Building Wealth On The Go

Welcome to our post US Election podcast. In this episode we dive into the status of the US presidential race as of November 6th, 2020 and our assessment of how the markets have reacted. We also touch on how the global markets will be affected and what we in Canada might see with a change of administration. 

Welcome to a special episode of Building Wealth on the Go, where the entire team at KLT Wealth Management touch on important things to review and consider before the year ends. This includes tax planning, preparing to file next year. Looking at RESP contributions and top ups, especially if your kids are getting older, and TFSA strategies. Additionally we stress the importance of communication and now is a great time to touch base with your advisor if you haven't yet already. 

Stay tuned for the next episode and special guests to come in the coming weeks.

Welcome to season 2 of Building Wealth on the Go. In our first episode, we are back and recapping the end of the summer and turbulent September in the markets. We reviewed the current economic conditions, COVID-19 resurgence, and the US presidential election.

Stay tuned for the next episode in 2 weeks. 

On this episode of Building Wealth on the Go, we had Bernd Silbermann, District Vice President with Manulife Investments join us. We discussed Manulife and their partners, their outlook on the economy, and how they are positioning their funds moving forward. We also touched on the volatility that we have experienced, and what to expect as we close out 2020. 

Stay tuned for our next episode. 

On this episode we reviewed the Canadian government's fiscal snapshot, and discussed the status of the Canadian economy. We also looked at the current market conditions and what the outlook for July is.

Stay tuned for another episode in August.

In this weeks episode we review the current economic conditions, and recent volatility in the markets. We discuss the changes in the real estate lending space, and how the reopening of the economies is having an impact on the economy and on the markets. 

This week we are extremely happy to have had Tim McNulty from Manulife Bank join us.  We went in-depth discussing virtual banks and how Manulife Bank operates. We took a deep look into their product line-up and how they can help clients from their everyday banking to debt consolidation and cash flow planning. 

Thank you to Tim for taking the time for this episode.

Stay tuned for future episodes in the weeks to come. Please let us know of any topics you would like us to cover. 

On this episode of Building Wealth on the Go, the KLT team discusses recent news on the Canadian housing market. They also discuss the buzz surrounding gold, and how various sectors are being hit during this pandemic. The team then looks at the current economic conditions, and the outlook for the markets and the economy.

Nobody likes insurance, but it is an important aspect of your financial plan. This week the KLT Team discusses the various types of insurance available, and insurance strategies at various stages of life. They also discuss how insurance can be used as tax efficient estate planning.

We will be back in 2 weeks with our next episode. Let us know any topics you would like us to cover in future episodes. 

This week, the KLT team dives into the topic of ETFs. They review what ETFs are and how they have evolved to where they are today. We discuss the differences between ETFs and Mutual funds, and the pros and cons of both. Lastly, the team looks at the difference between active and passive management.

Please let us know topics you would like us to cover in future episodes. 

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