Videos
Are annuities worth it?
November 25th, 2024
Bryan speaks with Assante’s Senior Insurance Advisor specialist Sanjiv Tidke on the characteristics, merits and drawbacks of annuities.
The Realities of Non-registered Accounts
September 26th, 2024
Bryan explains the key differences between non-registered accounts and government-sponsored accounts like TFSAs and RRSPs and highlights the challenges many individuals face in adapting to them.
Update on Goals: Be Flexible
September 26th, 2024
In this video, Bryan updates you on his long-term goal of taking his kids down on Nahanni river and how this year's portage trip went.
Thoughts from a Funeral Director: An Interview
August 19th, 2024
Typically, we only interact with a funeral home during the most challenging moments in life. In this video, Bryan takes a step back and speaks with Brian Segall, a funeral director, about his role, his interactions with people and the merits of planning ahead.
Thoughts on U.S. Presidential Elections & Investing
August 19th, 2024
In this video, Bryan discusses how Democratic and Republican administrations have influenced the markets over time.
Succession Planning for the Family Cottage
June 25th, 2024
Bryan speaks with Wilmot George about the potential familial and financial implications of transferring the family cottage to the next generation. Wilmot George Jr. is Vice President, Head of Tax, Retirement and Estate Planning at CI Global Asset Management.
Goals: Do you need them?
April 22nd, 2024
In this video Bryan delves into the merits of making goals and how it helps you delay gratification and can, in fact, slow down your perception of time. He also talks about one of his bigger ambitions: canoeing in the North West Territories with his kids - Eliot and Julien.
Avoiding Investment Seduction: It’s Tough
February 15th, 2024
Holding quality investments is just as important as never holding the bad ones. Using a real life example, Bryan talks about how easy it is to get seduced by the latest craze – and watch your capital evaporate.
GTA Real Estate Insights & Tips with Andrew Wells
December 6th, 2023
Bryan talks with real estate agent Andrew Wells on the state of the GTA's real estate market and importantly what buyers and sellers should consider.
RRSP to RRIF Conversion Explained
December 6th, 2023
Bryan discusses the rules, restrictions and options when converting your RRSP to a RRIF.
The 3 Steps in Making an Investment
October 24th, 2023
Bryan describes the 3 steps all investors follow when investing Some with positive outcomes. Others with negative ones.
Tips on Preventing Fraud
October 2nd, 2023
Fraud seems to be omnipresent in today's world. Individuals need to adopt new habits to protect themselves from bad actors. In this video, Bryan discusses a half dozen tips to safeguard you against fraud.
Is Debt a Four Letter Word?
August 15th, 2023
Money is no longer free and debt is becoming a more front and centre reality for businesses and families. In this video, Bryan provides some thoughts around debt.
If it is Important Make a List
August 10th, 2023
In this video, Bryan talks about how estate planning does not end with having your will drawn up. Creating a written inventory of all your financial relationships can greatly assist the life of your executor in understanding your complete financial picture. Watch and learn why.
What is the First Home Savings Account?
May 4th, 2023
In this video Bryan describes the core characteristics of the newly introduced First Home Savings Account.
Gifting to Adult Children: A Few Questions to Ask Yourself
May 4th, 2023
Gifting to adult children is increasing on the minds of parents. In this video, Bryan runs through a series of questions parents should ask themselves before making any big decisions.
Decluttering & Moving with Marissa
January 10th, 2023
In this video Bryan speaks with Marissa Barnartt, professional organizer, on helping people though one of life’s major stressors: moving. Moving is not simply about lifting boxes. Whether you’ve lived in a home for 30 years or have 3 kids running around – moving is complicated and, at its best, can be about a refresh to your life.
Son, I’m moving in: A discussion around the Multigenerational Home Renovation Tax Credit
January 10th, 2023
4 Ways to Donate to Charity
November 21st, 2022
The Mindset Required for Today's Market
October 17th, 2022
Decluttering Your Financial Life
August 29th, 2022
Do Opposites Attract? Negative Sentiment & Performance
July 6th, 2022
Dead or Inactive - The Optimal Investment Strategy
June 13th, 2022
Putting Today's Market Decline in Context
May 19th, 2022
Challenge Accepted: April Update
April 27th, 2022
Life leases. What are they? A conversation with long-time client Barbara.
March 9th, 2022
In this video, Bryan speaks with long-time client, Barbara, about life leases. Barbara talks about why she left her detached home and the pros and cons of life leasing. Life leases are an alternative to renting or owning a unit in a building and are often overlooked.
Why Do Stocks Increase Over Time?
February 2nd, 2022
Challenge Accepted: December Update
December 8th, 2021
Tax Tips Before Year End
November 23rd, 2021
Market Update with Marchello Holditch
November 1st, 2021
5 Tips For Executors
October 12th, 2021
Why We Invest
September 10, 2021
Have an extra $10,000? Put it into your RRSP. Get a raise? Assign some of it to monthly savings. If you've been saving for a while these behaviours can sound natural. But why do we invest? In this video Bryan discusses his observations on why people invest.
Challenge Accepted: 2 Month Update
Aug 4, 2021
In this video, Bryan provides a quick update 2 months into his 12 month journey of doing all of his strength training workouts outside.
Building Health Into Your Retirement Budget
Jul 6, 2021
Spending on your health while you have health benefits from your employer is one thing. Doing the same in retirement when you are footing 100% of the cost can be much more challenging. In this video Bryan discusses one approach to make it easier to make those necessary health investments.
Challenge Accepted
Jun 3, 2021
No – no. No Ironman on the immediate horizon this time around. Instead, Bryan is going to look discomfort head on and do his strength training workouts outside for the next 12-month. Yes - summer...fall...winter and spring.
Genius or Incompetent: It Depends on Timing
April 23, 2021
Estimating Your Retirement Income in 3 Steps
March 18, 2021
In this quick video I describe how to estimate what you'll need income-wise in retirement.
Hindsight Bias
October 14, 2020, 2020
In this video I discuss what hindsight bias is and its pervasiveness in investing. Be sure to complete the survey and see if you can predict future events!! Here's the link to the survey: https://www.surveymonkey.com/r/8K69SL3
5 Steps to an Effective Estate Plan
September 8, 2020
We recently held a Zoom call with clients to listen to Jackie Power explain the 5 steps one needs to follow in order to build an effective estate plan. Jackie is Assistant Vice-President of Tax and Estate Planning at Mackenzie Investments. This is a recording of that meeting.
Videos
Has Covid-19 Changed your Retirement Thinking?
June 11, 2020
Since the beginning of Covid, my conversations with many clients have moved from shock of the situation to the stress of our predicament and now a re-thinking of the things important to them. You’re not alone if these thoughts have crossed your mind.
Liquid Alternative Investments - Do You Need Them?
Jun 11, 2020
In the Fall of 2018, a new class of investment product called Liquid Alternatives was launched in Canada. In this video, I describe what they are and whether they should be incorporated into your existing portfolio.
Interview with my sons Eliot & Julien
Mar 27, 2020
I interview my sons Eliot & Julien and ask how they are dealing with self isolation.
Covid-19: Dealing with Today's Down Markets
Mar 27, 2020
I offer my thoughts, perspective and potential actions for clients during this period of market turbulence.
3 Realities of Volatility
Mar 13, 2020
In this video, I talk about volatility - the ups and downs in your portfolios that come with your investment journey.
3 Overlooked Aspects to Retirement Planning
Feb 20, 2020
There are important dimensions to a retirement income plan that people often overlook. These oversights may put people in financial harm’s way. In this video, I discuss 3 planning aspects that aren’t usually considered but should.
Maintaining Mobility Throughout your Lifetime
Feb 20, 2020
Join me as I interview Dr. Sasha Green, Chiropractor and owner of The Chiropractic & Health Associates Clinic. She offers some insight and tips on how to improve and maintain your mobility throughout your lifetime.
Home Equity Line of Credit in Retirement
Jan 24, 2020
Are debt and retirement incompatible? In this video, I interview Mortgage Agent, J.M. Molloy, on the merits of having a Home Equity Line of Credit (HELOC) going into retirement.
Understanding the RESP
Nov 22, 2019
In this video, I explain how much you can expect to receive from investing in a Registered Educational Savings Plan.
I'm Vlogging!
Nov 22, 2019
For over 10-years we've been publishing articles to help explain the financial complexity that you live in. We are now expanding into video. Have a look at our first one. We've kept a few bloopers at the end.
Ready to Get Started on Securing Your Future?
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Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.