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 13TH @ 7PM MST
Upcoming Webinar
Finding Safety & Security In The Age Of Intensified Disruption
We’re living through a period of intensified disruption: geopolitical conflict, trade tensions, regional issues within Canada and rapid advances in AI. Collectively, these are creating economic uncertainty and growing social and political fragmentation. Government bonds don't provide the safety and security they once did. Growing your purchasing power via quality equities and hard assets is the true path to safety and security; combined with seasoned professional guidance. During the webinar we'll discuss whether this Age of Intensified Disruption is temporary or a more durable change. We'll dive into interests rates, inflation, deficits and energy markets; whether AI is a productivity revolution, employment disruption or Doomsday catalyst; Canadian politics and much more.
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.
A market correction of some magnitude is coming. The only real question is whether you'll be ready — or left exposed.
The S&P remains highly concentrated, with the most anticipated IPO's in a generation (SpaceX, Anthropic & OpenAI) poised to skew it further. The full consequences of war in the Middle East are yet to be felt. Closer to home, Alberta is at a defining crossroads and Canadian families are being squeezed from every direction.
Join us for a frank conversation about what's unfolding — locally and globally — and what you should be doing to protect your family's financial future.
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.
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.
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 media blames Trump for everything. His actions cause chaos, but perhaps he’s tackling bigger issues in unconventional ways? Despite the noise, markets are stable, yet fear persists. We'll be discussing how to "Trump-Proof" your portfolio, sectors set to thrive, impact of tariffs and DOGE and how to avoid the noise to stay focused on your Life Goals.
Estate planning is a vital process to safeguard your legacy and shield your loved ones from unexpected challenges. Even with the best intentions, without the right strategies and support, things can go off track. We’re thrilled to welcome Ellie Muir from Clear Estate as our guest speaker. During the webinar, Ellie will delve into real-life estate planning pitfalls and offer practical advice on how to avoid them. She will also address a key question when drafting a will: Who will be my executor? And should I consider a 3rd-party estate administrator to settle my estate?
In today's world, polarized political debates often spill over into investor sentiment. But should they? With the U.S. election results potentially still undecided on November 5th, the big question remains: How much do these results really affect the economy, financial markets, and—most importantly—your portfolio?
We’ll cut through the noise and guide you in making sound, rational investment decisions, regardless of the political landscape. We'll discuss sectors we expect to thrive, global implications of the election results, broader challenges we face and more.
For 30+ years, Mike Campbell has been a prolific, independent and sensible voice on the economy, investing, finances, government policy.
Mike’s aimed to inform and empower Canadians to protect and grow their capital. He's best known for his show, MoneyTalks.
Andrew Ruhland interviews Mike Campbell to get an unscripted take on the markets, politics and our media landscape. Plus, listeners will get to know the man behind the mic on a more personal level.
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.
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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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