The Canadian Money Roadmap

On this week's episode, Evan and Sam discuss key reasons to file your taxes, the relationship between taxes and financial planning, and discuss ways to use your tax refund to optimize saving. Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant f...

On this episode of the Canadian Money Roadmap, Evan and Sam discuss how to balance family spending and retirement savings across three life stages — early parenthood, supporting older kids, and legacy/retirement planning. Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and r...

On this episode of the Canadian Money Roadmap, Sam puts Evan in the hot seat and asks questions about market volatility, investment fees, retirement savings, and more. Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendati...

In this episode, Evan discusses the value of staying invested during periods of market volatility, specifically the market decline triggered by fighting in the Middle East, explaining that diversified portfolios are still positive year-to-date and why panic-selling during downturns is a costly mistake. Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026 📝Financial Foundations Scorecard - See how you score in the areas of cashflow &am...

On this episode, Evan and Sam discuss why building a "better" investment portfolio requires looking beyond past performance to factors like diversification, fees, and turnover—challenging the oversimplified belief that higher returns automatically mean a better portfolio. Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026 📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving &...