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Investing in Music Royalties

Wealth Advisor and Portfolio Manager, Kyle Taylor sits down the Kevin Geiger from ICM Asset Management to discuss how Canadians can invest in music royalties, what are music royalties, and why they can be a great way of adding diversification to your portfolio.


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Grow Your Wealth We answer your most important financial questions

Navigating Insurance Throughout Your Life

Jay Bernbaum and Kyle Taylor discuss the importance of insurance throughout our lives, examine how our needs change as we get older, and how best to integrate insurance into your financial plan.



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Market Updates Hear the latest on the market from our experts

Market Update Q4 2025

Kyle Taylor and Paul Simon look at the final months of 2025 and what’s ahead for investors in 2026. Paul and Kyle discuss the AI “bubble”, interest rates, and Fed independence, among other topical issues giving investors a lot to consider.



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Financial Planning A look into real life financial planning scenarios

Financial Facelift with Matt Ardrey – Meet David & Greta

Originally published in the Globe & Mail February 2nd, 2024, Matt Ardrey discusses the real financial plan he developed for David and Greta. Matt answers several important questions such as: When David and Greta should begin CPP and OAS? How can they build a retirement “paycheque” to support themselves and achieve their goals?



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