Wealth Wisdom with David Campeau

Episode 9 - Year End To Dos

As 2025 comes to a close, we discuss important items investors should address before year end.

Episode 8 – FHSA: Your First Step Toward Your First Home

We breakdown the First Home Savings Account and how it helps young Canadians save smarter. Learn how the FHSA, RRSP, & TFSA all work together to boost your down payment and save on taxes

Episode 7 – From RRSP to RRIF: Turning Savings Into Income

What really happens when your RRSP converts into a RRIF? Tune in as we walk you through it all. A simple guide to turning lifelong savings into sustainable retirement income.

Episode 6 - Understanding Risk in Your Portfolio

We breakdown the major types of risk investors face. From market swings to taxes to inflation, we make risk easy to understand.

Episode 5 - The 5 Freedoms that Define a Rich Life

We explore the five freedoms: Wealth, Health, Relationships, Time & Purpose. Tune in as we discuss how to find out what truly matters to you and building a life that feels meaningful and free.

Episode 4 - TARGETS

We breakdown the TARGETS framework – seven meaningful ways to put your money to work. A practical guide to making your wealth support the life you want

Episode 3 - Structuring your Accounts

In this month's podcast, we go over the importance of structuring your accounts to set yourself up for the best success, save on taxes, and the best way to pass on your investments to your loved ones.

Episode 2 - Your Wealth Roadmap

A simple walk though of what clients can expect at every stage of their wealth journey with Campeau Konnert Wealth Management. From discovery to planning to portfolio management, we break down how it all fits together.

Episode 1 - Team Campeau: Redefining Wealth Management to Make Lives Better

In our very first episode, we share the story behind our team’s growth, philosophy, and client-first approach. From Dave’s start in finance to how our team is intentionally designed around individual strengths, we explore what truly sets our wealth management team apart.