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Home
About
Podcast
Blogs
Ebooks
Resources
Market statistics
Model portfolio
Disclaimer and policies
FR
Mis en avant
November 26, 2025
Financial & Tax Planning Concepts
Episode #81: 2025 Year-End Tax Planning
November 26, 2025
Financial & Tax Planning Concepts
November 26, 2025
Financial & Tax Planning Concepts
November 20, 2024
Financial & Tax Planning Concepts
Episode 69: 2024 Year- End Tax Planning
November 20, 2024
Financial & Tax Planning Concepts
November 20, 2024
Financial & Tax Planning Concepts
March 13, 2024
Financial & Tax Planning Concepts
Episode 61: 2023 Update on PWL’s Expected Returns and a Review of Professor Scott Cederburg’s paper on life cycle asset allocation.
March 13, 2024
Financial & Tax Planning Concepts
March 13, 2024
Financial & Tax Planning Concepts
November 22, 2023
Financial & Tax Planning Concepts
Episode 58: Year-End Tax Planning and Update on Canada’s Major Pension Plans
November 22, 2023
Financial & Tax Planning Concepts
November 22, 2023
Financial & Tax Planning Concepts
October 25, 2023
Financial & Tax Planning Concepts
Episode 57: The Powerful Advantages of Total Market ETF’s & Canada’s Tax System
October 25, 2023
Financial & Tax Planning Concepts
October 25, 2023
Financial & Tax Planning Concepts
September 27, 2023
Financial & Tax Planning Concepts
Episode 56: RESP Withdrawal Planning and Investor Home Market Bias
September 27, 2023
Financial & Tax Planning Concepts
September 27, 2023
Financial & Tax Planning Concepts
May 10, 2023
Financial & Tax Planning Concepts
Episode 52: The New Tax-Free First Home Savings Account (FHSA) and Review of the Credit Suisse Global Investment Returns Yearbook 2023 - Summary Edition
May 10, 2023
Financial & Tax Planning Concepts
May 10, 2023
Financial & Tax Planning Concepts
December 1, 2022
Financial & Tax Planning Concepts
Episode 47: Update on Year-end Tax Planning for Capital Market Investors
December 1, 2022
Financial & Tax Planning Concepts
December 1, 2022
Financial & Tax Planning Concepts
April 7, 2022
Financial & Tax Planning Concepts
Episode 36: The Bank of Mom and Dad and the Financial Help Given to Children to Buy Houses
April 7, 2022
Financial & Tax Planning Concepts
April 7, 2022
Financial & Tax Planning Concepts
December 8, 2021
Financial & Tax Planning Concepts
Episode 30: Year-end Portfolio Tax Strategies – Part 2
December 8, 2021
Financial & Tax Planning Concepts
December 8, 2021
Financial & Tax Planning Concepts
November 24, 2021
Financial & Tax Planning Concepts
Episode 29: Year-end Portfolio Tax Strategies
November 24, 2021
Financial & Tax Planning Concepts
November 24, 2021
Financial & Tax Planning Concepts
September 15, 2021
Financial & Tax Planning Concepts
Episode 24: Registered Education Savings Plans
September 15, 2021
Financial & Tax Planning Concepts
September 15, 2021
Financial & Tax Planning Concepts
March 31, 2021
Financial & Tax Planning Concepts
Episode 13: The Tax Treatment of your Portfolio – Part 2
March 31, 2021
Financial & Tax Planning Concepts
March 31, 2021
Financial & Tax Planning Concepts
March 17, 2021
Financial & Tax Planning Concepts
Episode 12: The Tax Treatment of your Portfolio
March 17, 2021
Financial & Tax Planning Concepts
March 17, 2021
Financial & Tax Planning Concepts
