Tax-Smart Investing Made Simple | EP 055

Tax-Smart Investing Made Simple | EP 055

From Legacy: The Business Succession Podcast by Jared Pilon

September 9, 2025 · 37 min · Season 1 · Episode 55

About this episode

This episode simplifies tax-smart investing in Canada, focusing on key investment accounts and strategies to grow wealth.

Confused by RSPs, TFSAs, and other investment opportunities but still want to grow your legacy of wealth? Join us as we break down Canada's key investment accounts and reveal tax-saving strategies that could save you thousands. What You'll Discover: RSP withdrawal timingTFSA optimization for tax-free growth and inheritance planningNew FHSA secrets for first-time homebuyersInvestment types explained: stocks, bonds, ETFs, and alternativesCorporate vs. personal investment tax strategiesHouse fli...

People in this episode

Host: Jared Pilon

Topics covered

  • investment accounts
  • tax-saving strategies
  • wealth legacy
  • RSPs
  • TFSAs
  • first-time homebuyers

Keywords

  • RSPs
  • TFSAs
  • FHSA
  • investment types
  • tax strategies
  • wealth growth
  • inheritance planning

Mentioned in this episode

Organizations: Canada

Books & works: Tax-Smart Investing Made Simple

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