Lawrence Greenberg, CFA

08/29/2024

In today’s episode of The Empowered Investor Podcast, I had the pleasure of speaking with Christine Brunsden, CEO of Benefits2 about the Disability Tax Credit (DTC) and its often-overlooked importance for Canadians with disabilities.

In this episode, we discuss:
- What is the Disability Tax Credit
- Eligibility criteria for the Disability Tax Credit
- The complexities of the T2201 application form
- Common challenges faced by applicants
- Dementia and other cognitive impairments on DTC eligibility
- Services offered by Benefits2

This episode is a must-listen if you or someone you know could benefit from the DTC.

🎧 Listen here: https://www.tma-invest.com/maximizing-disability-tax-credit/

01/11/2024

Excited to bring in the new year with a stock market and economic review episode of L'investisseur transformé - The Empowered Investor Podcast! In this episode, we discuss the major themes and developments of 2023, such as:

- 2023 asset class returns
- Impact of the Magnificent Seven tech firms on the market
- Major economic and stock market themes of the year
- Interest rate policy and its effects
- Possibility of a soft landing or a recession?
- Analysis of Fed and BoC rate cuts
- Bond yields and investor positioning
- Enthusiasm around artificial intelligence and its market impact

Happy listening! https://open.spotify.com/episode/1MkXSPnEb2TOtpefaaLzWQ?si=GDSiXC4xSOCtJlHVXVIs6A

Listen to this episode from The Empowered Investor on Spotify. How did the key financial events of 2023 shape the investment landscape? What lessons can investors take from these developments as we move into 2024? Join us in this episode as we delve into these questions and more.Keith Matthews and L...

11/23/2023

🎤 Thrilled to co-host this week's episode on The Empowered Investor Podcast. In this episode, we discuss the implications of dividend investing on long-term investment returns. We review key topics such as:
- How dividends are taxes vs. other sources of income
- Debunking the myth of dividends being "free"
- How dividend strategies have performed over the years
- Impact of dividends on cashflows

Listen here: https://lnkd.in/eJYkeRBe

04/13/2023

I am thrilled to announce that I have passed the CFA Level 3 exam!

A long journey that lasted 5 years, two cancelled exams due to COVID, and thousands of long hours studying. I could not have achieved this without tremendous support from my family, friends and colleagues throughout the years.

Level I ✅
Level II ✅
Level III ✅

12/15/2022

Very excited to co-host this week's episode of The Empowered Investor Podcast. In this episode, I discuss the impact of rising rates for bond investors.

Typically, bonds have sheltered investors in periods of uncertainty. This hasn’t been the case in 2022. We will help clarify that rising yields are a BLESSING for long-term bond investors! In this episode we cover topics such as:

- How much are average bond holdings down?
- What is driving the negative returns in bonds
- Covering “the gut punch” that investors have felt from rising yields
- The positive after-effects of higher yields for investors
- What Canadian investors need to keep in mind about bond duration
- Higher interest rates and implications for borrowers

2022 has been a challenging year for Canadian investors; inflation is higher, interest rates have been going up, bonds are down, and stocks have been volatile.

11/17/2022

Very excited to co-host this week's episode of The Empowered Investor Podcast. In this episode, we discuss the elements around and in retirement planning. Tune into our latest as we discuss critical factors to think about in order to optimize your RRIF strategy!

https://www.tma-invest.com/retirement-planning-understanding-your-rrif-options/

Today we discuss critical factors to think about to optimize your RRIF strategy and the significant impact that strategic planning can have on your estate value.

11/10/2022

Portfolio Management

09/29/2022

It was a pleasure to represent Tulett, Matthews & Associates at the John Molson career fair earlier this week. We shared insights with many wonderful students and recent graduates on careers in the wealth management industry.

09/22/2022

It was a pleasure to network with financial advisors from across the globe. Truly an amazing opportunity to share ideas with peers from Australia, New Zealand and the UK! Cheers to forming international relationships with like-minded professionals.

09/13/2022

It was a great experience to be get a chance to visit Dimensional Fund Advisors in Austin, Texas. Excellent conference on evidence-based investing and having a clear investment philosophy. Had a blast with my colleagues and learned a few things along the way!