Artificial Intelligence in Real Life, a conversation with Auritro Kundu of AGF Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Matthew Williams on Sep 02, 2025 Artificial intelligence is more than headlines. In this conversation with Auritro Kundu of AGF Global Select, we explore where AI is already showing up in daily life, what’s overhyped, and how disciplined investors think about its role in portfolios.... Read more
What Matters When Nothing Else Does (Video Included) Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Matthew Williams on Aug 27, 2025 A conversation with JP Morgan's Jack Manley on the patterns that endure... Read more
Behind the Housing Headlines: A Practical Conversation with Trez Capital (Video) Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Matthew Williams on Jul 08, 2025 There's no shortage of headlines — but very little clarity. In this conversation with Spencer Hurley of Trez Capital, we step back from the noise and look at what's actually shaping housing supply across Canada and the U.S. We talk about what's really... Read more
The Long-Term Forces Shaping Canada’s Economy — with Stephen Johnston (Video) Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by Matthew Williams on Apr 11, 2025 A long-view conversation with Stephen Johnston, one of Canada’s most experienced capital allocators, on stagflation, capital flows, and what thoughtful investors should be watching.... Read more
Estate Planning as Family Engagement: A Wisdom-Based Approach Filed Under: Estate Planning | Financial Planning | Wealth Management Published by Matthew Williams on Nov 04, 2024 What if your Will could be 'one of the most exciting documents we write'? Discover how leading families are transforming estate planning into powerful legacy-building conversations.... Read more
Breaking Down the 2024 Election: Exclusive Talk with AGF's Chief U.S. Policy Strategist (Video) Filed Under: Events | Special Reports and Newsletters | Total Client Experience Published by Matthew Williams on Oct 11, 2024 With over 40 years of experience in Washington, Greg brings unparalleled insights into the interplay between politics and markets. As we approach the 2024 election, his perspective on its potential impact on our financial landscape is invaluable. Click... Read more
Beyond the Nest Egg: Timeless Approaches to Generate Retirement Income Filed Under: Financial Planning | Portfolio Management | Retirement | Wealth Management Published by Matthew Williams on Sep 05, 2024 Childhood saving lessons still apply in retirement. Learn to adapt timeless principles to today's higher interest rates. Discover why personalized strategies beat 'model' portfolios for retirees needing cash flow. Refresh your plan for better income... Read more
Williams & Associates, Wealth Stewardship at Richardson Wealth Filed Under: Investment Services | Special Reports and Newsletters | Total Client Experience | Wealth Management Published by Matthew Williams on Sep 04, 2024 I'm thrilled to introduce you to Williams & Associates, Wealth Stewardship. This isn't just a name – it's a promise to stay true to our core principles, to focus on your needs, and to never lose sight of why we're here... Read more