Videos & Webinars
Our Library of
Videos & Webinars
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 – MAR 10TH @ 7PM MST
Featured Webinar
Allocating Capital: Our Portfolio Playbook Amidst Political Uncertainty
2025 was another great year for equity investors, but how long will it last? Just when you thought the world couldn't get any more unpredictable we have independence movements picking up steam in Canada, global restructuring, acceleration of AI and imminent war. What should investors do? In this webinar we'll discuss key short and long term risks, how to manage risk and find opportunity, discuss the commodity super cycle and common portfolio mistakes to avoid.
At the 2023 MoneyTalks World Outlook Financial Conference we presented our firm's philosophies, forward thinking investment strategies used by our portfolio managers, taking advantage of commodities, dividend grower stocks, alternative investments and much more.
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 to protect capital in the short term and take advantage of the recovery.
The 60/40 playbooks, passive portfolios and using your "gut" are outdated thinking in an increasingly complex world with risks related to inflation, interest rates and conflict.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.
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.
Learn about strategies to design and manage the stocks in your portfolio that generate solid rates of return while minimizing portfolio volatility.
Learn what alternative investments are and how private credit and private real estate investments can complement stocks and bonds in portfolios.
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.
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.
Learn about strategies to intelligently invest lumps sums of money such as when you sell a business or real estate; or receive an inheritance.
Book an intro call with us.
We’re friendly and won’t pressure you into anything. We’ll help you assess if we’re a fit, and answer any of your burning questions.
Are you prepared to
grow your portfolio?
Invest about 10 minutes and receive a custom report with a Readiness Score and ideas to improve how your portfolio is managed.
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