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Ready.Set.Retire!

Lori Pinkowski

Hi and welcome to Ready, Set, Retire! An audio guide packed with information to help you achieve a successful retirement!

Senior Portfolio Manager and Investment Advisor Lori Pinkowski and her co-host Jon McComb are here to talk about everything from financial and estate planning, to travel, hobbies, health matters, and so much more. Whether you’re thinking about your retirement…or already living your retirement dreams….Ready, Set, Retire is for you!

The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities.

CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION

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Episodes

119 episodes

  1. Year-End Checkup: Your Wealth, Taxes, & Estate 14:28
  2. Financial Scams: Protecting Your Independence ft. Karen Reid Sidhu 24:36
  3. The Sandwich Generation: Balancing Family & Finances 14:39
  4. Canadian Real Estate Update 16:37
  5. Mid-Year Check-In: Is Your Portfolio Still on Track? 14:55
  6. Spring Clean Your Finances 11:42
  7. Making Taxes Work for You 15:12
  8. RRSPs vs. TFSAs: How Do They Stack Up? 14:59
  9. Investing Your Way: Equal Weight Index, Total Cost Reporting Changes, & Investor Personalities 15:57
  10. Market Recap & 2026 Outlook 17:07
  11. Preparing the Next Generation for Their Inheritance 17:27
  12. Back to School & Legacy Planning 16:47
  13. Mid-Year Check-Up: Are You Still on Track? 19:36
  14. Estate Planning with a Trust Company ft. Nicole Garton 27:05
  15. How Much Real Estate is Too Much? 17:40
  16. Market Mania 18:40
  17. Trusts, Transparency & Smooth Wealth Transitions ft. Steve Parr 24:09
  18. Mastering Sector Rotation 17:00
  19. Winning Strategies for Long-Term Success 16:19
  20. The Centennial Episode 29:28
  21. Financial Literacy Month 14:13
  22. Financial Plans ft. Cindy David 26:44
  23. Learning from Losses! 24:52
  24. Ready, Set, Travel! ft. Melinda Burns 25:43
  25. Mid-Year Check-In 19:06
  26. Tax Planning Tips ft. Cindy David 26:40
  27. 15 Years in Review 24:49
  28. Family Wealth Talks 19:28
  29. Trust & Estate Planning ft. Michael Scott 24:21
  30. Investing in Retirement: Real Estate or Stocks? 24:55
  31. Currency of Life 20:12
  32. Retire Strong! ft. Sheila Hamilton 30:00
  33. Relationships in Retirement 19:44
  34. Volatility Cycles and Investor Personalities 23:36
  35. Setting Up Your Portfolio for Success 19:30
  36. End of Year Income and Tax Planning 18:11
  37. Tis The Season To Be Giving! 23:25
  38. Importance of a Will & Estate Planning 23:20
  39. REPLAY: Charitable Giving ft. John Bromley 28:23
  40. Women's Health and Wealth 19:52
  41. Palliative Care ft. Dr. Pippa Hawley 38:38
  42. How To Deal With Market Volatility 23:58
  43. Inflation & Retirement Planning 20:56
  44. Pros and Cons of Different Investments 27:13
  45. Market Updates: Stock vs Real Estate 21:39
  46. Nobody's Perfect! Common Investor Mistakes 23:32
  47. Estate Planning for Beneficiaries with Disabilities ft. Geoffrey White 31:06
  48. Sell in May and Go Away? 25:05
  49. Tax Planning for Business Owners ft. Shane Schepens 32:33
  50. Retiring as a Business Owner 24:06