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.
Transcript: Death & Taxes: What you need to know.
Understand how taxes affect your estate. This episode helps Canadian investors plan for end-of-life taxes, probate, and protecting wealth for the next generation.
Transcript: Custodian Services & Independent Portfolio Management Firms
What’s the difference between banks, custodians, and independent portfolio managers? Canadian investors get clarity on how their assets are held, protected, and professionally managed.
Transcript: An Investor Guide to Inflation
Learn how inflation affects your purchasing power, portfolio, and retirement. This episode helps Canadian investors plan wisely and stay ahead in a rising-cost world.
Transcript: How to Start Saving and Investing
Two young Canadians share how they started saving and investing early. Learn practical tips to help the next generation build smart financial habits and long-term wealth.
Transcript: Maximizing Life Satisfaction and Happiness
Discover how financial planning can enhance life satisfaction. Canadian author Andrew Hallam shares research-backed insights on wealth, purpose, and happiness.
Transcript: Global Investors, Shared Values
In this episode of The Empowered Investor, we explore the shared values that unite global investors and why truly independent, client-first advice is more important than ever.
Transcript: 2021 Year in Review
Get expert insights on 2021 market trends, asset class returns, IPO performance, inflation, and investor behavior. Learn how Canadian investors can avoid hype and stay invested with discipline.