The Empowered Investor
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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
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.
Wealth & Real Estate: Empty Nesting & Downsizing Homes
Who are the main types of people looking to downsize their homes and what are the key motivators for downsizing?
Wealth & Real Estate: Expanding Family & Buying Larger Homes
Today we discuss why people upsize their homes and the unprecedented state of the Canadian real estate market - and so much more!
Pump and Dump is Alive and Well
What makes investors vulnerable and hurt financially after being drawn into schemes and scams that turn out to be too good to be true.
Wealth Management & Family Law Part 3: Unmarried Couples in Québec
Patricia Fourcand explains key aspects of family law that unmarried couples must understand regarding separation or division of assets.
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