In this episode, Marshall sits down with Dan Stapleton, CEO of American Title and Closing, to dive into the world of timeshares and what Canadians need to know about getting out of them. Dan shares his personal journey from buying a timeshare in Puerto Vallarta to building a 13-year career in the industry as a salesperson, manager, and project director.
Our featured guest for 2025 Ladies Lunch is one of our good friends, Barbara Drummond, author of the humorous and heartfelt memoir I Finally Have the Smoking Hot Body I Have Always Wanted (having been cremated).
Stay ahead of digital threats with expert insights from Misha, Digital Risk Advisor at North Road.
In this video, Misha breaks down the growing risks in our connected world—from AI-driven impersonation scams to IT support fraud. Misha also shares practical steps to protect yourself and your loved ones.
Join us for an insightful conversation between Marshall McAlister and Joelle Faulkner, co-founder of Area One Farms, as we dive into the world of farmland investing and share the latest updates on their funds.
Watch the video and uncover why North Road continues to recommend farmland within their diversified portfolio set.
Cary Williams and Cory Knott look at the traditional 4% retirement safe withdrawal rule by exploring how market conditions, spending behaviour, and new research are reshaping what "safe" really means. From the retirement smile to dynamic guardrails, this video offers fresh insights for anyone rethinking how to spend confidently in retirement.
In Tune Out the Noise, Academy Award-winning filmmaker Errol Morris explores the groundbreaking research that reshaped the investment world. This documentary tells the story of how a new approach rooted in data, diversification, and client-focused advice, sparked a revolution in finance and led to innovations like index funds.
In our latest video, Cary and Marshall share their latest perspectives on global markets and asset allocation trends.
Many Canadians feel they’re falling behind financially but is that really the case? In our latest video, Marshall McAlister and Cary Williams break down what “normal” income and wealth look like in Canada, using real data from Statistics Canada.
Windows 10 support ends on October 14, 2025, and staying on it could expose your systems to serious security risks and costly disruptions. North Road's Cary & Misha break down what you need to do now to upgrade safely and smoothly.
Cary and Marshall share market insights from the first half of 2025, including an update on new North Road team members, how different markets performed year to date, and updates on US markets, inflation, and the AI boom.
Explore the concept of Individual Pension Plans (IPPs) in Canada highlighting their benefits, applications, and strategic advantages for business owners and incorporated professionals. The insights are derived from a detailed discussion between Marshall McAlister and Mark Lesniewski from LMC, an actuary firm specializing in pension plans.
With the recent news on global tariffs, we wanted to get you an update as soon as possible on markets. In today's 15 minute video, Cary Williams provides context on this week's news, as well as market history.
Worried about how tariffs are affecting your investments? Hear Marshall and Cary provide North Road’s take on what is happening and what to do next.
Watch Cary Williams and Mykhailo Niemtsev discuss the latest AI news.
We are thrilled to invite you to the second part of our video discussion, Looking Ahead in 2025, featuring our portfolio managers Marshall McAlister and Cary Williams.
We are excited to share our 2024 Year in Review video discussion featuring our portfolio managers, Marshall McAlister and Cary Williams.
We at North Road want to make the awful side of the Internet less impactful for our clients. This is the Digital Risk Advisory Program which aims to mitigate digital risk for our clients
We are excited to share a video discussion featuring our portfolio managers, Marshall and Cary, who took time out of their weekend to delve into significant financial news from Alberta. Their conversation covers crucial developments at the Alberta Investment Management Corporation (AIMCo) and their potential impact on Albertans.
On October 16, we hosted our 2024 Ladies Lunch, featuring Kim Krushell, a trailblazer in cybersecurity and identity fraud prevention.
We are excited to share the recording of Kim’s invaluable insights and practical strategies to safeguard our digital lives and wealth. Don’t miss this opportunity to learn from a leading expert in the field!
With half of the year behind us, North Road is thrilled to invite you to watch our latest webinar: the 2024 Midyear Review.
We are excited to announce our latest webinar featuring Eric Menzer, Head of Advisory Solutions, Multi-Asset Solutions Team at Manulife Investment Management.
Happy New Year and welcome to our January Weekend Webinar! We decided to do something a little different this month for the weekend reading and recorded a video with Marshall McAlister and Cary Williams.
During the webinar, Marshall and Cary discussed North Road in our first year, updates to our firm, new registered contribution rules, the markets in 2023, and what the future may (or may not) bring.
Please join us in our latest webinar where Marshall McAlister interviews Joelle Faulker, founder and CEO of Area One Farms. North Road has partnered with Area One Farms to own allow our clients to gain access to Canadian farmland as a long term investment.
We are excited to share with you our latest update on what we've been up to. Marshall and Cary recently got together to discuss our progress in 2023.