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Don’t let Your Advisor’s Retirement Disrupt Yours

Don’t let Your Advisor’s Retirement Disrupt Yours

by Tulett, Matthews & Associates | Nov 1, 2025

Discover how advisor succession planning protects your wealth, ensures continuity, and safeguards your retirement when your financial advisor steps away

Canadian Wealth Management Is Changing: 4 Trends Investors Can’t Ignore

Canadian Wealth Management Is Changing: 4 Trends Investors Can’t Ignore

by The Empowered Investor | Sep 9, 2025

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

2025 Mid-Year Investment Review

by Tulett, Matthews & Associates | Jul 9, 2025

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

Global Investors, Shared Values: A Conversation with David Andrew

by Tulett, Matthews & Associates | Jul 2, 2025

Discover how global investors share common values in this conversation with David Andrew on independent wealth management, fiduciary advice, and long-term planning.

Personal Finance with La Presse’s Acclaimed Nicolas Bérubé

Personal Finance with La Presse’s Acclaimed Nicolas Bérubé

by Tulett, Matthews & Associates | Apr 22, 2025

Discover powerful personal finance tips with journalist Nicolas Bérubé as he shares proven strategies on mindful spending, gratitude, and wealth-building to help secure your financial future.

Market Volatility and Trump’s Tariff Wars

Market Volatility and Trump’s Tariff Wars

by Tulett, Matthews & Associates | Apr 14, 2025

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

Chasing Trends, Losing Wealth: The Tactical Allocation Trap

by Tulett, Matthews & Associates | Feb 27, 2025

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.

US-Canada Tariffs, Trade & Investor Impact

US-Canada Tariffs, Trade & Investor Impact

by Tulett, Matthews & Associates | Feb 5, 2025

How will new US-Canada tariffs impact trade, the economy, and investors? This episode breaks it down, exploring market reactions, history, and smart investment strategies.

Maximize your Savings with the Right Investment Accounts in 2025

Maximize your Savings with the Right Investment Accounts in 2025

by Tulett, Matthews & Associates | Jan 22, 2025

Make the most of your savings in 2025 with practical advice on TFSAs, RRSPs, RESPs, and more. Uncover benefits, clear up misconceptions, and gain strategies to take control of your financial future.

Thematic Investing: Investment Goldmine or Pitfall?

Thematic Investing: Investment Goldmine or Pitfall?

by Tulett, Matthews & Associates | Nov 7, 2024

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.

Should you trade on the US Election?

Should you trade on the US Election?

by Tulett, Matthews & Associates | Oct 24, 2024

What is impact of trading on the U.S. election on your portfolio? We break down election myths and offer long-term investment insights for savvy investors.

Navigating Market Volatility and the Lessons from Intel

Navigating Market Volatility and the Lessons from Intel

by Tulett, Matthews & Associates | Aug 14, 2024

Join our discussion on maintaining composure during market fluctuations, long-term investment approaches, and insights from Intel’s successes and setbacks.

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Winning Investing & Planning Principles: Putting It All Together
Investment Principal #4: Maximize Returns with Key Investment Factors
Investment Principal #3: Using Passive/Index Funds or ETFs
Investment Principal #2: Diversify Your Asset Classes
Investment Principal #1: Invest in Asset Classes

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Recent Podcasts

2024 Year End Commentary
2023 Year End Commentary
2022 Year End Commentary
Playing the Long Game: Evidence-Based Investing pt. 2
Conflicts of Interest Continue to Dog Canada`s Big Banks

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