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Saving for retirement doesn't come with a one-size fits all plan.Colin and Karyn sit down with Ryan Ackers, Senior Vice President at Growth and Corporate development with GBL, to unpack the Supplemental Executive Retirement plan. What it is, how it works, and why more companies are using it to support long-term planning for key talent.From compensation design to funding mechanics and flexibility, they explore how SERPs fit into a broader strategy for employers and executives alike.Whether you're a business owner, executive, advisor, or just SERP curious this conversation is one to listen to.

Being a dad doesn't come with a playbook. Colin and Karyn get candid about what it really means to be a dad in today's world and why mental health needs to be part of the conversation. From financial stress and parenting pressures to societal expectations and silent burnout, they unpack 10 major challenges men face, especially fathers and offer practical, compassionate tools to help lighten the load.Whether you're a dad, love a dad, or support one, this conversation matters.

Colin and Blair are joined by special guest Marty Birky for a candid conversation about one of the toughest topics to discuss: divorce. From navigating asset division and child support to avoiding common legal missteps, Marty shares real-world insights from his experience helping families through major transitions - especially when emotions run high. Whether you're planning, separating, or simply curious, this one's worth the listen.

Colin and Karyn dig into one of the most common fixed income questions: should you buy individual bonds or bond funds? They cover everything from yield curves and cash flow needs to diversification. Whether you are building wealth or looking for simplicity, this episode lays out the pros, cons, and misconceptions of each strategy. Tune in and enjoy the show!

Should you really “sell in May and go away”? Colin and Karyn are here to bust that old market myth—and a few others while they're at it. From summer slumps to tariff turmoil and the real role of global markets, they separate fact from fiction so you can invest with confidence all year long. Listen and enjoy the show!

Colin and Karyn dive into the true cost of post-secondary education in Canada - from tuition and rent to blenders and parking passes. They break down RESPs, government grants, student debt, and whether a university degree or a trade offers the better return on investment. Spoiler alert: the answer may surprise you.

It's not just flowers or brunch. Colin and Karyn unpack what moms actually want: peace of mind, financial stability for their kids, and a future free from money stress.From saving strategies to estate planning, this heartfelt episode explores how financial security can be the most meaningful gift of all. Listen and enjoy the show!

Colin, Karyn, and Steve break down the global tensions making headlines. From the impact of tariffs and currency swings to central bank policy and investor behaviour, this episode is your market sanity guide in a noisy world.Tune in and enjoy the show!

In honour of World Book Day, Colin, Karyn, and Blair share their top finance and investing book recommendations - from timeless classics to modern favourites. Whether you are just getting started or deep into your financial journey, this episode is packed with page-turners that can help you build wealth, understand risk, and avoid common investing mistakes. Tune in and add some smart reads to your list!Here are some of our favourites if you want to add to your list!

Colin and Karyn welcome back special guest Jonathan Ng for a conversation important for your loved ones. From spotting the signs of financial vulnerability to choosing a trusted contact person, they explore the key legal and emotional steps to safeguarding wealth for aging loved ones. Listen and enjoy the show!

From stock-picking stress to personalized planning, Colin and Karyn trace how financial advice has transformed over the years. They explore the shift from commissions to fees, the rise of robo-advisors, and why the human touch still matters, especially when the stakes are high. Listen and enjoy the show!

Colin, Karyn, and Monique discuss how financial stress affects our health, mindset, and decision-making. From money worries to comparison traps, they explore ways to reframe financial anxiety and build resilience. Plus, Monique will share practical tips to take control of your financial future without losing sleep over it. Listen and enjoy!

Calgary is built on oil & gas, but does your investment portfolio reflect too much of the same? Colin and Karyn break down how home bias may affect investors in resource-heavy cities.They also unpack zero-sum games, active vs. passive investing, and whether hedge funds live up to the hype. Listen and enjoy the show!

Colin and Blair tackle two things no one can escape—death and taxes. From TFSAs and RRSPs to joint accounts, they break down strategies to minimize estate taxes, maximize wealth transfer, and avoid costly mistakes.

This week, Colin and Karyn dive into the reality of market ups and downs—spoiler alert: volatility is unavoidable! From recent tariff-driven swings to the power of diversification, they unpack how to navigate uncertainty and stay invested for the long haul.

Colin and Karyn sit down with Dr. Meghaan Lurtz, a leading expert in financial psychology, to explore how men and women approach investing. Do women really take fewer risks? What does it all mean for long-term success? Listen to the episode to find out!

Colin sits down with Meb Faber, co-founder and Chief Investment Officer of Cambria Investment Management, to unravel the emotional rollercoaster of investing. From market euphoria to unexpected downturns, they discuss how to stay grounded and make better investment decisions.

In todays episode Colin and Karyn interview Dan Solin. Dan is a New York Times Best Selling Author who has recently published Wealthier: The Investing guide for millennials. Listen in as Dan shares his knowledge on what to teach our younger investors.

Every couple has a story. Sometimes one plays the hero, while the other plays the villain. In reality, it all comes down to perspective. In today's episode, Colin and Karyn discuss the dynamics of couples and money, and the challenges that arise when financial views don't align. Listen and enjoy the show!

Colin and Karyn are joined by special guest Brian Portnoy, founder of Shaping Wealth and author of The Geometry of Wealth. Together, they explore how investors can avoid repeating the same financial mistakes. Listen in to learn how to build a more intentional financial future!

In today's episode Colin and Karyn interview Dr. Daniel Crosby, who is the Chief Behavioural Officer at Orion, a New York Times Best Selling author, and friend of the show. Listen in to find out more about Blue Monday and the 5 pillars of happiness.

In today's episode Colin interviews Samantha Russell, Chief Evangelist with FMG Suite. What is a Chief Evangelist? Listen in to find out more and enjoy the show!

In today's episode Colin interviews Shay Kshatriya. Shay shares his insight on the markets, economy, interest rates, inflation, and other things. Listen in to find out more and enjoy the show!

In today's episode Colin and Karyn talk about what to expect for 2025. Another year of double digit return in equities? Or something else? Listen in to find out more and enjoy the show!

In today's episode Colin and Karyn talk about tips for the new year. It is never to early to start planning out the year ahead. Listen in to find out more and enjoy the show!

In today's holiday episode Colin and Blair take us through the 12 fundamental steps of investing. Linking those steps to the traditional Christmas Carol. Enjoy the show and seasons greetings to all!

In today's episode Colin and Steve talk about proprietary products and a consumer pushback that is happening in Canada. Listen in to find out more and enjoy the show!

In today's episode Colin and Karyn review some of the more unique indices out there. What is the significance of underwear, lipstick, and Big Mac sales? Listen in to find out more and enjoy the show!

In today's episode, Colin and Blair dive into the evolution of Canvas Wealth, share the philosophy that drives their success, and unveil the future path with Q Wealth Partners. Listen now and enjoy the show!

In today's episode, we are joined by Jared Rabinowitz and Stephen Gasparek from Q Wealth Partners. Listen in to find out more about our recent partnership!

In today's episode Colin, Steve, and Karyn makes an exciting announcement. Introducing a new chapter for the CM Group. Listen in to find out more and enjoy the show!

In today's episode Colin, Steve & Karyn talk about the role of a fiduciary. What is the difference? Is it important? Listen in to find out more and enjoy the show!

In today's episode Greg and Colin talk about something in the news. A Canadian bank was just fined $3 billion dollars for its part in a money laundering scheme. Listen in to find out more and enjoy the show!

In today's episode Greg and Colin talk about habits. How do you create them? How do you change them? Are they necessary? Listen in to find out more and enjoy the show!

In today's episode Greg and Colin talk about what is happening in the markets today versus pre-COVID days. Listen in to find out more and enjoy the show!

In todays episode Greg and Colin talk about a headline that is in the news. An investor is suing after creating a huge trading win, only to lose it all. What should they have done differently? Listen in to find out more and enjoy the show!

In today's episode Greg and Colin talk about how the stock market reacts to war and acts of war. Listen in to find out more and enjoy the show!

In today's episode Greg and Colin talk about how the investment management world has changed since 1996. Greg shares his story on working in this field for 28 years. Enjoy the show!

In today's episode Greg and Colin talk money. How do you choose to spend your money? How does your risk capacity, risk tolerance and asset allocation align with your spending habits? Listen in to find out more and enjoy the show!

In today's episode Greg and Colin lead you on a musical and market cycle journey. How are these two areas related? Listen in to find out more and enjoy the show!

In today's episode Greg and Colin discuss various forms of insurance and why they should be considered. Listen in to find out more and enjoy the show!

In today's episode Greg and Colin talk about Gold, Silver and the S&P500. Should you hold that bling in your portfolio? Listen in to find out more and enjoy the show!

Today's episode features Colin, Blair & Karyn. What is “The Forgotten Generation?” What planning should they be doing? Listen in to find out more and enjoy the show!

In today's episode Colin and Karyn discuss the process to become licensed as an investment advisor. Lots of training and coursework, listen in to find out more and enjoy the show!

In today's episode Greg and Colin talk about volatility. What is it? How is it measured? What does it have to do with the market(s)? Listen in to find out more and enjoy the show!

In today's episode Greg and Colin talk about News. What is news? What is false, fake, misleading…and what leads investment decisions? Listen in to find out more and enjoy the show!

In today's episode Greg and Colin wrap up the mini-series on the 12 Steps to Better Investing. Focusing on Risk Capacity vs Risk Tolerance, Managing Risk, and the Invest and Rest mode. Enjoy the show!

In today's episode Greg and Colin carry on with the 12 Steps to Investing Mini-series. Spending time today discussing the silent killers, risk and factors of return, as well as the history of market cycles. Enjoy the show!

In today's episode Greg and Colin carry on with the 12 Steps to Investing Mini-series. Today we are looking at market timing, star fund managers, and style drift. Enjoy the show!

In today's episode Greg and Colin start a new mini-series on the 12 steps to better investing. Starting with Active vs Passive, the science of investing, and Stock Picking. Enjoy the show!