Evan shares his annual checklist of key financial tasks to consider before the year ends. Topics include maximizing your First Home Savings Account (FHSA), TFSA withdrawal timing, spousal RRSP strategies, charitable giving, capital gains/losses, mutual fund distributions, workplace benefits, and tips for staying organized. Evan also highlights useful resources to help you get your finances in order for the new year.

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🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast

✨ Get your money organized - Your Full Financial Picture Spreadsheet

Learn one of the most reliable ways of increasing your happiness when it comes to your money.

Free Kindle Books from Dr. Daniel Crosby - Until the end of December 2025

1. The Behavioural Investor

2. The Soul of Wealth: 50 Reflections on Money and Meaning

3. The Laws of Wealth

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast

✨ Get your money organized - Your Full Financial Picture Spreadsheet

Most Canadians have no idea what they’re actually paying to invest — and many are overpaying by a lot.
In this episode, Evan breaks down how investment fees really work in Canada, what’s reasonable, what’s not, and how to tell if you’re paying for advice you aren’t actually getting. You’ll learn how to read MERs, Fund Facts, and trailing commissions so you can spot red flags and avoid getting ripped off.

🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast

✨ Get your money organized - Your Full Financial Picture Spreadsheet