Episodes
114
Latest episode
May 2026
Language
EN
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 OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND CANADIAN INVESTMENT REGULATORY ORGANIZATION (CIRO) Hosted on Acast. See acast.com/privacy for more information.
Spring cleaning isn't just for your home – your finances deserve the same reset.Lori and Jon walk through how to review your portfolio, get ahead of taxes, understand your fees, and make sure your plan is aligned with where your life is headed.Enjoy the episode! Hosted on Acast. See acast.com/privacy for more information.
Tax season is a reminder that the best results come from planning ahead, not scrambling at the deadline.Lori and Jon share practical strategies for using tax‑efficient accounts like TFSAs and RRSPs wisely, thinking through life changes, and making confident decisions that add up over time.Tune in! Hosted on Acast. See acast.com/privacy for more information.
As RRSP season wraps up, Lori and Jon break down the classic question: RRSPs or TFSAs?They explain how income, age, and long‑term planning shape the right plan for you, and why using both accounts strategically can provide flexibility, reduce taxes, and manage OAS in retirement.Let's dive in! Hosted on Acast. See acast.com/privacy for more information.
Lori and Jon unpack what strong market headlines really mean for your own portfolio, and why your return might look different from the index.From cap-weighted vs. equal-weight performance to asset allocation, currency impacts, and new total cost reporting, they cover the key factors shaping your investment results.Happy listening! Hosted on Acast. See acast.com/privacy for more information.
Lori and Jon reflect on a strong 2025 and highlight the factors that supported double-digit market gains, including interest rate cuts, solid earnings growth, and policy support.They also share what they’re watching as portfolios head into 2026, and why discipline and active management remain key.Enjoy the episode! Hosted on Acast. See acast.com/privacy for more information.
Lori and Jon explore a key question for successful families: what happens when kids inherit wealth that they’re not ready for?They share strategies to pass on wealth wisely to help you avoid unnecessary taxes and prepare the next generation for financial confidence.Happy listening! Hosted on Acast. See acast.com/privacy for more information.
Lori and Jon discuss why back-to-school season is the perfect time to focus on the next generation.From RESP accounts to legacy planning, Lori walks through the best strategies to help you prepare, protect, and pass on wealth with confidence.Enjoy the episode! Hosted on Acast. See acast.com/privacy for more information.
Join Lori and Jon as they unpack why a mid‑year financial check-in is essential, especially amid shifting markets and political headlines.Discover how active management can help you protect your wealth, grow your income, and seize investment opportunities - plus, how rebalancing your portfolio keeps you on track.Happy listening! Hosted on Acast. See acast.com/privacy for more information.
In this episode, Lori and Jon sit down with Nicole Garton, President of Heritage Trust, to uncover the hidden risks in estate planning, and why naming a friend or family member isn’t always the best choice.They review the role of professional fiduciaries, addressing complex family dynamics, and how trust companies like Nicole’s are changing the game.Enjoy! Hosted on Acast. See acast.com/privacy for more information.
In this episode, Lori and Jon dive into the state of the Vancouver housing market and explore what today’s trends mean for investors and retirees alike.Lori shares why a diversified, liquid investment strategy may offer more stability and long-term growth, especially for those approaching retirement.Happy listening! Hosted on Acast. See acast.com/privacy for more information.
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