Archive for March 2025
National Post Article: How to take a tax-smart approach to long-term savings
The National Post asked me to share my insights on the smartest, most tax-efficient strategies for young Canadians looking to build wealth. This article is part of a special series aimed at Millennial and Gen Z investors who are focused on long-term financial growth. Some key points that are covered in the article: CLICK THE…
Read MoreCan You Be Confident in the Stock Market? (UPDATED)
Which is true? To invest effectively for your future, it is vital to be confident in your investments. Here is the historical data to give you a clear picture of what long-term investors can expect. By the end, you’ll have a clearer answer to the big question: Is the stock market the best way to…
Read MoreHow to Donate Effectively and Avoid Telemarketers – Interview with John Bromley, Founder & CEO of Charitable Impact
Last year, I did a video on How to Donate Effectively, where we explored the idea that one of the ultimate status symbols is creating your own charitable foundation—and how to make a real impact with your giving. In my latest video I interview John Bromley, the Founder and CEO of Charitable Impact, the platform…
Read MoreWhat’s New in Tax 2025
Every year, tax rules change. For 2025 there are six main tax changes that you’ll want to know about. And there’s good news: two major uncertainties are finally gone! In my latest YouTube video, podcast episode, and blog post you’ll learn New reporting requirements for trusts Capital gains inclusion For this year, there are few…
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