The Empowered Investor
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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
The 5 Ws of Estate Planning with Edmond Fhima
Estate planning should be a priority for every Canadian investor. Without a valid legal Will, the government is the decision-maker for the future your assets.
Inflation, Market Volatility and Your Portfolio
What’s the best investment strategy for an investor during times of high inflation? Should you adjust your portfolio in light of current volatility?
Tax-Free First Home Savings Account (FHSA)
The Tax-Free First Home Savings Account (FHSA) is coming, giving first-time homebuyers the ability to save $40,000 towards the purchase of a home. What is the FHSA and what should you consider?
Solutions for the Canadian Housing Crisis
What are the factors affecting Canada’s housing crisis? How do we start to tackle this housing crisis issue? Public policy professional, Steve Lafleur, joins us to discuss these questions.
How To Manage Your Investment Portfolio During Turbulent Times
Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation and key strategies you can use to weather the storm of volatile markets.
The Ins and Outs of Preparing Your 2021 Tax Returns
Tax return season can be quite a stressful time for many Canadian investors. With that in mind, we wanted to dedicate this episode to getting you up to speed on the key areas you should be thinking about as you prepare to file your tax return.
Understanding Your CPP, QPP and OAS Pension Benefits
Depending on your unique circumstances throughout your life, understanding your CPP, QPP and OAS pension options can be challenging yet it's critical for financial success.
Stock Market Performance: You Chase – You Lose!
What it means to chase stock market performance and why is it dangerous for your investment portfolio? Join us as we discuss strategies to avoid this trap!
War, Conflict & Long-term Investing
When we're facing major geopolitical events, war, health crises, or a recession, many investors' immediate reaction is that we've never seen something like this before. Unfortunately, that often leads investors to make short-term, reactive decisions that ultimately harm their long-term investment plan.
The Wheel of Wellness: 7 Habits of Healthy, Happy People
Heather Martin talks about The Wheel of Wellness, changing public perception of wellness, the role of genetics versus lifestyle, and how to find your purpose.
Retirement and the 4% Safe Withdrawal Rule
In an ideal world, following the 4% withdrawal rule would allow you to plan your retirement cash flow in a way that ensures your financial investments can support you throughout retirement. But as with all generalizations, the 4% withdrawal rule comes with both advantages and disadvantages.
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