PODCAST · business
Zelos Soundbites
by Zelos Investment Counsel
Zelos Soundbites delivers quick, engaging insights from Zelos Investment Counsel, covering everything from understanding asset classes to navigating key considerations for advisors. Whether you’re an investor looking to grow and protect your wealth, or a strategic partner seeking a trusted platform to serve clients, these bite-sized episodes share practical knowledge, industry perspectives, and reasons why working with Zelos can help you achieve more.
Episodes
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18. May 2026 Zelos Ridgeline
Year-to-date as at May 31, 2026, the Zelos model portfolios have delivered between 2.3% to 4.0% return, compared to their benchmarks ranging 3.1% 7.9%.Year-to-date as at May 31, 2026, major equity benchmarks rose strongly, MSCI International +10.4%, S&P 500 +11.8% and the S&P/TSX +10.6%, while…
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17. Advisor Incorporation, Not Anytime Soon
Advisors keep asking me the same question.“When can I finally incorporate?”I get it. The tax advantages are real. Mutual fund reps have had a version of this for years. Securities licensed advisors have been waiting for the rules to catch up.Here’s the truth nobody wants to hear: it’s not coming...
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16. April 2026 Zelos Ridgeline
April marked a meaningful reversal from March. Global equity markets rebounded strongly, led once again by large-cap technology names. In many cases, this move erased most, if not all, of the prior month’s pullback.On the surface, this looks constructive. Underneath, however, the structure of the...
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15. March 2026 Zelos Ridgeline
March was a broadly negative month, with all four indices we track, the S&P/TSX Composite, S&P 500, MSCI World, and Canadian bonds, finishing in negative territory.The driver was less about any single data point and more about a change in market narrative.Following a period where markets were...
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14. February 2026 Zelos Ridgeline
Seven Years in the Market: A Full‑Cycle Perspective February marks an important milestone for Zelos, seven years of live performance across our pools and model portfolios. Over 7 years, Zelos model portfolios have returned between 6.4% to 8.9%. This track record has now spanned several distinctly...
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13. January 2026 Zelos Ridgeline
A New Year Begins with Uncertainty The start of 2026 has reminded investors that markets rarely move in straight lines. January was shaped by a mix of geopolitical developments, shifting expectations around artificial intelligence, and ongoing adjustments in global interest rate expectations. One...
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12. December 2025 Zelos Ridgeline
We are pleased to share the December 2025 edition of the Zelos Ridgeline, our first update of the new year. As is customary, this edition reflects on how markets closed out 2025, highlights key contributors across the Zelos model portfolios, and outlines the themes shaping the investment…
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11. November 2025 Zelos Ridgeline
In the month of November, the Zelos model portfolios were relatively flat, ranging from -0.1%* and 0.2%. We view this as positive given the S&P 500 and MSCI International World Price Indices were down ~0.3%. This brings year-to-date performance to approximately 6.7% to 10.3%* as of November 30,...
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10. October 2025 Zelos Ridgeline
We are pleased to share the October 2025 edition of the Zelos Ridgeline. As always, you’ll find an update on the Zelos model portfolios and a summary of key market developments over the past month.Market Highlights & Model Portfolio Update October delivered steady results across the Zelos model...
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9. September 2025 Zelos Ridgeline
We are excited to bring you the September 2025 edition of the Zelos Ridgeline. We have included the usual overview of the Zelos model portfolios and market commentary but have also included a brief mention of the 2025 Canadian Federal Budget. Market Highlights & Model Portfolio Update September…
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8. Trust and Clarity in Wealth Management
Zelos Investment Counsel partners with entrepreneurs to invest for the future and deliver tailored wealth management solutions for their clients. Whether you’re a financial advisor, accounting firm, or small business owner, you and your clients gain access to institutional-level investment...
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7. August 2025 Zelos Ridgeline
Market Highlights & Model Portfolio Update In August 2025, the Zelos model portfolios posted positive but more muted performance, rising between 0.7% and 0.8%* bringing year-to-date performance to 4.3% to 5.8%*. Structured Products was a stand out this month rising 3.9% on the back of a note…
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6. Benefits of systematic suitability assessments in wealth management
When it comes to building investment portfolios, one of the biggest challenges is balancing personal goals with financial realities. A suitability assessment using weighted scores offers a structured and objective way to do just that. By evaluating clients across both personal factors (risk...
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5. The power of pools in wealth management
In wealth management, pools are a powerful way to deliver operational efficiencies and improved client outcomes. By aggregating capital across multiple investors, pools allow firms to:Access high institutional minimums normally out of reach for individual investors. Provide mutual fund trust…
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4. Unlocking the Power of Model Portfolios in Wealth Management
In today’s wealth management landscape, model portfolios have evolved from a back-office efficiency tool to a core part of how advisors deliver value to clients. By leveraging institutional-level portfolio construction, model portfolios provide a consistent, disciplined approach to investing…
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3. The Golden Age of Independent Wealth Management
It’s a great time to be independent in Canada’s wealth management landscape. Here’s why: Clients want real choice & transparency. More Canadians are seeking fiduciary-style advice and best-in-class solutions rather than proprietary products. Technology and new products have leveled the playing...
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2. The Case for Private Real Estate in a Long-Term Portfolio
In a world of rising living costs and market volatility, private real estate offers a compelling foundation for long-term wealth building. Here are three reasons why we continue to view it as a core holding for many investors: 1. Inflation Hedge Private real estate has intrinsic, tangible value.…
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1. Building Canada's premier independent wealth management boutique
At Zelos Investment Counsel, our culture is anchored in the belief that true partnerships create extraordinary outcomes. We are building Canada’s premier independent wealth management boutique, a place where partners have both the autonomy to act and a meaningful voice at the table. This isn’t…
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ABOUT THIS SHOW
Zelos Soundbites delivers quick, engaging insights from Zelos Investment Counsel, covering everything from understanding asset classes to navigating key considerations for advisors. Whether you’re an investor looking to grow and protect your wealth, or a strategic partner seeking a trusted platform to serve clients, these bite-sized episodes share practical knowledge, industry perspectives, and reasons why working with Zelos can help you achieve more.
HOSTED BY
Zelos Investment Counsel
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Frequently Asked Questions
How many episodes does Zelos Soundbites have?
Zelos Soundbites currently has 18 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Zelos Soundbites about?
Zelos Soundbites delivers quick, engaging insights from Zelos Investment Counsel, covering everything from understanding asset classes to navigating key considerations for advisors. Whether you’re an investor looking to grow and protect your wealth, or a strategic partner seeking a trusted platform...
How often does Zelos Soundbites release new episodes?
Zelos Soundbites has 18 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Zelos Soundbites?
You can listen to Zelos Soundbites on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Zelos Soundbites?
Zelos Soundbites is created and hosted by Zelos Investment Counsel.
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