Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative options, including:

• What are the options available?
• Approaches to fixed income investing
• Bank of Canada rate cuts and the effect on the fixed income market

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Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

• In your opinion how does a financial planner help with investor success?

• How important is it for your plan to evolve as you do and your situation changes?
• Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
• What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
• At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including:

• Overview of technical analysis
• Overview of quantitative analysis
• You are a Chartered Market Technician® - what does mean?
• How does you use technical and quantitative analysis to inform your views on what is going on in markets?
• What are you current views?

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss teaching kids about money, including:

• Importance of financial literacy
• Lack of financial planning education for kids/youth
• How to start helping your kids/grandchildren
• Important things teenagers/young adults can do

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss what’s going on in equity markets, including:

• Q2 quarterly update highlights
• Interest rate cuts
• Differences between US and Canada
• Recession?
• Issues in the housing market

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss what’s going on in fixed income markets, including:

• Recent federal budget and the new capital gains taxes
• Recap of where we are/where we have been
• Rates and inflation
• Opportunities
• The importance of after-tax yields.

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The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

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 – multi-generational home renovation tax credit

Cross Border

• Tax implications of moving to Canada, including with investments and US retirement accounts from previous employer
• Tax implications of moving out of Canada

General Tax Planning

• Income splitting with a spouse
• Maximizing tax benefits of donations by donating stocks rather than cash

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Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

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 podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.