The Personal CFO Podcast

Guillaume Girard, CFA CFP

The Personal CFO Podcast is for Canadian business owners and high-income professionals who want to build wealth while they’re working, and live off it when they stop.Hosted by Guillaume Girard, Wealth Advisor & Financial Planner, the show breaks down investing, tax strategy, retirement planning, and insurance without hype, noise, or product-driven advice.General information only. Portfolio management through Portfolio Strategies Corporation (CIRO, CIPF). Insurance via PPI Solutions.Website: https://www.mwadvisors.ca/guillaume

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The Personal CFO Podcast

Episodes (42)

Apr 19th Ep.042: The Private Equity Trap: Why Most Investors Get the Allocation Wrong
Apr 12th Ep.041: Your Advisor's Legal Obligations (And How They Fail)
Apr 5th Ep.040: Built Around You? Your Exit Just Got Harder

The Personal CFO Podcast

Apr 19, 2026
20½ minutes
9 MB

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 Episode 00:00 Introduction to Private Equity 02:00 Understanding Private Equity 05:11 Why Invest in Private Equity? 07:20 The Risks of Private Equity 13:25 Determining Your Allocation to Private Equity 18:00 Key Takeaways and Conclusion Subscribe to our Newsletter The Personal CFO: https://www.mwadvisors.ca/newsletter-guillaume<...

The Personal CFO Podcast

Ep.042: The Private Equity Trap: Why Most Investors Get the Allocation Wrong

Guillaume Girard, CFA CFP

00:00 -20:29