Resources
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2024 Federal Budget – Implications of the Proposed Capital Gains Inclusion Rate Increases
How will the proposed 2024 Federal Budget changes affect your investments? We explore the nuances of the proposed capital gains inclusion rate increases, highlight the direct impacts on various investment structures, and unravel strategies to optimize financial outcomes under these new regulations.
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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience.
A Simple, Effective & Stress-Free Way to Invest in the Stock Market
Wondering how you can simplify your investment strategy without sacrificing returns? Tune in as Nicolas Bérubé, an award-winning financial journalist and author, discusses the benefits of a stress-free investment strategy.
Beyond Borders: Tax Implications for Non-Resident Canadians
Have you ever wondered what happens to your tax obligations when you leave Canada to become a non-resident? Join us as we shed light on the often misunderstood and overlooked aspects of taxation for non-residents.
How Much is Financial Advice Worth?
Can you quantify the value of financial advice? Dive into the intricate relationship between financial advice and investment success, featuring the insightful expertise of Emile Bouchard from Vanguard.
2023 Year End Commentary
2023 once again showed us how difficult it is to make investment decisions based on bold market predictions. The year highlighted the benefits of portfolio diversification and a clear investment philosophy to guide us forward.
2023 Financial Year in Review and Looking Ahead for 2024
How did the key financial events of 2023 shape the investment landscape? What lessons can investors take from these developments as we move into 2024? Join us in this episode as we delve into these questions and more.
The Inspired Retirement Guide
A “Retirement GPS” to navigate a successful retirement and map your retirement journey with confidence The Retirement Guide covers three key non-financial elements of retirement planning: Good Health, Purpose, and a Social Network.
Book Review: Same as Ever, by Morgan Housel
Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success?
An economic soft-landing? Yes, no, maybe…
In today’s episode, we dissect the elusive concept of a “soft landing” economically, analyzing the potential for such an outcome in the current U.S. economy.
The Dividend Trap: How Seeking Stability Might Limit Your Returns
In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment strategy.