Smith Manoeuvre Wisdom

I was recently interviewed for a fun podcast by Ahmad Saad, from Young Money Simplified. Topics include: How to EASILY outperform investment advisors and robo advisors. The principles to be a successful investor. Having a growth mindset. Confidence, instead of fear. Why students should NOT pay off their student loan. Lifecycle Investing – the ulitmate…

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I’m thrilled to have been interviewed for the 4 Pillars of Entrepreneurship Summit, an online summit of entrepreneurs talking about their experiences. Interesting video with my insights into “Creating the GPS to Financial Freedom”. The organizer is Annie Hardock, a woman who is passionate about helping entrepreneurs and those wanting to become an entrepreneur. She…

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I am very excited to have my first podcast with the incomparable Kornel Szrejber. Kornel is Canada’s #1 financial podcaster and the best interviewer I know. I am a reader, myself, but have learned there is a huge audience of educated, intelligent listeners for podcasts. To see how podcasters are different, an ideal video is only…

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The Cash Dam is a simple but powerful tax strategy I have used with quite a few clients. It is an especially attractive option for those who are familiar with the Smith Manoeuvre or other tax minimization strategies. It can help you with tax optimization if you have a mortgage and own either a small business or…

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I’m pleased because the Canadian MoneySaver is the highest quality financial magazine in Canada, in my opinion. It is also Canada’s only financial magazine with a print edition. I wrote a very high quality article for the November issue about how to become financially free. It covers: The most common issues people experience trying to…

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