2026 Mid-Year Investment Review
Geopolitical chaos, oil spikes and stocks still up double digits. A data-driven mid-year review of 2026 returns, the small cap rotation, and what history says about investing at all-time highs.
Your Money, Your Legacy: How Donor Advised Funds Work
CPA and Philanthropic Advisor Linda Argalgi breaks down donor advised funds and how they compare to private foundations, tax efficiency, legacy planning, and who benefits most.
How to Maximize Your Charitable Impact in Canada
Generosity can be tax-smart and work harder. Discover the tax-smart way Canadians give—donating securities to skip capital gains and giving more to the causes they love.
How to Manage the Financial and Emotional Reality of Aging Parents
Beth Pinsker, CFP professional, journalist and author talk about proactive financial caregiving: legal documents, banking access, and conversations that protect aging parents and preserve your family legacy.
Stop Overthinking, Start Investing: A Guide for Young Canadians
Stop letting indecision cost you time and money. This episode breaks down exactly which investment accounts to open, which platforms to use, and how young Canadians can start building wealth today
17 Lessons for Canadian Investors with Nicolas Bérubé
Market myths, dividend traps, wartime volatility, and the psychology of spending in retirement — Nicolas Bérubé breaks down his lessons for building lasting wealth as a Canadian investor.
Staying the Course: Investing Through War & Uncertainty
How should Canadian investors respond to the Middle East conflict and rising oil prices? We break down market performance, the history of military conflicts, and why staying the course is the strategy that always wins.
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.