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 ..read more

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?  Follow the ..read more

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 th ..read more

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 ..read more

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 adv ..read more

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 ..read more

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.   ..read more

Financial Planner Ines Iraoui returns to the podcast to discuss end of year financial planning tips with host Chris Cooksey, including:   What subjects are we talking about today regarding year-end financial planning? Tax-loss selling. Is there a deadline to do this? Can I sell, trigger a loss, and buy back these securities the next day? When it comes to donating, what are the options for year-end? Can someone only donate in cash, or can they donate investments? Possible changes in 2024 when it comes to donations. Retirement accounts - what needs to be done by the end of t ..read more

Chris Meekins, managing director, equity research at our parent firm Raymond James Financial joins host Chris Cooksey on the Advantaged Investor to discuss Covid-19 and the Omicron variant, including: Covid – what’s the quick overview on where we stand globally in terms of spread etc. Variants- is it surprise to see new variants? What do we know about Omicron? Or even what don’t we know about the variant? Is there real concern we are heading back towards where we were in March 2020 ..read more

Equity Research Analyst Stephen Boland joins host Chris Cooksey to discuss the Canadian diversified financials sector. We also touch on the recent news about US regional banks (e.g. SVB), including: 1.  With the recent news about some US banks, are there any similar concerns for Canadian companies? 2.  Tier 1 capital levels/liquidity of the banks compared to US peers. 3.  Contagion risk of the SVB issue on the Canadian banking sector? 4.  Measures currently in place to protect consumers/depositors – e.g., CDIC. 5.  How are Canadian financials responding to the current ..read more