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Free Lunch

Free Lunch

Auteur(s): Canvas Wealth
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À propos de cet audio

Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approach -Fear and Greed Degrade Portfolio Returns -Costs Make a Difference -Portfolio Diversification Reduces Risk To learn more about Canvas Wealth, visit our website https://www.canvaswealth.ca/ and listen to our podcast every Wednesday.Copyright 2025 Canvas Wealth Développement commercial et entrepreneuriat Entrepreneurship Finances personnelles Gestion et leadership Économie
Épisodes
  • Retirement Tips with Greg Kraminsky
    Jun 25 2025

    𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴. 𝗟𝗶𝘃𝗶𝗻𝗴 𝗶𝘁 𝗶𝘀 𝗮𝗻𝗼𝘁𝗵𝗲𝗿.

    Colin sits down with Greg Kraminsky, longtime advisor, recent retiree, and returning voice to the podcast, to talk about the shift from planning retirement for clients… to living it himself.

    From navigating long, unstructured days, to finding purpose beyond work, and to why financial peace of mind isn’t the only thing that matters, this episode is full of real talk on what retirement actually looks like.

    Whether you're already retired or just thinking ahead, it’s a conversation worth listening to.

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    31 min
  • What is a SERP? Or an RCA?
    Jun 18 2025

    Saving for retirement doesn't come with a one-size fits all plan.

    Colin and Karyn sit down with Ryan Ackers, Senior Vice President at Growth and Corporate development with GBL, to unpack the Supplemental Executive Retirement plan. What it is, how it works, and why more companies are using it to support long-term planning for key talent.

    From compensation design to funding mechanics and flexibility, they explore how SERPs fit into a broader strategy for employers and executives alike.

    Whether you're a business owner, executive, advisor, or just SERP curious this conversation is one to listen to.

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    33 min
  • Happy Father’s Day!
    Jun 11 2025

    Being a dad doesn’t come with a playbook.

    Colin and Karyn get candid about what it really means to be a dad in today’s world and why mental health needs to be part of the conversation. From financial stress and parenting pressures to societal expectations and silent burnout, they unpack 10 major challenges men face, especially fathers and offer practical, compassionate tools to help lighten the load.

    Whether you're a dad, love a dad, or support one, this conversation matters.

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    36 min

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