On the North Road

North Road Investment Counsel
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A steady hand and studied voice to guide you through wealth and investing. Successful saving can create unexpected challenges. That’s where we come in.

  1. 13 Aug

    The Hidden Cost of Foreign Exchange & How to Avoid It

    When it comes to foreign exchange, many Canadians assume their bank is the only option. But whether you're travelling abroad, purchasing property in another country, or transferring money internationally, the way you exchange currency can have a significant impact on both costs and convenience. In our latest episode of On the North Road, Marshall McAlister sat down with Kingsley Leung of Agility Forex to discuss how Canadians can navigate foreign exchange more effectively. Some key insights from the conversation include: - Why exchange rates and fees can vary significantly between providers. - Alternatives to traditional foreign exchange services. - Considerations for travellers. - How Canadians purchasing property in places like Mexico can simplify international transfers. If international travel, cross-border banking, or foreign property ownership is part of your financial picture, this conversation offers practical insights that could help you make more informed decisions.

  2. 5 Aug

    2026 Midyear Review

    Our 2026 Mid-Year Review dives into the latest market trends, revealing how AI-driven growth and shifting global dynamics are shaping investment returns and risks. Discover why diversification and smart risk management are more crucial than ever, as Cary Williams unpacks the impact of technology, inflation, and international competition on portfolios. Watch the video for actionable insights, optimism for the future, and practical strategies to navigate today’s fast-changing financial landscape.

  3. 5 Aug

    Building a Financial Plan - Are You Prepared For Life After Retirement?

    What if small financial decisions today could significantly shape your retirement tomorrow? In our latest video, Timothy Goodkey and Cory Knott show how thoughtful, flexible planning can lead to stronger and more resilient outcomes over time. You'll learn: - Why it's important to model financial plans with realistic investment returns - How to balance competing goals like retirement and education funding - The psychological hurdles of shifting from saving to spending in retirement - Practical solutions for managing retirement shortfalls - How smart tax planning can boost estate values and minimize tax surprises

  4. 5 Aug

    Is Your Money Mindset Holding You Back? With Dr. Scott Barry Kaufman

    Dr. Scott Barry Kaufman is among the top 1% most-cited scientists in the world and professor of psychology at Columbia. In this interview, Scott shares a powerful take on what it means to live a "fully human" life. He explores how our beliefs and challenges can unlock or limit our potential, the importance of our relationship to money, and how to ensure inheritances don't ruin our children. If you’re looking for a thought-provoking reminder that it’s never too late to grow, this is one worth watching. Dr. Kaufman will also be hosting an event on June 28th on the Science of Living Well. For more information and to register for the event, please click here: https://scottbarrykaufman.com/livingwell/

  5. 5 Aug

    Exploring Family Business Dynamics: An Interview with Matt Knight

    Most family businesses overlook a crucial element for long-term success: effective communication and strategic planning. Matt Knight from the Alberta Family Business Institute uncovers the secrets behind thriving family enterprises and how to master the art of transition to safeguard your legacy. In this episode, Matt shares fascinating insights with Marshall McAlister from his work with multi-generational families across Alberta—and beyond. Discover the key characteristics that make some family business leaders ‘builders’ and learn how their traits influence company impact and longevity. He reveals how family governance, succession planning, and even AI can transform the way wealth is managed, shared, and passed down. In addition, the Alberta Family Business Institute will be hosting their upcoming Signature Event in Edmonton on October 21st and Calgary on October 27th. For more information and to register for the events, please click here: https://abfi.ca/signature-event

  6. 31 Jul

    How the Alberta Voter Data Leak Could Put Your Identity at Risk

    What does the Alberta voter data leak really mean and how exposed is your personal information? In our latest video, Misha Niemtsev breaks down the recent Alberta voter data leak, including key insights from a Real Talk interview with retired RCMP Deputy Chief Neil LeMay on why incidents like this carry serious long-term risks.

  7. 31 Jul

    Year in Review - 2025 in the Rearview, 2026 on the Horizon

    In our latest webinar, Marshall McAlister and Cary Williams shared the latest updates on North Road, including team growth and our advisory and risk‑management services. They also recapped the major themes that shaped markets in 2025 and looked ahead to 2026, outlining key events that may influence markets in the year ahead.

  8. 31 Jul

    Do You Need a Mexican Will? Estate Planning for Canadians in Mexico

    Canadians with real estate or investments in Mexico face unique estate planning challenges. In our latest interview, North Road's Marshall McAlister speaks with David Connell, CEO of Connell & Associates in Mexico, about when an additional Mexican will is needed and when a Canadian will may suffice. David also talks about proper beneficiary designations with trust structures and how planning is essential to avoiding probate delays in Mexico. If you will be in Mexico during the week of January 25, we are hosting four in‑person events focused on retirement planning, cross‑border investing, currency exchange, and tax considerations for Canadians living in or connected to Mexico. Learn more and register at northroadic.com/mxevents

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About

A steady hand and studied voice to guide you through wealth and investing. Successful saving can create unexpected challenges. That’s where we come in.

Information

  • Creator
    North Road Investment Counsel
  • Years Active
    2026
  • Episodes
    30
  • Rating
    Explicit
  • Copyright
    © 2026 North Road Investment Counsel