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Lawrence Greenbeg & Keith Matthews
The 4% Safe Withdrawal Rule.

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.

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2021 Year in Review
2021 Year in Review

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!

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How to Start Saving and Investing with Ryan Jacobs and Matthew McGee

How to Start Saving and Investing with Ryan Jacobs and Matthew McGee

Marcelo Taboada and co-Host Lawrence Greenberg are joined by Ryan (20) and Matthew (17) for today's episode. Ryan and Matt share their refreshing perspectives on saving and investing. They talk about the important role social media plays in introducing young people to investing, the key lessons they’ve learned, their best advice for other young people, and so much more!

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Hugh Campbell
Death & Taxes: What you need to know.

Death & Taxes: What you need to know.

In this episode, Ruben and Hugh talk about the role of the executor of the estate, why it’s important to work with legal and financial professionals for estate planning, the implications of not having a proper will, how different types of investments are treated after death, why the winding up of an estate takes so long, and so much more!

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Voluntary Disclosures: You can run but you can’t hide

Voluntary Disclosures: You can run but you can’t hide

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?

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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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