Episode 5: Monthly Partner Memo – June 2025

 July 10, 2025 |Paul Chapman
Description Transcript Description In our Monthly Memos, we discuss recent trends in markets and behavioral finance, breaking down what it all means for your portfolio. Transcript This podcast is intended for audiences who reside in the province of Ontario...
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Episode 4: Monthly Partner Memo – May 2025

 July 10, 2025 |Paul Chapman
Description Transcript Description In our Monthly Memos, we discuss recent trends in markets and behavioral finance, breaking down what it all means for your portfolio. Transcript This podcast is intended for audiences who reside in the province of Ontario...
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Monthly Partner Memo – July 2025

 June 27, 2025 |Paul Chapman

Take comfort in the knowledge that your capital is being managed the way your friends complain they wish theirs was managed. The ultimate compliment is a referral to friends & family.

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Monthly Partner Memo – June 2025

 May 30, 2025 |Paul Chapman

Take comfort in the knowledge that your capital is being managed the way your friends complain they wish theirs was managed. The ultimate compliment is a referral to friends & family.

Read more

Episode 3 - The Perils of Investing: It’s All About Risk & Your Behaviour.

 April 29, 2025 |Paul Chapman
Description Transcript Description Believe it or not, good investing isn’t actually about earning the highest returns. It's all about the RISK taken to achieve those returns. Investor behaviour plays a big part in things too - the average investor earns...
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Monthly Partner Memo – May 2025

 April 28, 2025 |Paul Chapman

Take comfort in the knowledge that your capital is being managed the way your friends complain they wish theirs was managed. The ultimate compliment is a referral to friends & family.

Read more

Episode 2 - Monthly Partner Memo - April 2025

 April 23, 2025 |Paul Chapman
Description Transcript Description Our inaugural podcast for our Monthly Partner Memo - a shortened and concise overflow of the relevant topics covered this month. Transcript This podcast is intended for audiences who reside in the province of Ontario...
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Episode 1 - What makes a good investor? 
And Investment Advisor?

 April 15, 2025 |Paul Chapman
Description Transcript Description What makes a good investor? And a good Investment Advisor? The two aren't necessarily the same. And the list of great ones is slim... Nothing in this podcast constitutes legal, accounting, estate planning or tax advice...
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Monthly Partner Memo – April 2025

 March 31, 2025 |Paul Chapman

Take comfort in the knowledge that your capital is being managed the way your friends complain they wish theirs was managed. The ultimate compliment is a referral to friends & family.

Read more

Monthly Partner Memo – March 2025

 February 27, 2025 |Paul Chapman

Take comfort in the knowledge that your capital is being managed the way your friends complain they wish theirs was managed. The ultimate compliment is a referral to friends & family.

Read more
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