99 episodes

Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.

The Advantaged Investor Raymond James Ltd./TMDS

    • Business

Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.

    Fixed Income Options for Portfolios

    Fixed Income Options for Portfolios

    Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative options, including:


    What are the options available?
    Approaches to fixed income investing
    Bank of Canada rate cuts and the effect on the fixed income market

    Follow the podcast on LinkedIn: The Advantaged Investor

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

     

    • 16 min
    Summer Financial Planning Tips

    Summer Financial Planning Tips

    Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

     


    In your opinion how does a financial planner help with investor success?


    How important is it for your plan to evolve as you do and your situation changes?
    Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
    What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
    At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

    Follow the podcast on LinkedIn: The Advantaged Investor

     

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

     

    • 15 min
    Javed Mirza – Talking Quantitative/Technical Analysis

    Javed Mirza – Talking Quantitative/Technical Analysis

    Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including:


    Overview of technical analysis
    Overview of quantitative analysis
    You are a Chartered Market Technician® - what does mean?
    How does you use technical and quantitative analysis to inform your views on what is going on in markets?  
    What are you current views?

    Follow the podcast on LinkedIn: The Advantaged Investor

     

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

    • 21 min
    Teaching Kids about Money

    Teaching Kids about Money

    Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss teaching kids about money, 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

    Follow the podcast on LinkedIn: The Advantaged Investor 

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

     

    • 28 min
    Equity Market Update

    Equity Market Update

    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

    Follow the podcast on LinkedIn: The Advantaged Investor

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

    • 19 min
    Fixed Income Update

    Fixed Income Update

    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.

     

    Follow the podcast on LinkedIn:

    The Advantaged Investor

     

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

    • 15 min

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
A Book with Legs
Smead Capital Management
The Martin Lewis Podcast
BBC Radio 5 Live
Making Money
Kindling Media
More or Less: Behind the Stats
BBC Radio 4
Working Hard, Hardly Working
Grace Beverley

You Might Also Like

The Dividend Guy Blog Podcast
Dividend Guy
The Canadian Investor
Braden Dennis & Simon Belanger
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Animal Spirits Podcast
The Compound
The Compound and Friends
The Compound
The Bill Simmons Podcast
The Ringer