Darren Coleman / Acme Podcasting Company public
[search 0]
Download the App!
show episodes
 
Artwork

1
Simply Sarbit

Larry Sarbit/Darren Coleman/Acme Podcasting Company

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Larry Sarbit is one of Canada's best-known investors with a long-standing reputation of being a patient value investor. Darren Coleman is a respected senior portfolio manager and veteran of the North American wealth management industry. Larry and Darren are also great friends who love to get together to discuss investing. The result is Simply Sarbit!
  continue reading
 
Artwork

1
Two Way Traffic with Darren Coleman

Darren Coleman / Acme Podcasting Company

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
TWO WAY TRAFFIC with Darren Coleman, the Cross border podcast series. On each episode we aim to guide you through the complexities, complications, implications and advantages of having money and family on both sides of the border.
  continue reading
 
Loading …
show series
 
Jason Ubeika, a Partner with BDO Canada and the US Personal Tax Practice Leader in Canada, is an expert on taxes for expatriate Canadians. He and Darren discuss Donald Trump’s Big Beautiful Bill. They talk about the impact on Canadian Snowbirds who own US properties and they both agree that having tax professionals familiar with the tax regimes in …
  continue reading
 
Darren and Larry discuss market euphoria and financial bubbles, highlighting historical examples like the Tulip Mania of 1630 and the 2006-2007 housing bubble, and they reference John Kenneth Galbraith's "A Short History of Financial Euphoria" to identify common denominators of financial bubbles.By Larry Sarbit/Darren Coleman/Acme Podcasting Company
  continue reading
 
Kevin Depocas Dumas, Associate Vice President of Business Development of NatBank says even with current US-Canada tensions he’s not seeing a lot of Canadians who want to sell their properties in Florida. Kevin and Darren discuss a wide range of issues affecting those who own property in Florida and about half a million Canadians are in that boat.…
  continue reading
 
It’s no joke… We recorded this episode on April 1st, just 24 hours before Donald Trump’s Liberation Day. Because of that, Darren and Larry thought it would be wise to discuss the history of tariffs. They also talked about I, Pencil and Milton Friedman’s take on tariffs. And hang in, we will be back soon with updates!…
  continue reading
 
In his 2024 annual letter to shareholders, Warren Buffett warned that today's stock market increasingly resembles gambling, with Wall Street profiting while everyday investors chase quick wins through trading apps. As Larry and Darren point out, this creates a big problem... A new type of addict is showing up at Gamblers Anonymous meetings across t…
  continue reading
 
Dealing with the new administration in Washington won’t be easy, but it may offer opportunities for Canada and for investors. So says Darren’s guest Dennis Mitchell, CEO and CIO of Starlight Capital which is a wholly-owned subsidiary of Starlight Investments, a global real estate investment and asset management firm based in Toronto. Mitchell advis…
  continue reading
 
With winter upon us a lot of Canadians head to southern climates in the U.S. and many of them own American real estate. But Canadians who buy, and sell, U.S. real estate should be aware of the potential complications. Carol Sadler – Tax Leader at Achen Henderson CPAs in Calgary joins Darren to explore the different ways Canadians can buy U.S. real …
  continue reading
 
Tax lawyer Trevor Parry https://trevorparry.com/ once told Stephen Harper that Canada has more auditors than infantry. Not to be outdone, Kim Moody of Moodys Private Client https://kimgcmoody.com/ says in the eyes of the Canada Revenue Agency a cocaine dealer can deduct expenses in this country, but not an Airbnb operator. With a new administration…
  continue reading
 
Darren and Larry discuss Amazon as a "wonderful business" using Warren Buffett's criteria. They highlight Amazon's rapid growth from selling books in 1995 to its current dominance, emphasizing Jeff Bezos's long-term vision and customer-centric approach. Amazon's moat includes its extensive distribution network, Prime membership, and innovative serv…
  continue reading
 
Larry and Darren discuss the characteristics of a "wonderful business" using Alphabet as a case study. They highlight the importance of management, trust, and a significant barrier to entry, or "moat." The conversation sets the stage for analyzing other companies in the S&P 500, known as the Magnificent Seven, to understand their investment potenti…
  continue reading
 
On this, our first episode, Darren intoduces you to the wit and wisdom of Larry Sarbit. Larry has a long history as a portfolio manager in Canada managing American equities and now shares some techniques and advice for people on how he's had his extraordinary investment success. There's a huge, lifetime's body of work that he's contributed and we'r…
  continue reading
 
John Tavares of the Toronto Maple Leafs is in a dispute with the Canada Revenue Agency (CRA) that could have repercussions for pro athletes and high-income earners in many industries. Darren discusses the Tavares case with tax lawyer Shlomi Levy and tax accountant Kevyn Nightingale of Levy Salis LLP. The firm, which has NHL players as clients, is d…
  continue reading
 
Wealth management advisor Darren Coleman who specializes in cross-border financial issues discusses IT security with another Darren Coleman, founder of Coleman Technologies Inc. www.colemantechnologies.com which handles IT managed services and cyber services. The latter Coleman, who has been called Canada’s top IT expert, leads a team of technician…
  continue reading
 
When it comes to investing fear is stronger than greed. Investing guru Larry Sarbit talks about "the tyranny of the index" with Darren on this episode. Sarbit, Founder and Chief Investment Officer of the Winnipeg-based Sarbit Advisory Services Inc. and one of Canada’s most highly respected asset managers, says most people don’t know how to invest.…
  continue reading
 
Darren’s guest is Yvonne Dobronyi, an eldercare consultant who counsels individuals and families through her firm YCD Consulting. https://www.linkedin.com/in/yvonne-dobronyi-14116222/ “Families are in denial and do not want to ask difficult questions about moving Mom or Dad to an assisted-living facility,” says Yvonne who added that more than half …
  continue reading
 
Tax lawyer Anna Malazhavaya who leads the firm Advotax Law joins Darren for this episode. Advotax is a team of lawyers and tax professionals that serves individuals, businesses and real estate property owners with tax planning and tax-dispute resolutions involving the Canada Revenue Agency. The discussion explores everything from the capital gains …
  continue reading
 
Kim Moody of Moodys Private Client – a firm providing law, and cross-border tax and accounting services joins Darren on this episde. Moody recently wrote an article in The Financial Post about the government flirting with the idea of a home equity tax, even on principal residences. Such a tax could result in an annual levy of about $10,000 for a ho…
  continue reading
 
Tax lawyer Trevor Parry makes his second appearance on Two Way Traffic, and like the first time he doesn’t pull any punches. On this episode, Parry says tax is the single greatest threat to capital, and that the key is how do people make money and how do they keep it. “Canadians must become financially literate,” he says. “Most people are unaware a…
  continue reading
 
Lawyers, accountants, bankers and financial advisors have their own expertise, but when it comes to seeking advice with money and assets you can’t do better than a trusted team. That's the message as Darren chats with lawyers Kevin Kirkpatrick and Azam Rajan of Bordera Tax and Immigration Law. https://bordera.ca/ They discuss the importance of seek…
  continue reading
 
The federal government’s claim that the increased inclusion rate for capital gains applies only to a small number of people is a “bald-faced lie” according to Darren’s guest, outspoken lawyer and tax specialist Trevor Parry. https://trevorparry.com/ They discuss other impacts of the federal budget, the advantages of using a life insurance policy in…
  continue reading
 
Today many people work from home but this can create problems with an employer. And if that employer is in another country like the United States things get even more difficult. In the aftermath of Covid remote working has become common but there can be all kinds of issues. Sharon Conrod, an accountant with Hanson Crossborder Tax https://www.hcbtax…
  continue reading
 
Canadians who return to the country after working south of the border may face “punitive” exit taxes from the U.S. and it doesn’t matter if their leaving is due to a divorce, illness or something else. Darren’s guest is John Richardson of Citizenship Solutions, a Toronto-based lawyer who was born in the U.S. and has lived most of his life in Canada…
  continue reading
 
Canadians who buy real estate in the United States often do so for emotional reasons but aren’t aware of all the problems that can arise. Darren tackles this with Shlomi Levy of Levy Salis LLP, whose practice is dedicated to US and Canadian tax and estate planning for individuals and corporations. The firm has offices in Montreal, Toronto and Flori…
  continue reading
 
Today people can work from anywhere – even across national borders – that coupled with increasingly mobile families means citizenship and immigration issues often come to the fore. People usually move from Canada to the US, or vice versa, because of three things – love, work or school. Melissa Babel is an immigration lawyer who runs a boutique firm…
  continue reading
 
Darren’s guest is Laura McLeman, a Certified Professional Accountant and Certified Public Accountant, and expert on cross-border tax. She said the largest population of Americans living outside the U.S. is in Canada, and that many of them have tax issues. Like being an ‘accidental American.’ People born in the U.S. but who have lived most of their …
  continue reading
 
All sorts of cross-border issues can arise when a Canadian decides to marry an American and many couples are not prepared. That’s the subject of this episode. Joining Darren is Véronique Malka, founder of the Canadian Law Group, a Canadian mobility firm based in New Jersey with offices north of the border. https://canadianlawgroup.com/about/ Véroni…
  continue reading
 
The financial planning industry has it wrong when it comes to giving retirement advice because all the models and plans being used are out of date. On episode 3, it's Darren with guest Dr. Preet Banerjee, and the two discuss this phenomenon of living longer and its impact on finances. Links... preetbanerjee.com twitter.com/preetbanerjee www.youtube…
  continue reading
 
Canadians who work in the US often don’t realize how complicated that can be with multiple issues concerning immigration and visas, managing accounts with various financial institutions, not to mention situations involving other family members. All these things are addressed in this episode of Two Way Traffic. Once again, joining Darren is Véroniqu…
  continue reading
 
Welcome back! On this episode of Two Way Traffic, Darren gets into an array of financial and immigration topics – implications of the Canada-US-Mexico Agreement which replaced NAFTA, non-immigrant vs. immigrant visas, potential tax issues especially since the two countries have different tax regimes, how to qualify for a mortgage in the U.S., and h…
  continue reading
 
It’s 2021, and Covid-19 is still with us, but Donald Trump is not. On this, the second of two episodes recorded on January 22nd, just a couple days after the inauguration… Elena and Darren discuss President Joe Biden’s upcoming changes coming for both personal & corporate taxation, with a big focus on the potential corporate reforms.. Much of this …
  continue reading
 
Welcome back Elena and Darren! It is 2021 and Covid-19 is still with us, but Donald Trump is not. On the next two episodes, both recorded on January 22nd, just a couple days after the Inauguration… Elena and Darren discuss President Joe Biden’s potential changes coming for both personal & corporate taxation. Much of the conversation stems from a Ja…
  continue reading
 
Elena and Darren discuss the fallout of COVID-19 from an economic and crossborder tax perspective. Tune in to find out how you should approach the current situation in terms of financial mindset and how you can plan for life after quarantine. Topics in episode 4 include: Measures the Canadian and U.S. governments are taking to support families / wo…
  continue reading
 
In episode 3, the cross-border discussion continues with a look at the many U.S. tax considerations for “snowbirds”, including health coverage, tracking days spent in the U.S., buying property, and cross-border banking and investment instructions. Listen to a candid discussion on the following topics. The Substantial Presence Test and Closer Connec…
  continue reading
 
In episode 2, we carry on our discussion around cross-border mobility, this time from the perspective of the owner-manager. — Cross border Employees – Temporary vs. permanent assignees. — Tax Residency – Obligations to host country and home country. — Retirement Plans – Protecting retirement accounts before making a cross-border move. — Shareholder…
  continue reading
 
In this episode, we introduce many common cross-border issues that may arise when someone has money, family on both sides of the border or changes their tax home. These are: Tax Residency – how this is defined differently in Canada and the U.S. Tax Reporting – how this may arise unexpectedly when a U.S. person holds certain investments such as PFIC…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play