Resources
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Teaching Kids About Money with Will Rainey
How can you teach kids about money at any age give and give them a strong financial foundation? Today we’re joined by Will Rainey, a writer and speaker focused on helping parents and grandparents teach their kids and grandkids about money.
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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience.
Important RRIF Options to Consider for Retirement Planning
Today we discuss critical factors to think about to optimize your RRIF strategy and the significant impact that strategic planning can have on your estate value.
Managing your Investment Portfolio Through a Recession
We discuss the looming possibility of a recession and how you can successfully manage your investment portfolio through uncertain financial times.
15 Questions to ask when Choosing a Financial Advisor
A good evaluation goes beyond a financial advisor’s performance and lets you get a sense of their processes, structure and the people helping you.
The 4 Criteria to Evaluate Financial Advice
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
Money & Couples – Why You Must Get This Right!
Managing your finances as couples is hard. How do you get on the same page to work together towards a shared vision and budget for your future?
Inflation, Interest Rates & Bond Returns with guest Sooyeon Mirda, CFA
We discuss interest rates, inflation, and great ways Canadian investors can approach the bond market with fixed income strategist Sooyeon Mirda of Dimensional Fund Advisors
Retirement Financial Guide: Ages 65+
Enjoying Your Chill Out Years. Retirement can be an especially satisfying time in your life. But it’s much easier to relax and enjoy yourself if you have a comfortable lead – do you have enough?
Pre-Retirement Financial Guide: Ages 50-65
Are you on track? Planning for your Prime Earning Power Years. Once you’ve hit your career stride, you can start building on your foundation with some important power plays.
Financial Accumulation Guide: Ages 25-50
Laying a Strong Foundation for Future Success. The best time to become an Empowered Investor is when you’re just getting started. How do you build a strong foundation for your future, while also enjoying a meaningful life along the way?