Our Webcasts

We are pleased to offer at the end of each quarter a recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. As well we are excited to be able to share our knowledge of the financial industry;  hear first-hand from our experts as they provide distinctive insights about personal wealth management and today’s financial services industry.

Recent Webcasts

Q3 2017

We are pleased to share with you our the quarterly review and commentary of the third quarter of 2017.

The complete slide presentation is available for download here »

The first video in our series continues to feature a few interesting things that crossed Brent’s desk during the quarter. Specifically, Brent highlights a very interesting visual depiction of what the 20 Trillion US debt level looks like if you were to stack $100 bills. It’s staggering. Also highlighted is the housing market and the benefits this industry has seen due to central bank actions (i.e. buying debt out of the market, lowering interest rates, etc) and the draws attention to the recent trend reversal in Toronto housing growth rates. This might be the sign of a larger change in direction?

Part 1 Q3-2017

In Part 2 Brent gives a high level synopsis of the markets. This quarter, similar to the previous 2, has been very good for markets. We saw 2 headwinds; rising interest rates and a currency swing with the CAD rising dramatically. People often ask; is there going to be a market correction? We continue to watch for indicators of this and some of these include: typical signs of a recession, the Purchasing Managers Index and company earnings levels. Time will tell, but we are pleased with the outlook ahead.

Part 2 Q3-2017

In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. We remain in favour of equities, with some concerns about mid-term volatility. We are confident in the positions we own but have made a few adjustments to US equities and added to the Alternative models with some risk reducing strategies to further insulate portfolios for this mid-term market volatility. We continue to remain focused on asset allocation and quality businesses which will generate greater returns and allow you to achieve your goals.

Part 3 Q3-2017

Q2 2017

We are pleased to share with you our the quarterly review and commentary of the second quarter of 2017.

The complete slide presentation is available for download here »

The first video in our series continues to feature a few interesting things that crossed Brent’s desk. This quarter highlights Canada’s rating with respect to global positive influence, the top 5 tech companies and an interesting fact about their revenues and some really cool visuals of the world’s population density.

Part 1 Q1-2017

In Part 2 Brent gives a high level synopsis of the markets, focusing on Canadian, US and Global equity markets, Oil, and Gold. Looking at the BIG picture as a segue to our portfolio performance. Volatility remained low and long-term investors are positioned to receive positive returns. Staying invested is important, history shows this – have a look.

Part 2 Q1-2017

In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. We remain in favour of equities, with some concerns. We review some trade information and highlight “what you own” and continue to focus on asset allocation. We are invested in good businesses and continue to recommend that our clients remain invested for the long-term, which will generate greater returns and allow you to achieve your goals.

Part 3 Q1-2017

Archive Webcasts and Seminars

Q4 2016

The complete slide presentation is available for download here »

Part 1 Q4-2016
The first video in our series highlights a few interesting things that crossed Brent’s desk this quarter, including whether there is a new tech bubble forming and a curious analysis of Olympic medals in Rio.

 

Part 2 Q4-2016In Part 2 Brent explains the market movements in the quarter. Global politics (Brexit, elections etc.) were unpredictable to say the least, and market volatility corroborated this. We saw a return of uncorrelated asset pricing, which is encouraging.

 

 

Part 3 Q4-2016The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models. Diversification has become a very important theme again, and you’ll see how our portfolios are designed to benefit from this.

 


Q3 2016

The first video in our series outlines what happens in an “internet minute” and how fast things move these days.  In Part 2 Brent explains the market activity in the quarter. We saw: strong performance in Canada, continued strength in bonds and we looked ahead at what the US election might bring. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models.

The complete slide presentation is available for download here »


Q3-16 Quarterly Review – “Interesting Facts”

Q3-16 “Markets Overview”



Q3-16 Portfolio Strategy & Performance

Q2 2016

The first video in our series is an overall look at current events related to markets and the economy. Brent takes a look at real estate in particular, renting vs. buying and why you should pay down debt while rates are low. In Part 2 Brent explains the market activity in the quarter. Although it was a strong start, it ended with volatility and of course BREXIT. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models.

The complete slide presentation is available for download here »


Q2-16 Quarterly Review – “Current Events”

Q2-16 “Markets Overview”



Q2-16 Portfolio Strategy & Performance


Q1 2016

We are pleased to share with you our latest market commentary of the first quarter of 2016. The first video in our series is an overall look at current events related to markets and the economy. In Part 2 we show how the year started off in a bear market but then shifted to a bull market midway through the quarter, much to the surprise of many traders…many of whom were heading for the exits. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models. You’ll see how we did quite well during a volatile period of time.


Q1-16 Quarterly Review – “Current Events”

Q1-16 “Markets Overview”



Q1-16 Portfolio Strategy & Performance


Q4-2015 – 3 part series.  The first video in our series is an overall look at the markets in the final quarter of 2015, the second video is the Vandermeer Wealth Trade Summary showing how our downside protection is working and that we are positioned well for recovery.  The final video in our series describes our view of the first quarter of 2016 which is already shaping up to be an incredible one with the market being officially a BEAR market and that it is all about “time IN the market”, not “timing the market”.


Q4-15 Portfolio Overview Webcast

Q4-15 Trade Summary Webcast



2016 Looking Forward Webcast



Q3-15 Portfolio Strategy Review Analysis Webcast

Q2-15 Portfolio Strategy Review Analysis Webcast



Q1-15 Portfolio Strategy Review Analysis Webcast

Vandermeer Wealth Management Asset Allocation Process