<![CDATA[On the North Road]]>A steady hand and studied voice to guide you through wealth and investing. Successful saving can create unexpected challenges. That’s where we come in.

]]>www.northroadic.comRiverside.fm (https://riverside.com)Fri, 11 Sep 2026 16:00:46 GMTWed, 15 Jul 2026 20:22:17 GMT60North Road Investment Counsel<p>A steady hand and studied voice to guide you through wealth and investing. Successful saving can create unexpected challenges. That’s where we come in.</p>episodicNorth Road Investment Counselmarketing@northroadic.comno<![CDATA[The Hidden Cost of Foreign Exchange & How to Avoid It]]>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.

]]>e82757bf-8603-4f2e-8335-e65ad49c4b40Thu, 13 Aug 2026 22:30:00 GMT<p>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.<br /><br />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.<br /><br />Some key insights from the conversation include:<br />- Why exchange rates and fees can vary significantly between providers.<br />- Alternatives to traditional foreign exchange services.<br />- Considerations for travellers.<br />- How Canadians purchasing property in places like Mexico can simplify international transfers.<br /><br />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.</p>no00:21:09The Hidden Cost of Foreign Exchange & How to Avoid Itfull<![CDATA[2026 Midyear Review]]>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.

]]>9d52bed5-d842-4de3-a0ac-2ad198e3b340Wed, 05 Aug 2026 21:03:38 GMT<p>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. <br /><br />Watch the video for actionable insights, optimism for the future, and practical strategies to navigate today’s fast-changing financial landscape.</p>no00:34:202026 Midyear Reviewfull<![CDATA[Building a Financial Plan - Are You Prepared For Life After Retirement?]]>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

]]>04265204-35a5-4026-9cc3-5bda1a9c3ee7Wed, 05 Aug 2026 21:00:06 GMT<p>What if small financial decisions today could significantly shape your retirement tomorrow?<br /><br />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:<br /><br />- Why it's important to model financial plans with realistic investment returns<br />- How to balance competing goals like retirement and education funding <br />- The psychological hurdles of shifting from saving to spending in retirement <br />- Practical solutions for managing retirement shortfalls<br />- How smart tax planning can boost estate values and minimize tax surprises</p>no00:47:10Building a Financial Plan - Are You Prepared For Life After Retirement?full<![CDATA[Is Your Money Mindset Holding You Back? With Dr. Scott Barry Kaufman]]>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/

]]>fd8abb50-8ee8-4bed-970b-ce46c1d206f3Wed, 05 Aug 2026 20:54:53 GMT<p>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.<br /><br />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:<br /><a rel="noopener noreferrer nofollow" href="https://scottbarrykaufman.com/livingwell/" target="_blank">https://scottbarrykaufman.com/livingwell/</a></p>no00:46:21Is Your Money Mindset Holding You Back? With Dr. Scott Barry Kaufmanfull<![CDATA[Exploring Family Business Dynamics: An Interview with Matt Knight]]>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

]]>8aa17a03-b03a-4d2c-a175-b7bc6148cbd4Wed, 05 Aug 2026 20:52:00 GMT<p>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.<br /><br />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.<br /><br />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: <a rel="noopener noreferrer nofollow" href="https://abfi.ca/signature-event" target="_blank">https://abfi.ca/signature-event</a></p>no00:28:12Exploring Family Business Dynamics: An Interview with Matt Knightfull<![CDATA[How the Alberta Voter Data Leak Could Put Your Identity at Risk]]>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.

]]>388f5198-2726-45d1-814a-1fc6c4c3dae7Fri, 31 Jul 2026 21:52:31 GMT<p>What does the Alberta voter data leak really mean and how exposed is your personal information?</p><p></p><p>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.</p>no00:11:20How the Alberta Voter Data Leak Could Put Your Identity at Riskfull<![CDATA[Year in Review - 2025 in the Rearview, 2026 on the Horizon]]>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.

]]>f99402be-74c0-4094-8462-f397fe18691fFri, 31 Jul 2026 21:40:57 GMT<p>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.</p>no00:42:35Year in Review - 2025 in the Rearview, 2026 on the Horizonfull<![CDATA[Do You Need a Mexican Will? Estate Planning for Canadians in Mexico]]>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

]]>cb757803-2355-4bec-b1ce-1ce75581cafcFri, 31 Jul 2026 21:22:36 GMT<p>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 &amp; 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.</p><p></p><p>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.</p><p></p><p>Learn more and register at <a rel="noopener noreferrer nofollow" href="http://northroadic.com/mxevents" target="_blank">northroadic.com/mxevents</a></p>no00:16:37Do You Need a Mexican Will? Estate Planning for Canadians in Mexicofull<![CDATA[Timeshares Explained: Benefits, Challenges, and How to Exit with Dan Stapleton]]>In this episode, Marshall sits down with Dan Stapleton, CEO of American Title and Closing, to dive into the world of timeshares and what Canadians need to know about getting out of them. Dan shares his personal journey from buying a timeshare in Puerto Vallarta to building a 13-year career in the industry as a salesperson, manager, and project director.

We cover the benefits of timeshares for those seeking consistent vacation experiences, the business model behind timeshares, and the sales tactics often used to attract buyers. Dan also addresses common challenges owners face, including limited flexibility and difficulty reselling, and explains how his company helps clients exit timeshare contracts through partnerships with law firms.

Finally, Dan offers practical advice for timeshare owners, including how to avoid scams and why timeshares should be viewed as pre-purchased vacations rather than investments.

]]>782697e5-aba8-494a-80ed-822afcfe1d53Fri, 31 Jul 2026 21:06:40 GMT<p>In this episode, Marshall sits down with Dan Stapleton, CEO of American Title and Closing, to dive into the world of timeshares and what Canadians need to know about getting out of them. Dan shares his personal journey from buying a timeshare in Puerto Vallarta to building a 13-year career in the industry as a salesperson, manager, and project director.</p><p></p><p>We cover the benefits of timeshares for those seeking consistent vacation experiences, the business model behind timeshares, and the sales tactics often used to attract buyers. Dan also addresses common challenges owners face, including limited flexibility and difficulty reselling, and explains how his company helps clients exit timeshare contracts through partnerships with law firms.</p><p></p><p>Finally, Dan offers practical advice for timeshare owners, including how to avoid scams and why timeshares should be viewed as pre-purchased vacations rather than investments.</p>no00:29:31Timeshares Explained: Benefits, Challenges, and How to Exit with Dan Stapletonfull<![CDATA[Ladies Lunch 2025 - Barbara Drummond on Legacy, Laughter, and Going Viral]]>Our featured guest for 2025 Ladies Lunch is one of our good friends, Barbara Drummond, author of the humorous and heartfelt memoir I Finally Have the Smoking Hot Body I Have Always Wanted (having been cremated).

Inspired by her vibrant mother, Sybil, Barbara wrote a playful obituary in Sybil’s voice after her passing from Alzheimer’s. The obituary captured Sybil’s spirit so perfectly that it went viral within 24 hours, gaining attention from major media outlets including The New York Post, The Huffington Post, CBC, and many others around the world.

Barbara’s book shares the story of her mother’s extraordinary life and the unexpected global response that followed. Join us for an afternoon of laughter, inspiration, and meaningful connection as Barbara shares her journey and the unforgettable legacy of her remarkable mother.

]]>fab57d88-6654-4be5-89d4-a24b11e624c0Fri, 31 Jul 2026 21:00:07 GMT<p>Our featured guest for 2025 Ladies Lunch is one of our good friends, Barbara Drummond, author of the humorous and heartfelt memoir I Finally Have the Smoking Hot Body I Have Always Wanted (having been cremated).</p><p></p><p>Inspired by her vibrant mother, Sybil, Barbara wrote a playful obituary in Sybil’s voice after her passing from Alzheimer’s. The obituary captured Sybil’s spirit so perfectly that it went viral within 24 hours, gaining attention from major media outlets including The New York Post, The Huffington Post, CBC, and many others around the world.</p><p></p><p>Barbara’s book shares the story of her mother’s extraordinary life and the unexpected global response that followed. Join us for an afternoon of laughter, inspiration, and meaningful connection as Barbara shares her journey and the unforgettable legacy of her remarkable mother.</p>no00:56:08Ladies Lunch 2025 - Barbara Drummond on Legacy, Laughter, and Going Viralfull<![CDATA[Guarding Your Digital Identity Against Fraud]]>Stay ahead of digital threats with expert insights from Misha, Digital Risk Advisor at North Road.

In this video, Misha breaks down the growing risks in our connected world—from AI-driven impersonation scams to IT support fraud. Misha also shares practical steps to protect yourself and your loved ones.

In this video, you’ll learn about:

- AI & Impersonation Threats

- Common Fraud & Scam Tactics

- Essential Security Practices

If you have questions or want to schedule a digital risk assessment, please let us know and we will be happy to reach out.

]]>268254bb-6373-4529-a160-55f405fad9d8Fri, 31 Jul 2026 20:37:50 GMT<p>Stay ahead of digital threats with expert insights from Misha, Digital Risk Advisor at North Road.</p><p></p><p>In this video, Misha breaks down the growing risks in our connected world—from AI-driven impersonation scams to IT support fraud. Misha also shares practical steps to protect yourself and your loved ones.</p><p></p><p>In this video, you’ll learn about:</p><p>- AI &amp; Impersonation Threats</p><p>- Common Fraud &amp; Scam Tactics</p><p>- Essential Security Practices</p><p></p><p>If you have questions or want to schedule a digital risk assessment, please let us know and we will be happy to reach out.</p>no00:13:54Guarding Your Digital Identity Against Fraudfull<![CDATA[Area One Farms 2025 Update with Joelle Faulkner]]>Join us for an insightful conversation between Marshall McAlister and Joelle Faulkner, co-founder of Area One Farms, as we dive into the world of farmland investing and share the latest updates on their funds.

Joelle explains how Area One Farms partners with local farmers to work towards lower volatility investment opportunities and why farmland may well continue to stand out as a resilient asset class.

In this discussion, you’ll hear:

- The strong performance of Fund 4 and an update on Fund 5

- How tariffs and weather conditions, including drought in Central Canada, have impacted crop yields and pricing

- Why farmland remains a compelling option for portfolio diversification and long-term growth

Watch the video and uncover why North Road continues to recommend farmland within their diversified portfolio set.

]]>18d4030d-3319-4aee-b1ac-b332e9c8a6d7Fri, 31 Jul 2026 20:30:07 GMT<p>Join us for an insightful conversation between Marshall McAlister and Joelle Faulkner, co-founder of Area One Farms, as we dive into the world of farmland investing and share the latest updates on their funds.</p><p></p><p>Joelle explains how Area One Farms partners with local farmers to work towards lower volatility investment opportunities and why farmland may well continue to stand out as a resilient asset class.</p><p></p><p>In this discussion, you’ll hear:</p><p>- The strong performance of Fund 4 and an update on Fund 5</p><p>- How tariffs and weather conditions, including drought in Central Canada, have impacted crop yields and pricing</p><p>- Why farmland remains a compelling option for portfolio diversification and long-term growth</p><p></p><p>Watch the video and uncover why North Road continues to recommend farmland within their diversified portfolio set.</p>no00:18:05Area One Farms 2025 Update with Joelle Faulknerfull<![CDATA[The 4% Withdrawal Rule]]>Cary Williams and Cory Knott look at the traditional 4% retirement safe withdrawal rule by exploring how market conditions, spending behaviour, and new research are reshaping what "safe" really means. From the retirement smile to dynamic guardrails, this video offers fresh insights for anyone rethinking how to spend confidently in retirement.

]]>cc6fc047-fdcb-4c0a-8f04-6b5bd4667d84Fri, 31 Jul 2026 20:27:07 GMT<p>Cary Williams and Cory Knott look at the traditional 4% retirement safe withdrawal rule by exploring how market conditions, spending behaviour, and new research are reshaping what "safe" really means. From the retirement smile to dynamic guardrails, this video offers fresh insights for anyone rethinking how to spend confidently in retirement.</p>no00:50:49The 4% Withdrawal Rulefull<![CDATA[How U.S. Asset Allocation Is Changing]]>In our latest video, Cary and Marshall share their latest perspectives on global markets and asset allocation trends. Key topics include:

- US Market Performance

- US Dollar Dynamics

- Capital Market Assumptions

Whether you’re interested in market trends or valuation insights, this discussion provides valuable context for navigating today’s investment landscape.

]]>e3454542-71a5-4978-8a25-7f622867abdaFri, 31 Jul 2026 20:19:03 GMT<p>In our latest video, Cary and Marshall share their latest perspectives on global markets and asset allocation trends. Key topics include:</p><p>- US Market Performance</p><p>- US Dollar Dynamics</p><p>- Capital Market Assumptions</p><p></p><p>Whether you’re interested in market trends or valuation insights, this discussion provides valuable context for navigating today’s investment landscape.</p>no00:17:48How U.S. Asset Allocation Is Changingfull<![CDATA[Are You Earning Enough? Insights on Canadian Income]]>Many Canadians feel they’re falling behind financially but is that really the case? In our latest video, Marshall McAlister and Cary Williams break down what “normal” income and wealth look like in Canada, using real data from Statistics Canada.

You’ll discover:

• The median individual and household incomes in Canada

• How media shapes our perception of wealth

• What average household spending really looks like

• How Alberta compares to the national picture

• The surprising link between income and happiness

]]>a17db6a8-5fc1-48f5-9a02-c2d803ac4fe7Fri, 31 Jul 2026 20:16:27 GMT<p>Many Canadians feel they’re falling behind financially but is that really the case? In our latest video, Marshall McAlister and Cary Williams break down what “normal” income and wealth look like in Canada, using real data from Statistics Canada.</p><p></p><p>You’ll discover:</p><p>• The median individual and household incomes in Canada</p><p>• How media shapes our perception of wealth</p><p>• What average household spending really looks like</p><p>• How Alberta compares to the national picture</p><p>• The surprising link between income and happiness</p>no00:12:29Are You Earning Enough? Insights on Canadian Incomefull<![CDATA[Digital Risk Advisory - Windows 10 Update]]>Windows 10 support ends on October 14, 2025, and staying on it could expose your systems to serious security risks and costly disruptions. North Road's Cary & Misha break down what you need to do now to upgrade safely and smoothly.

]]>091f1353-6a20-4d84-b453-1f272abf38fbWed, 29 Jul 2026 21:48:39 GMT<p>Windows 10 support ends on October 14, 2025, and staying on it could expose your systems to serious security risks and costly disruptions. North Road's Cary &amp; Misha break down what you need to do now to upgrade safely and smoothly.</p>no00:04:48Digital Risk Advisory - Windows 10 Updatefull<![CDATA[2025 Midyear Review]]>Cary and Marshall share market insights from the first half of 2025, including an update on new North Road team members, how different markets performed year to date, and updates on US markets, inflation, and the AI boom.

]]>97a90958-0cb7-4933-baf6-067712bd84a2Wed, 29 Jul 2026 21:26:14 GMT<p>Cary and Marshall share market insights from the first half of 2025, including an update on new North Road team members, how different markets performed year to date, and updates on US markets, inflation, and the AI boom.</p>no00:47:492025 Midyear Reviewfull<![CDATA[Maximizing Retirement Savings with Individual Pension Plans]]>Explore the concept of Individual Pension Plans (IPPs) in Canada highlighting their benefits, applications, and strategic advantages for business owners and incorporated professionals. The insights are derived from a detailed discussion between Marshall McAlister and Mark Lesniewski from LMC, an actuary firm specializing in pension plans.

]]>07ed90bd-6bda-4784-afd9-9fad30c2f5a3Wed, 29 Jul 2026 21:22:32 GMT<p>Explore the concept of Individual Pension Plans (IPPs) in Canada highlighting their benefits, applications, and strategic advantages for business owners and incorporated professionals. The insights are derived from a detailed discussion between Marshall McAlister and Mark Lesniewski from LMC, an actuary firm specializing in pension plans.</p>no00:31:42Maximizing Retirement Savings with Individual Pension Plansfull<![CDATA[The Market's Response to Tariffs]]>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.

]]>3cf1b964-1018-4c5f-a6f5-7fc403032c60Wed, 29 Jul 2026 21:18:56 GMT<p>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.</p>no00:13:18The Market's Response to Tariffsfull<![CDATA[Steering Through Tariffs]]>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.

]]>3a83bc36-d9bb-4f1f-b90f-5a321095d30eWed, 29 Jul 2026 21:16:27 GMT<p>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.</p>no00:15:38Steering Through Tariffsfull<![CDATA[Digital Risk Advisory: AI & Privacy]]>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.

]]>54db0004-a4b3-4854-b15e-a1187c8fcf68Wed, 29 Jul 2026 21:15:20 GMT<p>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.</p>no00:15:57Digital Risk Advisory: AI & Privacyfull<![CDATA[Looking Forward in 2025 (Part 2)]]>In this session, Cary and Marshall delve into a range of topics that are potentially shaping the financial landscape in the new year.

]]>319674d4-34b3-4941-ae6a-96fc92ee86bfWed, 29 Jul 2026 21:11:05 GMT<p>In this session, Cary and Marshall delve into a range of topics that are potentially shaping the financial landscape in the new year.</p>no00:30:43Looking Forward in 2025 (Part 2)full<![CDATA[2024 Year in Review (Part 1)]]>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.

]]>13bbf5a4-6b87-46a7-ba29-bd966a2a7f7bMon, 27 Jul 2026 22:09:32 GMT<p>In part 1 of this series, Cary and Marshall kick off with an exciting agenda:</p><p></p><p>- 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.</p><p>- Digital Risk Quiz: Learn about our new digital risk quiz, developed to help you assess and enhance your online security effortlessly.</p><p>- 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.</p><p>- Market Returns: Get the inside scoop on 2024 market returns, including the stellar performance of U.S. growth stocks and the power of diversification.</p><p>- 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.</p>no00:32:132024 Year in Review (Part 1)full<![CDATA[A Conversation on AIMCo]]>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.

]]>0a813f5a-f0c0-47ab-8ecc-851219efc29dMon, 27 Jul 2026 22:06:10 GMT<p>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.</p>no00:37:09A Conversation on AIMCofull<![CDATA[Navigating Digital Risks with Kim Krushell]]>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!

]]>c5f031de-2352-4efc-9eaa-28264eec24d8Mon, 27 Jul 2026 22:03:00 GMT<p>On October 16, we hosted our 2024 Ladies Lunch, featuring Kim Krushell, a trailblazer in cybersecurity and identity fraud prevention.</p><p></p><p>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.</p><p></p><p>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!</p>no00:59:49Navigating Digital Risks with Kim Krushellfull<![CDATA[2024 Midyear Review]]>With half of the year behind us, North Road is thrilled to invite you to watch our latest webinar: the 2024 Midyear Review.

]]>5b9abce9-b8b8-4e7d-94ca-8e753de385caMon, 27 Jul 2026 21:42:44 GMT<p>With half of the year behind us, North Road is thrilled to invite you to watch our latest webinar: the 2024 Midyear Review.</p>no00:32:222024 Midyear Reviewfull<![CDATA[Manulife Real Asset Investment Fund with North Road Investment Counsel and Eric Menzer]]>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!

]]>c2a03c4c-0b4f-434f-b562-1f11a6954c15Mon, 27 Jul 2026 21:40:05 GMT<p>We are excited to announce our latest webinar featuring Eric Menzer, Head of Advisory Solutions, Multi-Asset Solutions Team at Manulife Investment Management.</p><p></p><p>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:</p><p>- How Real Assets improve diversification in portfolios.</p><p>- Why private markets are continuing attract interest from investors.</p><p>- The challenges real assets experienced in 2023.</p><p>- Whether or not commercial real estate like office buildings are a risk or opportunity.</p><p>- And lots more!</p>no00:32:16Manulife Real Asset Investment Fund with North Road Investment Counsel and Eric Menzerfull<![CDATA[2023 Year in Review]]>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.

]]>fcf58f9d-54c2-48c9-bfad-ffc7358bdfa4Mon, 27 Jul 2026 21:31:06 GMT<p>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.</p><p></p><p>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.</p>no00:44:262023 Year in Reviewfull<![CDATA[A Comprehensive Look at Canadian Agriculture with Area One Farms]]>Please join us in our latest webinar where Marshall McAlister interviews Joelle Faulker, founder and CEO of Area One Farms. North Road has partnered with Area One Farms to own allow our clients to gain access to Canadian farmland as a long term investment.

]]>aee33ce6-b8ae-4bf0-9889-932e0f8b673fMon, 27 Jul 2026 21:27:02 GMT<p>Please join us in our latest webinar where Marshall McAlister interviews Joelle Faulker, founder and CEO of Area One Farms. North Road has partnered with Area One Farms to own allow our clients to gain access to Canadian farmland as a long term investment.</p>no00:44:11A Comprehensive Look at Canadian Agriculture with Area One Farmsfull<![CDATA[2023 So Far...]]>We are excited to share with you our latest update on what we've been up to. Marshall and Cary recently got together to discuss our progress in 2023.

]]>6b3f51cc-e6b2-43d0-858a-d33933373de1Mon, 27 Jul 2026 21:22:14 GMT<p>We are excited to share with you our latest update on what we've been up to. Marshall and Cary recently got together to discuss our progress in 2023.</p>no00:32:432023 So Far...full