From Corporate CFO to Personal CFO: A 2026 New Year Wealth Reset for Investors
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From Corporate CFO to Personal CFO: A 2026 New Year Wealth Reset for Investors
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About this listen
In this episode, Erwin Szeto sits down with former corporate CFO turned personal wealth strategist, Winnie Tsang, to unpack why so many Canadian real estate investors feel stuck—and what smarter, more resilient wealth planning actually looks like today. They dive into landlord challenges, diversification beyond property, leveraging the stock market, corporate‑owned life insurance, and how families can build long‑term financial security without sacrificing time, health, or peace of mind.
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