Company news
2025
2025
What are alternative investments?
March 13, 2024 - In a video interview with The Expert Exchange, Mathis Baumbach discusses alternative investments and the unique opportunities they present.
2025
Europe is rearming, is it time to look at defence stocks?
March 12, 2025 - Francis Sabourin outlines why a run up in defence stocks has been largely localized to European markets, and how some advisors…
2025
Crypto-curious investors test a cautious industry
March 11, 2025 - Andrew Feindel discusses how he approaches portfolio construction with cryptocurrencies for clients.
2025
The importance of keeping faith in a long-term plan
March 6, 2025 - Staying focused in fluctuating markets is crucial. Evan Riddell explains the power of a long-term perspective.
2025
Not Everyone Needs a Wealth Advisor… Do You?
March 5, 2025 - Is a wealth advisor right for you? Lynn MacNeil offers expert guidance on making smart financial choices.
2025
Why some clients are producing documentaries and books as part of their legacy planning
February 3, 2025 - Joseph Bakish highlights the value of video services for "before I go" wishes in estate planning. “It’s not just about the…
2025
Cents vs Sense: Considerations for Intergenerational Wealth Management
January 27, 2025 - Joelle Hall discusses several considerations for intergenerational wealth management, especially in buying real estate for children.
2025
Charting the course: Insights for aspiring wealth advisors
January 27, 2025 - Alexandra Horwood shares practical insights for aspiring wealth advisors – from finding your niche and building trust with clients, to seeking…
2025
The hidden risks behind DIY investing success
January 26, 2025 - Lynn MacNeil shares why having a financial advisor is crucial despite DIY investors having exceptional returns in financial markets and therefore…