6 Different Types of Traders

Did you know that there are at least six different types of trading strategies? Join Advisors Rob McClelland and Mike Connon as they run through everything from Momentum to Swing traders and discover the pros and cons of each. 
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Podcasts

It’s Time to Travel Again!

Our best practices for travel in 2023. How are things looking out there in the travel world? Listen today to hear our advice and feedback from our recent travels abroad on everything from flights, to hotels, and rental cars. 

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Podcasts

Rising Interest Rates Might Not Be All Bad?

We just keep getting slammed by interest rates from all sides. This is especially problematic for those who are still coping with debts or mortgages. But on the other hand, there are actually some benefits. Listen today to find out why the rising int…

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Podcasts

The Disengaged Spouse

Evidence shows that women outpace men in lifespan by a minimum of five years. Yet we often see that only one partner does all the financial heavy lifting while the other remains disengaged and uninformed. Ensuring that both partners are engaged in un…

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Podcasts

Liquid vs. Illiquid Assets

Let’s talk liquidity. How liquid is your portfolio? How does fixed income affect your buying power? What will fit your needs best? Will it be GICs, Bonds, Cash or stocks, and mutual funds? Listen today to Senior Financial Advisors Rob McClelland and …

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Podcasts

Why Rebalancing a Portfolio is Important

Rebalancing is a very important element of a sound and profitable investment philosophy. Listen today to Senior Financial Advisors Rob McClelland and Mike Connon as they explain why and how the rebalancing of your portfolio works to your advantage.

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Podcasts

Rising Interest Rates and the Effect on Homeowners

Interest rates continue to plague the economy with no relief in sight. How are they affecting today’s homeowners and how might they affect the future of Canadian home ownership? 
Join Senior Financial Advisors Rob McClelland and Mike Connon as they d…

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Podcasts

Conflicts of Interest That Impact Your Investments

Conflicts of interest exist everywhere in the marketplace. They may be hidden in places you would never suspect.  Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss  George Athanassakos’s article on conflicts of interest in…

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