Megan Yakabuski Wealth Management

Megan Yakabuski Wealth Management I guide families with genuine care through life's transitions.

Alongside a team of specialists, I help simplify investment, retirement, tax, and estate decisions, so that you can focus on enjoying life!

06/24/2026

Most Canadians don't actually know what they're paying for their investments.

In this video, I break down the hidden fees inside mutual funds and new rules coming to the investment industry around Total Cost Reporting.

Here's what we cover:
0:28 – How mutual funds and ETFs actually work
1:02 – The hidden costs of mutual fund investing
2:01– What's changing with CRM3
2:40 – How to get clarity around the fee you pay

As your portfolio grows, those small costs can have a bigger impact than you realize.

If you're not sure what you're actually paying, it may be worth taking a closer look.

Wishing everyone a Happy Father's Day weekend!
06/19/2026

Wishing everyone a Happy Father's Day weekend!

06/15/2026

From SpaceX making the largest IPO in history, to major developments in the conflict in Iran, here's what you may have missed last week in markets, and why it matters.

0:14 – SpaceX IPO
1:54 – Geopolitical update
2:22 – US inflation – what's driving it
3:07 - Canadian interest rate update
4:02 – Canada, U.S., Mexico CUSMA trade update
4:48 – What does this mean for investors?

Markets are showing strength, make sure your portfolio is keeping up by getting a second opinion today!

06/03/2026

Part 2: Real Estate vs Investing

In this video, we go beyond the market update and look at how real estate actually fits into your broader financial picture.

Because it's not just about returns, it's about how it impacts your lifestyle, your taxes, your retirement income, and your long-term planning.

Here are a few of the key areas we break down:
0:32 – Lifestyle
1:17 – The true cost may be more than you think
1:45 – Tax planning
2:45 – Estate planning
3:13 – Flexibility
3:59 – Diversification

If you're not sure how your real estate fits into your overall plan, it may be worth taking a closer look. Reach out today if you'd like to talk it through.

05/29/2026

A lot of Canadians have built their wealth through real estate. But there comes a point where you have to ask, does this still fit into my lifestyle? Is the market still what it used to be?

In part 1 of this 2 part video on real estate investing, I break down what's happening right now across Canada, and what it means for you as an investor.

0:43 – Toronto and GTA real estate market update
1:17: Vancouver and lower mainland real estate market update
1:44 – What is driving the real estate market overall right now?
2:09 – How does real estate compare to the stock market?

If you've been thinking about how real estate fits into your financial plan, reach out for a conversation today.

Tune in next week for part 2 where we go over our tips on how real estate can fit into your lifestyle.

05/22/2026

If your will and your registered accounts had different beneficiaries… who actually gets your money?

An Ontario family recently learned this the hard way.
A man updated the beneficiaries on his RRIF and TFSA late in life, naming someone he had recently grown close with.

After he passed, his family challenged it, assuming everything would follow the will.

It didn't.

The courts ruled those assets belonged to the named beneficiary, not the estate.

This happens more often than people realize — and it's completely avoidable.

In this video, we walk through a few key tips to help you get it right:

0:42 – Review your beneficiaries regularly
1:04 – Make sure everything is aligned
1:18 – Be clear about your intentions
1:31 – Think about tax
1:43 – Set up a trusted contact person

If you're not sure when you last reviewed your designations, it's probably time!

05/16/2026

Would you recognize if something was a scam… before it was too late?

What about your parents? Your neighbour? Someone you care about?

Fraud is becoming more sophisticated, especially as technology and AI evolve. Awareness is your first line of defense.

Join us for a free webinar where we'll go over common investment scams we're seeing, and how you can protect yourself and the people you care about.

May 28th | 3:00 PM PST / 6:00 PM EST

Register here: https://meganyakabuski.ca/fraud-prevention-protecting-yourself-your-family-and-your-future/

05/15/2026

How do you choose a financial advisor? What should you look for? How much should you pay?

In this video, I walk through the key traits to look for, the questions you should be asking, and how to know if an advisor is the right fit for your situation. We cover everything from fees and investment strategy to communication, team support, and long term planning.

0:35 - Understand how your money is actually managed
1:23 – Additional services beyond money management
2:28 – Communication
2:58 – Listening and personalization
3:23 – Fit, relationship, and longevity
3:53 – Transparency
4:18 – What questions should you ask?

If you've ever wondered whether you're getting the guidance and value you should be, or you're considering a second opinion, this is a great place to start.

05/14/2026

What questions should you be asking when choosing a financial advisor? 🤔

In this video, we break down some key questions that can help you better understand who you're working with, and whether they're the right fit for your situation.

Follow our page to stay up to date with our latest insights, we'll be sharing the full list of traits to look for tomorrow!

Happy Mother's Day to all!
05/08/2026

Happy Mother's Day to all!

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