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.
Tax Time Made Simple: Your 2025 Canadian Filing Guide
Filing your 2025 taxes? From key deadlines to senior credits, new homeowner benefits, and income splitting, get expert tips to maximize your return and to help you file with confidence.
Entrepreneurship Through Acquisition with Marc Deegan
This episode explores entrepreneurship through acquisition, outlining key principles, risks, and considerations for Canadian investors evaluating business ownership as a wealth strategy.
Human Capital: 5 Guiding Career Principles with Mark Halloran
Build your human capital like an asset. Mark Halloran shares 5 career principles to boost income potential, confidence, and long-term financial outcomes.
How to Calculate your Retirement Spending
Get clarity on what retirement will really cost as we explore how spending changes over time and share strategies to plan confidently for every stage of retirement.
Canadian Retirement: Myths, Realities, and Smart Planning Strategies
Canadian retirement insights: learn myths, realities, and a proven planning framework to retire with clarity, confidence, and financial peace of mind.
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.
RESP 101: What Every Empowered Parent Needs to Know
Learn how RESPs work, how to maximize education savings grants, and avoid costly withdrawal mistakes. A must-listen for Canadian parents planning their children’s future.