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Best Ways to Get a Bigger Tax Refund

I was recently interviewed by Isabelle Docto from Daily Hive on the “Best Ways to Get a Bigger Tax Refund”. She asked two really interesting questions that didn’t make it into the interview, so I thought I’d answer them in this video. The questions are: Please check out the original article here: https://dailyhive.com/canada/best-ways-bigger-tax-return Watch the…

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Live Q&A from Canadian Financial Summit 2022 

In November 2022 I was a speaker at the Canadian Financial Summit. It is Canada’s #1 online financial summit. Kornel Szrejber who runs the event & the Build Wealth Canada podcast, did a Live Q&A with me for exclusive access pass holders. He gave me a link to this private event, so I could share…

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How to Design Your Retirement Income: An Overview

With so much advice on retirement, sometimes it’s hard to know what to do. How do you put all the details together to get the retirement income you want with the minimum lifetime tax? Quite a few people asked me questions about retirement income in response to my last video. In my latest video, you’re…

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Using Your Corporation As Your Retirement Fund

Can you fund your retirement from your corporation? That’s the question I answer in my latest video specifically for business owners. This is part # 2 of the video I did last week, where I go deeper into tax-efficient investment strategies when owning a corporation. It may seem complicated (if you’re talking to your accountant),…

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How to Easily Outperform Investment Advisors & Robo-Advisors

Understand how long-term thinking, having a Financial Plan, and unconventional wisdom can help you EASILY outperform both investment advisors and robo-advisors. Fun podcast with Chrissy & Money Mechanic of Expore FI Canada: On this episode, financial planner Ed Rempel tells us how to easily outperform investment and robo advisors. (Hint: it’s simpler and easier than you think—no…

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