As 2025 comes to a close, it’s the perfect time to take stock of your investments, and your taxes.
In this month's update, Brad Wilson, CIM® breaks down one of the most valuable year-end strategies for Canadian investors: tax-loss selling.
He explains how realizing losses can reduce your tax bill, when the strategy makes sense (and when it doesn’t), what accounts it applies to, and how to avoid the superficial loss rules that can derail your planning.
Before the year ends, make sure your portfolio and tax strategy are aligned for a strong start to 2026. 📈
Tune in, learn the essentials, and get ahead of your planning... and your peace of mind.
The November Economic Update is here 📈 In this month’s episode of Building Wealth on the Go, Brad Wilson walks us through what is shaping Global, US, and Canadian markets as we move toward the end of 2025.If you want a clear snapshot of what is happening and why it matters, this episode is a helpful place to start. Listen now and subscribe to stay informed.
Markets stayed strong through Q3 2025, with major equity indexes posting solid gains and AI-focused stocks continuing to lead the charge. But with valuations stretching and credit spreads tightening, what might that mean heading into year-end? 🤔yesIn this refreshed version of Building Wealth on the Go, Brad Wilson, Wealth Advisor with KLT Wealth and Associate Portfolio Manager at Q Wealth Partners, breaks down:✅ Key highlights from Q3 market performance✅ The growing gap between large-cap and small/mid-cap stocks✅ What tighter credit spreads could signal for investorsTune in for your monthly update designed to help you understand what’s driving markets, and what to watch next as we move through Q4.
Visit our website: https://www.kltwealth.ca/Contact us: info@kltwealth.ca
One of the most common questions when planning for life after work:“How much is enough?” In this episode of Building Wealth On The Go, the KLT team breaks down what really goes into figuring out your number, from government benefits and real estate to tax rules and rising care costs.Whether you’re aiming for freedom at 55 or just getting started, this is a must-listen for anyone looking to build a plan that fits your life.Visit our website: https://www.kltwealth.ca/Contact us: info@kltwealth.ca
Life insurance isn’t just about protection, it’s a tool for building financial security and planning for the future.In this month’s episode of Building Wealth on The Go, we break down the different types of life insurance, when you might need them, and how to figure out the right coverage for your situation. Listen now to learn how life insurance can play a bigger role in your wealth strategy.
Visit our website: https://www.kltwealth.ca/
Contact us: info@kltwealth.ca
Should you rent or own in 2025?
On this episode of Building Wealth On The Go, the KLT Team breaks down the real costs of buying a home, hidden fees to watch for, and why renting might not be such a bad thing after all. Whether you're buying your first place or planning your next move, this one is worth a listen.
Tax season is around the corner—but don’t worry, we’ve got your back. In this month’s episode of Building Wealth On The Go, we are focused on practical tax planning strategies to help you feel more prepared, less stressed, and fully in control of your finances.
Join us as we share some tips and tricks to help you navigate the season with confidence.
Have questions about navigating Disability Tax Credits and Registered Disability Savings Plans?
In this month’s episode of Building Wealth on the Go, we break down grant qualification criteria, how RDSP grants work, and key strategies for planning ahead.
Ready to crush your goals in 2025? 🎯 Tune into the latest episode of Building Wealth On The Go as we dive into setting SMART goals that stick! Learn how to stay on track and move closer to your financial and personal success. Let’s make progress, one SMART step at a time!
2024 in review, 2025 in view! 🎙️
Tune in to the latest episode of Building Wealth on the Go as we break down the highs, lows, and everything in between from this year’s markets—and share insights on what may be ahead for 2025.
As the year wraps up, it’s the perfect time to review your tax strategy and find ways to minimize taxes, while maximize your savings. Tune in to our latest podcast for valuable tips on giving back and keeping more of your hard-earned dollars!
In this episode of Building Wealth On The Go, we dig into the economic impact of tariffs following the US election, exploring their effects on trade, inflation, and market responses.
Interested in learning the ins and outs of life insurance? Let us guide you through the various options to uncover the right fit for you.
Navigating your debt can feel intimidating, but we're here to help lessen the burden. On this episode of “Building Wealth On The GO," we provide you with knowledge on the types of debts and management strategies to leverage.
On this episode of “Building Wealth On The GO” we discuss recessions on a global to local scale, the investing landscape, and this month's market outlook.
On this episode of “Building Wealth On The GO” we discuss the latest market news updates, interest rates and Bitcoin ETFS.
On this week's episode of “Building Wealth On The GO” we discuss the latest market news updates and the impact of The Bank of Canada’s interest rate decision.
In this week’s episode, we discuss the recent rate hikes, sticky inflation, the surge of Artificial Intelligence, and Canada’s current standings on household debt among the G7 countries.
In this episode we discuss, what is the US Debt Ceiling and why are we talking about it? What will the ramifications be? Inflation - Showing resilience despite a high interest rate environment
In this episode we cover the recent economic headlines, earning season, housing, market outlook, and our Exclusive upcoming event featuring Larry Berman Live.