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Millennial Money CanadaAuthor: Guillaume Girard & Sam Lichtman
Welcome to the Millennial Money Canada Podcast. A podcast to elevate your financial literacy so that you can live well, build wealth, give generously, and leave a legacy that you are proud of. We are your hosts, Guillaume Girard and Sam Lichtman, Financial Planners at Millen Wealth Advisors. Millen Wealth Advisors offers portfolio management solutions through Portfolio Strategies Corporation, which is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund (CIPF). Millen Wealth Advisors offers insurance solutions through PPI Solutions. Visit our website at https://www.mwadvisors.ca/ to learn more about how we can assist you. Disclaimer: This is not intended as investment advice. All investment, insurance, and financial planning conversations are meant as general information only and should not be considered personal advice. Always seek professional advice. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Ep.042: The Private Equity Trap: Why Most Investors Get the Allocation Wrong
Sunday, 19 April, 2026
This episode demystifies private equity for retail investors, covering what it is, potential benefits, risks, and how to determine the right allocation for your portfolio based on recent research from Vanguard.Topics Covered in this Episode00:00 Introduction to Private Equity02:00 Understanding Private Equity05:11 Why Invest in Private Equity?07:20 The Risks of Private Equity13:25 Determining Your Allocation to Private Equity18:00 Key Takeaways and ConclusionSubscribe to our NewsletterThe Personal CFO: https://www.mwadvisors.ca/newsletter-guillaumeNeed Guidance? Book a private intro call today:Book it here: https://mwadvisors.as.me/GuillaumeGirard1Connect with GuillaumeWebsite: https://www.mwadvisors.ca/guillaumeEmail: guillaume@mwadvisors.caLinkedIn: https://www.linkedin.com/in/guillaume-girard-cfa-cfp-08487170/Cited ResearchRight-Sizing Private Equity in a Portfolio: It Depends on More Than You Think.
