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Q1 2026 Market Update
In this quarterly market update, Portfolio Manager's Kyle Taylor and Cameron Winser discuss Iran war developments and AI disruption impacting markets and investor decision making.
Investing in Music Royalties
Host Kyle Taylor discusses opportunities investing in music royalties with featured guest, Kevin Geiger.
Q4 2025 Market Update
Kyle Taylor and Paul Simon look at the final months of 2025 and what's ahead for investors in 2026. Paul and Kyle discuss the AI "bubble", interest rates, and Fed independence, among other topical…
Q3 2025 Market Update
Cam Winser, Portfolio Manager & Head of Equities at TriDelta discusses the 2025 stock market rally and his thoughts on if the momentum can continue.
Q2 2025 Market Update
Paul Simon, Portfolio Manager and Head of Fixed Income at TriDelta discusses recent U.S. policy uncertainty, the declining U.S. dollar, and debt sustainability among global governments.
TriDelta Celebrates 20 Years
2025 marks 20 years since the TriDelta team began working with Canadians. Kyle Taylor and TriDelta founder, Ted Rechtshaffen discuss how wealth management has changed over the prior two decades and…
Q1 2025 Market Update
Cameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses the impact of global tariffs and which companies are well positioned heading into the remainder of 2025.
Q4 2024 Market Update
Paul Simon & Kyle Taylor discuss market returns in 2024, what to look for in 2025 and picks for Canadian preferred shares.
Maximizing Your Retirement: CPP & OAS
Advisor and Portfolio Manager, Kyle Taylor provides an overview of CPP, OAS, and strategies for maximizing your retirement benefits while minimizing tax.
Q3 2024 Market Update
Portfolio Manager's Kyle Taylor and Cameron Winser sit down to discuss interest rates, new market leaders, and what investors can expect from the U.S. election.
Q2 2024 Market Review
Paul Simon & Kyle Taylor discuss rising correlations among stocks and bonds, how to position your bond portfolio into 2025, and what to expect from interest rates moving forward.
Tax Saving Strategies for Your Corporation
Asher Tward and Kyle Taylor sit down to discuss the role insurance can play in protecting Canadian business owners from unnecessary tax and how to properly utilize insurance to maximize your estate.
Navigating Insurance Throughout Your Life
Jay Bernbaum and Kyle Taylor discuss the importance of insurance throughout our lives, examine how our needs change as we get older, and how best to integrate insurance into your financial plan.
What is Critical Illness Insurance?
Josh Tward and Kyle Taylor discuss the importance of critical illness insurance for Canadians and how to determine the best policy to fit your needs.
Q1 2024 Market Update
Cameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses key investment developments from the first three months of 2024 and where he sees opportunities into the rest of the year.
Financial Facelift with Matt Ardrey – Meet David & Greta
Originally published in the Globe & Mail February 2nd, 2024, Matt Ardrey discusses the real financial plan he developed for David and Greta. Matt answers several important questions such as: When…
Financial Facelift with Matt Ardrey – Meet Margaret & Norman
Originally published in the Globe & Mail December 8th, 2023, Matt Ardrey discusses the real financial plan he developed for Margaret and Norman. Matt answers several important questions such as:…
Planning for Retirement as a Single Parent
Michelle Hung discusses a real planning scenario and the challenges facing single parents looking to retire and help their kids.
Transitioning to Retirement as a High Income Earner
Brad Mol discusses a real planning scenario on how a high-income professional can transition into retirement and meet their spending goals while saving on tax.
What is the Value of a Financial Advisor?
Is there value in working with a wealth advisor? Matt Ardrey and Kyle Taylor discuss ways in which advisors can help avoid acting on impulse, ensuring Canadians have a well thought out plan for…
Frequently Asked Questions
Canadian Wealth Wisdom has published 21 episodes since April 2024, covering topics in Business, Education.
Canadian Wealth Wisdom is currently highly active with new episodes every 2 months. Average episode length is 20m.
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