Best Manulife Investment Management Podcasts (2025)

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Episode 111 | Recession risks, tariffs, and market disparities: a candid view from behind the scenes 34:05

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1d ago34:05

34:05

Episode overview In this special episode, hosts and Co-Chief Investment Strategists Kevin Headland and Macan Nia welcome Nathan William Thooft, Chief Investment Officer for Multi Assets and Equities at Manulife Investments. Nate shares his global perspective on markets, asset allocation, and the evolving investment landscape, with insights tailored…

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Wealth Analysis Paralysis: When Too Many Wealth Options Hold You Back 27:37

4d ago27:37

27:37

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you doing “all the right things” financially, yet still wondering if it’s enough—or what to do next? That’s exactly where Victoria, a 40-year-old dentist, finds herself. She’s saving agg…

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Is Manulife One a Wealth Shortcut—or a Debt Trap? 21:26

6d ago21:26

21:26

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if your mortgage, checking account, and line of credit were all combined into one powerful tool—could it really speed up your debt freedom and build wealth faster, or just cost you more…

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The Playbook for Balancing Taxes, Retained Earnings, and Passive Income in Canada 22:41

11d ago22:41

22:41

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you a Canadian business owner sitting on retained earnings but unsure how to invest them without losing half to taxes? You’ve worked hard to build a profitable corporation, but the momen…

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How to Decide When (and When Not) to Use Leverage To Build Wealth in Canada 15:19

13d ago15:19

15:19

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is leverage always the golden key to building wealth—or can it sometimes hold you back? Many entrepreneurs believe that using corporate or personal leverage is the ultimate strategy for unlo…

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Maximizing Your Net Worth With Strategic Salary, Dividends, and Investments 22:30

18d ago22:30

22:30

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you accidentally draining the wealth-building power of your corporation by pulling out too much income? Many incorporated business owners follow the same personal finance rules as employ…

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How Corporate Structure Can Unlock Flexibility and Tax Efficiency in Canada 30:19

20d ago30:19

30:19

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you building wealth through real estate but worried your corporate structure might cost you flexibility—and thousands in taxes—down the road? Many investors think incorporating will solv…

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Canadian Retirement Wealth Without Clarity: The Silent Stress No One Talks About 29:06

25d ago29:06

29:06

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if you reached retirement age with over $2 million in assets—yet still felt anxious and uncertain about your future? That’s the dilemma Jasmine faced. Despite years of saving, investing…

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The Costly Mistake Canadian Real Estate Investors Make With Their 29:11

27d ago29:11

29:11

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you overlooking a tax-saving tool worth thousands that’s sitting right in front of you? Many high-income professionals and real estate investors get caught up in complex strategies like …

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137: Taking Charge of your Future and Protecting Your Assets with Lauren Foundos and Britany Geautreau 42:36

29d ago42:36

42:36

Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC. Brittany is a Seattle native, who went on “life’s adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to…

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Turning Idle Cash into a Wealth Engine with Infinite Banking 21:37

1M ago21:37

21:37

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What do you do when you're doing everything “right” financially for your Canadian retirement—yet something still feels off? Ryan is a disciplined, high-earning young professional who’s bough…

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The Smith Maneuver–Style Strategy for Incorporated Business Owners 43:12

1M ago43:12

43:12

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What would you do if your business was sitting on millions in retained earnings — pay off your mortgage or put that money to work? Many successful business owners eventually face this dilemm…

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Episode 110 | Back to school, back to business 37:18

1M ago37:18

37:18

We’re just weeks away from yet another school year—but not before Macan heads out on a last-minute vacation. Will Kevin be forced to deal with a market fallout in his absence? Join our dynamic co-chief investment strategists as they joke about the market’s tendency to correct when Macan is out of office. Listen in as they weigh the balance of risks…

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The Smarter Way to Build an Emergency Fund (That Actually Grows) 33:02

1M ago33:02

33:02

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you treating your emergency fund like a financial afterthought — or a true wealth-building tool? Let’s face it: stashing money away for “just in case” doesn’t exactly spark excitement. M…

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Six Figures in Canada? Here’s Why It Still Feels Tight 35:38

1M ago35:38

35:38

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is a six-figure salary still enough to live comfortably in today’s world? You’ve built a business, crossed the $100K threshold, and checked off what used to be a major financial milestone. B…

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Protect Your Profits: Why Corporate Class ETFs Belong in Your Portfolio 17:30

2M ago17:30

17:30

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you unknowingly overpaying tax on your investments—just because of how they’re structured? If you're a high-income Canadian or incorporated business owner, you already know how punishing…

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You’ve Hit Your Financial Freedom Number… Now What? 29:25

2M ago29:25

29:25

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What happens when you finally reach your financial freedom number—only to realize the journey’s far from over? You’ve spent years grinding, saving, and investing smart to hit your retirement…

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The Smart Way to Unlock Your Canadian HoldCo’s Cash with Private Equity 51:18

2M ago51:18

51:18

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are your retained earnings just sitting idle in your corporation — taxed if touched and seemingly out of reach? Many Canadian business owners struggle to unlock the full potential of their c…

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Are You Optimizing Too Soon? The Retirement Planning Mistake Most Canadians Make 26:15

2M ago26:15

26:15

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you racing to optimize your investments before figuring out if you’re even on track for retirement? Many Canadians jump straight into strategies like the Smith Maneuver, tax efficiency, …

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Smith Manoeuvre, RRSPs, HELOCs, and Spousal Income: Where Many Canadians Get Wealth Structuring Wrong 26:53

2M ago26:53

26:53

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is using the Smith Manoeuvre actually the smartest strategy for your family's financial future—or just a well-known tactic that needs deeper thought? If you're earning a strong income, filli…

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Why Most Canadian Business Owners Will Never Sell for Millions 21:41

2M ago21:41

21:41

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you actually building a business you can sell — or just a high-paying job you’ll eventually walk away from? Many Canadian entrepreneurs dream of cashing out with millions thanks to the l…

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Episode 109 | Behind the headlines: a deep dive into the latest stories 33:15

2M ago33:15

33:15

Summer has officially kicked into high gear, and many of us are looking to wind down and bask in the heat. Yet, headlines continue to pour in—making it important to stay on top of market developments. Join our dynamic Co-Chief Investment Strategists Kevin Headland, CIM, and Macan Nia, CFA, as they weigh in on some of the latest news stories, includ…

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From Mortgage-Free to Triplex: A Canadian Playbook for Smart Leverage 27:57

2M ago27:57

27:57

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if you could turn a $60K starter home into a launchpad for long-term financial freedom—by age 25? Too many young families feel stuck between rising housing costs and stagnant incomes. B…

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Two Smart Strategies to Unlock Family Wealth—Without Triggering Conflict 36:41

2M ago36:41

36:41

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you struggling to help your aging parents make smart financial decisions—without damaging trust or creating tension? Many mid-life wealth builders face a unique challenge: balancing thei…

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A Canadian Business Owner Retirement Plan: Corporate Cash + RRSP Strategies for Financial Freedom Seekers 42:04

2M ago42:04

42:04

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Should you pull your corporate cash into your RRSP—or let it grow inside your company? If you’ve sold your business or have a chunk of money trapped in a corporation, you’re probably wonderi…

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Design a Risk System That Protects Your Retirement & Financial Freedom (No Perfection Required) 14:14

3M ago14:14

14:14

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you holding back from your next investment move or sticking to your retirement goals because you’re concerned of being wrong? Too many entrepreneurs and investors get stuck chasing “the …

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Optimize Your Wealth Reservoir: The Smart Way to Balance Age and Funding with a Whole Life Insurance Policy 19:28

3M ago19:28

19:28

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is saving your age with a backdated participating whole life insurance policy really the smartest financial move—or could it cost you more than it saves? If you’ve ever considered using part…

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How Achieving Financial Freedom & Retirement is Dependent On A Team & Pathway: The Power of Financial Partnerships 13:06

3M ago13:06

13:06

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if the key to unlocking your next financial breakthrough isn’t the plan itself—but who’s with you along the way? Too many entrepreneurs and investors try to build wealth in isolation, o…

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The Costly Mistake Canadian Business Owners Make With Dividends and Payroll 28:26

3M ago28:26

28:26

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you a Canadian business owner earning more than $500K in your corporation — and unknowingly setting yourself up for a surprise tax bill? Many incorporated Canadian entrepreneurs get caug…

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How an Ontario Business Owner Secured a $750K Asset—Without Losing Access to Liquidity 31:46

3M ago31:46

31:46

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here If you’re a Canadian business owner juggling retained earnings, long-term growth, and real estate goals, this episode unpacks a real-world strategy you can’t afford to miss. Discover how an …

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Is Your Retirement Plan Tax-Inefficient? Mistakes Even Smart Canadian Business Owners Make | A Case Study 28:32

3M ago28:32

28:32

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you missing out on a hidden tax-free opportunity inside your corporation? If you’ve sold a Canadian business or a corporate-held property and now face the question of where to grow your …

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Episode 108: Half-year outlook—all eyes on the second half of 2025 33:42

3M ago33:42

33:42

Warmer days are on the horizon, and while many of us are planning our next vacation spots, others are looking back at the half year and recalibrating their portfolios for what lies ahead. What happened to markets in the first half of the year? What can we expect as we move into the year’s final stretch?Tune in to our new podcast episode as our Co-C…

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You Can’t Sell Chaos: The #1 Mistake Killing Your Canadian Financial, Retirement, and Business Plans 31:46

3M ago31:46

31:46

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What’s the real reason your business—or your wealth plan—isn’t worth as much as you think? Whether you're planning to sell your business in Canada or just want to build lasting wealth, most …

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Why Net Worth Alone Won’t Get You to Financial Freedom in Canada 28:38

3M ago28:38

28:38

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if your dream vacation property is actually delaying your path to early retirement? You’re hustling to build wealth, investing in real estate, running your business, and maybe even fant…

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House Hacking in Canada: Genius Strategy or Hidden Tax Trap? 35:33

4M ago35:33

35:33

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Is sacrificing your home’s capital gains tax exemption really a deal breaker when it comes to house hacking in Canada? For many Canadians, homeownership feels like an impossible leap — espec…

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The Hidden Tax Traps of Scaling Real Estate and Day Trading Without a Plan 33:10

4M ago33:10

33:10

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you trying to scale your real estate investments while navigating the complexities of day trading profits, corporate structures, and tax strategy? If you’re building wealth through real …

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Canadian Real Estate Investing with Other People’s Money (OPM): Myth vs. Reality 18:04

4M ago18:04

18:04

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you risking your financial future by blindly following the use “Other People’s Money (OPM)” playbook in real estate investing? If you’ve ever been tempted by social media gurus promising…

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4 Financial Milestones to Ensure Your Early Retirement Strategy Works — Are You on Track? 21:37

4M ago21:37

21:37

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What does a nearly perfect Canadian financial freedom health score look like — and where do even the best wealth planners stumble? If you're working hard, investing smart, and wondering if y…

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How to Start Your Canadian Real Estate Investing Journey Without Fear or Failure 39:50

4M ago39:50

39:50

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What would you do if you had $60,000 available on your Home Equity Line of Credit (HELOC), a stable job, and a dream of real estate investing—but fear, family dynamics, and financial uncerta…

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Phased Selling: The Smarter Way to Shift Family Wealth | Canadian Investment Portfolios 26:44

4M ago26:44

26:44

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if fixing your aging parent's high-fee investment portfolio triggered a $200,000 tax bill here in Canada? Many Canadians discover too late that cleaning up a poorly managed investment p…

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The Hidden Bias Costing Canadian Investors Thousands 39:47

4M ago39:47

39:47

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are your investment and business decisions secretly driven by fear of losing money more than the potential to gain? Whether you're chasing high returns through crypto, real estate, or equiti…

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Episode 107: The future of the U.S. dollar: dissecting the Mar-a-Lago Accord 33:22

4M ago33:22

33:22

Is the greenback currently at an inflection point? Listen in as our Capital Markets Strategy Teamweighs in on the U.S. administration’s proposed economic and trade initiatives, including theMar-a-Lago Accord—a modern echo of the 1985 Plaza Accord.Explore the implications of devaluing the U.S. dollar in today’s global economy and learn moreabout tra…

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23 Years Old & Already Thinking Like A Millionaire: A Canadian Business Owner Case Study 32:04

4M ago32:04

32:04

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if you could lay the perfect financial foundation for your future? Whether you're just starting your Canadian business journey or already juggling multiple ventures, knowing how and whe…

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When Easy Leverage Beats Complex Strategies - A Canadian Business Owner Case Study 36:51

4M ago36:51

36:51

Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you leveraging your assets the smart way here in Canada—or making it harder than it needs to be? Many Canadian business owners and investors have both corporate and personal assets—but f…

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The Hidden Cost of Your Financial Plan: The Gap Between Expectation & Reality 18:56

5M ago18:56

18:56

Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are your financial planning wins leaving you feeling... underwhelmed? Even with growing savings or a booming Canadian business, it’s easy to feel like you’re financial planning is falling sh…

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Navigating Big Market Drawdowns: Strategies for Canadian Investors 36:58

5M ago36:58

36:58

Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you building your financial or investment portfolio just to watch it bleed during a downturn? If recent market drawdowns and dips have you wondering whether your DIY strategy is holding …

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When to Fund the RRSP Over Using the Smith Maneuver - A Blueprint for Canadian Business Owners 26:57

5M ago26:57

26:57

Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you a Canadian business owner wondering whether to keep investing through your corporation, maximize your RRSP, or leverage the Smith Maneuver — and how each choice could impact your lon…

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Think You're Diversified? The Risk Hiding in Your Canadian Portfolio 33:33

5M ago33:33

33:33

Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you unknowingly putting your investments or your Canadian portfolio at risk by focusing too narrowly on familiar markets? Many investors, especially in Canada, believe they're achieving …

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How Fast Can I Access Leverage? Utilizing The Cash Value From Whole Life Insurance 14:31

5M ago14:31

14:31

Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here How soon can you actually use your high early cash value participating whole life insurance policy to invest? Days, months or YEARS? If you’re an ambitious real estate investor or incorporat…

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The Hidden Cost of Passive Income (And How to Fix It): A Canadian Business Owner Case Study 34:05

5M ago34:05

34:05

Are your passive income investments growing your wealth—or growing your tax bill? It's easy to think that getting started is the hardest part of building wealth. But what happens after you've begun? For many investors—especially Canadian business owners balancing personal and corporate assets—the next steps are the most financially impactful. How d…