Cover image of Free Lunch

Free Lunch

The CM Group is a wealth management group that has been working with investors since 1985. We are deeply rooted in an evidence-based investment strategy, focusing on asset allocation and proper diver... Read more

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Talk’n Trusts with Kat Ratcliffe

Talk’n Trusts with Kat Ratcliffe

In today’s episode Greg and Colin interview Katherine Ratcliffe. Kat is a partner and lawyer with Lindsey MacCarthy LLP,... Read more

13 Jul 2022

33mins

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KISS, keep it simple…

KISS, keep it simple…

In today’s episode Greg and Colin answer the question about what to do now, during a bear market. Keep it simple!  Liste... Read more

6 Jul 2022

29mins

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Estate Planning Pitfalls with Judd

Estate Planning Pitfalls with Judd

In today’s episode Greg and Colin interview Judd Blitt from Lindsey MacCarthy LLP. Judd is a lawyer who specializes in e... Read more

29 Jun 2022

30mins

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Talking Energy with Rafi Tahmazian

Talking Energy with Rafi Tahmazian

In today’s episode Greg and Colin interview Rafi Tahmazian. Rafi, a senior portfolio manager and Director with Canoe Fin... Read more

22 Jun 2022

37mins

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Do you have ‘Headline Stress Disorder’?

Do you have ‘Headline Stress Disorder’?

In today’s episode, Greg and Colin talk about headline stress disorder. What is it? What to do about it? Strategies to h... Read more

15 Jun 2022

28mins

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Spring Cleaning your Investment Plan

Spring Cleaning your Investment Plan

In today’s episode, Colin shares some advice on cleaning up some of the nagging financial issues that you might have. Di... Read more

8 Jun 2022

34mins

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The (annual) death of the 60/40 portfolio…

The (annual) death of the 60/40 portfolio…

In today’s episode Greg and Colin talk about the fate of the 60/40 portfolio. Lately there has been a lot of financial c... Read more

1 Jun 2022

30mins

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You left it in cash???

You left it in cash???

In today’s episode Greg and Colin talk about the fear of a down market and the cost of recovery. Some say it is a stock ... Read more

25 May 2022

25mins

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Atomic Habits, a book review!

Atomic Habits, a book review!

In today’s episode Greg and Colin talk about habits and habit forming. Doing a short book review of Atomic Habits by Jam... Read more

18 May 2022

29mins

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Dollars to Doughnuts, it’s volatility!

Dollars to Doughnuts, it’s volatility!

In today’s episode Greg and Colin review volatility. There certainly is a lot of it in the markets right now, but is it ... Read more

11 May 2022

32mins

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