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The Millen Wealth Blog

Financial education and insights tailored for Millennials. Discover how to navigate your finances, boost your career, and make the most of your money!

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Discover why great financial advice often goes ignored. Dr. Moira Somers shares powerful insights on behavior, systems and the human side of money.

The Cost of a Superficial Advisor-Client Relationship

Discover why great financial advice often goes ignored. Dr. Moira Somers shares powerful insights on behavior, systems and the human side of money.

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April 8, 2025

Latest Articles

Learn how Individual Pension Plans (IPPs) can help incorporated business owners over 40 maximize retirement savings and reduce corporate taxes.

A Supercharged RRSP for Business Owners

Learn how Individual Pension Plans (IPPs) can help incorporated business owners over 40 maximize retirement savings and reduce corporate taxes.

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3/25/2025
Sam Lichtman & Jason Watt discuss finding a trustworthy financial advisor & navigating Canada’s financial landscape in this week’s Millennial Money newsletter.

Why So Many Canadians Are Getting Bad Financial Advice

Sam Lichtman & Jason Watt discuss finding a trustworthy financial advisor & navigating Canada’s financial landscape in this week’s Millennial Money newsletter.

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3/10/2025
Maximize your health benefits with MyHSA. Learn how HSAs, WSAs, & FSAs offer tax-efficient healthcare solutions & employee wellness perks for business owners.

Must-Have Health Accounts for Canadian Business Owners

Maximize your health benefits with MyHSA. Learn how HSAs, WSAs, & FSAs offer tax-efficient healthcare solutions & employee wellness perks for business owners.

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3/3/2025

Popular Articles

Discover why great financial advice often goes ignored. Dr. Moira Somers shares powerful insights on behavior, systems and the human side of money.

The Cost of a Superficial Advisor-Client Relationship

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4/8/2025
Learn how Individual Pension Plans (IPPs) can help incorporated business owners over 40 maximize retirement savings and reduce corporate taxes.

A Supercharged RRSP for Business Owners

Calendar Icon
3/25/2025
Sam Lichtman & Jason Watt discuss finding a trustworthy financial advisor & navigating Canada’s financial landscape in this week’s Millennial Money newsletter.

Why So Many Canadians Are Getting Bad Financial Advice

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3/10/2025
Maximize your health benefits with MyHSA. Learn how HSAs, WSAs, & FSAs offer tax-efficient healthcare solutions & employee wellness perks for business owners.

Must-Have Health Accounts for Canadian Business Owners

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3/3/2025

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In the latest Millennial Money Canada Podcast, Sam and I discuss your pension options when leaving a job or retiring, plus tax-saving strategies. Tune in!

Leaving Your Employer or Retiring?

In the latest Millennial Money Canada Podcast, Sam and I discuss your pension options when leaving a job or retiring, plus tax-saving strategies. Tune in!

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January 29, 2025
New Podcast 🎙️ Guillaume and Sam dive into RRSP vs TFSA. Tune in for financial tips, strategies, and more! Listen on Spotify, Apple, or YouTube!

New Podcast 🎙️ & TFSA vs RRSP 🥊

New Podcast 🎙️ Guillaume and Sam dive into RRSP vs TFSA. Tune in for financial tips, strategies, and more! Listen on Spotify, Apple, or YouTube!

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October 28, 2024
New mortgage rules starting December 15, make it easier to switch lenders & increase eligibility for insured mortgages, boosting affordability for homebuyers.

New Mortgage Rules Taking Effect on December 15, 2024

New mortgage rules starting December 15, make it easier to switch lenders & increase eligibility for insured mortgages, boosting affordability for homebuyers.

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December 6, 2024
Tax planning is about aligning your strategy with your goals. Learn how to leverage income splitting, salary vs. dividends, & avoid common mistakes for 2025.

Understanding Tax Risk Tolerance and Strategic Planning for 2025

Tax planning is about aligning your strategy with your goals. Learn how to leverage income splitting, salary vs. dividends, & avoid common mistakes for 2025.

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December 23, 2024
In this episode, we explore passive vs. active investing, evidence-based strategies, global diversification, and how to avoid market timing mistakes.

Are You Making These Investing Mistakes?

In this episode, we explore passive vs. active investing, evidence-based strategies, global diversification, and how to avoid market timing mistakes.

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January 16, 2025
In this episode of Millennial Money Canada, David Edey explains the key role of an executor in estate planning and how to avoid the most common pitfalls.

The Hardest Job No One Talks About

In this episode of Millennial Money Canada, David Edey explains the key role of an executor in estate planning and how to avoid the most common pitfalls.

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January 21, 2025
Learn how your insurance needs change at different life stages—from building your career to planning for retirement. Find out what coverage fits you.

Do You Really Need Life Insurance?

Learn how your insurance needs change at different life stages—from building your career to planning for retirement. Find out what coverage fits you.

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February 6, 2025
Explore charitable giving with John Bromley of Charitable Impact, and learn how donor-advised funds (DAFs) make donations impactful and tax-efficient.

A Better Way To Build Long Term Wealth

Explore charitable giving with John Bromley of Charitable Impact, and learn how donor-advised funds (DAFs) make donations impactful and tax-efficient.

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February 11, 2025
In this edition of Millennial Money Canada, we explore how DAFs can make charitable giving tax-efficient with John Bromley of Charitable Impact.

Giving is a Mindset and a Way of Life

In this edition of Millennial Money Canada, we explore how DAFs can make charitable giving tax-efficient with John Bromley of Charitable Impact.

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February 19, 2025
In this edition of Millennial Money Canada, we explore how millennials build and protect wealth through entrepreneurship, real estate, and smart investing.

5 Money Habits of Wealthy Millennials

In this edition of Millennial Money Canada, we explore how millennials build and protect wealth through entrepreneurship, real estate, and smart investing.

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February 25, 2025
Maximize your health benefits with MyHSA. Learn how HSAs, WSAs, & FSAs offer tax-efficient healthcare solutions & employee wellness perks for business owners.

Must-Have Health Accounts for Canadian Business Owners

Maximize your health benefits with MyHSA. Learn how HSAs, WSAs, & FSAs offer tax-efficient healthcare solutions & employee wellness perks for business owners.

Read More
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March 3, 2025
Sam Lichtman & Jason Watt discuss finding a trustworthy financial advisor & navigating Canada’s financial landscape in this week’s Millennial Money newsletter.

Why So Many Canadians Are Getting Bad Financial Advice

Sam Lichtman & Jason Watt discuss finding a trustworthy financial advisor & navigating Canada’s financial landscape in this week’s Millennial Money newsletter.

Read More
Green Arrow Right
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March 10, 2025
Learn how Individual Pension Plans (IPPs) can help incorporated business owners over 40 maximize retirement savings and reduce corporate taxes.

A Supercharged RRSP for Business Owners

Learn how Individual Pension Plans (IPPs) can help incorporated business owners over 40 maximize retirement savings and reduce corporate taxes.

Read More
Green Arrow Right
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March 25, 2025
Discover why great financial advice often goes ignored. Dr. Moira Somers shares powerful insights on behavior, systems and the human side of money.

The Cost of a Superficial Advisor-Client Relationship

Discover why great financial advice often goes ignored. Dr. Moira Somers shares powerful insights on behavior, systems and the human side of money.

Read More
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April 8, 2025
Find everything you need to know about the Registered Retirement Savings Plan (RRSP)! Save for retirement while enjoying significant tax benefits as Canadians!

Is an RRSP Really Worth it?

Find everything you need to know about the Registered Retirement Savings Plan (RRSP)! Save for retirement while enjoying significant tax benefits as Canadians!

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February 5, 2024
Unlock the potential of the FHSA with an RRSP! Learn tax benefits, contribution limits & real-life strategies for first-time homebuyers. Work with Millen Wealth

Tax Savings with the FHSA and RRSP Home Buyers Plan

Unlock the potential of the FHSA with an RRSP! Learn tax benefits, contribution limits & real-life strategies for first-time homebuyers. Work with Millen Wealth

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December 2, 2023
Unlock the secrets of RSUs! Learn about vesting, taxation & salary deferral for Canadians at tech giants like Microsoft and Google. Simplify your wealth journey

Equity Compensation (RSUs): How is it Taxed?

Unlock the secrets of RSUs! Learn about vesting, taxation & salary deferral for Canadians at tech giants like Microsoft and Google. Simplify your wealth journey

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November 28, 2023
Can your RRSP get too big? Learn the effects on returns, RRSP Max vs Non-Registered strategies for high earners & tax-efficient options for secure finances.

Can an RRSP get too big?

Can your RRSP get too big? Learn the effects on returns, RRSP Max vs Non-Registered strategies for high earners & tax-efficient options for secure finances.

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November 15, 2023
Optimize ETFs, minimize foreign taxes, explore tax-efficient structures for a diversified portfolio and maximize your returns in global markets as a millennial!

International ETFs and Witholding Taxes

Optimize ETFs, minimize foreign taxes, explore tax-efficient structures for a diversified portfolio and maximize your returns in global markets as a millennial!

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November 15, 2023
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You'll receive our weekly newsletter with insights & tips on planning to retire, paying less tax & the latest financial trends that apply to millennials.

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