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.
Delta variant & investor implications
In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!
Voluntary Disclosures: You can run but you can’t hide
With increasing global connectedness, the world today is smaller than it’s ever been. Countries are coming together to share information in a global trend towards greater transparency and with that, undeclared assets are much more likely to be discovered. So if you’ve found yourself in a situation with undeclared assets, what can you do to get on the right side of things?
Net Worth Boom and Inflation
We discuss key factors that play a role in the increased net worth of Canadians as well as the latest inflation numbers and how they impact your finances.
The Evolution of Investment Advice in Canada: The Next-Generation Advisor
In this episode we discuss how the value proposition offered by investment managers is changing to meet the evolving needs of clients.