This week, Paul & William explore some of the most common mistakes they see high-income earners make.

They also debunk common myths about what's required to build and maintain wealth.

Topics discussed include, but aren't limited to:

• The right investment strategies for high-income and high-net-worth individuals
• Behavioural biases
• How to optimize the use of registered accounts
• Lifestyle creep

Listeners will come away with a better understanding of building and maintaining wealth.

Connect With Paul & William:

Click here to book a call with Paul

Click here to book a call with William

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The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Hosted on Acast. See acast.com/privacy for more information.

The Canadian Federal government announced significant changes to capital gains taxes in its latest budget.

This week, Paul & William explain the changes in the budget and how it will affect Canadians.

Namely, these changes will affect you if:

• You have significant non-registered investments
• You have any corporately held investments
• You own an investment property
• You own a business

These changes will significantly alter the financial plans of many Canadians.

Listeners will come away with a better understanding of the changes and actionable strategies to reduce their impact.

Connect With Paul & William:

Click here to book a call with Paul

Click here to book a call with William

Connect with Paul on Linkedin

Connect with William on Linkedin

Follow William on Twitter

The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Hosted on Acast. See acast.com/privacy for more information.

This week, Paul is joined by special guest Dennis Serre, President & CEO of Serre Financial.

Dennis brings over 30 years of taxation planning experience to clients and financial advisors across the country. He began his career with the CRA, and he remains a leader in the industry by researching and providing unique tax alternatives to business owners and high-net-worth individuals.

Paul & Dennis discuss the use of family trusts for business owners and how they can be used to reduce taxation.

Topics discussed include, but aren't limited to:

• The use of family trusts for tax deferral
• Tax on Split Income (TOSI) rules and how family trusts can reduce their impact
• How family trusts can be used to reduce taxation on sale of capital property such as real estate
• Using a family trust to multiply the Lifetime Capital Gains Exemption
• How estate freezes can be used to pass a business onto the next generation

Connect With Paul & William:

Click here to book a call with Paul

Click here to book a call with William

Connect with Paul on Linkedin

Connect with William on Linkedin

Follow William on Twitter

The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Hosted on Acast. See acast.com/privacy for more information.