91 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.

    Update on the Canadian mutual fund and ETF industry

    Update on the Canadian mutual fund and ETF industry

    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? 

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

    • 20 min
    Failure to Launch: Adult Dependents and their Estate Rights

    Failure to Launch: Adult Dependents and their Estate Rights

    Paula Lester joins host Chris Cooksey in this episode. Paula is Associate VP, Estate and Trust Solutions, for Solus Trust, which is an affiliate of Raymond James.  We recently published an article in the commentary and insights section of RaymondJames.ca called Failure to Launch: Adult Dependents and their Estate Rights and today Paula and I will be discussing this case and questions it raises, including:  


    Overview of the case
    Why is this case so astounding?
    Who else might have a right to support from someone’s estate?
    How does a court decide how much a person should receive under a support claim?
    What can people do when planning their estate to either prevent someone from making a successful support claim like the one in this case?
    Can a person avoid these support claims by making sure that all assets pass outside of the estate? For example, putting them in trust or naming a direct beneficiary on life insurance or registered accounts?

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    The Advantaged Investor

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

    • 14 min
    Chief Economist Eugenio Alemán’s outlook for 2024

    Chief Economist Eugenio Alemán’s outlook for 2024

    Chief Economist, Eugenio Alemán returns to the podcast to discuss his 2024 outlook with host Chris Cooksey, including:  

     


    Where we are in the economic cycle
    What may be in store for 2024
    What is he worried about for economy
    Inflation and rates

     

    Follow the podcast on LinkedIn:

    The Advantaged Investor

     

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

    • 15 min
    Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US

    Washington Policy Analyst Ed Mills | Hidden Fiscal Stimulus in the US

    Washington Policy Analyst, Ed Mills returns to the podcast and has wide-ranging discussion with host Chris Cooksey, including:  

     

    How bills passed in the last couple of years are only starting to hit the economy. We are talking about Inflation Reduction Act, Chips and Science Act and the Bipartisan Infrastructure Bill. How they could be under threat of repeal in a Trump Administration/how they should also be viewed in the lens of national security.

     

    Follow the podcast on LinkedIn:

    The Advantaged Investor

     

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

    • 17 min
    Equity update | A review of 2023 and a look at how 2024 is shaping up

    Equity update | A review of 2023 and a look at how 2024 is shaping up

    Head of Investment Strategy, Neil Linsdell returns to the podcast to discuss equity markets with host Chris Cooksey, including:  




    Review of 2023
    Inflation
    Rates
    Opportunities in 2024

    Follow the podcast on LinkedIn: The Advantaged Investor

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

    • 19 min
    Fixed income update | How 2023 closed and what does 2025 look like

    Fixed income update | How 2023 closed and what does 2025 look like

    Head Fixed Income Trader Harvey Libby returns to the podcast to discuss fixed income with host Chris Cooksey, including:  


    The environment at end of 2023
    Inflation
    Rates
    Opportunities in 2024

    Follow the podcast on LinkedIn: The Advantaged Investor

     

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

     

    • 13 min

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