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1 10, 2025

The Hidden Implications of Consolidation in Wealth Management

By |2025-10-01T11:29:07-04:00October 1st, 2025|Blog|

As consolidation reshapes the wealth management landscape, a critical question emerges for fiduciaries, plan sponsors, and professional advisors: Who’s actually making the investment decisions—and on whose terms? Canada’s “Big Six” banks now control nearly half of all long-term mutual fund assets and an estimated 90% of assets in retail brokerage accounts, according to The Globe [...]

18 09, 2025

Why Tax-Aware Planning is Your Key to Attracting New Clients

By |2025-09-18T10:53:50-04:00September 18th, 2025|Blog|

For new CFP professionals, proactively integrating tax-informed financial advice into client conversations isn’t just a nice add-on to your small talk. It’s a smart, effective strategy to showcase your value early and attract new clients. Yet for some reason, tax tends to get pushed to the side during introductory meetings. Advisors often jump into [...]

18 09, 2025

Episode 35: Investment Trends: From Gold to Tech

By |2025-09-18T10:29:58-04:00September 18th, 2025|Podcasts, Video|

This conversation provides a comprehensive overview of current market trends, investment strategies, and economic indicators. The speakers discuss various sectors, including small caps, real estate, and precious metals, while also analyzing the impact of Fed policies and economic forecasts on market performance. Key insights include the performance of the S&P 500, gold, [...]

11 09, 2025

The Weekly Beacon September 12, 2025

By |2025-09-11T09:07:27-04:00September 11th, 2025|The Weekly Beacon|

Alimentation Couche Tard Inc. stock, 7/11, Acquisition, Earnings, Teck Resources, Anglo American , M&A, Copper miners, Job market, Job revisions, Klarna, IPO market, Growth stocks, Population growth, China, India, Oracle's earnings, AI spending, AI revenue, AI applications

4 09, 2025

Episode 34: The Benefits of Alternative Investments

By |2025-09-04T09:50:49-04:00September 4th, 2025|Podcasts, Uncategorized|

In this conversation, Joe Pochodyniak and Ken Reid discuss the world of alternative assets, focusing on their benefits, drawbacks, and the unique characteristics that differentiate them from traditional investments. They explore the importance of liquidity, access to alternative investments, and the strategies employed by McNichol & Associates in managing these assets. The [...]

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