All Episodes
The Empowered Investor — 133 episodes
Philanthropy & Tax Planning with Flow-Through Shares
2026 Mid-Year Investment Review
Your Money, Your Legacy: How Donor Advised Funds Work
Give More, Keep More: How to Maximize Your Charitable Impact in Canada
How to Manage the Financial and Emotional Reality of Aging Parents
Run Your Business with Clarity: Operating Systems with Shelby Hacala
Stop Overthinking, Start Investing: A Guide for Young Canadians in their 20's and 30's
Nicolas Bérubé: 17 Lessons for Canadian Investors
Staying the Course: Investing Through War & Uncertainty
Tax Time Made Simple: Your 2025 Canadian Filing Guide
Should I Buy Gold? Returns, Risks & Portfolio Strategy
Entrepreneurship Through Acquisition with Expert Marc Deegan
2025 Market Recap & 2026 Outlook
Human Capital - 5 Guiding Career Principles with Mark Halloran
Don't let Your Advisor's Retirement Disrupt Yours
How to Calculate your Retirement Spending
The Index Investing Revolution: Lessons from “Tune out the Noise”
Canadian Wealth Management Is Changing: 4 Trends Investors Can’t Ignore
Canadian Retirement: Myths, Realities, and Smart Planning Strategies
2025 Mid-Year Investment Review
Global Investors, Shared Values: A Conversation with David Andrew
RESP 101: What Every Empowered Parent Needs to Know
Personal Finance with La Presse’s Acclaimed Nicolas Bérubé
Market Volatility and Trump's Tariff Wars
Essential Tax Tips to Complete your 2024 Tax Returns
Chasing Trends, Losing Wealth: The Tactical Allocation Trap
Does Money Buy Happiness? With guest Daniel Crosby
US-Canada Tariffs, Trade & Investor Impact
Maximize your Savings with the Right Investment Accounts in 2025
2024 Financial Year in Review and Looking Ahead for 2025
Breaking into the Canadian Real Estate Market
Thematic Investing: Investment Goldmine or Pitfall?
Should you trade on the US Election?
The RDSP Explained: Securing a Financial Future for Canadians with Disabilities
Maximizing Disability Tax Credit: Key Insights for Canadians
Navigating Market Volatility and the Lessons from Intel
2024 Mid-Year Investment Review
Expert Strategies & Insights for Preparing to Sell your Business
Essential Financial Strategies for Entrepreneurs with Uros Milekic, CPA
Raising Money-Smart Kids is the Wisest Investment with Guest Robin Taub, CPA, CA
Happy Birthday! The Mutual Fund Structure Turns 100
2024 Federal Budget – implications of the proposed capital gains inclusion rate increases with guest Gerry Theus CPA, LL.M (Tax)
A simple, effective & stress-free way to invest in the stock market with guest Nicolas Bérubé
Beyond Borders: Tax implications for Non-Resident Canadians.
How Much is Financial Advice Worth?
2023 Financial Year in Review and Looking Ahead for 2024
Book Review: Same as Ever, by Morgan Housel
An economic soft-landing? Yes, no, maybe...
The Dividend Trap: How Seeking Stability Might Limit Your Returns
International Diversification Part 2: Not so crazy
Why Global Diversification is Good for Canadian Investors
Enemy #1 in Investing…Your Brain!
TMA Book Review: Psychology of Money by Morgan Housel
Lifestyle Creep: The Silent Threat to Your Retirement Plans
Inspired Retirement – Maximizing retirement satisfaction with guest Susan Hogan
Mid-year investment review: inflation down, resilient economy, stocks up!
How do reverse mortgages work?
Understanding Cybersecurity: Education, Prevention, and Response Strategies
Take advantage of the new First Home Savings Account
An Investor’s Guide to Expected Returns
Navigating mortgages and high interest rates with specialist Morgan Englebretsen
Myths and popular beliefs in personal tax Part 2
Debunking 8 common myths and misunderstandings about taxes (Part 1)
2022 Tax Tips – With Life Long Expert
Investor Beware: How to Protect Your Money from Scams and Fraud
Building Confidence Through Annual Review Meetings
Should you Die with Zero
2022 Financial Year in Review and Looking Ahead for 2023
Are rising interest rates a curse or a blessing?
Teaching Kids About Money with Will Rainey
Retirement Planning: Understanding your RRIF Options
Managing your Investment Portfolio Through a Recession
15 Questions to ask when Choosing a Financial Advisor
The 4 Criteria to Evaluate Financial Advice
Money & Couples – Why you Must Get This Right!
Inflation, Interest Rates and Bond Returns with Sooyeon Mirda CFA, Dimensional Fund Advisors
The 5 Ws of Estate Planning with Edmond Fhima
Inflation, Market Volatility and Your Portfolio
Tax-Free First Home Savings Account (FHSA)
Solutions for Canadian Home Property Market
How To Manage Your Portfolio During Turbulent Times
The ins and Outs of Preparing Your 2021 Tax Returns
Your CPP/QPP & OAS Benefits
You Chase - You Lose!
War, Conflict & Long-term Investing
The Wheel of Wellness: 7 Habits of Healthy, Happy People with Heather Martin
The 4% Safe Withdrawal Rule.
2021 Year in Review
Maximizing Life Satisfaction and Happiness with Author Andrew Hallam
How to Start Saving and Investing with Ryan Jacobs and Matthew McGee
An Investor Guide to Inflation
Custodian Services & Independent Portfolio Management Firms
Death & Taxes: What you need to know.
Tax Planning for Medical Professionals with Riccardo Zerbino
Delta variant & investor implications
Understanding Robo-Advisors: Pros, Cons & Dilemmas
Voluntary Disclosures: You can run but you can't hide
Net Worth Boom & Inflation
Family & Money with Family Legacy Guide Steve Legler
Navigating Conflicts of Interest in the Financial Services Industry
Wealth & Family Law: Marriage and Common-law Relationships In Canada
The Evolution of Investment Advice in Canada: The Next-Generation Advisor
Wealth & Real Estate: Part 3 – Urban & City Living
Wealth & Real Estate: Part 2 – Empty Nesting & Downsizing Homes
Wealth & Real Estate: Part 1 – Expanding Family & Buying Larger Homes
Pump and Dump is Alive and Well.
Wealth & Family Law: Part 3 - Unmarried Couples in Québec
Wealth & Family Law: Part 2 - Matrimonial Regimes
Wealth & Family Law : Part 1 - Family Patrimony in Québec
Economic and Stock Market Recovery
The Ins and Outs of Preparing Your 2020 Tax Return - with Guest Hugh Campbell, CPA, CA
Navigating Financial Bubbles
Demand for home health care for retirees spikes during pandemic: Learn more with our expert guest Andrew De Four
2020 Investment Surprises: Interest rates, Canadian home prices, FAANGMs, Tesla, Robinhood, IPOs and so much more!
Changing Investing for the Better with ETF Pioneer - Gerry Rocchi
Active vs Passive: Use SPIVA scorecards to make better decisions.
The Impact of Pandemic Buying Behaviours
History of the Indexing Revolution
EBI - Principle #3: Choose Indexing to Implement Your Portfolio
EBI - Principle #2: Diversify Your Asset Classes
EBI - Principle #1: Invest in Asset Classes
Winning Through Evidence-Based Investing (EBI)
Lessons for the Long-Term / A Tale of Two Decades
How an Investment Policy Statement helps you look into the “eyes of a tiger”.
Chilling Out: Planning for Retirees
Your Power Play: Planning for 35 to Pre-Retirees
Laying a Strong Foundation: Planning for 25 to 35 Year Olds
Investment Pitfall #4: Failing to Diversify Properly
Investment Pitfall #3: Chasing Performance and Trying to Outsmart the Market
Investment Pitfall #2: Building Portfolios Based on Predictions
Investment Pitfall #1: Not Having an Investment Philosophy
Investment Noise: Leads to Traps and Pitfalls for Investors
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