Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Podcast - May 2, 2023
From Colin: “I believe that’s what we were calling it. Because we couldn’t come up with a good theme, it was almost like leftover day at the restaurant; we took everything that was laying on the cutting board, and we throw it into a pot, we’re calling it stew, and hopefully people will like it.” […]
Blog - April 21, 2023
A common question we get is, “What’s the difference between an RRSP and TFSA?” If you’re interested in the basics, keep reading, we’ll give a brief overview of what they are and include a few scenarios of where one might work over the other. The Basics A registered retirement savings plan (RRSP) is an account […]
Podcast - April 18, 2023
Much ado about…The 2023 Federal Budget. Episode Transcript Announcer: You’re about to get lucky with the Barenaked Money Podcast, the show that gives you the naked truth about personal finance, with your hosts, Josh Sheluk and Colin White, portfolio managers with WLWP Wealth Planners IA Private Wealth.Colin White: Welcome, everybody, to the next edition of […]
Podcast - March 28, 2023
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
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
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 […]
You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.
