Videos

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

In this video, Bryan talks with Wilmot George, VP Tax, Retirement and Estate Planning at CI Global Asset Management around the new Multigenerational Home Renovation Tax Credit. The measure aims to encourage people to build a secondary unit in their home for a senior family member or person with a disability. It can be worth up to $7,500!! But, people should be aware of the rules to take advantage of the program.

4 Ways to Donate to Charity

November 21st, 2022

In this video, Bryan describes 4 distinct ways to financially support a charitable organization.

The Mindset Required for Today's Market

October 17th, 2022

In this video, Bryan talks about developing the mindset to get through this tough market.

Decluttering Your Financial Life

August 29th, 2022

In this video Bryan talks about how most of us need to declutter our financial lives in addition to our closets. He offers some common sense tips on getting started.
 

Do Opposites Attract? Negative Sentiment & Performance

July 6th, 2022

In this video Bryan discusses the relationship between negative sentiment and future returns.
 

Dead or Inactive - The Optimal Investment Strategy

June 13th, 2022

In this video Bryan discusses the optimal investment strategy.
 

Putting Today's Market Decline in Context

May 19th, 2022

In this video, Bryan talks about today's market decline in the context of others and why we cling to our portfolio's highest watermark.
 

Challenge Accepted: April Update

April 27th, 2022

In this update, Bryan talks about having to adapt ‘the challenge’ after being injured skiing.
 

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

In this video, Bryan talks about the 3 factors that influence stock prices on a daily, monthly and yearly basis. More interestingly, he highlights their individual impact over longer periods of time.

Challenge Accepted: December Update

December 8th, 2021

In this video, Bryan provides an update of his 12-month outdoor strength training challenge and how he's doing as we enter the cold, wet and darkness of winter

Tax Tips Before Year End

November 23rd, 2021

In this video, Bryan reviews 7 tax tips you may want to consider before year end.

Market Update with Marchello Holditch

November 1st, 2021

In this video, Bryan has a special guest: Marchello Holditch - Vice President, Portfolio Manager - CI GAM | Multi-Asset Management. During their conversation they discuss inflation fears, ballooning debt loads and being optimistic in the face of perpetual negativity.

5 Tips For Executors

October 12th, 2021

In most cases, we select people that we trust and love to be our executors. The role, however, can be long, time-consuming and prone to conflict.
 
How can we get around this? If, at all.  
 
Bryan asked a handful of clients that recently went through the executor responsibility for their tips and observations. 

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

In this video, Bryan walks you through the impact of start date bias on people's investment experiences.
 
This effect can lead one client to think he is a genius - and to another he's bordering on incompetent.

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.

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Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.