beyond MD with Dr. Yatin Chadha Yatin Chadha

I am delighted to host international best selling author, Andrew Hallam, on today's episode.We have a wide ranging discussion on the pillars of a successful life, the relationships between money & home ownership & happiness, spending money to enhance life satisfaction, evidence-based investing for success & simplicity, relationships, purpose, & lessons learned living abroad.Discussion Points/Chapters:- Andrew's background (1:40)- The requisites of a balanced & successful l...

Welcome back to beyond MD! Do you have an idea you want to bring to the world? If so, this episode is for you. Today I sit down with Matija Kamikovski, CEO of Precision Finance. Matija has more than a decade of experience leading finance teams at start ups.Discussion Points:Matija's background in guiding startups (4:10)Coming up with a sustainable business idea (7:50)How to get data on the usefulness of your idea (10:25)How do you know people will pay for your idea? (13:05)Attributes leading ...

I'm thrilled to host Ali Spinner, one of Canada's most trusted voices in tax, on the implications of the proposed hike in the capital gains inclusion rate.Discussion Points:- Tax 101 & What happened to the capital gains inclusion rate (0:55)- Numerical example with 100K capital gains (5:51)- Has tax integration been violated? Where should we hold certain assets like rental properties? (6:25)- Is it still worthwhile incorporating? (13:30)- A brief history of the capital gains inclusion rat...

I'm happy to have Dr. Kevin Mailo back on the show to discuss what he's learned from investing in real estate (RE) over the last 15 years. We talk about winners and laggards in the portfolio, property managers, challenges with direct ownership in RE, the importance of due diligence in private equity, & how critical it is to understand your "why" in investing.Physician Empowerment's Toronto conference occurs May 25-26 this year and you can save $100 using the discount code YATIN24 at: http...

In this episode I sit down with Parish Bhumgara from Gardiner Roberts LLP to discuss corporate shareholder agreements (CSA).Discussion points:- Parish's background (2:05)- Corporate shareholder agreements/CSAs: what & when? (2:40)- CSAs: who should consider this? (3:45)- CSA structure (6:20)- CSA share types (8:05)- Key details to be outlined on a CSA (11:03)- Unanimous shareholder agreements (16:33)- Scenarios where CSAs really help (17:33)- Separate corporation to invest in Real Estate ...

Today I discuss some of my investments. There have been wins along with some subpar performances. I've also caught myself occasionally falling into common investing traps. Today I address it all and what I've learned from my experiences.Discussion points:- #1: focusing too much on price (4:46)- #2: the importance of understanding what you are investing in (9:48)- #3: sometimes it pays to take less drastic action (17:35)- #4: investing in the market at all time highs (25:54)Companies discussed...