2025 Market Recap & 2026 Outlook
Key Financial Trends of 2025 reviews how tariffs and volatility shaped markets, why Canada and international stocks beat the U.S., and how to view AI hype with perspective as you stay invested and rebalance in 2026.
Don’t let Your Advisor’s Retirement Disrupt Yours
Discover how advisor succession planning protects your wealth, ensures continuity, and safeguards your retirement when your financial advisor steps away
The Index Investing Revolution: Lessons from “Tune out the Noise”
In this episode of the Empowered Investor Podcast, we explore the rise of index investing, the pioneers behind it, and key lessons from Tune Out the Noise that shape smarter investing today.
Canadian Wealth Management Is Changing: 4 Trends Investors Can’t Ignore
Discover 4 major wealth management trends shaping Canada’s investment landscape. Learn how index funds, independence, and transparency impact your financial future.
Global Investors, Shared Values: A Conversation with David Andrew
Discover how global investors share common values in this conversation with David Andrew on independent wealth management, fiduciary advice, and long-term planning.
Chasing Trends, Losing Wealth: The Tactical Allocation Trap
Can tactical allocation boost returns? This episode breaks down Morningstar’s latest research on market timing, risks, and why long-term investing may be the smarter move.
Does Money Buy Happiness?
Today we are joined by Dr. Daniel Crosby to discuss behavioral finance, the psychology of money, and insights from his book The Soul of Wealth. Explore the link between wealth and happiness!
US-Canada Tariffs, Trade & Investor Impact
How will new US-Canada tariffs impact trade, the economy, and investors? This episode breaks it down, exploring market reactions, history, and smart investment strategies.
Thematic Investing: Investment Goldmine or Pitfall?
Can investing in trends like AI or green energy boost your portfolio, or is it just another gamble? We explore the appeal and risks of thematic investing—and why sticking to core investments may be wiser.
Expert Strategies and Insights for Preparing to Sell your Business
Are you thinking about selling your business but unsure where to start? Wondering how to maximize its value and attract the right buyers? This episode offers invaluable insights to help you navigate the complex selling process and secure your financial future.
Essential Financial Strategies for Entrepreneurs
How can entrepreneurs effectively plan and accumulate wealth? Join us as we dive into key financial strategies for entrepreneurs, including optimizing tax savings, protecting assets, and setting up holding companies for legal and tax benefits.
Happy Birthday! The Mutual Fund Structure Turns 100
Celebrate 100 years of mutual fund history, tracing their evolution from niche products to investment essentials. Explore their benefits: diversified exposure, easy access to foreign markets, and convenient trading. Confront their drawbacks: high fees, transparency issues, and sales-driven practices.