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.

Don’t Be Fooled: It’s About the Bond Market

Investors must pay attention to the very real risk in the government bond market. Learn about key indicators and activities to monitor and investment strategies to benefit from rising interest rates market volatility.

Big Picture Podcast: Canada – Caught in the Global Crossfire

Retired Major Brian Hamilton of the Canadian Armed Forces, and former intelligence officer, provided a fascinating take on threats to Canadian sovereignty posted by China, Russia and the state of the Canadian military.

Intelligently Profit From the Commodity Super Cycle & Rising Interest Rates

The themes of “Build Back Better”, money printing and Infrastructure are creating opportunities to invest in commodities. Learn how our portfolio managers are using a structured approach to take advantage of these themes.

The Great Reset, Viruses & Government Debt

Risk controls and active management are critical to protect capital and seize opportunities. These principles are essential to manage volatility and to thrive in a low, but rising interest rate environment which will have negative consequence for investors in government bonds.

A Wise Alternative to Government Bonds & GIC’s in Your Portfolio

Wise investors are seeking high income with safety of principal. An intelligent solution to long-term government bonds and GIC’s is a well-diversified basket of Alternative Investments that can generate 7% – 8%+ YIELD while limiting portfolio volatility.

Fight, Flight or Freeze – Decisive Investing to Survive & Thrive Through Crisis

Overview of how our portfolio managers navigated market volatility during the COVID crisis to ensure clients stayed within their “Financial Pain Threshold” to avoid panic selling.

Straight Talk for Retirement Success

A two-part retirement workshop shares how to bullet proof your financial plan with realistic solutions for the most common challenges facing those approaching or already in retirement.

Protect & Prospect Through the Coming Global Chaos

How our Portfolio Managers are utilizing dynamic and unique investment strategies to prepare for difficult markets ahead.

Protecting Your Portfolio from Volatile Markets

Learn about strategies used by our portfolio managers to reduce portfolio volatility and position you for consistent, long-term returns.
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