FEATURED WEBINAR

The New World Disorder - Protecting Your Family's Wealth When Politics Hits Your Portfolio

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, Ottawa continues to antagonize the West, and Canadian families are being squeezed from every direction.
 
On Tuesday, June 9th  we held our webinar: The New World Disorder – Protecting Your Family’s Wealth When Politics Hits Your Portfolio.
 
This was a frank conversation about what’s unfolding — locally and globally — and what you should be doing to protect your family’s financial future. We’ll be covering:
 
  • A market correction is not a matter of if, but when — how to prepare your portfolio without missing out on today’s opportunities
  • The Middle East conflict and what markets are ignoring — why WTI oil at $200+ per barrel is a real and growing possibility
  • CUSMA and Canada-U.S. trade friction — how this could play out and what it means for Canadian investors and families
  • Alberta independence — we’ll say what others won’t — the court ruling hasn’t killed the movement, it’s fuelled it, and the financial implications for Western Canadians are real and significant
  • Interest rates, inflation, and Canada’s cost-of-living crisis for Canadian families — what to do about it, including why early gifting may be your smartest move this year

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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.