The Empowered Investor
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The 5 Ws of Estate Planning with Edmond Fhima
Without a valid Will, the government is the decision-maker for the future of your children and your assets yet less than 50% of Canadians have a Will in place.
Inflation, Market Volatility and Your Portfolio
What’s the best investment strategy for an investor during times of high inflation? Should you adjust your portfolio in light of current volatility?
Tax-Free First Home Savings Account (FHSA)
In this episode, Marcelo and Keith review why the government is putting the FHSA in place, who can benefit from it, how it works, changes that the government might make before finalizing the FHSAand how it differs from the Home Buyers' Plan (HBP)
Solutions for Canadian Home Property Market
In this episode, Steve and Keith talk about what it means to have a supply issue in the housing market, the effect of current policies around housing, why the supply side needs to be addressed, policy changes that are needed to create more affordable housing options, and so much more!
How To Manage Your Portfolio During Turbulent Times
In this episode, Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation, key strategies you can use to weather the storm of volatile markets, and so much more!
The Ins and Outs of Preparing Your 2021 Tax Returns
On this episode, Hugh and I talk about the advantages of contributing to a retirement savings plan (RSP), the general rule to keep in mind for tax deductions, the benefits of working with a tax professional, the hefty penalties that stem from incorrect and incomplete filings, how you can be proactive when it comes to your taxes, what to do if you realize you’ve made a mistake, and so much more!
Your CPP/QPP & OAS Benefits
In this episode, Edmond and Keith talk about how CPP, QPP and OAS work, the history of these programs and recent reforms, what you need to consider when deciding when to take your pension benefits, how survivor, disability and orphan benefits are calculated, and so much more!
You Chase – You Lose!
Chasing performance is what happens when you see a stock or sector performing well or other investors reaping big rewards so you decide to buy in at the high levels. It’s not at all a new phenomenon as there are always stocks with new and exciting stories inducing the fear of missing out.
War, Conflict & Long-term Investing
In this episode, Marcelo and Keith talk about geopolitical risk/shock in investing. When we're facing major geopolitical events, war, health crises, or a recession, many investors' immediate reaction is that we've never seen something like this before. We hear - this time is different. Unfortunately, that often leads investors to make short-term, reactive decisions that ultimately harm their long-term investment plan.
The Wheel of Wellness: 7 Habits of Healthy, Happy People with Heather Martin
In this episode, Heather and Keith talk about her motivation for writing The Wheel of Wellness, the changing public perception of wellness, the role of genetics versus lifestyle in longevity, how to start the journey of finding your purpose, and so much more!
Thank you for listening!
The 4% Safe Withdrawal Rule.
Today we’re exploring how the 4% rule came to be and whether it’s still valid for Canadian investors in 2022. Keith is joined by his colleague, Lawrence Greenberg, who is part of our next-generation advisory team. Together, they discuss the intricacies of this financial theory and whether or not it is applicable in all economic environments.
2021 Year in Review
In this episode, Keith, Marcelo, and Andrew talk about why we invest, what success looks like, the four quadrants of success, the importance of connection and relationships, the power of gratitude, saving for experiences, 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.
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