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Read sharp. Build smart.

Browse Our Newest Blogs

Check out our latest blogs built for millennial tech founders, entrepreneurs, and execs—quick, sharp insights to help you grow your wealth, optimize your business, and stay ahead without the fluff.

RSUs are a common form of compensation for tech employees in Canada. Learn how they work, how they're taxed, and smart strategies to reduce taxes & manage risk.

RSU Tax Canada

RSUs are a common form of compensation for tech employees in Canada. Learn how they work, how they're taxed, and smart strategies to reduce taxes & manage risk.

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June 23, 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.

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April 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

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

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March 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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March 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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March 3, 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
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Become a Wealthy Millennial

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Listen in. Level up.

Tune Into Our Latest Podcasts

Catch candid conversations and sharp insights for millennial tech founders, entrepreneurs, and execs. Quick listens, big takeaways—perfect for your next commute or coffee break.

1 hr 2 min
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Aug 15, 2025

Ep.024: Family Trust, Holding Co & Succession Planning with Amanda Doucette

Guillaume Girard chats with tax lawyer Amanda Doucette on estate planning, family trusts, tax pitfalls & the importance of financial awareness for entrepreurs.

Financial Literacy
Financial Planning
Education
1 hr 1 min
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May 29, 2025

Ep.023: Costly Tax and Investment Planning Mistakes Made By Business Owners

Guillaume & Sam break down key business owner errors: salary vs dividends, notional accounts, lifetime capital gains exemption, and smart investment strategies.

Financial Planning
Investment Management
Tax-Planning
1 hr 10 min
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May 15, 2025

Ep.022: Investment vs Insurance with Graham Bergsma

Guillaume Girard & Graham Bergsma discuss whole life insurance, client-focused planning, estate strategies,and using insurance for financial control and growth.

Investment Management
Financial Planning
Personal Finance
58 min
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May 1, 2025

Ep.021: The Swiss Army Knife of Retirement Planning for High-Income Earners

Guillaume, Sam & Tatenda Mawoyo break down RCAs—how they work, who they benefit, tax perks, CRA scrutiny & how RCAs fit into wealth plans.

Personal Finance
Financial Planning
Investment Management
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Learn how to Become a Wealthy Millennial

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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We assist Millennials in building wealth so they can live well, give generously and leave a legacy.

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