Please take a listen of our latest Updates! This time we make this issue more interesting by hosting an AI expert and presenting you with a selected questions and answers from that conversation. Staying with the AI theme, we decided to let it e...

In this edition the team discusses a wide ranging array of topics including geopolitics, broad market commentary and the wealth management industry overall. Please enjoy !! 

In this episode Emir Culov (Senior PIM Portfolio Manager), Matt Richards (Private Wealth Financial Advisor, CFP) and Mike Davern (Registered Portfolio Associate) discuss their current view and state of markets along with internal Culov Wealth M...

In this episode Emir Culov (Senior PIM Portfolio Manager), Matt Richards (Private Wealth Financial Advisor, CFP) and Mike Davern (Registered Portfolio Associate) take a look back at 2022 and share their view points of what is to come in 2023 fo...