Videos

Watch my full video on diversification here: https://www.youtube.com/watch?v=0dRuhvjmQrQ #ad #bmoetfs

Don't make this HUGE investing mistake and instead ensure you've got a diversified portfolio for your investments. Too often, I see influencers tell people to just buy this one stock or ETF and they'll get rich, without sharing how risky this can be! To build long-term wealth (and do it…

Watch my full video on this new tax change here: https://www.youtube.com/watch?v=LEwjfALuMp8

Are you looking for a list of student credit cards in Canada plus a bunch of helpful information about building credit as a student and what not to do when applying for cards? Then you've found the right video! Recently, a student in my Wealth Building Blueprint for Canadians course…

Want to learn how to invest in your 20s in Canada? Or your 30s, or 40s (the info still applies!). In this video, I share my guide on how to start investing so you can avoid some costly mistakes and go on the right path for you. I know when…

Watch my full video on this new tax change here: https://www.youtube.com/watch?v=IDTZSY4Z_ko

Starting today, you may be paying more tax on your capital gains. As of June 25, 2024, the new capital gains rules take effect and they may have a big impact on your tax bill. Or not. It really depends. Nevertheless, it's important to understand what's changed with capital gains…

Want to automate your portfolio WITHOUT using a robo-advisor? It wasn't possible in Canada before, but now you can automatically buy stocks, ETFs, and even cryptocurrency with Wealthsimple Trade's recurring investments feature available on their mobile app made possible by purchasing fractional shares. In this video, I walk you through…

You may be taking a summer break, but cybercriminals work year-round! This is why it’s so important to always stay aware of common scams that you may be exposed to and do everything you can to help protect yourself from fraud or identity theft. One way I’ve been protecting myself…

I'm that much closer to getting my CFP! In this video, I share how I passed my final exam to fulfill all my core curriculum requirements to get my CFP. For anyone else thinking of taking the Canadian Securities Institute (CSI) Law, Estate and Tax Supplement (LETS) course, I share…

How do you feel about your life right now, in this moment? I've gotta say, this question has been heavily on my mind the past year since I've had to do a lot of introspection for my upcoming book. Am I happy? Where am I headed? What is my personal…

Is there an advantage to being an outsider? Often we just want to fit it, but what would happen if we leaned into what sets us apart? That’s what Ciera Rogers founder and CEO of BABES and author of The Outsider Advantage, did to get herself out of poverty and…

• Is there an advantage to being an outsider? Often we just want to fit it, but what would happen if we leaned into what sets us apart? That's what Ciera Rogers, founder and CEO of BABES and author of The Outsider Advantage, did to get herself out of poverty…

Looking for a woman in finance? You found her! I had the best time hosting another panel discussion for @bmocanada ETFs Market Insights YouTube Channel. The topic we discussed was investing during an election year and what that means for your portfolio. They’ve got some amazing and insightful free content…

We talk a lot about investing, budgeting, and spending our money… but what about giving it away? An often overlooked but important element of personal finance is making sure our money flows through our communities and helps make the world a safer, kinder and better place. That’s why I invited…

We talk a lot about investing, budgeting, and spending our money... but what about giving it away? An often overlooked but important element of personal finance is making sure our money flows through our communities and helps make the world a safer, kinder and better place. That's why I invited…

🇨🇦Victoria Day long weekend deals🤑 Remember, a sale is only a deal if you need it and can afford it. Have a budget and stay within it. But optimize your purchase with a browser extension like Rakuten and use a credit card that will earn you points, rewards or cash…

To watch the full video https://www.youtube.com/watch?v=Y1-RS25nv94