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 – July 9th @ 7PM MST
Featured Webinar
How to Set Your Next Generation on the Path to Financial Independence
Since World War 2, the plan was simple: work hard, eliminate debt as fast as possible, save and invest wisely, enjoy retirement and pass on whatever is left. For younger generations, it’s a world that feels further out of reach than it did for their parents in today's challenging reality: high inflation, sluggish wage growth and the high cost of a first home. Raising children on a single income is unrealistic for most.
So, what’s the best approach to getting your children on their own path to financial independence? The answer is unique to each family’s situation and we can help.
We'll discuss shifts in attitudes for wealth transfer, supporting independence vs. dependecy, "giving while living" and much more.
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.
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.
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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