Best Manulife Investment Management Podcasts (2025)

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Why Moving Abroad Could Cost You Six Figures in Exit Taxes 20:27

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2d ago20:27

20:27

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 trying to make sense of what it really means to build — or leave — wealth in Canada? Whether you’ve thought about packing up for a lower-tax destination or …

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The Ultimate Canadian Guide To The Smith Maneuver 10:02

5d ago10:02

10:02

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 What if your mortgage could actually build your wealth instead of just draining your bank account every month? Most Canadians think of debt as something to eliminate—not something to harness…

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The Pass-Through Structure: How to Grow Corporate Wealth in Canada 14:38

10d ago14:38

14:38

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 you could pull money out of your Canadian corporation, grow your wealth, and dramatically reduce taxes—all at the same time? Most successful incorporated business owners in Canada fa…

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The 3 Lessons Every Canadian Business Owner Needs to Build Wealth Inside Their Corporation 7:20

12d ago7:20

7:20

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 cash sitting in your holding company could quietly become your biggest wealth-building engine? Many Canadian entrepreneurs reach a point where income isn’t the problem—efficiency…

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I’m Earning Six Figures… So Why Don’t I Feel Wealthy? 18:02

17d ago18:02

18:02

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 What if you’re earning over $300K a year, saving diligently, and still feel like your wealth plan isn’t enough? That’s exactly where Roman found himself — solid income, strong net worth, and…

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Smart Exit Planning: Protecting Your Wealth and Legacy With Karl Sigerist 45:21

19d ago45:21

45:21

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 business for today’s profits—or for tomorrow’s payday when you exit? Many entrepreneurs pour years of energy into growth but overlook the steps that make a company trul…

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Holding Company Hype: What You’re Not Being Told 23:29

24d ago23:29

23:29

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 really set up a holding company for tax savings—or could it actually cost you more in the long run? Many Canadians hear that incorporating is the golden ticket to tax efficiency a…

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How Whole Life Policies Unlock Liquidity and Growth for Business Owners 23:42

26d ago23:42

23:42

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 letting too much of your business’s hard-earned cash sit idle when it could be working for you in multiple ways? As a business owner, you know the importance of having liquidity—an e…

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

29d 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 25:45

1M ago25:45

25:45

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

1M 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

1M 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

1M 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

2M 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 28:27

2M ago28:27

28:27

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 27:13

2M ago27:13

27:13

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 27:19

2M ago27:19

27:19

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 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

2M 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

2M 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 41:19

2M ago41:19

41:19

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 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

2M 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

2M 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

2M 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

3M 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

3M 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 24:23

3M ago24:23

24:23

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 25:01

3M ago25:01

25:01

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

3M 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

3M 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 26:04

3M ago26:04

26:04

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 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 34:48

3M ago34:48

34:48

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 40:11

3M ago40:11

40:11

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 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

4M 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

4M 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 26:33

4M ago26:33

26:33

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 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 29:54

4M ago29:54

29:54

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 26:39

4M ago26:39

26:39

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

4M 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 29:53

4M ago29:53

29:53

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 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 26:46

4M ago26:46

26:46

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 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? 33:41

4M ago33:41

33:41

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 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 31:17

5M ago31:17

31:17

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

5M 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

5M 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 37:57

5M ago37:57

37:57

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 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 24:51

5M ago24:51

24:51

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 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 37:54

5M ago37:54

37:54

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

5M 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…