The Empowered Investor
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CRM3 Explained: What Canadian Investors Need to Know Before 2027
CRM3 is the next evolution of investment cost transparency, arriving on Canadian statements in 2027. TMA’s chief compliance officer, Michael Baldoni, joins Keith Matthews to explain what the new report shows, what FER, MER, and TER actually mean, and what it means for your portfolio.
Fiduciary vs. Suitability: What Every Canadian Investor Needs to Know
Fiduciary care or suitability? TMA’s chief compliance officer, Michael Baldoni, joins Keith Matthews to explain the two standards Canadian investment professionals work under, and the one question that reveals which one your advisor owes you.
Philanthropy & Tax Planning with Flow-Through Shares
Albert Labelle explains flow-through shares — a tax-smart way to shrink your bill and multiply your charitable giving, one of Canada’s best-kept secrets.
2026 Mid-Year Investment Review
Geopolitical chaos, oil spikes and stocks still up double digits. A data-driven mid-year review of 2026 returns, the small cap rotation, and what history says about investing at all-time highs.
Your Money, Your Legacy: How Donor Advised Funds Work
CPA and Philanthropic Advisor Linda Argalgi breaks down donor advised funds and how they compare to private foundations, tax efficiency, legacy planning, and who benefits most.
How to Maximize Your Charitable Impact in Canada
Generosity can be tax-smart and work harder. Discover the tax-smart way Canadians give—donating securities to skip capital gains and giving more to the causes they love.
How to Manage the Financial and Emotional Reality of Aging Parents
Beth Pinsker, CFP professional, journalist and author talk about proactive financial caregiving: legal documents, banking access, and conversations that protect aging parents and preserve your family legacy.
Run Your Business with Clarity: Operating Systems with Shelby Hacala
Looking for a proven way to align your team, set priorities, and finally move your business forward? Read the full conversation with business coach Shelby Hacala and find the tools that could change how you lead.
Stop Overthinking, Start Investing: A Guide for Young Canadians
Stop letting indecision cost you time and money. This episode breaks down exactly which investment accounts to open, which platforms to use, and how young Canadians can start building wealth today
17 Lessons for Canadian Investors with Nicolas Bérubé
Market myths, dividend traps, wartime volatility, and the psychology of spending in retirement — Nicolas Bérubé breaks down his lessons for building lasting wealth as a Canadian investor.
Staying the Course: Investing Through War & Uncertainty
How should Canadian investors respond to the Middle East conflict and rising oil prices? We break down market performance, the history of military conflicts, and why staying the course is the strategy that always wins.
Tax Time Made Simple: Your 2025 Canadian Filing Guide
Filing your 2025 taxes? From key deadlines to senior credits, new homeowner benefits, and income splitting, get expert tips to maximize your return and to help you file with confidence.
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