

DIY investing has always been a popular topic on the show, so I’m thrilled to have Brendan Wood on the show, who is the co-founder and CTO of Passiv.

As he shares on the show, he grew up in New Foundland and then studied engineering at the University of New Brunswick. After managing his own investment portfolio like so many others do, using Questrade and spreadsheets, he started to wonder if there was an easier way to do it. Realizing that others on forums like Reddit wondered the same thing, he went to work to develop Passiv, an app that works with a number of discount brokerages to make it easier and saving you precious time managing your own portfolio.

The best part? Currently, Passiv is free to use for all Questrade clients, so you can try it out yourself and see how much easier it is to use compared to your traditional spreadsheet. This is great news because the one thing I hear all the time is that after listening to my podcast, so many people want to try out DIY investing but aren’t sure how to start. Passiv is a new entry point into self-directed investing, which means it just got easier to start investing and growing your wealth.

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