207. Tax Reporting Rules That Suck! Watch Out For Trusts!

Wealth Without Bay Street 207: Tax Reporting Rules That Suck! Watch Out For Trusts!   Are you involved in a bare trust arrangement? Currently, we are at the one-year mark since Bill C-32 was enacted. This means that we are now entering the first tax reporting season under this law, covering an entire tax year. […]

206. Finding the Perfect Storm in Real Estate Investing

Wealth Without Bay Street 206: Finding the Perfect Storm in Real Estate Investing   If you have ever tried to start, grow, and expand a Real Estate portfolio, you have likely realized that it is not as easy as you want it to be. Real Estate entrepreneur Russell Westcott shares tales from the trenches of […]

205. Next Level Income with the Investment Optimizer

Wealth Without Bay Street 205: Next Level Income with the Investment Optimizer Want to learn the secret to creating a high-performing opportunity fund capable of transacting over $1 billion in real estate? Look no further because we have Chris Larsen, the expert who has accomplished just that!  At a young age of 21, Chris began […]

204. Can You Get Rich Buying Cars?

Wealth Without Bay Street 204: Can You Get Rich Buying Cars? The enticing advertisements are everywhere, floating across various platforms, claiming that buying cars can make you rich or help you create wealth. Most people in Canada and the United States are acquiring cars through different means like cash payments, leasing, or financing. But here’s […]

203. How Soon Can I Stop Paying Premiums with Infinite Banking?

Wealth Without Bay Street 203: How Soon Can I Stop Paying Premiums with Infinite Banking? In Canada, many people have been conditioned by their past experiences, knowledge, and behavior to perceive insurance as an expense. This often leads to the question: when can I stop paying for this expense?  It’s a mindset we commonly have. […]

202. Income Splitting Strategies for Couples in Canada

Wealth Without Bay Street 202: Income Splitting Strategies for Couples in Canada Curious about how to split income with your partner or spouse? It’s a question on everyone’s mind, especially when the rules keep changing and it becomes a myriad of complications. People are eager to find ways to maximize their tax benefits.   Our good […]

201. How to Melt Down Your RRSP: Case Study

Wealth Without Bay Street 201: How to Melt Down Your RRSP: Case Study Looking for a strategy to handle a potential RRSP meltdown? We’ve got you covered! Our sample plan generally requires a time commitment of at least 6 years. In this real example we accomplished for client Peter, we helped him navigate the process […]

200. Set Big Goals in 2024

Wealth Without Bay Street 200: 1st Episode of 2024 “New year, new me” is a thing of the past. How about a New Decade resolution instead? With a decade ahead of us, we have room for growth and forgiveness. Let’s focus on gradual and steady progress towards our goals. Reflect on the past, decide what […]

199. Cracking The Health and Wealth Code

Wealth Without Bay Street 199: Cracking The Health and Wealth Code At our company, we emphasize the importance of protecting not just your finances but also prioritizing your health as a valuable asset. Just as you rely on advisors to handle your money matters, having guidance for your well-being is equally crucial.  In this episode, […]

198. 2024 Canadian Tax Changes, CPP And Economic Updates

Wealth Without Bay Street 198: 2024 Canadian Tax Changes, CPP And Economic Updates Simply put, inflation works as a sneaky tax on your income. It affects every dollar you make, ultimately reducing the amount of what you can keep. As Canadians, we are constantly burdened with punishing taxes, including some that are not widely known, […]