Office Hours - November 2025

Our Monthly Office Hours Call for Platform Subscribers

• 1:27 - New Features: Lock Scenario, Compare Metrics and 10% OAS Increase
• 8:23 - What is the Starting Date for Income/Expense Snapshots
• 15:32 - How do I Model Borrowing Against Corporate Whole Life Insurance Policies
• 20:05 - How to Crystallize Capital Gains in a Non-Registered Account
• 23:00 - How to Update Your Plan
• 24:58 - How to Model a Spousal Loan
• 28:49 - How to Experiment with Different Investment Returns/Asset Allocations
• 31:57 - How to Enter Income as a Corporate Owner
• 40:39 - How do I see What Tax Bracket I am In?
• 42:08 - Can You Explain How Non-Registered Investment Income is Calculated?
• 44:38 - How do I Model Fixed Term Deposits in my RRSP?
• 46:35 - Why Does Future Cash Flow Show a Different Income then Projections?
• 51:00 - How to Model a 50% Market Crash in One Year
• 54:53 - How do I Add Gold, Silver or Bitcoin to Assets?

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.