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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✨ 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

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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

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.

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✨ Get your money organized - Your Full Financial Picture Spreadsheet

In this Q&A episode of the Canadian Money Roadmap Podcast, Evan answers two listener questions:

1. How do TD ETFs compare to other providers like Vanguard and BlackRock? Evan breaks down the differences, explains why TD funds may get less attention, and shares what to look for when evaluating ETFs for your portfolio.
2. What’s the best order to withdraw funds in retirement? Evan discusses the factors that influence withdrawal strategies, including account types, tax implications, and personal goals

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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

Record your money question here - No account or email required.

🌳 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

In this episode, we explore how the art of making the perfect smash burger—mastered by burger expert George Motz—parallels the principles of smart investing. Discover why simplicity, quality ingredients, and avoiding unnecessary complexity lead to better results, whether you’re building a great burger or a strong investment portfolio. Tune in for practical insights and a fresh perspective on financial success.

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✨ Get your money organized - Your Full Financial Picture Spreadsheet

In this episode of the Canadian Money Roadmap, we explore why chasing last year’s top-performing stocks or sectors can leave your investment strategy “late to the party.” Evan breaks down the pitfalls of following market hype—like AI, tech chips, utilities, and even nuclear power—and explains how much of the expected growth is already priced in by the time most investors notice.

Learn why diversification, humility, and keeping costs low are the real keys to long-term investing success. Plus, hear research on why only a tiny fraction of stocks drive most market gains, and why trying to pick the next big winner is a losing game for most.

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✨ Get your money organized - Your Full Financial Picture Spreadsheet

In this episode of the Canadian Money Roadmap Podcast, Evan records from his mobile studio (aka his truck) and reflects on the parallels between the Toronto Blue Jays’ unexpected playoff run and the world of investing. He discusses how both sports and markets can defy expectations, the importance of managing your emotions during winning streaks, and why it’s crucial to remember that “this too shall pass”—whether times are good or bad. Evan also touches on the value of risk management, the role of cash in your portfolio, and why speculative assets like Bitcoin and gold differ from stocks and bonds. Tune in for practical advice on keeping your investment expectations realistic and building a system you can stick with through market ups and downs.

🌳 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