The Empowered Investor
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Custodian Services & Independent Portfolio Management Firms
In this episode, Matthew and Keith talk about why third party custodians are crucial partners for PM firms, how discount brokerages can afford to offer no trading fees, the latest trends Matthew has identified from his work with PM firms across the country, succession planning in PM firms, and so much more!
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!
Tax Planning for Medical Professionals with Riccardo Zerbino
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!
Delta variant & investor implications
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!
Understanding Robo-Advisors – Pros, Cons & Dilemmas
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!
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?
Net Worth Boom and Inflation
We discuss key factors that play a role in the increased net worth of Canadians as well as the latest inflation numbers and how they impact your finances.
Family & Money with Family Legacy Guide Steve Legler
Steve Legler is a family legacy guide and advisor who helps families turn their dreams into a workable plan.
Navigating Conflicts of Interest in the Financial Services Industry
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.
Wealth & Family Law: Marriage and Common-law Relationships In Canada
Caroline Kim, lawyer & partner at Miller Thomson, joins us to talk about rights and responsibilities in a marriage or common-law relationship
The Evolution of Investment Advice in Canada: The Next-Generation Advisor
In this episode we discuss how the value proposition offered by investment managers is changing to meet the evolving needs of clients.
Wealth & Real Estate: Urban & City Living
Today we’re joined by Christina Miller to help us navigate the city real estate market, from condo towers to duplexes, single-family homes.
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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