Building Wealth On The Go

Markets stayed strong through Q3 2025, with major equity indexes posting solid gains and AI-focused stocks continuing to lead the charge. But with valuations stretching and credit spreads tightening, what might that mean heading into year-end? 🤔yesIn this refreshed version of Building Wealth on the Go, Brad Wilson, Wealth Advisor with KLT Wealth and Associate Portfolio Manager at Q Wealth Partners, breaks down:✅ Key highlights from Q3 market performance✅ The growing gap between large-cap and small/mid-cap stocks✅ What tighter credit spreads could signal for investorsTune in for your monthly update designed to help you understand what’s driving markets, and what to watch next as we move through Q4.

Visit our website: https://www.kltwealth.ca/Contact us: [email protected]

One of the most common questions when planning for life after work:“How much is enough?” In this episode of Building Wealth On The Go, the KLT team breaks down what really goes into figuring out your number, from government benefits and real estate to tax rules and rising care costs.Whether you’re aiming for freedom at 55 or just getting started, this is a must-listen for anyone looking to build a plan that fits your life.Visit our website: https://www.kltwealth.ca/Contact us: [email protected]

Life insurance isn’t just about protection, it’s a tool for building financial security and planning for the future.In this month’s episode of Building Wealth on The Go, we break down the different types of life insurance, when you might need them, and how to figure out the right coverage for your situation. Listen now to learn how life insurance can play a bigger role in your wealth strategy.

Visit our website: https://www.kltwealth.ca/

Contact us: [email protected]

Should you rent or own in 2025?

On this episode of Building Wealth On The Go, the KLT Team breaks down the real costs of buying a home, hidden fees to watch for, and why renting might not be such a bad thing after all. Whether you're buying your first place or planning your next move, this one is worth a listen.

Tax season is around the corner—but don’t worry, we’ve got your back. In this month’s episode of Building Wealth On The Go, we are focused on practical tax planning strategies to help you feel more prepared, less stressed, and fully in control of your finances.

Join us as we share some tips and tricks to help you navigate the season with confidence.

Have questions about navigating Disability Tax Credits and Registered Disability Savings Plans?

In this month’s episode of Building Wealth on the Go, we break down grant qualification criteria, how RDSP grants work, and key strategies for planning ahead.

Ready to crush your goals in 2025? 🎯

2024 in review, 2025 in view! 🎙️

Tune in to the latest episode of Building Wealth on the Go as we break down the highs, lows, and everything in between from this year’s markets—and share insights on what may be ahead for 2025.

As the year wraps up, it’s the perfect time to review your tax strategy and find ways to minimize taxes, while maximize your savings.

In this episode of Building Wealth On The Go, we dig into the economic impact of tariffs following the US election, exploring their effects on trade, inflation, and market responses.