The 4 Criteria to Evaluate Financial Advice
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
Money & Couples – Why You Must Get This Right!
Managing your finances as couples is hard. How do you get on the same page to work together towards a shared vision and budget for your future?
The 5 Ws of Estate Planning with Edmond Fhima
Estate planning should be a priority for every Canadian investor. Without a valid legal Will, the government is the decision-maker for the future your assets.
The Ins and Outs of Preparing Your 2021 Tax Returns
Tax return season can be quite a stressful time for many Canadian investors. With that in mind, we wanted to dedicate this episode to getting you up to speed on the key areas you should be thinking about as you prepare to file your tax return.
Understanding Your CPP, QPP and OAS Pension Benefits
Depending on your unique circumstances throughout your life, understanding your CPP, QPP and OAS pension options can be challenging yet it’s critical for financial success.
Maximizing Life Satisfaction and Happiness with Author Andrew Hallam
In this episode, Keith, Marcelo, and renowned author Andrew Hallam discusses real success: how to spend for happiness, how to invest effectively, how to boost life satisfaction and enhance longevity.
An Investor Guide to Inflation
In this episode, Marcelo and Keith talk about why the current inflation rates are a problem, how we got here, the big debate on how long these rates will last, implications for you as an investor, and so much more!
Death & Taxes: What you need to know.
In this episode, Ruben and Hugh talk about the role of the executor of the estate, why it’s important to work with legal and financial professionals for estate planning, the implications of not having a proper will, how different types of investments are treated after death, why the winding up of an estate takes so long, and so much more!
Voluntary Disclosures: You can run but you can’t hide
With increasing global connectedness, the world today is smaller than it’s ever been. Countries are coming together to share information in a global trend towards greater transparency and with that, undeclared assets are much more likely to be discovered. So if you’ve found yourself in a situation with undeclared assets, what can you do to get on the right side of things?
Net Worth Boom and Inflation
We discuss key factors that play a role in the increased net worth of Canadians as well as the latest inflation numbers and how they impact your finances.
Navigating Conflicts of Interest in the Financial Services Industry
It’s important to be aware of the ways that conflicts of interest can show up with financial advisors and how they can impact your portfolio.
Wealth & Family Law: Marriage and Common-law Relationships In Canada
Caroline Kim, lawyer & partner at Miller Thomson, joins us to talk about rights and responsibilities in a marriage or common-law relationship