Canadian Wealth Management Is Changing: 4 Trends Investors Can’t Ignore
Discover 4 major wealth management trends shaping Canada’s investment landscape. Learn how index funds, independence, and transparency impact your financial future.
2025 Mid-Year Investment Review
Get insights on market performance, global events, and investment trends in 2025—discover what’s driving returns and how investors are staying resilient.
Global Investors, Shared Values: A Conversation with David Andrew
Discover how global investors share common values in this conversation with David Andrew on independent wealth management, fiduciary advice, and long-term planning.
Market Volatility and Trump’s Tariff Wars
Discover how Trump’s tariff policies triggered market volatility and what it means for investors. Learn strategies to confidently navigate uncertain markets and economic turmoil.
Chasing Trends, Losing Wealth: The Tactical Allocation Trap
Can tactical allocation boost returns? This episode breaks down Morningstar’s latest research on market timing, risks, and why long-term investing may be the smarter move.
Thematic Investing: Investment Goldmine or Pitfall?
Can investing in trends like AI or green energy boost your portfolio, or is it just another gamble? We explore the appeal and risks of thematic investing—and why sticking to core investments may be wiser.
Happy Birthday! The Mutual Fund Structure Turns 100
Celebrate 100 years of mutual fund history, tracing their evolution from niche products to investment essentials. Explore their benefits: diversified exposure, easy access to foreign markets, and convenient trading. Confront their drawbacks: high fees, transparency issues, and sales-driven practices.
A Simple, Effective & Stress-Free Way to Invest in the Stock Market
Wondering how you can simplify your investment strategy without sacrificing returns? Tune in as Nicolas Bérubé, an award-winning financial journalist and author, discusses the benefits of a stress-free investment strategy.
Beyond Borders: Tax Implications for Non-Resident Canadians
Have you ever wondered what happens to your tax obligations when you leave Canada to become a non-resident? Join us as we shed light on the often misunderstood and overlooked aspects of taxation for non-residents.
How Much is Financial Advice Worth?
Can you quantify the value of financial advice? Dive into the intricate relationship between financial advice and investment success, featuring the insightful expertise of Emile Bouchard from Vanguard.
2023 Financial Year in Review and Looking Ahead for 2024
How did the key financial events of 2023 shape the investment landscape? What lessons can investors take from these developments as we move into 2024? Join us in this episode as we delve into these questions and more.
Book Review: Same as Ever, by Morgan Housel
Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success?