Canvas Wealth

Free Lunch

Business EN ↓ 97 episodi

Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles:-Markets Are Efficient and Work over Time-Successful Investing Results from a Long-Term Disciplined Approach-Fear and Greed Degrade Portfolio Returns-Costs Make a Difference-Portfolio Diversification Reduces Risk...

Visita il sito del podcast e sostieni chi lo crea: www.canvaswealth.ca

Autore

Canvas Wealth

Categoria

Business

Sito del podcast

www.canvaswealth.ca

Ultimo episodio

30 set 2026

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Episodi

Reading Your Way (To Success!) 23.04.2025

In honour of World Book Day, Colin, Karyn, and Blair share their top finance and investing book recommendations - from timeless classics to modern favourites. Whether you are just getting started or deep into your financial journey, this episode is packed with page-turners that can help you build wealth, understand risk, and avoid common investing mistakes. Tune in and add some smart reads to...

Preserving Wealth for the Ones You Love 16.04.2025

Colin and Karyn welcome back special guest Jonathan Ng for a conversation important for your loved ones. From spotting the signs of financial vulnerability to choosing a trusted contact person, they explore the key legal and emotional steps to safeguarding wealth for aging loved ones. Listen and enjoy the show!

The Evolution of Advice 09.04.2025

From stock-picking stress to personalized planning, Colin and Karyn trace how financial advice has transformed over the years. They explore the shift from commissions to fees, the rise of robo-advisors, and why the human touch still matters, especially when the stakes are high. Listen and enjoy the show!

World Health Day…Stress, Fitness & Finances 02.04.2025

Colin, Karyn, and Monique discuss how financial stress affects our health, mindset, and decision-making. From money worries to comparison traps, they explore ways to reframe financial anxiety and build resilience. Plus, Monique will share practical tips to take control of your financial future without losing sleep over it. Listen and enjoy!

Diversification and Zero-Sum Games 26.03.2025

Calgary is built on oil & gas, but does your investment portfolio reflect too much of the same? Colin and Karyn break down how home bias may affect investors in resource-heavy cities. They also unpack zero-sum games, active vs. passive investing, and whether hedge funds live up to the hype. Listen and enjoy the show!

Death & Taxes: What You Need to Know 19.03.2025

Colin and Blair tackle two things no one can escape—death and taxes. From TFSAs and RRSPs to joint accounts, they break down strategies to minimize estate taxes, maximize wealth transfer, and avoid costly mistakes.

Can You Escape Market Volatility? 12.03.2025

This week, Colin and Karyn dive into the reality of market ups and downs—spoiler alert: volatility is unavoidable! From recent tariff-driven swings to the power of diversification, they unpack how to navigate uncertainty and stay invested for the long haul.

Does Gender Make a Difference in Investing? 05.03.2025

Colin and Karyn sit down with Dr. Meghaan Lurtz, a leading expert in financial psychology, to explore how men and women approach investing. Do women really take fewer risks? What does it all mean for long-term success? Listen to the episode to find out!

When Markets Seduce and Confuse 26.02.2025

Colin sits down with Meb Faber, co-founder and Chief Investment Officer of Cambria Investment Management, to unravel the emotional rollercoaster of investing. From market euphoria to unexpected downturns, they discuss how to stay grounded and make better investment decisions.

Millennials Wealth with Dan Solin 19.02.2025

In todays episode Colin and Karyn interview Dan Solin. Dan is a New York Times Best Selling Author who has recently published Wealthier: The Investing guide for millennials. Listen in as Dan shares his knowledge on what to teach our younger investors.

Valentine’s Day – Heroes & Villains 12.02.2025

Every couple has a story. Sometimes one plays the hero, while the other plays the villain. In reality, it all comes down to perspective. In today’s episode, Colin and Karyn discuss the dynamics of couples and money, and the challenges that arise when financial views don’t align. Listen and enjoy the show!

“It’s Groundhog Day!” with Brian Portnoy 05.02.2025

Colin and Karyn are joined by special guest Brian Portnoy, founder of Shaping Wealth and author of The Geometry of Wealth. Together, they explore how investors can avoid repeating the same financial mistakes. Listen in to learn how to build a more intentional financial future!

Blue Monday and Dr. Daniel Crosby 29.01.2025

In today’s episode Colin and Karyn interview Dr. Daniel Crosby, who is the Chief Behavioural Officer at Orion, a New York Times Best Selling author, and friend of the show. Listen in to find out more about Blue Monday and the 5 pillars of happiness.

An interview with a Chief Evangelist, Samantha Russell 22.01.2025

In today’s episode Colin interviews Samantha Russell, Chief Evangelist with FMG Suite. What is a Chief Evangelist? Listen in to find out more and enjoy the show!

Talk’n Stocks and Stuff with Shay Kshatriya 15.01.2025

In today’s episode Colin interviews Shay Kshatriya. Shay shares his insight on the markets, economy, interest rates, inflation, and other things. Listen in to find out more and enjoy the show!

Capital Market Assumptions and 2025! 08.01.2025

In today’s episode Colin and Karyn talk about what to expect for 2025. Another year of double digit return in equities? Or something else? Listen in to find out more and enjoy the show!

New Year’s Tax Tips 01.01.2025

In today’s episode Colin and Karyn talk about tips for the new year. It is never to early to start planning out the year ahead. Listen in to find out more and enjoy the show!

12 Steps of Investing & The 12 Days of Christmas 25.12.2024

In today’s holiday episode Colin and Blair take us through the 12 fundamental steps of investing. Linking those steps to the traditional Christmas Carol. Enjoy the show and seasons greetings to all!

Priority vs Proprietary 18.12.2024

In today’s episode Colin and Steve talk about proprietary products and a consumer pushback that is happening in Canada. Listen in to find out more and enjoy the show!

Unusual Indices and Purchasing Price Parity 11.12.2024

In today’s episode Colin and Karyn review some of the more unique indices out there. What is the significance of underwear, lipstick, and Big Mac sales? Listen in to find out more and enjoy the show!

What Investors Get Wrong 04.12.2024

In today’s episode, Colin and Blair dive into the evolution of Canvas Wealth, share the philosophy that drives their success, and unveil the future path with Q Wealth Partners. Listen now and enjoy the show!

Our Partnership with Q Wealth 27.11.2024

In today’s episode, we are joined by Jared Rabinowitz and Stephen Gasparek from Q Wealth Partners. Listen in to find out more about our recent partnership!

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