Episode 72- Estate Planning: What is Equal vs What is Fair w/ Jessica Elie of Loopstra Nixon LLP

Episode 74 -How to Keep More of Your Money| Business-owners | Senior Level Executives | Lottery Winners

HOW TO KEEP MORE OF YOUR MONEY Tax Planning & the Annual Wealth Review for Business Owners For experienced business owners, keeping more of your money isn’t about last‑minute tax decisions, it’s about having a clear annual review process that connects your business, personal wealth, and long‑term plans. In this episode, we discuss how business owners approach tax planning as part of an annual wealth and tax review, rather than a one‑time filing exercise. This is the type of review many established business owners use to ensure their structures, cash flow, and planning remain aligned as their wealth grows. We cover: * How business owners think about tax planning across the year * Reviewing business income in the context of total personal wealth * Compensation structure, corporate cash, and retained earnings * Why where your wealth is held matters over time * Estate and succession considerations that protect flexibility * How an annual tax and wealth checklist helps create consistency This conversation is designed for business owners who already have advisors and want a practical, repeatable way to review their financial picture each year without overcomplicating it. FREE ANNUAL TAX & WEALTH REVIEW CHECKLIST FOR BUSINESS OWNERS We’ve created a Free Annual Tax & Wealth Review Checklist based on the framework discussed in this episode. To receive the checklist: 📩 Please email charmi.shah@nbc.ca with the subject line “Annual Checklist”, and we’ll send it to you directly. Who this episode is for: Business owners, incorporated professionals, and family business owners who want clarity, structure, and consistency in how they plan for taxes and long‑term wealth.

Episode 73- Top 5 Equity Mistakes Founders Make

***** National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA). I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF. The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

Episode 72- Estate Planning: What is Equal vs What is Fair w/ Jessica Elie of Loopstra Nixon LLP

We sat with Jessica Elie to discuss the concepts of equal vs. fair when doing your estate planning. Often, the way we divide up our assets for our beneficiaries may be equal, but not fair due to different family & economic structures or situations of the beneficiaries. Many families have children that are probably more successful than other children in the same family. Punishing those successful kids for their success (by limiting how much or what they inherit) may be problematic when it comes to inheriting assets. Tune in to listen how Jessica Elie suggests you approach this very common scenario with compassion, care, & fairness. ***** National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA). I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF. The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

Episode 71- How is the Canadian Industrial sector doing in 2025- With Maxim Sytchev of National Bank Capital Markets

We sat with Managing Director, Maxim Sytchev of National Bank Capital Markets, to chat about the Canadian Industrial sector and how the companies that make up this group are doing in light of everything happening in 2025 and beyond. The securities or sectors mentioned in this episode are not suitable for all types of investors and should not be considered as recommendations. Please consult your Wealth Advisor to verify whether the security or sector is suitable for you and to obtain complete information, including the main risk factors. Some of the securities or sectors mentioned may not be followed by the analysts of NBF. National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA). I have prepared this report to the best of my judgment and professional experience to give you my thoughts on various financial aspects and considerations. The opinions expressed represent solely my informed opinions and may not reflect the views of NBF. The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

Episode 70- What is the difference between the Bank of Canada & The Fed?

In this episode- we talk about the difference in mandates between the two central banks and how this crucial difference affects the economy & investors.