Channel Avatar

Tozser Wealth Management @UCxDpqK4BQ9rGl0wpuVAs1bw@youtube.com

251 subscribers - no pronouns :c

Jennifer Tozser CFA, CFP - Senior Wealth Advisor & Portfolio


03:42
One Big Bad Beautiful Bill
00:52
Meet the Team - Dustin Erbach
01:02
Meet the Team - David Zhou
00:41
Meet the Team - Rumaan Fatema
00:49
Meet the Team - Laura Carlisle
02:02
Meet the Team - Jennifer Tozser
01:33
Key Things Every Business Owner Should Track to Continue Thriving
01:52
What You Can Do to Close the Gender Wealth Gap
03:09
Is Canada's outperformance sustainable?
01:47
Closing the Gender Wealth Gap: Key Steps for Women
02:08
Balancing Parenthood and Career Growth IS Possible: My Journey
01:46
Why Business Owners Should Consider an IPP for Retirement Savings
02:15
The Importance of Building a Financial Safety Net for Your Business
03:47
Market Volatility Recover Prospects
02:11
How to Help Your Kids Buy Their First Home Without Risking Your Retirement
02:13
How to Invest in an Inflationary Environment: Key Strategies
04:02
Tariff Tuesday!
01:56
How to Invest in Real Estate: Basics and Strategies
03:38
Trump's Three T's - Tech, Taxes, & Tariffs
01:44
How to Catch Up on Retirement Savings: Financial Planning and Investment Strategies
42:05
"Lucky To Be Canadian" 2025 Investment Seminar
01:25
How to Manage Market Expectations After a Strong Year
01:59
How to Retire Early: 3 Steps to Achieve Financial Independence
01:32
Why Wealth Management is About More Than Just Numbers
02:54
New News!
01:47
How Recent Tax Changes Are Impacting Your Professional Corporation (PC) and What to Do About It
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