In today’s episode Greg and Colin interview Marc Goldfried. Marc is the Chief Investment Officer and Head of Fixed Income at Canoe Financial. Marc gets technical on the fixed income market, what it is, how it trades, pitfalls of excessive risk in fixed income holdings, and what to do. Enjoy the show!

In today’s episode Blair Howell joins Colin as a subject matter expert on financial planning. Blair discusses with Colin the differences between RRSP accounts and TFSA accounts. Digging into tax benefits, survivorship benefits, and basically a little bit of everything related to this discussion. Enjoy the show!

In today’s episode Greg and Colin talk about teaching an old dog new tricks. Digging into the importance of having an investment philosophy and sticking to it. Your philosophy is as important as your financial plan, both need to be adhered to if you wish to have a positive outcome. Enjoy the show!

In today’s episode Greg and Colin discuss the one word that best characterizes the events of 2020. Reviewing what happened in the past year, what we learned from it, where we are at now and how we are using those learnings going into the new year and new decade. Enjoy the show!

In today’s episode Greg and Colin revisit past stock picks from lists of industry professionals. Discussing the merits of predictions versus the reality of outcomes. There is a distinct difference between models and reality...This is our last episode of 2020 and we cannot wait to have that year behind us, we all got “2020’d". Enjoy the show!

In today’s episode Greg and Colin interview Penny Phillips. Penny is the founder of Thrivos Consulting, a practice management firm based in New York City that spends its time working with advisors in Canada and the USA. Penny digs into the evolution of advice, what investors should look for when deciding on a wealth manager, and the importance of trust. So put on a Bunnyhug, grab a pop and some KD and enjoy the show! 

In today’s episode Greg and Colin talk about what to do now! Discussing the impact of market downturns on income requirements, avoiding torpedo stocks, and focusing on the long term goal. Usain Bolt would crush us both in a 100m race but Greg will catch him at the 1 mile marker! Enjoy the show.

In today’s episode Greg and Colin discuss all things related to that four letter word, “Risk". The different forms of risk, the difference between risk appetite, risk tolerance, and risk capacity. Why do people go with their gut on or follow their “Spidey Sense” when it comes to making investment decisions? There is a reason…enjoy the show!

In today’s episode Greg and Colin revisit the Value factor of investing. Value has been out of favour for awhile and there have even been articles written about the death of value. So…is value dead? Listen in and find out, enjoy the show!

In today’s episode Greg and Colin interview Don Rodgers. Don recently retired from the Alberta Securities Commission where he worked in enforcement. Don shares tips about how to spot an investment fraud, what to watch for, what to do if it happens to you, and where to turn to for help. You will want to listen to this one. Enjoy the show!