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!
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.
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.
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
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.
Wealth Management & Family Law Part 2: Matrimonial Regime
For part two of this series, we’re exploring matrimonial regimes and how they affect the division and separation of assets.
Wealth Management & Family Law Part 1: Family Patrimony
Patricia Fourcand discusses family patrimony – why it was put into law, exclusions, and how you can protect your assets and much more.
Demand for home health care for retirees spikes during pandemic
Andrew De Four joins on today to talk about the world of home care services and the impact that these services can have on a family’s finances and wealth.
Chilling Out: Planning for Retirees
On this episode, we talk about the most important aspects of financial planning for retirees to best set yourself up for success.
Your Power Play: Financial Planning for 35 to Pre-Retirees
A financial plan is essential for becoming an empowered investor and today we discuss what you should be focusing as a 35 to 60-year-old.