Q3 2025 in Review: The Importance of Diversification and a Healthy Money Philosophy

This month we start our episode with a recap how markets have performed year-to date. If you've been watching your investments, you know that markets have been strong this year, but will this [...]

Financial Planning 101: Income Splitting

This is the first in a number of videos exploring investing and retirement planning strategies. We're starting with Income Splitting. It's a simple but extremely effective way to reduce taxes [...]

Mid-Year Financial Market Update and the Importance of Independent Advice

We're just 3 months past the "Liberation Day" Tariffs and despite initial concerns, the S&P 500 is up 6% and the TSX has gained 10% YTD. To move beyond the headlines we look at specific [...]

Trade Wars and Tariffs: What They Mean for Your Portfolio

In this episode, we discuss the current financial market turmoil caused by Trump Administration. Since the end of March, markets around the world have been in free fall, and the S&P 500 is in [...]

What’s Happening in Markets?

2024 in Review: Investment Strategies, Market Trends, and What’s Next for 2025

The election of Donald Trump as President of the United States has significant implications for financial markets, particularly from a Canadian investor's perspective. Markets reacted [...]

Trump or Dump?? How the US Election Will Affect your Investments

The election of Donald Trump as President of the United States has significant implications for financial markets, particularly from a Canadian investor's perspective. Markets reacted [...]

Capital Markets vs. Real Estate: The Investment Dilemma Unpacked

In this episode, Tarek and Mark explore the comparative merits of investing in real estate versus capital markets, particularly the Toronto Stock Exchange (TSX). With Canadian real estate [...]

High Conviction, High Yield: The Dividend Strategy You Can’t Afford to Ignore

Did you know that our Canadian Momentum strategy has outperformed the TSX year-to-date through August? 🏦📈 The TSX index has returned a healthy 11.4%, so listen to the episode to see how much [...]

The “Magnificent 7” Blinked: Moving Beyond Tech Stocks to Diversified Investments

In this episode, we discuss recent stock market trends, highlighting a potential shift from the dominance of large tech stocks, known as the "magnificent seven," to smaller-cap stocks and a [...]

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