✓ Why this creator matches:
The creator is a CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst) who provides detailed, strategy-oriented advice. He uses specific data points (e.g., a 42% boost in CPP payments for delaying) and explains complex tax-saving maneuvers like the TFSA-to-RRSP refund trick, demonstrating an educational and in-depth approach.
Personal Finance for 🇨🇦 Christopher Liew (CFP, CFA) 🎥 YouTube Long Videos ⬇️
Recent Videos:
✓ Why this creator matches:
The content is highly educational, breaking down complex topics like marginal tax rates in Canada, the difference between successor holders and beneficiaries, and the strategic timing of CPP withdrawals.
💼Client-Centric | Transparent 🎯Tailored financial plans for your goals
Recent Videos:
✓ Why this creator matches:
The creator provides detailed explanations on complex topics such as 'transfer in kind' to avoid capital gains, fiduciary responsibilities, and tax implications of inheriting property. His content is educational and professional, aimed at high-net-worth (HNW) individuals seeking wealth management strategies.
Wealth Manager CFP®, CIM®, TEP, FCSI®, CLU®, CIWM, CEA 🇨🇦🇺🇸 I do not send cold DMs: those are scam accounts
Recent Videos:
✓ Why this creator matches:
The content is highly educational, focusing on the 'math win' of taking pensions early, building a $1.5M retirement playbook, and comparing retirement funds to other asset classes.
Senior Estate Strategist Finance & Investing Get in touch with me on Whatsapp!
Recent Videos:
✓ Why this creator matches:
The creator provides detailed, strategy-oriented content, such as frameworks for investment fee reviews, RRSP withdrawal strategies ('meltdowns'), and the math behind delaying vs. taking CPP early. His bio specifically targets data-driven professionals like engineers and accountants, indicating a more technical/in-depth approach.
🇨🇦Retirement planner for engineers, accountants, and data driven professionals
Recent Videos:
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