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: April 30th @ 7PM MST

Featured Webinar

Where Do We Go From Here? Navigating Geo-Political Quagmires, Interest Rate Riddles & Inflationary Uncertainties

Many investors are getting jittery from rising political tensions. Declining confidence in gov’t continues to drive capital to the private sector and safe haven assets. Will gold continue to shine? And what about “black gold”? Is AI really a game changer or just the “current thing”? How do the Trudeau/Singh inspired budget and our population surge effect everyday Canadians and our global competitiveness? Join us for our thoughts & ideas to all these questions.

All

Big Picture Podcasts

Financial Ideas & Advice

Straight Talk Video Series

Webinars

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.

Protect & Prosper 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.

Tax Smart Investing for Professional & Business Owners Over 50

Learn to legally reduce corporate tax, save 50% more for retirement, cut tax on the sales of your business and reduce portfolio risk for capital set aside for passive investments inside or outside your business.

3 Practical Solutions for Investors Over the Age 50

We discuss addressing a critical problem faced by investors and their families: How to generate investment returns sufficient to meet you Life Goals without risking damage to your portflio like we saw in the 2008/2009 Financial Crisis.