
The Personal CFO Podcast is for Canadian business owners who want to build wealth while they’re working, and live off it when they stop.
Hosted by Guillaume Girard, Wealth Advisor & Financial Planner, the show breaks down investing, tax strategy, retirement planning, and insurance without hype, noise, or product-driven advice.
General information only. Portfolio management through Portfolio Stra... more
| Publishes | Twice monthly | Episodes | 36 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Summary
This episode provides a comprehensive analysis of the current state of the Canadian real estate market, exploring recent declines, regional differences, and investment strategies. Experts discuss whether now is a good time to buy, how to int... more
Summary
Guillaume Girard discusses strategic tax planning for business owners, focusing on RRSP utilization, compensation structures, and future exit planning to optimize wealth and minimize taxes.
Topics Covered in this Episode
00:00 Introduction... more
Summary
In this episode of the Personal CFO Podcast, host Guillaume Girard delves into the Capital Dividend Account (CDA), a powerful yet often overlooked tax planning tool for Canadian business owners. He explains the mechanics of the CDA, how it a... more
Summary of Episode
In this episode of the Millennial Money Canada podcast, hosts Guillaume Girard and Sam Lichtman explore the emotional challenges clients face regarding money. They discuss the scarcity vs. abundance mindset, the disbelief in succe... more
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Can’t say enough good things about this podcast. Sam and Guillaume are creating a great library to listen to.
This team of true professionals understand the market, the demographic, the time we live in and the science- education needed to give advice. Give them a follow and tune in for all their episodes!
I originally found Millennial Money on TikTok and really enjoyed the informative videos there. Now that there’s a podcast, it’s even better! First two episodes are great, and I’m sure there’s more great content to come!
A little request - for some of us newer investors, it would be great to have a “for beginners” episode.
Thanks for the relevant information!
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #176 |
Listeners, social reach, demographics and more for this podcast.
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The Personal CFO Podcast launched 4 years ago and published 36 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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