Transcript: Canadian Wealth Management Is Changing
Kick off The Empowered Investor Podcast: discover how to cut through investment noise, avoid pitfalls, and build a clear financial philosophy for lasting security in Canada.
Kick off The Empowered Investor Podcast: discover how to cut through investment noise, avoid pitfalls, and build a clear financial philosophy for lasting security in Canada.
Kick off The Empowered Investor Podcast: discover how to cut through investment noise, avoid pitfalls, and build a clear financial philosophy for lasting security in Canada.
Kick off The Empowered Investor Podcast: discover how to cut through investment noise, avoid pitfalls, and build a clear financial philosophy for lasting security in Canada.
Learn how investment noise from media, experts, friends & emotions derails portfolios. Discover strategies Canadian investors can use to block it out & stay disciplined.
Discover why not having an investment philosophy is the biggest mistake Canadians make—learn how clear rules & evidence-based strategies build long-term wealth.
Learn why building portfolios on market predictions leads to stress & poor results. Discover how evidence-based investing helps Canadians stay disciplined.
Avoid chasing performance & market timing—learn why short-term moves hurt investors, increase stress, and how evidence-based strategies build long-term wealth.
Avoid the pitfall of poor diversification—learn why concentrated portfolios increase risk, how ETFs help Canadians diversify, and why balance is key to success.
Financial planning for Canadians age 25–35: manage debt, save 15–20%, start RRSPs & TFSAs, and build strong money habits to secure long-term financial success.
Financial planning for Canadians age 35–60: maximize earnings, control lifestyle spending, save 15–20%, reduce debt & prepare for retirement with confidence.
Retirement planning in Canada—sustainable withdrawal rates, tax, estate & investment strategies to stay active, secure & enjoy life after 60.
Learn how an Investment Policy Statement gives Canadian investors clarity, discipline & confidence—reducing stress, avoiding pitfalls & improving results.