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  • Mid-Year Check-In: Is Your Portfolio Still on Track?

    Mid-Year Check-In: Is Your Portfolio Still on Track?
    2026/06/26
    Lori and Jon discuss why a mid-year portfolio check-in is about more than just market headlines. From avoiding FOMO-driven decisions to evaluating whether your portfolio is aligned with your long-term goals, they share practical insights to help investors stay focused and disciplined.

    Hosted on Acast. See acast.com/privacy for more information.
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    15 分
  • Spring Clean Your Finances

    Spring Clean Your Finances
    2026/05/08

    Spring cleaning isn't just for your home – your finances deserve the same reset.

    Lori and Jon walk through how to review your portfolio, get ahead of taxes, understand your fees, and make sure your plan is aligned with where your life is headed.

    Enjoy the episode!

    Hosted on Acast. See acast.com/privacy for more information.
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    12 分
  • Making Taxes Work for You

    Making Taxes Work for You
    2026/04/02

    Tax season is a reminder that the best results come from planning ahead, not scrambling at the deadline.

    Lori and Jon share practical strategies for using tax‑efficient accounts like TFSAs and RRSPs wisely, thinking through life changes, and making confident decisions that add up over time.

    Tune in!

    Hosted on Acast. See acast.com/privacy for more information.
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    15 分
  • RRSPs vs. TFSAs: How Do They Stack Up?

    RRSPs vs. TFSAs: How Do They Stack Up?
    2026/03/06

    As RRSP season wraps up, Lori and Jon break down the classic question: RRSPs or TFSAs? They explain how income, age, and long‑term planning shape the right plan for you, and why using both accounts strategically can provide flexibility, reduce taxes, and manage OAS in retirement.

    Let's dive in!

    Hosted on Acast. See acast.com/privacy for more information.
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    15 分
  • Investing Your Way – Equal Weight Index, Total Cost Reporting Changes, and Investor Personalities

    Investing Your Way – Equal Weight Index, Total Cost Reporting Changes, and Investor Personalities
    2026/02/07

    Lori and Jon unpack what strong market headlines really mean for your own portfolio, and why your return might look different from the index. From cap-weighted vs. equal-weight performance to asset allocation, currency impacts, and new total cost reporting, they cover the key factors shaping your investment results.

    Happy listening!

    Hosted on Acast. See acast.com/privacy for more information.
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    16 分
  • Market Recap & 2026 Outlook

    Market Recap & 2026 Outlook
    2026/01/09

    Lori and Jon reflect on a strong 2025 and highlight the factors that supported double-digit market gains, including interest rate cuts, solid earnings growth, and policy support. They also share what they’re watching as portfolios head into 2026, and why discipline and active management remain key.

    Enjoy the episode!

    Hosted on Acast. See acast.com/privacy for more information.
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    17 分
  • Preparing the Next Generation for Their Inheritance

    Preparing the Next Generation for Their Inheritance
    2025/11/28

    Lori and Jon explore a key question for successful families: what happens when kids inherit wealth they’re not ready for? Lori shares strategies to pass on wealth wisely to help you avoid unnecessary taxes and prepare the next generation for financial confidence.

    Happy listening!

    Hosted on Acast. See acast.com/privacy for more information.
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    17 分
  • Back to School & Legacy Planning

    Back to School & Legacy Planning
    2025/09/05

    Lori and Jon discuss why back-to-school season is the perfect time to focus on the next generation. From RESP accounts to legacy planning, Lori walks through the best strategies to help you prepare, protect, and pass on wealth with confidence.

    Enjoy the episode!

    Hosted on Acast. See acast.com/privacy for more information.
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    17 分