Videos & Webinars

Our Library of
Videos & Webinars

We’re committed to informing our clients and audience about the economy, markets, personal finance and ideas to work toward and maintain financial independence.

Upcoming Webinar — May 9, 2023 @ 7PM MST



Bend But Don’t Break – The False Choice of All In or All Out

Geopolitical realignment, stagflation, censorship & Central Bank Digital Currencies are concerning but distracting. History shows markets turn upward suddenly. If you've bailed from the markets you'll miss out. Learn about investment strategies in dividend stocks, commodities, real estate, infrastructure and precious metals to protect capital in the short term and take advantage of the recovery.

Opportunity Within Volatility: Our 2023 Market Outlook

The 60/40 playbooks, passive portfolios and using your "gut" are outdated thinking in an increasingly complex world with risks related to inflation, interest rates and conflict. We provide our 2023 market outlook and investment strategies to navigate these markets.

Investor Survival Guide – Minimizing Declines & Optimizing Recovery

While stock and bond markets are under pressure, an equity market recovery will begin likely when things look the worst. You need to be properly positioned to take advantage when this recovery begins.

Stocks You Can Tolerate

Learn about strategies to design and manage the stocks in your portfolio that generate solid rates of return while minimizing portfolio volatility.

Overview of Alternative Investments

Learn what alternative investments are and how private credit and private real estate investments can complement stocks and bonds in portfolios.

Big Picture Podcast: Making Sense of the Ukraine/Russia Conflict

Retired Major Brian Hamilton of the Canadian Armed Forces, and former intelligence officer, provided an expert military perspective on the Ukraine/Russia conflict. Brian is a decorated solider who held active roles in operations and intelligence support in the Canadian Arms forces; and trained NATO intelligence staff.

Grace Under Pressure – Disciplined Portfolio Solutions Amidst Global Turmoil

Markets will continue to be volatile. It will be harder to grow investments – but here are some strategies used by our portfolio managers to navigate these difficult times.

Investing Lump Sums

Learn about strategies to intelligently invest lumps sums of money such as when you sell a business or real estate; or receive an inheritance.

Market Outlook & Updating Your Portfolio Playbook For 2022

If there is any consensus on market forecasts for next year, it's that 2022 will be volatile and investors will be faced with significant "noise" that will test decision making. We provide our 2023 market outlook and investment strategies to navigate these markets.

Big Picture Podcast: Essential Human Needs – Energy, Free Speech, Functioning Health Care & Honest Politicians

Danielle Smith, weighed in on the fascinating evolution of our carbon economy, energy policy, charting a sustainable path forward for our health care system, the changing political landscape with a spotlight on Alberta and the failure of mainstream media and government to ensure diverse viewpoints are accepted.
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