Tag: Portfolio Manager

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Navigating the Complexities of the Canadian Economy with Kim Moody (Ep 21)

Navigating the Complexities of the Canadian Economy with Kim Moody (Ep 21)

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Part one left off the conversation on taxation and policies with new questions to be answered. Discover even more answers to some of those new questions. 

John and Alex Soutsos sit down once more with celebrated CPA and Amazon bestselling author, Kim GC Moody. They delve into the recent unveiling of the Canadian budget, its implications on the economy, and particularly its impact on the healthcare sector and business owners across Canada.

John, Alex, and Kim discuss: 

  • The profound implications of the recent Canadian budget on professionals and business owners.
  • A deep dive into the capital gains inclusion rate debate and its potential repercussions.
  • The controversial aspects of governmental subsidies in sectors such as electric vehicle production.
  • Strategies and insights for financial planning amidst shifting economic policies.
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Kim Moody:

About Our Guest: 

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

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Tax Planning Strategies for Future Estate Security with Paul McVean (Ep. #15)

Tax Planning Strategies for Future Estate Security with Paul McVean (Ep. #15)

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How well do you understand the post-death treatment of your assets? Are your financial affairs properly structured to maximize the value of the estate and ensure it is distributed in a fair and equitable manner?  

John and Alex Soutsos speak with Paul McVean, Founder of Astute Strategies Inc. and McVean Tax PC, on the fundamental aspects of tax and estate planning, including strategies for maximizing the value of your personal and professional assets..

John, Alex, and Paul discuss: 

  • How are registered assets, such as RRSPs or RIFs, treated upon death
  • How does the ownership structure of assets impact the tax implications upon death
  • Strategies for extracting assets from a professional corporation 
  • How can individuals document their intentions and assets to facilitate the executor’s role in estate settlement
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Paul McVean:

About Our Guest: 

Since entering the financial world in 1994, Paul has gained experience in a number of different areas. He began his tax career at one of the “big four” accounting firms, where he was involved in public accounting, tax planning, and compliance. Paul then gained experience in the fee-only financial planning world with a small independent firm where he provided advice to his own clients, as well as to the other consultants of the firm on various tax planning matters. He also worked in wealth management at one of Canada’s largest independent wealth management firms as Regional Vice President, Wealth Planning, followed by founding and being Managing Director of an advice-only financial planning firm, Astute Strategies Inc., where he provides complex financial, tax and estate planning solutions and expertise to and through financial advisors. 

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Web3 Technology in Building Design with Andy McKay (Ep.14)

Web3 Technology in Building Design with Andy McKay (Ep.14)

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Wondering how digitizing buildings can lead to better efficiency and reduced operational costs?

Learn the role of Web3 technology in architectural design with John and Alex Soutsos and their guest Andy McKay, founder and managing director of Digital Inc. They touch upon the merits of employing laser scanning in the construction process, the disparate rates of technology uptake in different regions, and how these tools serve in managing facilities and anticipating maintenance needs.

John, Alex, and Andy discuss: 

  • How Digital Inc. uses unique technological solutions to provide greater insights and allow builders to deliver projects faster
  • How digital twin technology can optimize building performance, particularly in terms of energy efficiency and cost savings
  • How Web3 technology takes property management to the next level 
  • How blockchain technology and cryptocurrency are being integrated into the construction industry, particularly with digital twinning and asset tokenization
  • And more

Resources:

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Connect with Andy McKay:

About Our Guest: 

Andy McKay is the founder and Managing Director of Digital Inc., a pioneering firm in the digitization of property, encompassing Geomatics, BIM, and Digital Twins. The operations of Digital Inc. span across the UK and Canada, with a unique business model that includes collaborating with local companies for onsite activities and leveraging international talent for digital production.

Andy’s professional journey in the property and construction sector spans over 20 years, marked by a commitment to continuous learning and a track record of delivering results as promised. He takes immense pride in leading a team of experts, who have consistently demonstrated their ability to meet the high standards of tier-1 property clients.

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Crafting Your Business Wardrobe with Wassim Al-Roz (Ep.11)

Crafting Your Business Wardrobe with Wassim Al-Roz (Ep.11)

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What do you look for in your business attire? An expensive bespoke suit? Or just a few suits you can mix and match the pieces to create new outfits for the office?

Join John and Alex Soutsos, with their guest Wassim Al-Roz, founder and owner of Noahdonis Sartorial Garments, in discussing his incredible journey from working in retail to starting his own business. Wassim shares his marketing strategies and discusses the importance of client support, sharing valuable insights on building a professional wardrobe and why it matters. 

John, Alex, and Wassim explore: 

  • His career journey and experience in the garment industry
  • Essential pieces for a young professional’s wardrobe
  • Challenges retailers face in meeting customer expectations in the fashion industry
  • The importance of fabric quality and suggestions for how to care for such materials
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Wassim Al-Roz:

About Our Guest: 

Wassim is a Lebanese-Canadian men’s fashion designer and retailer who specializes in dealing with athletes, celebrities, and business professionals across the Greater Toronto Area. He developed his passion for fashion as an 8-year-old in his father’s clothing stores in Pickering Town Centre. Wassim would often assist his father with small tasks around the stores, like counting inventory, which sparked a lifelong interest in clothing. After completing high school in Lebanon, Wassim returned to Canada to study business and finance at Ryerson University. It was during this time that he began his career in the fashion industry, first with Tip Top Tailors and then with Harry Rosen. 

After 5 years at Harry Rosen, Wassim began his first independent venture, Cloth Talk, in Port Credit, offering both ready-to-wear and custom pieces. Wassim’s latest venture is Noahdonis, named after his two boys, which focuses exclusively on custom-made clothing. Never one to be content with the status quo, Wassim is a visionary hoping to elevate fashion in the city. 

Wassim is also incredibly passionate about basketball, which he began playing as a 12-year-old and still enjoys to this day. He spends a great deal of his time away from work training and coaching kids from grade 4 to 7 in basketball and hopes to stay as close as possible in the years to come.

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Harnessing the Power of Cryptocurrency and Blockchain with Skyler Senkowski (Ep.9)

Harnessing the Power of Cryptocurrency and Blockchain with Skyler Senkowski (Ep.9)

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Technology has evolved how we interact with many aspects of our lives, including investment assets. Cryptocurrency and blockchain technology have the potential to completely upend the financial system. But what is cryptocurrency? How does blockchain technology work? How are they incorporated into modern investment strategies?

In this episode, John and Alex Soutsos are joined by Skyler Senkowski, owner of Ascend Blockchain Solutions in discussing the basics of cryptocurrency and blockchain technology. 

John, Alex, and Skyler touch on: 

  • What is cryptocurrency and blockchain technology
  • What industries could be affected by blockchain technology
  • How does regulation and anonymity play a role in the crypto community
  • Why is it important to consider utility and purpose when investing in crypto assets
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Skyler Senkowski:

About Our Guest: 

Skyler’s crypto journey began in early 2018 when he applied the educational and research skills learned in his undergraduate and master’s degrees (BA in Environmental & Urban Sustainability, MASc in Environmental Applied Science & Management) to teach himself about cryptocurrency and how to research crypto investments. This led him to his next chapter in 2020 when he left his government job in forestry to pursue crypto full-time. Two years after that, he had the inspiration to share his crypto knowledge and to empower others, which led him to build Ascend Crypto. Ascend Crypto provides a full suite of services, ranging from weekly newsletters and podcasts to educational courses and consulting.

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Market Crises Part 3 (Ep.8)

Market Crises Part 3 (Ep.8)

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Navigating the complexities of today’s investment landscape requires a nuanced understanding of the financial markets, and how they have responded to numerous events throughout history.

Today’s episode undertakes a comprehensive examination of the far-reaching repercussions of global government actions, shedding light on the financial and market impacts arising from a myriad of geopolitical events. From the complexities surrounding the European debt crisis to the persistent political instability in Greece and Italy, and the nuanced economic challenges faced by China, John and Alex provide an in-depth analysis of how these macroeconomic factors influence investment strategies and market behavior.

Part 3 of Market Crises provides insight on:

  • The importance of working with a wealth advisor who can provide perspective and act as a sounding board for their clients during periods of high volatility
  • The consequences of central bank and government interventions in the financial markets
  • How the Global Financial Crisis helped spark the European Debt Crisis 
  • The interconnected relationship of the global economy 
  • And more

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Historical Market Crises Part 2 (Ep.7)

Historical Market Crises Part 2 (Ep.7)

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The conversation about historical, influential financial events continues in this second part of “Historical Market Crises” with John & Alex Soutsos!

In this episode, John and Alex discuss some monumental moments in financial history including the Tequila Crisis in Mexico in 1994 and the potential impact of the current Israel-Hamas conflict on the financial markets. 

They also touch on the Asian financial crisis, the failure of Long-Term Capital Management, the dot-com bubble, and the global financial crisis of 2007-2009.

John and Alex discuss: 

  • The Tequila Crisis of Mexico in 1994 – how currency movements impact the financial markets
  • The Asian Financial Crisis and how it impacted hedge funds like Long-Term Capital Management
  • How interest rate manipulation fueled both the Dot Com Bubble and the Global Financial Crisis 
  • The importance of “sticking to the process” as an advisor and an individual investor
  • And more

Resources:

Connect with Med-Wealth Financial Services: 

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Historical Market Crises Part 1 (Ep. 6)

Historical Market Crises Part 1 (Ep. 6)

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October has some historical significance in the financial world dating back to the early part of the 20th century.

Over the next few episodes, we will delve into several market crises that have transpired over the last 50 years, examining both their causes and long-term implications. 

In this episode, John and Alex Soutsos discuss why so many market events have occurred in the month of October, the phenomenon of ‘stagflation’, the 1987 stock market crash, and the impact of monetary policy on both the real estate and stock market. John shares his personal experiences and client stories to illustrate the impact of these events. 

John and Alex discuss: 

  • The impact of earnings reports on market volatility
  • The likelihood of a repeat of the 1970s stagflation – is it possible?
  • Their personal perspective on the 1987 stock market crash
  • Takeaways from the savings and loan crisis, including the impact of rising interest rates
  • And more

Resources:

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Introducing Prescribing Prosperity with John and Alex Soutsos (Ep.1)

Introducing Prescribing Prosperity with John and Alex Soutsos (Ep.1)

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As medical professionals, you have dedicated years to healing and caring for others, and now it’s time to focus on securing your financial well-being for a fulfilling and stress-free retirement. 

Welcome to Prescribing Prosperity, with your hosts John and Alex Soutsos from Med-Wealth Financial Services, operating through IPC Securities Corporation.

In this inaugural episode, John and Alex discuss their unique portfolio management approach, their education, and background, and how they can assist high net-worth individuals save for living an enriched retirement.

Join John & Alex as they discuss: 

  • The importance of ongoing financial education for themselves and their clients
  • Their new-age approach to financial planning
  • What you can expect when working with Med-Wealth Financial Services
  • The role of their support staff and how they can enhance your financial journey
  • And more

Connect with Med-Wealth Financial Services: 

Insurance products, such as life and critical illness insurance, are offered exclusively by John Soutsos. For more information on insurance planning, please contact John directly at jsoutsos@ipcsecurities.com or 1-888-568-1170 ext. 1.

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