Building Confidence Through Annual Review Meetings
Effective client meetings are about transparency and empowering investors to move forward confidently and with a clear vision of their financial future.
2022 Financial Year in Review and Looking Ahead for 2023
Investors who maintained perspective and long-term discipline by committing to a fundamentally sound investment plan were able to weather through the periods of market uncertainty and stay on the path to building wealth.
Are rising interest rates a curse or a blessing?
2022 has been a challenging year for Canadian investors; inflation is higher, interest rates have been going up, bonds are down, and stocks have been volatile. Typically, bonds have sheltered investors in periods of uncertainty. This hasn’t been the case this year.
Managing your Investment Portfolio Through a Recession
We discuss the looming possibility of a recession and how you can successfully manage your investment portfolio through uncertain financial times.
15 Questions to ask when Choosing a Financial Advisor
A good evaluation goes beyond a financial advisor’s performance and lets you get a sense of their processes, structure and the people helping you.
The 4 Criteria to Evaluate Financial Advice
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
Inflation, Interest Rates & Bond Returns with guest Sooyeon Mirda, CFA
We discuss interest rates, inflation, and great ways Canadian investors can approach the bond market with fixed income strategist Sooyeon Mirda of Dimensional Fund Advisors
Solutions for the Canadian Housing Crisis
What are the factors affecting Canada’s housing crisis? How do we start to tackle this housing crisis issue? Public policy professional, Steve Lafleur, joins us to discuss these questions.
How To Manage Your Investment Portfolio During Turbulent Times
Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation and key strategies you can use to weather the storm of volatile markets.
Stock Market Performance: You Chase – You Lose!
What it means to chase stock market performance and why is it dangerous for your investment portfolio? Join us as we discuss strategies to avoid this trap!
The Wheel of Wellness: 7 Habits of Healthy, Happy People with Heather Martin
In this episode, Heather and Keith talk about her motivation for writing The Wheel of Wellness, the changing public perception of wellness, the role of genetics versus lifestyle in longevity, how to start the journey of finding your purpose, and so much more!
2021 Year in Review
2021 was a year that separated the investors who stuck to their well-planned portfolio strategy from those who bought into the narratives and stock stories that came up earlier in the pandemic.