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.
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.
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.
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!
Breaking into the Canadian Real Estate Market
Unlock the door to your first home with expert tips, creative strategies, and real-world advice to navigate the Canadian real estate market and make homeownership a reality!
Maximizing the Disability Tax Credit: Key Insights for Canadians
Explore the Disability Tax Credit and learn how this underutilized benefit can support Canadians with disabilities and their families. Discover eligibility, application tips, and more.
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.
Raising Money Smart Kids is the Wisest Investment
As parents, we all want to set our kids up for financial success. But how do you teach them about money in a way that sticks? We sit down with Robin Taub, CPA and author of “The Wisest Investment,” to get her expert advice on instilling money smarts from an early age.
Teaching Kids About Money with Will Rainey
How can you teach kids about money at any age give and give them a strong financial foundation? Today we’re joined by Will Rainey, a writer and speaker focused on helping parents and grandparents teach their kids and grandkids about money.