Sam @Byte_Sized_Blog
once I was a bank PM Toronto, Ontario Joined December 2010-
Tweets14K
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Followers1K
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Following1K
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Likes27K
To the lady at my hotel who just walked by with leopard print pants and zebra print jacket
So after a week, I have a few notes 1. Going independent is a wild ride. 2. Expanding your network and getting out of your bubble is the best way to achieve true growth in this business. 3. I should have done this year's ago!
So after a week, I have a few notes 1. Going independent is a wild ride. 2. Expanding your network and getting out of your bubble is the best way to achieve true growth in this business. 3. I should have done this year's ago!
If your Advisor is making investment recommendations after a 10 minute introductory call..... If your Advisor is telling you to cut equity exposure because they "think a bad market is coming".....
Like I said, the Tax Planning King
Like I said, the Tax Planning King
Impact on personal capital gains tax changes Effective June 25, 2024 Ontario Residents
A great framework for considering your life insurance needs.
A great framework for considering your life insurance needs.
Oof. Be better RE people.
If you come at the King of tax planning, you best not miss. All of you missed
If you come at the King of tax planning, you best not miss. All of you missed
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial advice.
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Mark McGrath @MarkMcGrathCFP
17K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®, CLU®. DM's are always open. Meet a PWL advisor ⬇️
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Monocle Man @MonocleMan1
8K Followers 6K Following Endowment investor, father, husband to @sarahheer1. Passionate about liberty, investing, CFA/CAIA, sports. Amateur musician. All opinions my own
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
Pat Gregoire @PGreggy
4K Followers 3K Following Country Manager @CoolbetCanada | @NLL on @TSN_Sports Analyst | @HFXThunderbirds Analyst | @iheadslacrosse Coach | #SantaInsider
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Aravind Sithamparapil.. @AravindSitham
3K Followers 814 Following Associate at Ironwood Wealth Management specializing in Midwives & Young Professionals in career/life transition. Tweets are not advice. He/Him
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
Danika Waddell, CFP®.. @danikaw
3K Followers 2K Following Founder of Xena Financial Planning, guiding women in tech. Investopedia Top 100. Mom of 2, trail runner, cross-country skier, adventurer. Not advice. She/her.
OTTCAPLAX @ottcaplax
4K Followers 4K Following We offer the most cost effective club lacrosse option for HS recruiting in North America. Youth and High School Teams 613lax
David O’Leary, CFA @DavidPOLeary
3K Followers 882 Following Founder of Kind Wealth; a virtual family office helping business owner families maximize their return on life. Impact investor, boxing fan, and proud Dad.
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Elena Krasnow @elenaspeaking
2K Followers 952 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Gloria_US_ @GloriaUS382330
1 Followers 918 Following
_original_ @original1191630
5 Followers 1K Following
SinghBabbra_13 @Singhbabbr87243
8 Followers 900 Following
Susecee @susecee24387
0 Followers 441 Following
Nagatiez @nagatiez74942
2 Followers 484 Following
1Babak @one_babak
207 Followers 1K Following
R_ae @Rae1372334
1 Followers 1K Following
Teighday @teighday96325
1 Followers 445 Following
Shato @Shato1419898
1 Followers 498 Following
Toashee @Toashee1609
1 Followers 492 Following
Adam Carolan @Adam_Nextgen
2K Followers 2K Following Founder and Head of Strategy at NextGen Planners. Helping the next generation of IFAs build great businesses. Keen 🏌️♂️ and running around after 👶👧
MELIA 🌹🌷🩷�.. @melia_rose55
11 Followers 231 Following Success is peace of mind, which is a direct result of self-satisfaction in knowing you made the effort to become the best of which you are capable.
Paul Morrison @pmo09
90 Followers 552 Following I tweet on occasion and #don't really understand hashtags
kumar_kol745 @kol74577116
5 Followers 1K Following
Michael Masotti @MichaelMasotti
9 Followers 1K Following
CFC @CFC_1_1
0 Followers 198 Following
fey oj @OjFey83351
60 Followers 260 Following
Ella_VD @vd_ella44881
5 Followers 1K Following
Bird's Eye Wealth Pla.. @birdseyewealth_
2 Followers 3 Following
Jason Frede, JD CFP® @Jason_Frede
41 Followers 120 Following
Billiam @WillTho87724009
21 Followers 66 Following
Ritesh Shah @RiteshS63387004
0 Followers 21 Following
Semekee @semekee60223
3 Followers 563 Following
Danny Koh @kh_dan
152 Followers 428 Following I am here to help! Helping people work towards their goals is what I enjoy doing. Opinions are my own.
J Bates @Allinoltech2016
134 Followers 1K Following
Informed Decisions - .. @idecisionsfp
794 Followers 452 Following Ruthlessly Independent Investment & Retirement Planning. Share insights to help people avoid costly financial mistakes thru an award winning Blog & Podcast
Pedro @PedroPinhoCa
3 Followers 45 Following
Tayneyski @tayneyski30909
15 Followers 477 Following
Steiny, DO, MBA @JeffSteinerDO
1K Followers 2K Following Early retired Pedi Anesthesiologist from Texas. Currently on sabbatical. Tweets are not advice - medical nor financial
teddy.dove @TeddyDove2
26 Followers 417 Following I've been at the top. I've been knocked down. I am learning to live with what life gives me.
us_Isabella_ @us_isabell67993
1 Followers 998 Following
SolarWhisper @SolarW81829
3 Followers 709 Following
js @joyfulsarcasm
7 Followers 52 Following Why do I get 140 characters for the random thoughts that pass through my mind and only 20 characters more to sum up my entire life?
Cynthia Wepruk @CynthiaWepruk
93 Followers 587 Following
Corey Merrills @CJMerrills
88 Followers 594 Following Professional fireman. Founder of Merrills Financial, LLC. Follow along as I build out my own fee only financial planning firm for Mid-Atlantic firefighters.
Mike Dunne @mDunnes
337 Followers 433 Following
Michael Leabo @LeaboMike
202 Followers 765 Following Iowa Born & Raised | 26 | Came for the memes, stayed for the C.R.E.A.M
Blessed @Blessed23481808
156 Followers 1K Following
BNM_93 @BNM_93
9 Followers 1K Following
Andrew Osta 🇺🇦 @andrewosta
184 Followers 527 Following
Matt Laciskey, CFP®,.. @MattLaciskey
1K Followers 245 Following Helping Millennials & Gen Z with Equity Comp Simplify Money | Tweets ≠ Advice
Brian McCann @Bootstrap68
2K Followers 2K Following I ran an independent RIA. Nothing I say is investment advice. Author of The Investor’s Journal
Felix @FelixDocuz
129 Followers 479 Following CFA, part time investor, focused on Romania market; not investment advice; full time business manager for a Fortune500 company
teddy jenner @TeddyJenner
8K Followers 2K Following Never Ending Rad Dude || @NLL_on_TSN broadcaster || @otcb_podcast cohost || Be Excellent to each other || Bourbon makes me happy
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Michael Policar @MikePolicarNGP
5K Followers 638 Following A fiduciary with a passion to educate. You control money, or money controls you. Tweets not financial advice.
Brian Portnoy @brianportnoy
18K Followers 1K Following I help people understand and achieve funded contentment. Check out @shapingwealth and The Geometry of Wealth https://t.co/isZiO9kaRC. Not Dave's cousin.
Douglas A. Boneparth @dougboneparth
269K Followers 624 Following President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: https://t.co/CNtZzhgQMu
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Kyla Scanlon @kylascan
168K Followers 916 Following wrote a book called "in this economy?" | (almost) daily economic videos | writing, podcast, and youtube 👻
Mark McGrath @MarkMcGrathCFP
17K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®, CLU®. DM's are always open. Meet a PWL advisor ⬇️
Thomas Kopelman 💵 @TKopelman
26K Followers 627 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Ramp Capital @RampCapitalLLC
345K Followers 621 Following Master shape rotator (+0m followers on TikTok, never been acquired, not a parody)
Monocle Man @MonocleMan1
8K Followers 6K Following Endowment investor, father, husband to @sarahheer1. Passionate about liberty, investing, CFA/CAIA, sports. Amateur musician. All opinions my own
Courtney Ranstrom @courtranstrom
4K Followers 4K Following Courtney Ranstrom, MBA, CFP®, Co-Founder, Trailhead Planners, LLC Tweets aren't investment advice. https://t.co/w9IrLTtSZE
Wes Gray 🇺🇸 @alphaarchitect
47K Followers 4K Following Marine. Ph.D. Dad x3. Blog/Education/Indexes/Tools: https://t.co/uYiYwqvK7J ETFs: https://t.co/D8FDBnV76Z White Label ETFs: https://t.co/gGlhaJsd2B Grateful: #USMC #MFTF
Max Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.
Braden Warwick PhD @WarwickBraden
51 Followers 33 Following Architect of Financial Planning @PWLCapital
Adam Carolan @Adam_Nextgen
2K Followers 2K Following Founder and Head of Strategy at NextGen Planners. Helping the next generation of IFAs build great businesses. Keen 🏌️♂️ and running around after 👶👧
KLT Wealth Management @KLTWealth
23 Followers 20 Following We are taking a fresh approach to financial planning. We work with clients both in person, and virtually to help them achieve their goals and dreams.
Bird's Eye Wealth Pla.. @birdseyewealth_
2 Followers 3 Following
Josh Mendleson @JoshMendleson
78 Followers 209 Following
Holly Gardner @HollyMinds
424 Followers 428 Following Co-founder @socittyai•VP Ops at NuPort•PhD Social & Ecological Sustainability•🐕🦺 mom•proptech•ginger•aggressive blocker• prefer Threads energy• she/her
Chris W. Rea @cwrea
421 Followers 2K Following He/him. Husband, dad, software developer. Likes: helping people, technology, personal finance, books, music, cooking and baking. @[email protected]
SchwartzmanFinancial @SchwartzmanFina
414 Followers 2K Following Financial services for individuals & small businesses: investments, taxes, planning, education Discl: https://t.co/UjO4XieDVu Mutual funds thru Investia Financial Services.
Sammy Azzouz @samazzouz
711 Followers 339 Following President & CEO @Heritagefin | Author of Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital | Host of Wealthy Behavior podcast | Blogger
Adam Weersink @adamweersink
426 Followers 349 Following Former goaltender turned portfolio manager. Partner at Cox Financial Group. Working to education and secure retirement for local families and businesses.
Bryan Hasling @bryanhasling
1K Followers 737 Following Financial Planner @ Modern FP • Retirement & Tax • Investment Mgmt • Equity Comp for Tech employees
Hector McNeil @Hector_McNeil
2K Followers 1K Following Co CEO & Founder at HANetf | ETF Specialist | Business Innovation | Expert Investor Views are my own
Engineer Investor @egr_investor
1K Followers 588 Following An electrical engineer’s approach to saving, investing, and personal finance. These are my opinions and not investment advice.
FP Collective @FP_Collective_
868 Followers 37 Following We aggregate content from top Canadian financial planning creators, keeping you informed effortlessly.
Mind the Game @mindthegamepod
62K Followers 4 Following Don’t just play the game. Mind it. A podcast hosted by @kingjames and @jj_redick. Eps drop Wednesday. Brought to you by @ThreeFourTwopro and @uninterrupted.
Kevin Espiritu (Plant.. @KevinEspiritu
27K Followers 1K Following I like growing stuff Founder / CEO @epicgardening, acq. @botanicalseeds Tweets are notes to self
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Neil Bage @neilbage
2K Followers 919 Following Applied Neuroscience and Behavioural Science • Financial Services • Co-Founder at @shapingwealth • Keynote speaker
Canadian Tax Guy @TheTaxHeroes
13K Followers 1K Following I help businesses, business owners, & professionals understand and save tax. Need a CPA or have a q? DM me.
Iqbal ghuman @iqbalsghuman
104 Followers 184 Following Index investor on a journey to improve my $ financial literacy everyday ..
Jay Dubs - Financial .. @evil_Jdubs
209 Followers 303 Following Centrist-Moderate. Hopeful #Flames fan. I make bloggers cry😢
Worst Finance Takes @Lifeinvestmoney
5K Followers 333 Following *not financial advice… actually it’s all terrible advice! Exposing FinTwits worst takes Expected dividends: $2.79/month DMs open for submissions - *Parody*
Loonies and Sense �.. @LooniesAndSense
848 Followers 252 Following 🇨🇦Investor focused on total returns on a global basis. Full-time Dad. Accidental retiree. Reformed RE investor. #DieWithZero fan. Not investment advice!
Ashley the CPA 🌿 @seattle_tax
8K Followers 610 Following Microsoft MVP - BizApps and MS365. I talk about trusts, taxation and technology, not necessarily in that order. Actively trying to give AI my job.
NBEinstein @NBEinstein
26K Followers 763 Following NBA - Video Breakdown (French version of me here : @GuillaumeBLab) 🔴Youtube : https://t.co/J0IhCa94ve .
Jared Rabinowitz @JRabinowitzQW
65 Followers 101 Following
Cliff Cornell @cliffcornell_
1K Followers 411 Following Associate Advisor at Bone Fide Wealth • CFP® Professional • Tweets/Posts ≠ Financial Advice
Ben Mayhew, CFP® @benmayhewcfp
174 Followers 489 Following Founder/ Financial Planner @ https://t.co/kd63GlMlCN | Personal Finance Nerd | CFP® | Proud Husband, Dog Father, Curler, East Coaster | Tweets are not advice
John Stocking, Financ.. @j_stock_
323 Followers 200 Following Supporting financial decisions using evidence | Dad to 2 kids | Spouse to a surgeon
Eric Bruns @eric_a_bruns
410 Followers 156 Following Financial Planner @ Vanir Wealth | Director of Employer Retirement Plans @ Fortis Wealth Management | Part-time Army guy | Once upon a time I did cool stuff
Saad Baig @saadbaig3
2K Followers 3K Following Government Relations Consultant. Talks about #CityBuilding, #Housing, #Urbanism #Policy, #Politics. Views are my own!
Tyson Strachan @tstracks
5K Followers 407 Following Former NHL healthy scratch, winner of very few fights, https://t.co/waaVYOvNL9 Athletes For Animals Ambassador, https://t.co/WLpdQE5G7v #AdoptDontShop
Alheli Picazo @a_picazo
16K Followers 781 Following athlete, writer, researcher, politico | further contact info, other ways to connect: https://t.co/zJHdBWQqgv | email: [email protected]
Meagan Balaneski, CFP.. @MeaganBalaneski
153 Followers 140 Following Financial Planner, Oil Painter, Smasher of Veggies, Daughter of the Quantum.
Julia Chung @JuliaChungFP
3K Followers 3K Following CEO @SpringPlans | Consultant @TrellaGroup | Board Dir @FamBizCanada | President @FPACanada
Natasha Knox @_natashaknox_
442 Followers 236 Following Founder and senior planner at Alaphia Financial Wellness. Financial therapy advocate. Tea lover. she/her
Pius Omene LL.B, TEP,.. @PiusOmene
428 Followers 107 Following Multi-jurisdictional lawyer specializing in Estate Planning,Corporate Law & Immigration.Delivering tailored, world-class legal services. Licensed in AB & BC.
Tori Dunlap — Money.. @herfirst100K
20K Followers 2K Following fighting the patriarchy by making you rich | 4M followers | NYT bestselling author | host, #1 money pod for women | probably eating fried chicken (she/her)
Chef Reactions @ChefReactions
327K Followers 583 Following Extra Salty | Side of Sarcasm *BS allergy* that annoying, monotone chef from TikTok
Building Culture @Build_Culture
20K Followers 436 Following Brick masonry & mass-wall experts. Crafting iconic masonry structures that last centuries. Award-winning designers; community creators; health & eco conscious.
Kristan Rowland, CFA,.. @RowlandKristan1
427 Followers 395 Following Portfolio Manager, Past Chair, CFA Society Chicago; University of Notre Dame, University of Chicago Booth School of Business
Nick Gertsema @ngertsema
1K Followers 597 Following CFP®, ChFC®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwit
wealthmoose @wealthmoose
1K Followers 5K Following 📊 Tweets on Market News, Money, Housing , Mortgages and Canadian Politics.
Troy Simonson, CFP® @TroySimonsonCFP
46 Followers 56 Following Family business focused financial advisor. Evidence based investor. Hoping to learn something new everyday.
The Raptors gave up on Pascal Siakam, thats how bad they fucked up building their team
This video of kids playing "Crazy Train" on xylophones is seriously the best thing I have seen in AGES!! It's so good it makes me cry. Be sure to watch until you get to the kids rocking out with solo parts at the end.
Awesome and proof that every school needs a well funded music program! Ozzy Osbourne's "Crazy Train" xylophone-style.
Awesome and proof that every school needs a well funded music program! Ozzy Osbourne's "Crazy Train" xylophone-style.
@Byte_Sized_Blog @Lovey1973 @67Dodge @myownadvisor @MarkMcGrathCFP @johnyboy1853 Love when you have the experience of dealing with bank capital markets. Such a rigged game.
If you ever doubted the power of narrative, Cathie Wood has personally pocketed tens of millions of dollars while managing a bottom percentile fund and losing >$14 billion in client assets over a decade. All because she tells a powerful story extremely well.
“By the end of last year, ARK funds had destroyed more wealth than any other asset manager over the previous decade, losing investors a collective $14.3 billion, according to Morningstar.” stocks.apple.com/An-5UFEz9SSq0E…
A man from Kitchener is giving LeBron his own version of LeBronto 😭😭😭😭
How to create a tax trap in 3 easy steps: 1 - Create new AMT rules that become effective 01/01/2024 2 - Announce a change to cap gains inclusion rate effective 06/25/2024 3 - Wait for taxpayer to sell assets to avoid 2/3 inclusion rate while jumping headfirst into an AMT trap
Time to post some data on capital gains. Inspired by Vaillancourt, Kerkhof & Godbout (2018) classic.austlii.edu.au/au/journals/eJ…, i went back through federal budget documents to pinpoint when changes have been made to the inclusion rate AND the general exemption.
Personally, I think this offence should be punishable by a life time prison sentence. That’s just me, personally.
@Imman_Adan Those 5 seconds where Shams had that tweet up with Dame going to Toronto..
Story on the latest sign of youth sports culture: Our 10U baseball team played a game yesterday. Opposing parents chirping at our 3rd base coach. Opposing parents yelling at umpires after calls that don’t go their way, adding “it’s us vs the umps!” Opposing player gets…
A great discussion by @KimGCMoody on the pass through nature of trusts and the potential issues with the 2024 budget. Unfortunately, until the legislation is available, all we can do is speculate. I recommend watching the whole video. moodysprivateclient.com/our-review-of-…
Well this was my foray into writing on X and what a foray it was. 3 takeaways: - This country is DIVIDED. - So many people have strong opinions on topics they know nothing about. - This is not LinkedIn, and I love it.
100% chance everyone who thinks doctors are paid too much/taxed too little are the same people complaining about lack of access to good health care in Canada. You can’t have your cake and eat it too.
@JarrettHolmesFP Welcome to the Thunderdome my friend
MVP, NBA Champion, Finals MVP, Olympic Gold Medalist, FIBA MVP Wow such a big summer ahead for Shai Gilgeous-Alexander.
It’s a Mammon cult variant. The MOASS crew is another. These things always pop up like weeds before a big social upheaval.
Greatest Top Signal in history.
First time ever in a round of golf: didn’t miss a single putt inside of 10’ today. Didn’t make anything outside of 20’ but that’s expected.
I thought this was funny - Back and forth yesterday with a doctor: Him “It seems a shame that you consistently push poorish advice on a group of individuals with high intelligence. More than half of these people could consistently beat the market with minimal effort”
My god
Responsible content generation: Develop deep knowledge about a topic ⏩ develop content ⏩ get peer review to confirm accuracy ⏩ publish Unlicensed Finfluencers content generation: See what other people are being followed for ⏩ brand yourself around that topic ⏩ research…
In response to the Budget announcement earlier this week, I helped develop a tool that looks at the costs associated with realizing capital gains prior to the June 25th inclusion rate change. Check it out.
Realizing a large capital gain before June 25 may be tempting, but pre-paying tax now - even at the lower rates - might make you worse-off in the long-run. We modeled this trade-off and made our model available to the public. Link below.
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