On the North Road

Should you be investing more or less in Canada? Will another market crash happen? And what impact could Alberta separation have on investors?

These were just a few of the questions discussed when Marshall McAlister and Cary Williams joined Ryan Jespersen on Real Talk for a live Q&A session.

They tackled audience questions on investing, succession planning, navigating market uncertainty, and why history provides reasons for optimism, especially for younger generations facing today's challenges.

It's a wide-ranging discussion on investing, economic uncertainty, and keeping a long-term perspective when headlines create noise.

For the full conversation, check out the September 8th, 2026 episode on the Real Talk Ryan Jespersen YouTube channel or wherever you get your podcasts
https://www.youtube.com/watch?v=L-oEOpZGRzI&t=3495s

#Investing #FinancialPlanning #WealthManagement #Alberta #MarketVolatility #LongTermInvesting #RealTalkRJ

Marshall McAlister welcomes back Joelle Faulkner, CEO & Co-Founder of Area One Farms, to unpack how Area One works with Canadian farm families, helps to expand farm operations, and creates a path for younger generations to return to the farm.

You’ll discover:
• How Fund 4 and Fund 5 are structured, where they are invested, and why Fund 5 is intentionally overweight in Ontario
• Why land improvement work in Northern Ontario has become a meaningful part of the strategy
• How Ontario grants and government support can flow directly into fund returns
• Why tariffs on canola and other basic commodities have been far less disruptive than the headlines suggest
• What weather, fertilizer pricing, and the Iran war have actually meant for farm economics
• Why Joelle believes Canadian farmland remains compelling for long-term ownership

If you have ever wondered why investors are starting to look at farmland, this conversation is essential listening.

When it comes to foreign exchange, many Canadians assume their bank is the only option. But whether you're travelling abroad, purchasing property in another country, or transferring money internationally, the way you exchange currency can have a significant impact on both costs and convenience.

In our latest episode of On the North Road, Marshall McAlister sat down with Kingsley Leung of Agility Forex to discuss how Canadians can navigate foreign exchange more effectively.

Some key insights from the conversation include:
- Why exchange rates and fees can vary significantly between providers.
- Alternatives to traditional foreign exchange services.
- Considerations for travellers.
- How Canadians purchasing property in places like Mexico can simplify international transfers.

If international travel, cross-border banking, or foreign property ownership is part of your financial picture, this conversation offers practical insights that could help you make more informed decisions.

Our 2026 Mid-Year Review dives into the latest market trends, revealing how AI-driven growth and shifting global dynamics are shaping investment returns and risks. Discover why diversification and smart risk management are more crucial than ever, as Cary Williams unpacks the impact of technology, inflation, and international competition on portfolios.

Watch the video for actionable insights, optimism for the future, and practical strategies to navigate today’s fast-changing financial landscape.

What if small financial decisions today could significantly shape your retirement tomorrow?

In our latest video, Timothy Goodkey and Cory Knott show how thoughtful, flexible planning can lead to stronger and more resilient outcomes over time. You'll learn:

- Why it's important to model financial plans with realistic investment returns
- How to balance competing goals like retirement and education funding
- The psychological hurdles of shifting from saving to spending in retirement
- Practical solutions for managing retirement shortfalls
- How smart tax planning can boost estate values and minimize tax surprises

Dr. Scott Barry Kaufman is among the top 1% most-cited scientists in the world and professor of psychology at Columbia. In this interview, Scott shares a powerful take on what it means to live a "fully human" life. He explores how our beliefs and challenges can unlock or limit our potential, the importance of our relationship to money, and how to ensure inheritances don't ruin our children. If you’re looking for a thought-provoking reminder that it’s never too late to grow, this is one worth watching.

Dr. Kaufman will also be hosting an event on June 28th on the Science of Living Well. For more information and to register for the event, please click here:
https://scottbarrykaufman.com/livingwell/

Most family businesses overlook a crucial element for long-term success: effective communication and strategic planning. Matt Knight from the Alberta Family Business Institute uncovers the secrets behind thriving family enterprises and how to master the art of transition to safeguard your legacy.

In this episode, Matt shares fascinating insights with Marshall McAlister from his work with multi-generational families across Alberta—and beyond. Discover the key characteristics that make some family business leaders ‘builders’ and learn how their traits influence company impact and longevity. He reveals how family governance, succession planning, and even AI can transform the way wealth is managed, shared, and passed down.

In addition, the Alberta Family Business Institute will be hosting their upcoming Signature Event in Edmonton on October 21st and Calgary on October 27th. For more information and to register for the events, please click here: https://abfi.ca/signature-event

What does the Alberta voter data leak really mean and how exposed is your personal information?

In our latest video, Misha Niemtsev breaks down the recent Alberta voter data leak, including key insights from a Real Talk interview with retired RCMP Deputy Chief Neil LeMay on why incidents like this carry serious long-term risks.

In our latest webinar, Marshall McAlister and Cary Williams shared the latest updates on North Road, including team growth and our advisory and risk‑management services. They also recapped the major themes that shaped markets in 2025 and looked ahead to 2026, outlining key events that may influence markets in the year ahead.

Canadians with real estate or investments in Mexico face unique estate planning challenges. In our latest interview, North Road's Marshall McAlister speaks with David Connell, CEO of Connell & Associates in Mexico, about when an additional Mexican will is needed and when a Canadian will may suffice. David also talks about proper beneficiary designations with trust structures and how planning is essential to avoiding probate delays in Mexico.

If you will be in Mexico during the week of January 25, we are hosting four in‑person events focused on retirement planning, cross‑border investing, currency exchange, and tax considerations for Canadians living in or connected to Mexico.

Learn more and register at northroadic.com/mxevents