The Empowered Investor
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Young Investors: Tips to Start Investing Early
Young investors have the opportunity to grow even more wealth thanks to compound interest and tax-advantaged investments while also gaining financial literacy skills from a young age.
An Investor Guide to Inflation
In this episode, Marcelo and Keith talk about why the current inflation rates are a problem, how we got here, the big debate on how long these rates will last, implications for you as an investor, and so much more!
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 Matthews 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.
Discover essential insights on navigating the complexities of death & taxes: executor roles, legal and financial planning importance, will implications, post-death investment handling, and estate winding-up delays.
Tax Planning for Medical Professionals with Riccardo Zerbino
Today we discuss the unique considerations doctors have when planning their finances - early career challenges, what to do about student loan debt, whether they benefit from forming a corporation, the advantages of RSPs and IPPS, and what doctors need to think about when it comes to retirement planning.
Delta variant & investor implications
Explore investor strategies amid the Delta variant's impact. Expert insights on navigating market volatility and securing financial resilience
Understanding Robo-Advisors – Pros, Cons & Dilemmas
Discover the efficiency and benefits of robo-advisors on this episode. Explore how technology shapes modern wealth management strategies.
Voluntary Disclosures: You can run but you can’t hide
Explore the nuances of voluntary disclosures in financial planning on this episode of The Empowered Investor Podcast. Gain insights into tax strategies and regulatory compliance today!
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
Join Steve Legler as he shares insights on Family & Money: preserving family wealth and crafting legacies that withstand generations.
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
