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Press Release

Podcast - March 28, 2023

Episode 75: How Much?! | Do You Really *Need* That Much for Retirement?

You’ve probably read the recent headlines about how much you now *need* to be able to retire in Canada. For everyone. Apparently. We would like to provide some guidance on how you should view those headlines. Episode Transcript Speaker 1: You are about to get lucky with the Barenaked Money Podcast, the show that gives […]

Webinar - March 24, 2023

REPLAY: Stop Dreading Tax Season & Start Planning for Wealth

March 2023 In this presentation, our Portfolio Managers provide a brief market update followed by a discussion on optimizing your tax savings to make sure you’re correctly positioned to take advantage of tax deferral or savings opportunities for you today and beneficiaries in the future.

Podcast - March 23, 2023

Bonus Episode: Life in the Margins | Marginal VS Average Tax Rates

It’s that time again! Tax time. (OK, maybe the exclamation mark was a little misleading.) If you hear people saying they’re paying 40% or 50% in income tax…that might also be a little misleading. Join Colin and Dan as they talk about marginal VS average tax rates.  Episode Transcript Speaker 1: You’re about to get […]

Podcast - March 21, 2023

Episode 74: Bank Failures? | Just Not as Interesting as COD

In this week’s episode of the podcast, Colin & Josh talk about recent tribulations in banking and determine that, overall, they’re just not as interesting (or distressing) as you might think.  Episode Transcript Speaker 1: You’re about to get lucky with the Barenaked Money Podcast, the show that gives you the naked truth about personal […]

Podcast - March 14, 2023

Episode 73: Diversification | A Deep Dive

When you’re deeply involved in something, it’s easy to forget what is and what isn’t as obvious to others. We realized that we’d never really told you what diversification *is*, in detail. This episode will explain that jargon in detail…but not in painful detail. Just the right amount of detail. Episode Transcript Episode 73: Diversification | […]

Podcast - March 8, 2023

Bonus Episode: Triple A Takeover | Ainsley, Amanda & Amy on the Pod

Kicking off our brand new Book Club on International Women’s Day, we’re talking about the book Girls Just Wanna Have Funds. We’re also discussing general advice for new investors and tips for choosing an advisor to work with to ramp up your path to achieving financial goals. Start where you are with what you have!  […]

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