The Personal CFO Podcast
By Guillaume Girard, CFA CFP
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Image by Guillaume Girard, CFA CFP
Category: Investing
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Episodes: 42
Description
The Personal CFO Podcast is for Canadian business owners and high-income professionals who want to build wealth while they’re working, and live off it when they stop.
Hosted by Guillaume Girard, Wealth Advisor & Financial Planner, the show breaks down investing, tax strategy, retirement planning, and insurance without hype, noise, or product-driven advice.
General information only. Portfolio management through Portfolio Strategies Corporation (CIRO, CIPF). Insurance via PPI Solutions.
Website: https://www.mwadvisors.ca/guillaume
| Episode | Date |
|---|---|
|
Ep.042: The Private Equity Trap: Why Most Investors Get the Allocation Wrong
|
Apr 19, 2026 |
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Ep.041: Your Advisor's Legal Obligations (And How They Fail)
|
Apr 12, 2026 |
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Ep.040: Built Around You? Your Exit Just Got Harder
|
Apr 05, 2026 |
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Ep.039: 5 TFSA Mistakes That Could Cost You $500,000
|
Mar 29, 2026 |
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Ep.038: What the Energy Wars Mean for Your Portfolio
|
Mar 22, 2026 |
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Ep.037: Why Most Businesses Never Sell
|
Mar 15, 2026 |
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Ep.036: You’re Chasing the Wrong Definition of Wealth
|
Mar 08, 2026 |
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Ep.035: Canadian Housing Crash or Opportunity? What You Need to Know
|
Mar 01, 2026 |
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Ep.034: The 8 RRSP Mistakes Costing Business Owners Thousands
|
Feb 22, 2026 |
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Ep.033: Get Tax-Free Money From Your Corporation
|
Feb 15, 2026 |
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Ep.032: Why Millionaires Still Don’t Feel Wealthy
|
Jan 29, 2026 |
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Ep.031: Inside the Mind of a Gold Medalist with Ben Rutledge
|
Jan 08, 2026 |
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Ep.030: CRM 3 Is About to Change Everything: The Fee Shock No One Is Ready For
|
Nov 28, 2025 |
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Ep.029: From Burnout to Balance: How Financial Literacy Can Help You Thrive
|
Nov 06, 2025 |
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Ep.028: There Is NO Inheritance Tax in Canada, But Here’s What People Get Wrong
|
Oct 16, 2025 |
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Ep.027: Why Paying Dividends to Your Spouse Could Trigger a Massive Tax Bill
|
Oct 02, 2025 |
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Ep.026: How Business Owners Legally Split Income to Pay Less Tax
|
Sep 18, 2025 |
|
Ep.025: Should You Buy Real Estate Personally or Through a Corporation?
|
Sep 04, 2025 |
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Ep.024: The Biggest Tax Mistakes Business Owners Make (With a Tax Lawyer)
|
Aug 14, 2025 |
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Ep.023: 4 Tax Mistakes That Cost Business Owners Thousands
|
May 29, 2025 |
|
Ep.022: Whole Life Insurance: Smart Wealth Strategy or Expensive Mistake?
|
May 15, 2025 |
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Ep.021: The Retirement Plan Most High Earners Don’t Know About: Retirement Compensation Arrangement
|
May 02, 2025 |
|
EP.020: How To Protect Your Data Against AI Threat Actors
|
Apr 21, 2025 |
|
Ep.019: Why Smart People Make Bad Money Decisions with Dr. Moira Somers
|
Apr 03, 2025 |
|
Ep.018: Why Your Money Mindset Matters More Than Your Income
|
Mar 27, 2025 |
|
Ep.017: The Retirement Strategy Business Owners Don’t Know About (Individual Pension Plan)
|
Mar 20, 2025 |
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Ep.016: Do You Really Need a Prenup? What Business Owners Should Know
|
Mar 13, 2025 |
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Ep.015: How to Choose a Financial Advisor (Avoid These Red Flags) with Jason Watt
|
Mar 06, 2025 |
|
Ep.014: How Business Owners Can Pay for Health Expenses Tax-Free
|
Feb 27, 2025 |
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Ep.013: How Millennials Are Reaching Their First $1 Million
|
Feb 20, 2025 |
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Ep.012: The Smart Way Wealthy People Give to Charity With Charitable Impact Founder John Bromley
|
Feb 13, 2025 |
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Ep.011: Why Most Investors Underperform the Market
|
Feb 06, 2025 |
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Ep.010: Term vs Permanent Life Insurance: What Most People Get Wrong
|
Jan 30, 2025 |
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Ep.009: Should You Take the Lump Sum or the Pension?
|
Jan 24, 2025 |
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Ep.008: You’ve Been Named an Executor… Now What?
|
Jan 16, 2025 |
|
Ep.007: Why Trying to Time the Market Usually Fails
|
Jan 09, 2025 |
|
Ep.006: Why Most People Fail Their New Year Goals
|
Jan 03, 2025 |
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Ep.005: Tax Strategies Business Owners Should Know for 2025
|
Dec 19, 2024 |
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Ep.004: RRSP vs TFSA: Which One Should You Max Out First?
|
Dec 12, 2024 |
|
Ep.003: The Mortgage Renewal Shock Coming to Canada (What It Means For You)
|
Dec 05, 2024 |
|
Ep.002: Is Buying a Home Still Worth It in Canada?
|
Nov 28, 2024 |
|
Ep.001: Why Most Millennials Were Never Taught About Money
|
Nov 20, 2024 |