Portfolio Manager's Kyle Taylor and Cameron Winser sit down to discuss interest rates, new market leaders, and what investors can expect from the U.S. election.

Paul Simon & Kyle Taylor discuss rising correlations among stocks and bonds, how to position your bond portfolio into 2025, and what to expect from interest rates moving forward.

Asher Tward and Kyle Taylor sit down to discuss the role insurance can play in protecting Canadian business owners from unnecessary tax and how to properly utilize insurance to maximize your estate.

Jay Bernbaum and Kyle Taylor discuss the importance of insurance throughout our lives, examine how our needs change as we get older, and how best to integrate insurance into your financial plan.

Josh Tward and Kyle Taylor discuss the importance of critical illness insurance for Canadians and how to determine the best policy to fit your needs.

Cameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses key investment developments from the first three months of 2024 and where he sees opportunities into the rest of the year.

Originally published in the Globe & Mail February 2nd, 2024, Matt Ardrey discusses the real financial plan he developed for David and Greta. Matt answers several important questions such as: When David and Greta should begin CPP and OAS? How can they build a retirement “paycheque” to support themselves and achieve their goals?

Originally published in the Globe & Mail December 8th, 2023, Matt Ardrey discusses the real financial plan he developed for Margaret and Norman. Matt answers several important questions such as: Can Norman retire now? Can they help their two adult children without jeopardizing their own retirement plans?

Michelle Hung discusses a real planning scenario and the challenges facing single parents looking to retire and help their kids.

Brad Mol discusses a real planning scenario on how a high-income professional can transition into retirement and meet their spending goals while saving on tax.