Resources
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Tax Planning for Medical Professionals with Riccardo Zerbino
In this episode, Ruben, Marcelo, and Riccardo talk about early career challenges for doctors, what to do about student loan debt, whether doctors benefit from forming a corporation, the advantages of RSPs and IPPS, what doctors need to think about when it comes to retirement planning, and so much more!
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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience.
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.