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 – JUNE 10TH @ 7PM MST
Featured Webinar
Debunking The Doom: The Case For Optimism In 2025 & Beyond
The Financial Media has painted a bleak economic picture, and stoked panic selling followed by panic buying. Geo-political risks definitely persist, government debt continues to grow and regional polarization in Canada is surging. But numerous leading indicators are pointing to a sustainable market recovery. In the webinar we’ll discuss Trump’s tariffs; the shift toward a new world order; signals that could suggest continued strength and opportunities this year; and a primer on the Alberta separation movement and potential for constitutional reform.
The 60/40 playbooks, passive portfolios and using your "gut" are outdated thinking in an increasingly complex world with risks related to inflation, interest rates and conflict.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.
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.
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.
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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