Building Wealth On The Go

Welcome to 2023.  In this podcast, we discuss New Year's Resolutions, how the markets finished in 2022, and the importance of a diversified portfolio in uncertain markets.

In this episode we look back at 2022 and what effected the volatility in the market. Covid, war, shutdowns, re-openings, real estate, and Inflation rate. 

In this recent podcast, we interview Steve Moore of MNP where we discuss Year-End Tax Planning ideas, tax implications, donations, RRSP, TFSA, sole proprietorship and succession planning.

Recently travelled to Europe, we thought we would touch on its economy.  Is Europe in a recession or is it going to happen soon?

The Russia/Ukraine situation continues, UK separation, Italy just had an election...

How does all this effect the economy.

In our latest podcast we Interview Christine Culbertson - Account Executive from Industrial Alliance Insurance and Financial Services about Individual Pension Plans, Personal Pension Plans and Retirement Compensation Arrangements. How does it differ from a regular RRSP?

Based on the current volatility in the Markets, lets look into the three main sectors and how they are being effected  - Technology, Oil & Resources, and Consumer Staples. Enthusiasm, Supply & Demand, and Necessity

Joe Cesnik takes a deep dive into fixed income, the bond market and what they are. 

What Lysander specializes in and the relationship with Canso.

We also question Joe on current interest rates going up, how their strategies have changed, and how they mitigate risk in this market.

Larry has over 35 years of experience in the industry, working his way up in the early stages of his Career to Chief Technical Strategist of CIBC World Markets. From there, Larry went on to Co-found ETF Capital Management, and has continued that practice to date where EFT Capital Management is a partner of QWealth.  Larry also has a popular weekly segment on BNN, Berman’s call.

Larry replies to some key questions on option strategies, volatility, inflation, interest rates, and what can we expect.

In this podcast, we cover things that should be discussed as a married or common-law couple:  

Common goals, joint bank accounts, spending habits, beneficiary, estate planning, life insurance, taxes, and spousal RRSP

In this podcast episode, we introduce our new QWealth Portfolio Manager Josh Brown where he discusses his role as a Discretionary Portfolio Manager as well as What's happening in the Markets.