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
Young Investors: Tips to Start Investing Early
Young investors have the opportunity to grow even more wealth thanks to compound interest and tax-advantaged investments while also gaining financial literacy skills from a young age.
Understanding Robo-Advisors – Pros, Cons & Dilemmas
On this episode, Marcelo, Lawrence and Keith discuss how robo-advisors work, the opportunities that robo-advisors have created for Canadian investors, the advantages and risks of using a robo-advisor, and so much more!
Changing Investing for the Better with Gerry Rocchi
In this episode, Gerry, Ruben, and I talk about how ETFs came to be and how they developed into the revolutionary place they currently hold in the investment world.
Active vs Passive: Use SPIVA scorecards to make better decisions
Index-based investing offers a consistently better opportunity for you to meet your future financial goals, learn why!
History of the Indexing Revolution
Indexing isn’t a short-term fad. The indexing revolution started in the 1970s and completely changed the way we think about investing!