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.
Discover essential insights on navigating the complexities of death & taxes: executor roles, legal and financial planning importance, will implications, post-death investment handling, and estate winding-up delays.
Voluntary Disclosures: You can run but you can’t hide
Explore the nuances of voluntary disclosures in financial planning on this episode of The Empowered Investor Podcast. Gain insights into tax strategies and regulatory compliance today!
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
Wealth Management & Family Law Part 3: Unmarried Couples in Québec
Patricia Fourcand explains key aspects of family law that unmarried couples must understand regarding separation or division of assets.
Wealth Management & Family Law Part 2: Matrimonial Regime
For part two of this series, we’re exploring matrimonial regimes and how they affect the division and separation of assets.