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 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.
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.
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 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.
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.
Personal Finance with La Presse’s Acclaimed Nicolas Bérubé
Discover powerful personal finance tips with journalist Nicolas Bérubé as he shares proven strategies on mindful spending, gratitude, and wealth-building to help secure your financial future.
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!