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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.

Every quarter, I write about the recent quarter's performance to give you perspective on what happened with your investment portfolios.

Financial Markets Performance Review (2025)

Every quarter, I write about the recent quarter's performance to give you perspective on what happened with your investment portfolios.

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February 8, 2026
Markets climbed despite fear in 2025, backed by stronger earnings. History shows that patience and discipline, long-term investing often wins over panic.

The Most Hated Bull Market

Markets climbed despite fear in 2025, backed by stronger earnings. History shows that patience and discipline, long-term investing often wins over panic.

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November 14, 2025
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
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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.

30min
Listen to Podcast
Feb 15, 2026

Ep.033: Get Tax-Free Money From Your Corporation

Guillaume share the mechanics of the CDA, how it allows for tax-free dividends, and the importance of strategic planning in utilizing this account effectively.

Tax Planning
1h
Listen to Podcast
Jan 29, 2026

Ep.032: Most Common Emotional Challenges of High-Income Earners With Money

Guillaume and Sam discuss the most common emotional challenges their clients face regarding money.

Behavioural Coaching
1h6min
Listen to Podcast
Jan 8, 2026

Ep.031: Inside the Mind of a Gold Medalist with Ben Rutledge

Guillaume and Ben, Olympic Gold medalist, discuss the importance of mindset, coaching, and the balance between process and outcome.

Behavioural Coaching
56min
Listen to Podcast
Nov 27, 2025

Ep.030: CRM 3 Is About to Change Everything: The Fee Shock No One Is Ready For

Guillaume and Sam discuss the upcoming changes to fee disclosure under CRM3, which will significantly impact how Canadians view their investment.

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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