Transcript: Wealth & Real Estate: Empty Nesting & Downsizing Homes
Discover insights on downsizing homes for empty nesters in Montreal and across Canada—housing options, challenges, and expert advice for planning the next move.
Transcript: Wealth & Real Estate: Urban & City Living
Explore urban real estate trends in Montreal & Canadian cities—luxury homes, condos, bidding wars, and strategies for buyers & sellers in today’s hot city markets.
Transcript: The Evolution of Investment Advice in Canada
Next-gen financial advisors in Montreal & Quebec provide retirement, tax, and estate planning beyond stock picking—helping Canadians build and protect lasting wealth.
Transcript: Wealth & Family Law: Marriage and Common-law Relationships in Canada
Explore how marriage, common-law status, and divorce impact your finances. Essential insights for Canadians navigating wealth and family law.
Transcript: Navigating Conflicts of Interest in the Financial Services Industry
Learn how to spot and avoid hidden conflicts of interest in financial advice. This episode empowers Canadian investors to ask the right questions and protect their portfolios.
Transcript: Family & Money with Family Legacy Guide Steve Legler
Discover how to prepare your family for wealth transfer with expert insights from Steve Legler. Practical guidance for Canadian families on legacy, money values, and communication.
Transcript: 2025 Mid-Year Investment Review
Explore key events shaping global markets in 2025, from political shifts to AI-driven optimism, in this mid-year review from The Empowered Investor Podcast.
Transcript: Net Worth Boom & Inflation
Explore how Canadian net worth surged during the pandemic and what rising inflation means for your portfolio. Stay informed, stay invested, and plan ahead.
Transcript: Voluntary Disclosures: You can run but you can’t hide
Fallen behind on taxes or holding undeclared assets? Learn how Canada’s Voluntary Disclosures Program can help you come clean, avoid penalties, and regain financial peace of mind.
Transcript: Understanding Robo-Advisors: Pros, Cons & Dilemmas
Discover the pros and cons of robo-advisors in Canada. Learn how these platforms compare to traditional financial advice and when they might (or might not) be right for your portfolio.
Transcript: Delta Variant & Investor Implications
How should Canadian investors respond to market uncertainty caused by COVID variants? Learn why staying disciplined beats emotional investing during volatile times.
Transcript: Tax Planning for Medical Professionals
Essential tax planning tips for Canadian doctors at every career stage—from debt and incorporation to RRSPs, IPPs, and estate strategies. Expert advice to optimize wealth and reduce stress.