On the North Road

With the recent news on global tariffs, we wanted to get you an update as soon as possible on markets. In today's 15 minute video, Cary Williams provides context on this week's news, as well as market history.

Worried about how tariffs are affecting your investments? Hear Marshall and Cary provide North Road’s take on what is happening and what to do next.

Watch Cary Williams and Mykhailo Niemtsev discuss the latest AI news, including the impact of DeepSeek on NVIDIA's stock price, privacy policies of AI tools, and recommendations for using AI tools safely.

In this session, Cary and Marshall delve into a range of topics that are potentially shaping the financial landscape in the new year.

In part 1 of this series, Cary and Marshall kick off with an exciting agenda:

- Firm Update: Discover the latest enhancements to our website, including new navigation bars and updates to our services such as Digital Risk Advice and Insurance Advice.

- Digital Risk Quiz: Learn about our new digital risk quiz, developed to help you assess and enhance your online security effortlessly.

- Tax Planning: Stay ahead with our tax planning tips, especially with the new capital gains inclusion rates, and get maximize your savings with our review of TFSA, RRSP, and FHSA contribution limits and deadlines.

- Market Returns: Get the inside scoop on 2024 market returns, including the stellar performance of U.S. growth stocks and the power of diversification.

- Bitcoin ETF Launch: Hear about the successful launch of BlackRock's Bitcoin ETF, raising $50 billion, and why education and caution are key with cryptocurrency investments.

We are excited to share a video discussion featuring our portfolio managers, Marshall and Cary, who took time out of their weekend to delve into significant financial news from Alberta. Their conversation covers crucial developments at the Alberta Investment Management Corporation (AIMCo) and their potential impact on Albertans.

On October 16, we hosted our 2024 Ladies Lunch, featuring Kim Krushell, a trailblazer in cybersecurity and identity fraud prevention.

Kim, after three successful terms as an Edmonton City Councillor, co-founded Treefort Technologies, Canada’s fastest-growing identity verification company. Treefort serves over 1,500 clients, including law firms, notaries, mortgage brokers, private lenders, and title insurers.

We are excited to share the recording of Kim’s invaluable insights and practical strategies to safeguard our digital lives and wealth. Don’t miss this opportunity to learn from a leading expert in the field!

With half of the year behind us, North Road is thrilled to invite you to watch our latest webinar: the 2024 Midyear Review.

We are excited to announce our latest webinar featuring Eric Menzer, Head of Advisory Solutions, Multi-Asset Solutions Team at Manulife Investment Management.

During the webinar, Marshall and Cary discussed with Eric Menzer his insights and experience managing private and public real assets under the Manulife Real Assets Investment Fund including:

- How Real Assets improve diversification in portfolios.

- Why private markets are continuing attract interest from investors.

- The challenges real assets experienced in 2023.

- Whether or not commercial real estate like office buildings are a risk or opportunity.

- And lots more!

Happy New Year and welcome to our January Weekend Webinar! We decided to do something a little different this month for the weekend reading and recorded a video with Marshall McAlister and Cary Williams.

During the webinar, Marshall and Cary discussed North Road in our first year, updates to our firm, new registered contribution rules, the markets in 2023, and what the future may (or may not) bring.