Building Wealth On The Go

In this episode we cover the recent economic headlines, earning season, housing, market outlook, and our Exclusive upcoming event featuring Larry Berman Live.

In this episode, we discuss the recent headlines regarding the Silicon Valley Bank Collapse and Westjet taking over Sunwing.  We also cover job gains in February, the Canadian economy and claiming the Ontario Travel Tax Credit on your Taxes.  

In this episode we discuss the year-to-date Economic update, News from the FED, and the Near term outlook.

Welcome to 2023.  In this podcast, we discuss New Year's Resolutions, how the markets finished in 2022, and the importance of a diversified portfolio in uncertain markets.

In this episode we look back at 2022 and what effected the volatility in the market. Covid, war, shutdowns, re-openings, real estate, and Inflation rate. 

In this recent podcast, we interview Steve Moore of MNP where we discuss Year-End Tax Planning ideas, tax implications, donations, RRSP, TFSA, sole proprietorship and succession planning.

Recently travelled to Europe, we thought we would touch on its economy.  Is Europe in a recession or is it going to happen soon? The Russia/Ukraine situation continues, UK separation, Italy just had an election... How does all this effect the economy.

In our latest podcast we Interview Christine Culbertson - Account Executive from Industrial Alliance Insurance and Financial Services about Individual Pension Plans, Personal Pension Plans and Retirement Compensation Arrangements. How does it differ from a regular RRSP?

Based on the current volatility in the Markets, lets look into the three main sectors and how they are being effected  - Technology, Oil & Resources, and Consumer Staples. Enthusiasm, Supply & Demand, and Necessity

Joe Cesnik takes a deep dive into fixed income, the bond market and what they are.  What Lysander specializes in and the relationship with Canso. We also question Joe on current interest rates going up, how their strategies have changed, and how they mitigate risk in this market.

Larry has over 35 years of experience in the industry, working his way up in the early stages of his Career to Chief Technical Strategist of CIBC World Markets. From there, Larry went on to Co-found ETF Capital Management, and has continued that practice to date where EFT Capital Management is a partner of QWealth.  Larry also has a popular weekly segment on BNN, Berman’s call. Larry replies...

In this podcast, we cover things that should be discussed as a married or common-law couple:   Common goals, joint bank accounts, spending habits, beneficiary, estate planning, life insurance, taxes, and spousal RRSP

In this podcast episode, we introduce our new QWealth Portfolio Manager Josh Brown where he discusses his role as a Discretionary Portfolio Manager as well as What's happening in the Markets.

This new episode covers the current volatile market caused by the Russian invasion on Ukraine.  How the economy has been impacted with higher interest rates and the new Covid variant.

This episode covers market uncertainty, protest blockades, the Russia and Ukraine possible invasion, Investing 101 and RRSP Season.

In our first episode of 2022, we discuss what the Markets have been doing, Inflation and the current effects of Omicron.

Our final episode of 2021 has us reflecting on the year that was. We also are excited to share some big news about our firm. Lastly, we touch on things we are watching as we cross over into 2022. Take care and happy holidays! kltwealth.ca

Welcome back to Season 2 Episode 3 - in this episode we discuss some hot button issues at the top of the tabloids. We also dive into the recent market volatility. With all of this causing concerns, we walk through 5 steps to manage your emotions in volatile markets. 

We are back with a quick recap of the summer that was. We discuss current market conditions and economic outlook. We also dive a little but into the Canadian election. www.kltwealth.ca #election #economy #markets #investing

Last episode of Season 2! In our Season 2 finale the team gets together to discuss strategies to manage stress, and how to manage financial stressors. We also touch on personal experiences in finding motivation, and dealing with stress/anxiety. Looking forward to being back in the fall with Season 3!! kltwealth.ca

In this episode we dive into a June market update, and take a look at the state of the. housing market. What does the increase to the qualifying mortgage rate mean for you? We also look at the re-opening factors with increasing vaccination rates worldwide and especially here in Canada. www.kltwealth.ca

In this episode we dive into the world of financial advice and the various types of advisors out there. We also look at how you can evaluate your advisor, and finding the right fit. If you have any questions feel free to contact us via social media or at team@knowliketrust.ca www.kltwealth.ca

Gross....Life Insurance, nobody likes to talk about it! But let's dive deep into the topic, and understand some of the ins and outs. There is more to life insurance when you have the right product with the right amount of coverage. There are also so many strategies to employ at all stages of life, and it is especially important when you are younger, as it is the cheapest!  Contact us if you h...

In this episode we give a market update and dive deeper into some of the more popular indexes. These indexes are often used to track the "General Market". We look at what companies exist in them and if is fair to compare your portfolio to these indexes. We also touch on if you should invest in the index, and what that really means. www.kltwealth.ca www.instagram.com/kltwealthmanagement

Our third consecutive podcast on the topic of Cryptocurrency. In this episode we explain what Altcoins are and how they are impacting the crypto market. We discuss the current crypto environment and what the future holds. We are scratching the surface in a rapidly evolving space. Stay tuned to the podcast for further news on Bitcoin and Crypto, especially in our market update podcasts. Website: ww...