The Empowered Investor
In this episode, Ruben, Marcelo, and Riccardo talk about early career challenges for doctors, what to do about student loan debt, whether doctors benefit from forming a corporation, the advantages of RSPs and IPPS, what doctors need to think about when it comes to retirement planning, and so much more!
In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!
On this episode, Marcelo, Lawrence and Keith discuss how robo-advisors work, the opportunities that robo-advisors have created for Canadian investors, the advantages and risks of using a robo-advisor, and so much more!
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?
Steve Legler is a family legacy guide and advisor who helps families turn their dreams into a workable plan.
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.
Caroline Kim, lawyer & partner at Miller Thomson, joins us to talk about rights and responsibilities in a marriage or common-law relationship
In this episode we discuss how the value proposition offered by investment managers is changing to meet the evolving needs of clients.
Who are the main types of people looking to downsize their homes and what are the key motivators for downsizing?
Today we discuss why people upsize their homes and the unprecedented state of the Canadian real estate market - and so much more!
The Empowered Investor Book
As an advisor who has studied and implemented the principles of successful investing with clients, I have witnessed the powerful and meaningful difference they can make in people’s lives. My hope is that this book will inspire you to build a better investment experience for you and your family.
Request your complimentary copy.