Earlier this month, we visited seven cities across the country to present our thoughts on the current investment landscape, share our outlook on the economy and interest rates, discuss a handful of portfolio holdings, and provide an update on our advice offering.

A recording of the Toronto session is available below for those who missed the live experience or would like to revisit any of the insights shared.

If you have any questions about any of the topics discussed, or your portfolio in specific, we’d love to hear from you. Simply call us at 1-888-888-3147 from 7am to 5pm PT or book a meeting with one of our Investor Specialists.