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28 11, 2024

Episode 13: Navigating Inflation, Leadership, and Global Risks | With Dr. Horace “Woody” Brock

2024-12-18T15:17:46+00:00By |Categories: Podcasts, Video|Tags: |

In this conversation, Woody Brock discusses the complexities of inflation, the role of the Federal Reserve, and the impact of technology on economic trends. He emphasizes that inflation is primarily driven by changes in the prices of goods and services on Main Street, rather than monetary policy alone. Brock [...]

20 11, 2024

The Tech Advantage: Using Technology to Strengthen Client Relationships

2024-12-18T15:19:44+00:00By |Categories: Blog|

Technological advancements are reshaping client expectations for financial planners. According to Deloitte’s study (2022), 61% of clients expect to use both digital and offline channels to access financial services. Clients today anticipate greater accessibility, faster responses, and an intuitive experience that allows them to stay connected and informed on their finances. But this doesn’t [...]

31 10, 2024

Why Balanced Portfolios Have Failed And What Can Allocators Do About It?

2024-10-31T19:55:47+00:00By |Categories: Blog, In the News|

By Ken Reid, CIM, Research Associate, MacNicol & Associates Asset Management and Joseph Pochodyniak, CFA, Portfolio Manager, MacNicol & Associates Asset Management  We all know what happened in 2022 across financial markets. Both equity and debt markets had some of their poorest years in over a decade. The S&P 500 was down 19% while bonds [...]

31 10, 2024

Episode 11: IPP vs PPP | With Matthew Bernard and JP Laporte

2024-12-28T23:54:44+00:00By |Categories: Podcasts, Video|Tags: |

This conversation delves into the differences between Individual Pension Plans (IPPs) and Personal Pension Plans (PPPs), highlighting their structures, benefits, and suitability for business owners. The discussion features insights from pension experts Matthew Bernard and JP Laporte, who explore the advantages of each plan type, including tax benefits, contribution [...]

29 10, 2024

Beyond Transactions: Proven Client Retention Strategies for Financial Planners

2024-10-29T20:00:16+00:00By |Categories: Blog|

Retaining clients isn’t just a measure of success—it’s a strategy for driving profitability. Research by Bain & Company shows that increasing client retention by just 5% can lead to a profit boost of anywhere between 25% and 95%. For experienced financial planners, the real value often lies not in chasing new prospects but in [...]

17 10, 2024

Episode 10: Music Royalties | With Michael Baker

2024-12-28T23:55:31+00:00By |Categories: Podcasts, Video|Tags: |

This webinar explores the investment potential of music royalties as an alternative asset class. Michael Baker from ICM Asset Management discusses the mechanics of music royalties, the impact of streaming on the music industry, and the unique investment strategies employed to acquire music catalogs. The conversation also addresses the [...]

3 10, 2024

Episode 9: Dr. Horace “Woody” Brock – October 3, 2024

2024-10-03T14:14:01+00:00By |Categories: Podcasts, Video|Tags: |

In this conversation, Dr Woody Brock discusses the current economic landscape, emphasizing the diminishing influence of the Federal Reserve, the complexities of political dynamics, and the implications of rising debt and inflation. He explores the evolution of capitalism, the importance of innovation, and the risks posed by global political instability. [...]

2 10, 2024

Why Balanced Portfolios have failed and what can allocators do about it

2024-10-02T17:30:53+00:00By |Categories: Blog|

We all know what happened in 2022 across financial markets. Both equity and debt markets had some of their poorest years in over a decade. The S&P 500 was down 19% while bonds did not fare much better, the iShares Core U.S. Aggregate Bond ETF was down 13%. The safety that bonds were supposed [...]

19 09, 2024

Episode 8: Donor-Advised Funds (Part 2) – Sep 19, 2024

2024-10-03T14:14:28+00:00By |Categories: Podcasts, Video|Tags: |

Denise Castonguay, founder of Canada Gives, discusses the benefits and flexibility of donor-advised funds (DAFs) for charitable giving. She explains that a DAF is a legal entity, similar to a mutual fund, that allows individuals or companies to open an account under the umbrella of a public foundation like Canada [...]

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