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

Canadian Wealth Secrets

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5d ago 31:13

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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 portfolio diversification simply by owning a range of stocks or index funds. But today's episode reveals a critical blind spot: geographic concentration. Whether you're a real estate investor, a business owner, or growing your wealth portfolio, ignoring global diversification could expose you to unnecessary risk — especially in unpredictable markets like today’s.

Listen in to discover:

Why investing heavily in Canadian or even U.S. markets might leave you dangerously exposed.
How large pension funds like CPP approach portfolio diversification — and what you can learn from them.
Practical, simple strategies to achieve true global diversification without overwhelming yourself with research.

Press play now to uncover hidden risks in your portfolio and learn smarter ways to protect and grow your wealth!

Discover which phase of wealth creation you are in. Take our quick assessment and you’ll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.

Canadian Wealth Secrets Show Notes Page:

Consider reaching out to Kyle

if you’ve been…

…taking a salary with a goal of stuffing RRSPs;
…investing inside your corporation without a passive income tax minimization strategy;
…letting a large sum of liquid assets sit in low interest earning savings accounts;
…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,
…wondering whether your current corporate wealth management strategy is optimal for your specific situation.

This episode explores essential topics like diversification, investment strategies, and geographic diversification, while emphasizing risk management and how to avoid home country bias. We dive into tools like ETFs, insights from pension funds, and the risks of overexposure to Canadian equities, compared to broader opportunities in global markets. You'll also learn strategies for financial planning, wealth creation, asset accumulation, and financial growth, along with principles of wealth management, financial independence, and asset protection. Whether you're focused on true wealth, corporate finance, or net worth growth, we cover tactics fo

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Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

173 episodes

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