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 with my clients and social media followers.

Here are some of the questions that I answered during the Q&A:

  • Tax implications of an “in trust” account for your child.
  • What impact does high inflation have on retirement plans vs. two years ago.
  • What should you do if your RRSP contribution room has been maxed?
  • Given the popularity of passive indexing strategies, is this an issue with future returns?
  • When you elect the minimum on your registered retirement income fund (RRIF), can you then take out more?
  • What is the difference between a RRIF and a LIF (Life Income Fund)?
  • Should you create a medical budget for after you retire?
  • The best way to do the Smith Manoeuvre.
  • Which version of the Smith Manoeuvre is recommended for someone with a high risk tolerance?
  • How to build confidence as a DIY investor to trust a financial planner to find All Star Fund Managers for me.
  • Are there any tax strategies for highest-bracket earners, beyond just vanilla RRSP?

Ed

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Ed Rempel has helped thousands of Canadians become financially secure. He is a fee-for-service financial planner, tax  accountant, expert in many tax & investment strategies, and a popular and passionate blogger.

Ed has a unique understanding of how to be successful financially based on extensive real-life experience, having written nearly 1,000 comprehensive personal financial plans.

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2 Comments

  1. Ed Rempel on April 7, 2023 at 11:41 PM

    Hi Hope,

    Thanks for the feedback and kind words. I appreciate you taking the time to tell me.

    Ed



  2. Hope Mathias on January 25, 2023 at 1:39 AM

    Thanks Ed Rempel for the great job. I was at the summit last year as an audience. All the questions asked where excellently answered. I look forward to a more engaging participation this year.



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