Investing Strategies & Personal Finance

What should traditional and alternative investors in Canada know about the new capital gains tax changes? Find out in this session, as MoneySense Editor-in-Chief Lisa Hannam walks through what the changes mean and how they may impact investors. She will also answer the top five questions Canadians have about capital gains tax.

The Money Multiplier teaches the importance of privatized banking, keeping money in the family and how to break the bonds of financial slavery you don’t even realize you are in. Everyone needs to understand how money really works and start taking back control of the banking function in their life. Jason Sipple will be showing you how to get ALL the money back for every car you will ever buy, drive, and own for you and your family, for the rest of your life. And if it works for a car, what else do you think it can work for? Anything; products, business expenses, taxes, services and investments (double dip on your money).

The ability to grow your wealth rapidly is 80% dependent upon how much you pay in taxes and how well your investments perform. Unfortunately, most CPAs are historians who tell you how much you make, how much you owe, and how to write large checks at the last minute when you least expect it. In this session, learn how to protect your income and gains from taxation by responsibly diversifying market-based investments into passive real estate and alternative classes designed to improve performance. We'll also go over how to slash your taxes by 30% or more and create tax-free wealth for life, implement an investment plan to grow your wealth, and recover up to 70% of your tax bill using solar tax credits.

Join Robert A. Green, CPA, of GreenTraderTax.com in his webinar on year-end tax planning for traders. Don’t wait until April 2025; arrange tax savings for 2024 before the year-end. Learn about tax-loss selling, avoiding wash sale losses, paying estimated taxes, and other tax-saving strategies. 

Are you paying more than $100,000 in taxes? Find out how to use solar tax credit to convert your tax liability dollars into investment that pays you! 

Turner Capital has discovered a better way to invest in the stock market. This groundbreaking technology does not rely on following headlines, cycle analysis, expert predictions, or the success of any sector or group of stocks. Instead, we pay attention to the entire market, known as the collective wisdom of the market to make trading decisions. This trend following system has been back tested through multiple decades and has a place in every investor portfolio. Join me to learn more about how it works!

From time to time, throughout history, a breakthrough occurs. Sometimes that breakthrough is in medicine; sometimes in science; sometimes in technology; and, on rare occasions a breakthrough occurs in the world of finance.  About two years ago, we discovered an amazing fact in the world of buying and selling equities on the public market. This fact recognizes that current technology permits us to make trading decisions based 100% on observing the current Market Consensus which tells us what the market is thinking and where the market is headed.  Market Consensus processes vast amounts of information—such as economic data, company performance, geopolitical events, and investor sentiment—resulting in stock prices that reflect the collective assessment of all available information at any given time.

Our breakthrough technology is encapsulated in how to capitalize on this collective wisdom of the market. I will show you how this breakthrough works and how it totally revolutionizes the timing of when to be in the market and how to be in or out of the market, with no guessing; no hoping; no buy-and-hold; no magic; no tricks. This breakthrough is truly a paradigm shift in how to make money in the stock market. This is a must-attend session that just might change your financial life for the better...in a big way! 

It is important for retirees to create an income strategy that produces the income they need today and in the future. In other words, retirees need to balance the need for short-term liquidity and long-term opportunity for growth.

One of the most significant risks for retirees is the sequence of returns risk. In other words, sequence of returns withdrawing income from an underperforming portfolio. It is also important to address inflation risk because the longer that retirees need to depend on their portfolio for income, the greater the likelihood they will experience a market downturn or recession.

In this session, we will discuss strategies to optimize sources of retirement income and improve cash flow in retirement. 

This webinar introduces tax-saving strategies for business owners and high-net-worth individuals. It covers Captive Insurance Companies' role in risk management and tax savings and their broader benefits, such as asset protection, wealth accumulation, and business stability. The presentation will also outline different strategies for tax minimization when converting a large IRA to a Roth IRA. 

Tired of investing in something that provides you with ZERO resources or collateral? What do you do when a stock or mutual fund tanks? Make your next investment a collateralized one with trust deeds. Learn more about the investment that has been providing investors like yourself with passive fixed income for decades. It’s time to stop looking for yield in all the wrong places.