Transcript: Understanding Robo-Advisors: Pros, Cons & Dilemmas
Discover the pros and cons of robo-advisors in Canada. Learn how these platforms compare to traditional financial advice and when they might (or might not) be right for your portfolio.
Transcript: Delta Variant & Investor Implications
How should Canadian investors respond to market uncertainty caused by COVID variants? Learn why staying disciplined beats emotional investing during volatile times.
Transcript: Tax Planning for Medical Professionals
Essential tax planning tips for Canadian doctors at every career stage—from debt and incorporation to RRSPs, IPPs, and estate strategies. Expert advice to optimize wealth and reduce stress.
Transcript: Death & Taxes: What you need to know.
Understand how taxes affect your estate. This episode helps Canadian investors plan for end-of-life taxes, probate, and protecting wealth for the next generation.
Transcript: Custodian Services & Independent Portfolio Management Firms
What’s the difference between banks, custodians, and independent portfolio managers? Canadian investors get clarity on how their assets are held, protected, and professionally managed.