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.
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?
At the 2023 MoneyTalks World Outlook Financial Conference we presented our firm's philosophies, forward thinking investment strategies used by our portfolio managers, taking advantage of commodities, dividend grower stocks, alternative investments and much more.
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.
Learn about strategies to intelligently invest lumps sums of money such as when you sell a business or real estate; or receive an inheritance.
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.
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.
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.
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:
