The Realize Your Wealth Podcast

As tax season winds down, many breathe a sigh of relief, but this moment presents an excellent opportunity to reassess your tax strategies. In this video, Will and Greg explore practical tax planning strategies for retirees, employees, and corporate clients. By taking a closer look at your financial situation now, you can optimize your tax outcomes for 2026 and beyond.

What's driving it, what could stop it, and what it means for your portfolio.

Are we heading into a commodities supercycle? We discuss the commodities complex, supercycles, and the ripple effect on the Canadian market and economy.

Relief rally or temporary pause? We discuss what the recent ceasefire may signal for markets and whether these early signs of recovery point to a relief rally or just a temporary pause.

How we're managing risk and looking for opportunity amid the ongoing conflict in the Middle East.

Energy prices, inflation pressures, and interest rate expectations have all risen sharply, reshaping the market outlook.

Unpacking how our portfolio is positioned given the heightened volatility. 

What the recent market pullback means for investors.

The Iran War, Trump, and geopolitics and what it all means for global markets.

Making sense of the Iran conflict and what it means for your money.

An updated look inside a real-money Aretec Wealth portfolio, including allocation, strategy, and performance.

How AI is disrupting markets in tech and beyond.

Market headwinds lead to risks and opportunities for investors.

Trump's Fed chair nomination gets mixed market reactions.

Positioned for uncertainty in a changing world.

CEO Keeley Simpson joins Greg and Will to discuss the evolution of Aretec Wealth and the future of women in wealth.

In this episode, we explore the Greek origins of the name, “Aretec” and how it ties into both our brand philosophy – Realize Your Wealth™ – and our strong Canadian roots.

In Episode Three, Greg and I cover the pitfalls of cost-cutting in wealth management and the value you get from a great portfolio manager.We also discuss the benefits of active portfolio management and strategic wealth planning.Plus, much more.

Greg and I dive deep into what to expect in 2025 in this episode of The Realize Your Wealth Podcast.While you can expect the unexpected in the markets, our approach is to be prepared — always.We protect your investments in the bad times and are opportunistic in the good times.We want you to Realize Your Wealth™.

Introducing the Realize Your Wealth Podcast, by Aretec Wealth.We want you to be wealthy.We want you to feel wealthy.We want you to Realize Your Wealth.™In this first episode, Will Simpson and Greg Wise talk about why they made the transition to the independent side of wealth management.In a nutshell: this is the future of wealth management in Canada.