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 – OCT 14TH @ 7PM MST
Featured Webinar
Dancing Near The Door: Preparing For The Next Correction
After the Liberation Day market flush, equities have been very robust. Everyone likes to see their portfolio grow but as the saying goes, "Offense Sells Tickets, Defense Wins Championships". Amid the current market euphoria the principles of Mass Psychology are predictive. This webinar will focus on asset classes, sectors and regions that continue to offer upside potential, as well as the factors that are preparing us for the next correction and how to navigate these challenges.
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.
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.
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.
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.
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.
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.
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.
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.
How our Portfolio Managers are utilizing dynamic and unique investment strategies to prepare for difficult markets ahead.
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.
Start your assessment now:
