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National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF.

The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

We sat with Jessica Elie to discuss the concepts of equal vs. fair when doing your estate planning.

Often, the way we divide up our assets for our beneficiaries may be equal, but not fair due to different family & economic structures or situations of the beneficiaries.

Many families have children that are probably more successful than other children in the same family. Punishing those successful kids for their success (by limiting how much or what they inherit) may be problematic when it comes to inheriting assets.

Tune in to listen how Jessica Elie suggests you approach this very common scenario with compassion, care, & fairness.

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National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF.

The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

We sat with Managing Director, Maxim Sytchev of National Bank Capital Markets, to chat about the Canadian Industrial sector and how the companies that make up this group are doing in light of everything happening in 2025 and beyond.

The securities or sectors mentioned in this episode are not suitable for all types of investors and should not be considered as recommendations. Please consult your Wealth Advisor to verify whether the security or sector is suitable for you and to obtain complete information, including the main risk factors. Some of the securities or sectors mentioned may not be followed by the analysts of NBF.

National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF.

The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

In this episode- we talk about the difference in mandates between the two central banks and how this crucial difference affects the economy & investors.

Things to know before downsizing your home.

Downsizing your home to save money and simplify your life? This podcast is for you....

Things you wish you'd known before downsizing.

- it will probably cost you more than you anticipated- you may need new furniture, new art, and there may be fees that you haven't considered?

-you may not get the location you always wanted

-plan as early as possible- 5 years before pulling the trigger is ideal

-speak to a professional or advisor when thinking about downsizing

Do not go buy a Lambo first thing...

Don't let market chaos or political drama derail your investments!

Learn why staying calm and thinking long-term is key to financial success in volatile times.

Tune in for expert tips to keep your money rational and thrive! 📈💡

#investingtips #podcast#marketvolatility#staycalm

Sean, Amy, & Jalal discuss why many of us are not happy in our so-called "golden years" & what the top regrets are for retirees:

1) Not structuring your money to make you more money

2) Not having a supportive social circle

3) Forgetting to dream

4) Retiring too early

5) Not keeping up with your hobbies

They also discuss why the thought of going to the beach everyday, or travelling all the time, or spending our days golfing is not realistic and can get boring VERY fast. We're still human and we still require purpose. Diversifying our time is key to a happy retirement.

📢 Had a great chat with Martin Lefebvre, Chief Investment Officer of National Bank Investments here at National Bank of Canada about the current market environment and what it means for Canadian investors and the public.

Amongst the many things we discussed, we focused on questions that many of us are asking 🧐

1️⃣ Given the economic and political environment in the US, how do you see things playing out for Canadian investors 🇨🇦📊?

2️⃣How can investors be proactive in navigating the market turbulence we've seen in the last few weeks and in the coming weeks💡?

Spoiler Alert…his words of wisdom were 💬…"this is not time to be a hero"- loved that 🚀⚖️.

Are trusts and family trusts beneficial? What are the different corporate structures?

Let's Dig In...

We all love tax right? RIGHT???

💡Easily one of my favourite recordings to date. Along with Jalal Midani & Ali Spinner of Crowe Soberman, I had a great discussion on the importance of correctly setting up a corporate structure if you're a business owner. However you choose, it will have a profound impact on your tax obligations, operational efficiency, and overall success📝.

We learned a TON 🧠. Key takeaways were 🗝️:

- As a business owner, ask yourself, did you set up your business for a

future-sale? Or for income? 🔄

- For optimal sale-value & after-tax proceeds- 2 years of planning

is a minimum for setting yourself up for greater success 📈

- It doesn't matter much if you pay yourself a salary or a dividend (up

to a specific amount) 🛡️

- The use of trusts and holding companies can be VERY beneficial for

certain goals and in certain contexts- check out if it suits you 💼

If you're a business owner- I don’t say this lightly, you may find this chat beneficial

Ask your advisor to learn more.