Building Wealth On The Go

We are back with our part 2 on the topic of crypto. In this episode we dive deeper into Bitcoin to further understand it and how it has evolved. We discussed the ways in which you can buy and sell bitcoin, and what to look for in a trading platform. We also touch on cold vs hot storage of bitcoin and which may be best for you. A must not miss 30 minute deep dive into bitcoin! On our next episode w...

A dive into the world of cryptocurrency! How did we get to this point? We reviewed the history of money and currency and how it has evolved over time. We also touch on the blockchain, and why decentralized currency is so lucrative. Stay tuned as our upcoming podcasts will feature more on Bitcoin, and crypto, including how to buy & sell, and where to store it.   Instagram: instagram.c...

Where is ESG going? What does the rise of ESG and SRI mean for the industry. A super interesting conversation with Shelly Dhawan, Head of ESG Analysis with Vancity Investment Management Group. Shelly shares great insight on the screening process, how ESG has evolved, and where it is heading.  Follow us on instagram: https://www.instagram.com/kltwealthmanagement/?hl=en Check out our website: w...

It is RRSP Season! In this episode we dive into what an RRSP is and strategies to best utilize it. We compare it to a TFSA, and look at Tax Strategies to help you at this time of the year. RRSPs have many benefits such as the HBP, and LLP. We breakdown both, and discuss strategies to optimize them. Stay tuned for future episodes on crypto currency and life insurance. 

We are back and there is so much to talk about. We first dissected the madness happening in the markets driven by the WallStreetBets reddit forum. We then took a step back to review the year that was in 2020. Lastly we shifted focus to the market outlook for 2021.  Find us on instagram: www.instagram.com/kltwealthmanagement Check out our website: www.knowliketrust.ca

Welcome to our final podcast of 2020! In this special holiday episode the whole KLT gets together and shares our top 12 tips and tricks for success in 2021. Thank you for tuning in to our first year of podcasts and we will be back strong in the new year to continue season 2!

Welcome to S2E5 of Building Wealth On The Go. In this episode Brad is joined by Greg Bracken a Mortgage Agent with Capital Mortgages. They discuss the current Real Estate market in Ottawa, and dive into detail on the Mortgage Approval process and the current rate environment.  Contact Greg: greg@brackenmortgages.ca www.brackenmortgages.ca #realestate #homebuying #klt #mortgage #firsttimehomeb...

In Season 2 Episode 4 of our podcast, we follow up from our US Election podcast, and take a look at the current status in the US. We discuss rising Covid cases and vaccine optimism. We also look ahead to December, and what the markets could do to close out the year.

Welcome to our post US Election podcast. In this episode we dive into the status of the US presidential race as of November 6th, 2020 and our assessment of how the markets have reacted. We also touch on how the global markets will be affected and what we in Canada might see with a change of administration. 

Welcome to a special episode of Building Wealth on the Go, where the entire team at KLT Wealth Management touch on important things to review and consider before the year ends. This includes tax planning, preparing to file next year. Looking at RESP contributions and top ups, especially if your kids are getting older, and TFSA strategies. Additionally we stress the importance of communication and...

Welcome to season 2 of Building Wealth on the Go. In our first episode, we are back and recapping the end of the summer and turbulent September in the markets. We reviewed the current economic conditions, COVID-19 resurgence, and the US presidential election. Stay tuned for the next episode in 2 weeks. 

On this episode of Building Wealth on the Go, we had Bernd Silbermann, District Vice President with Manulife Investments join us. We discussed Manulife and their partners, their outlook on the economy, and how they are positioning their funds moving forward. We also touched on the volatility that we have experienced, and what to expect as we close out 2020.  Stay tuned for our next episode.&n...

On this episode we reviewed the Canadian government's fiscal snapshot, and discussed the status of the Canadian economy. We also looked at the current market conditions and what the outlook for July is. Stay tuned for another episode in August.

In this weeks episode we review the current economic conditions, and recent volatility in the markets. We discuss the changes in the real estate lending space, and how the reopening of the economies is having an impact on the economy and on the markets. 

This week we are extremely happy to have had Tim McNulty from Manulife Bank join us.  We went in-depth discussing virtual banks and how Manulife Bank operates. We took a deep look into their product line-up and how they can help clients from their everyday banking to debt consolidation and cash flow planning.  Thank you to Tim for taking the time for this episode. Stay tuned for future e...

On this episode of Building Wealth on the Go, the KLT team discusses recent news on the Canadian housing market. They also discuss the buzz surrounding gold, and how various sectors are being hit during this pandemic. The team then looks at the current economic conditions, and the outlook for the markets and the economy.

Nobody likes insurance, but it is an important aspect of your financial plan. This week the KLT Team discusses the various types of insurance available, and insurance strategies at various stages of life. They also discuss how insurance can be used as tax efficient estate planning. We will be back in 2 weeks with our next episode. Let us know any topics you would like us to cover in future ep...

This week, the KLT team dives into the topic of ETFs. They review what ETFs are and how they have evolved to where they are today. We discuss the differences between ETFs and Mutual funds, and the pros and cons of both. Lastly, the team looks at the difference between active and passive management. Please let us know topics you would like us to cover in future episodes.  Visit our website www...

This week the KLT Team dove right into your questions surrounding Robo-Advisors. What exactly are they, how do they work, and what are the pros and cons. Thank you for all of your support and requests, and please let us know future topics you would like us to cover. 

This week, District Vice-President of Sales for Mackenzie Investments, Mike Anderson joins the KLT Team on a special edition of the podcast. Mike and the KLT Team discuss Mackenzie's funds, the various portfolio managers, and their current positioning through this market volatility. Some great insight and discussions! Let us know your thoughts, and topics or questions that you would like us to cov...

On this episode we dive into the topic of debt, discussing how to best manage your debt. We look at the generational differences in approaches to debt management, and strategies to deal with debt in the current climate. Additionally we answer questions regarding "should i borrow to invest?". Lastly we talk about the Canadian Emergency Response Benefit that has been rolled out, and look at the succ...

S1E5: A special edition episode, where the KLT Team is joined by Mike Nixon, Vice President, IA Clarington Investments. Mike provides excellent insight into the current market situation, and compares this setback, to 2008. We discuss how the portfolio managers at IA Clarington are positioning their portfolios, new companies emerging, and what their economic outlook is. We discuss opportunities for...

S1E4: The KLT team dives into the importance of cash flow planning, and gives tips on how to successfully plan and manage your cash flow. They then discuss the current market environment, and how to seek out opportunities with the volatility. The team looks at this market vs 2008, and how the government support has arrived much quicker. Lastly they discuss feel good stories happening around the wo...

S1E3, the KLT team dives into an important part of your financial planning; Banking and Credit Cards. We discuss what to look for, how to pick a bank account and credit card, and the importance of building your credit. We provide tips and tricks on how to avoid unwanted fees, credit card debt and improve your credit score. For more, check out our previous episodes, and let us know what you would l...

S01 E02: Recorded on Thursday February 27th, the KLT Team provided an update on the market conditions with the recent sell-offs amidst the spread  and fear of the coronavirus. What is the outlook now after a decline to start the week? We also dive into the topic of SRI (Socially Responsible Investing) and ESG (Environmental Social Governance) Investing. We talk about the trend, how it is evol...