Shiho Okuyama - Videos

Investment Management

Your Investor Profile

Strategic Asset Mix & Tactical Asset Mix

Asset Classes & Diversification

Risk Profile – Where Tolerance meets Capacity

Time Horizon & Your Asset Mix

Market Order vs Limit Order

Liquidity Risk

The Bid-Ask Spread

Why diversify? Company Specific Risk

The Benefits of Dividend Investing

Financial Planning & Tax Minimization

Tax Deferred Compounding Growth

Reduce Tax - Claim your Basic Personal Amount

Reduce your tax bill through Tax Loss Selling

Tax Treatment of In-Kind Contributions

Six Common Types of Tax Slips

Financial Plans

Tax Loss Selling - DENIED

JTWROS Benefits & Pitfalls

How to Maximize your Charitable Donation

RRSP, TFSA, RESP, FHSA

Buying a new home - FHSA or HBP?

3 Benefits of the RESP

FHSA - 5 Things You Need to Know

TFSA Withdrawals and the Re-Contribution Rule

TFSA - Beneficiary or Successor Holder?

RRSP Withdrawals and the Loss of Contribution Room

Unused RRSP Contributions

RESP - Taxation on RESP Withdrawals

Spousal RRSP - Income Splitting & The Attribution Rule

RRIF-LIF & Pensions

DBP - The Commuted Value & Taxation

DBP – Keep the pension or take the commuted value?

Ontario LIF-Unlock 50%

RRIF Withdrawals & Withholding Tax

RRIF Payment Calculation – Electing to Use Your Spouse’s Age

RRIF Accounts - Frequency of Withdrawals

CPP - Options & Considerations

Reduce Tax Through Pension Income Splitting

How to access funds from your Locked-in Account

Estate Planning & Leaving a Legacy

Costly mistakes of poor estate planning

Insolvent Estate – Is the Estate Trustee personally liable?

What happens to your assets if you die without a will?

5 Ways to Reduce Probate Fees

Continuing POA for Property

Reviewing Your Legal Documents

Considerations When Choosing an Executor

DAF - Leaving a Legacy

Insurance

Incorporating Permanent Life Insurance into Your Financial Plan

Incorporating Term Insurance into Your Financial Plan

Critical Illness Insurance

Shiho Okuyama