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News and advice to create informed investment and retirement strategies

The 5Ws of Estate Planning
Know that your estate will be passed on to your heirs according to your final wishes.
Ep.21 | Demand for health home care for retirees spikes during pandemic: Learn more with our expert guest Andrew De Four
In 2020, the pandemic hit retirement communities and nursing homes especially hard, causing many retirees to reconsider their futures. In our client base, we’ve seen an increase in people wanting to age in place, in their own homes, which comes with new considerations...
Ep.20 | 2020 Investment Surprises: Interest rates, Canadian home prices, FAANGMs, Tesla, Robinhood, IPOs and so much more!
With the global pandemic taking us from the status quo into lockdown over a few days back in March 2020, the world and the markets ended up looking a lot different than anyone anticipated at the start of the year. As we head into 2021, we wanted to spend this episode...
Ep.19 | Changing Investing for the Better with Gerry Rocchi
As we continue to walk through the story of the empowered investor, we’re excited to share the insights from our today’s guest, financial expert and exchange-traded fund (ETF) pioneer, Gerry Rocchi. In the last few shows, we’ve taken a deep dive into why we’re such...
Ep.18 | Active vs Passive: Use SPIVA scorecards to make better decisions
Over the last couple of episodes, we’ve been exploring different aspects of index-based investing from the principles of evidence-based investing and how you can apply those principles to your portfolio, to the history of the indexing revolution. Today, we’re taking a...
Ep.17 The Impact of Pandemic Buying Behaviours
Since March 2020, we’ve had to find ways to adapt to life with lockdown, quarantine, working from home and social distancing. As we changed the way we work, play and socialize, our buying and investment patterns have shifted as well. Now, with the announcement of...
Ep.16 History of the Indexing Revolution
In our last three shows, we covered three principles of evidence-based investing, culminating in using index-based or passively managed investment strategies to act as an engine within your diversified portfolio. But when we talk about index-based investing, we’re...
Ep.8 Your Power Play: Planning for 35 to Pre-Retirees
Financial planning is critical in creating a foundation for anyone wishing to become an empowered investor. Each stage of life has a specific set of issues that must be addressed to remain on track with your financial plans and today we’re zooming in on the 35 to...
Ep.9 Chilling Out: Planning for Retirees
In the last two episodes of our miniseries on planning, we’ve taken a closer look at the importance of the financial plan for achieving your ultimate goal of financial security. We’ve covered the key areas of focus and potential pitfalls from age 25 up to...
Ep.10 How an Investment Policy Statement helps you look into the “eyes of a tiger”.
One of the most common criticisms we hear about the investment industry is that a lot of investors say things don't feel transparent. To remedy that problem, investment policy statements are becoming more common in the private client world and we believe they're a...

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