Why the 4% Rule Might Fail You: The CAPE Ratio, the “MOAB,” and Retirement Planning in Canada

by Aasad | May 29, 2026 | Blog

If you’ve spent any time reading financial blogs, watching YouTube, or sitting across from an advisor, you’ve heard some version of the most quoted line in all of retirement planning: “Build a portfolio worth 25 times your annual spending, withdraw...

Episode 264: The Passive Income Mistake You Need To Avoid as a Canadian Business Owner

by Aasad | May 26, 2026 | Podcast

Episode 264: The Passive Income Mistake You Need To Avoid as a Canadian Business Owner Listen here on our website: Or jump to this episode on your favourite platform: Watch Now! Are your corporate retained earnings really worth what you think they are once they...

30 Years of Hard Work Shouldn’t Just Go to CRA”: How this Canadian Business Owner Found a Better Path for His Corporate Cash

by Aasad | May 22, 2026 | Blog

How an Ontario Business Owner’s Retained Earnings Strategy Finally Changed Ryan spent nearly 28 years building his career in the electrical contracting industry in Ontario. He started as an employee, earned his place in management, and eventually negotiated into...

Episode 263: The Smith Manoeuvre vs. Cash Damming: What Canadian Investors Need to Know

by Aasad | May 19, 2026 | Podcast

Episode 263: The Smith Manoeuvre vs. Cash Damming: What Canadian Investors Need to Know Listen here on our website: Or jump to this episode on your favourite platform: Watch Now! Are you chasing a tax-saving strategy that sounds smart—but may not be the biggest...

The 5 Investor Personalities Every Canadian Should Know: Why Who You Are Matters More Than What You Invest In

by Aasad | May 17, 2026 | Blog

Most Canadians spend years searching for the perfect portfolio. Almost none of them spend time understanding the person who has to live with it. Here’s something that rarely gets talked about in Canadian wealth planning circles. Two investors. Same portfolio....