The Advantaged Investor Raymond James Ltd./TMDS

Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss what’s going on in equity markets, including:


Importance of financial literacy
Lack of financial planning education for kids/youth
How to start helping your kids/grandchildren
Important things teenagers/young adults can do

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Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss what’s going on in equity markets, including:


Q2 quarterly update highlights
Interest rate cuts
Differences between US and Canada
Recession?
Issues in the housing market

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss what’s going on in fixed income markets, including:


Recent federal budget and the new capital gains taxes
Recap of where we are/where we have been
Rates and inflation
Opportunities
The importance of after-tax yields.

 

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Sonya Dolguina, Manager, Tax Consulting joins host Chris Cooksey to talk tax, including new tax accounts and laws, cross border tax implications as well some general tax planning topics:

New account and laws


First Home Savings Account (FHSA), what is it and who can open one?



What if someone previously owned a home, can they open the FHSA account?
How can a FHSA help with supporting your adult children with purchasing their first home?


o   New tax law – federal anti-flipping rule for selling real estate held for less than a year

o   New tax law – multi-generational home renovation tax credit

Cross Border


Tax implications of moving to Canada, including with investments and US retirement accounts from previous employer
Tax implications of moving out of Canada

General Tax Planning


Income splitting with a spouse
Maximizing tax benefits of donations by donating stocks rather than cash

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Susan Latremoille, co-founder Next Chapter Lifestyle Advisors joins host Chris Cooksey to discuss the planning non-financial aspects of retirement, which are often overlooked by pending retirees, including:


Who is Susan and what does Next Chapter Lifestyle Advisors do?
The importance of planning your retirement lifestyle and having meaningful non-financial conversations.
The difference between being financially ready to retire, and being mentally ready to retire.
What are the common pitfalls people fall into when it comes to the non-financial aspect of retirement? 

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Mutual Fund & ETF Specialist Luke Kahnert joins host Chris Cooksey in this episode. Luke and Chris look at the mutual fund and ETF industry, what are the trends, what are flows indicating and other interesting aspects that should be considering when look at investing into these products, including:  


What is new in the Canadian mutual fund and ETF industry?
What were some of the top takeaways from this year’s report from IFIC?
Do you see these growth trends for ETFs continue as we move forward and do you think, at some point?
Can you provide some reasons for why we are seeing this continued ETFs growth?
Growth in the ETF industry has been helped by ETFs have evolved from passive investing to other options, e.g. rules-based ETFs.
Can you touch on some of other innovations we’ve seen in ETFs over the years?
What other research can you provide when looking back at 2023?
What do you think might be a factor that will affect next year’s IFIC report? 

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.