The Empowered Investor
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!
Patricia Fourcand explains key aspects of family law that unmarried couples must understand regarding separation or division of assets.
For part two of this series, we’re exploring matrimonial regimes and how they affect the division and separation of assets.
Patricia Fourcand discusses family patrimony - why it was put into law, exclusions, and how you can protect your assets and much more.
Hugh Campbell gets you up to speed on the key areas you should be thinking about as you prepare to file your tax returns this year.
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.