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Interviews & Presentations

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  • Presenter: Your Portfolio is Broken CPA – December 11, 2017
  • Presenter: Your Portfolio is Broken, CPA – December 6, 2017
  • Interview: ETF Strategist, B. Borzykowski, CNBC, Investing in Your 50’s – June 1, 2017
  • Presenter: Your Portfolio is Broken – CPA Calgary CE – February 18, 2016
  • Presenter: Your Portfolio is Broken – CPA Edmonton CE – February 4, 2016
  • Presenter: Your Portfolio is Broken – Institute of CA’s – February 24, 2015
  • Presenter: Your Portfolio is Broken – Institute of CA’s – February 20, 2015
  • Interview: CTV – November 1, 2013
  • Interview: Global TV – September 24th, 2013 8:40 am
  • Interview: Canadian Couch Potato – Dan Bortolotti, September 6, 2013
  • Presenter: Your Portfolio is Broken; Who’s to Blame and How to Fix It! – CGA, March 14, 2013
  • Presenter: The Prudent Investor Rule – Institute of Corporate Directors, November 2011
  • Presenter: The Prudent Investor Rule – Certified General Accountants (CGA), October 2011
  • Presenter: The Prudent Investor Rule – Canadian Bar, Wills & Estates Section, May 2011
  • Presenter: The Prudent Investor Rule – Edmonton Estate Planning Council, March 2011
  • Presenter: The Prudent Investor Rule – Society for Trust and Estate Practitioners, Jan. 2011
  • Presenter: The Prudent Investor Rule – Miller Thomson Law Firm, November 2010