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Tozser Wealth Management @UCxDpqK4BQ9rGl0wpuVAs1bw@youtube.com

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Jennifer Tozser CFA, CFP - Senior Wealth Advisor & Portfolio


01:52
How to Prepare for Sudden Retirement: Essential Strategies
01:26
Navigating the Maze of Life Insurance: Understanding Your Options
01:30
Important Factors to Consider Before Investing in Alternative Assets
01:46
Strategies to Combine Charitable Giving with Tax Savings: Maximize Your Impact
01:39
The Markets and the US Election
02:18
Unlocking the Power of RESPs (Registered Education Savings Plans)
01:44
How to Manage Your Inheritance or Surprise Wealth
02:44
Inflation vs Compounding
01:42
Navigating Inheritance and Legacy Planning
01:56
Downsizing Your Home: Key Considerations and Emotional Challenges
01:40
Aging Parents: Honoring Their Wishes and Empowering Choices
01:49
Contemplating a Career Change? | Expert Advice and Tips for a Successful Transition
02:08
Decoding Executive Compensation
01:57
Trump Assassination Attempt & US Market
02:01
Financial To-Do List For Relocating
01:47
Transitioning Your Retirement Income
01:45
Are You Over Concentrated in Your Company Stock?
01:54
Decoding Executive Compensation
01:47
Transitioning to Retirement: Planning for Purposeful Living
02:05
Rewriting the Financial Narrative: Empowering Women in Money Management
02:21
Canada’s Federal Budget 2024: Important Changes
01:53
Do you have a target date in mind for your retirement?
03:39
What's Your Investment Time Horizon?
01:56
The Importance of a Proactive Partnership with your Accountant
03:08
Bitcoin Back in the News
01:44
Keep or Shred? A Guide to Decluttering Your Documents
02:10
Navigating the Transition: Selling Your Business and Moving into Retirement
02:22
A Checklist to Selling Your Business
02:05
Navigating the Transition: Selling Your Business and Moving into Retirement
02:08
Navigating Divorce: 3 Tips to Finding Your Financial Footing
01:54
The Web of Wealth: Navigating Financial Information Online
43:27
"Who's Driving the Bus?" - 2024 Investment Seminar
01:52
Financial Fresh Start: Conquer Your Goals in the New Year
01:52
2024 U.S Election - Trump's Woes & The Economy
02:41
Tax Loss Selling - Should You Do It?
02:22
The Blueprint for a Strong Financial Plan
03:41
Is Income Investing Right for You?
01:53
Are You Ready for Retirement?
03:37
Types of Debt: Good vs Bad
03:02
CPP vs APP: What's the Verdict?
04:40
Combining Your Finances with Your Partner
03:55
Overcoming Financial Stress & Best Practices
02:20
Investing in AI and Where to Look
01:38
When Should You Start Investing?
03:01
How Do You Manage Your Money Through Retirement?
01:27
Capital Protection Strategies: Safeguarding Your Wealth
03:07
How Much Do You Really Need To Save for Retirement?
02:58
The Market is Down But The Sky's Not Falling
02:48
How to Increase Your Productivity by 25%
03:05
How Do You Start Building Wealth?
02:12
Financial Advice For Dealing With Divorce: Pitfalls to Avoid
01:51
Interest Rate Relief? Where They Are and Where They Are Going
02:58
Legacy Planning - Part 2 of 2 - Managing Through Legacy
01:27
Legacy Planning - Part 1 of 2 - Definition of Legacy & Where to Start
03:14
What's A Better Investment - Real Estate or the Stock Market?
03:13
Saving Strategies for Life Goals and Building Wealth
02:45
What Investment Account Type Should You Contribute to? TFSA, RRSP or FHSA
01:38
Growing Your Money: The Benefits of Early Investing
02:58
Help Buying Your First Home - The First Home Savings Account (FHSA)
04:25
Setting & Achieving Effective Financial Goals