North Road in the Media

North Road’s own Marshall McAlister, CFA® was recently featured in Edify Edmonton discussing one of the most common assumptions in personal finance: that home ownership is always the best path to building wealth.

In the article, Marshall challenges the idea that renting is “throwing money away”. He explains that, in some cases, investing those same dollars in the capital markets may produce comparable or even stronger long‑term outcomes.

Read more by clicking on the button below.

North Road Investment Counsel is proud to be recognized as a 2026 Trailblazer by Edify, an honour that highlights the firm’s leadership, innovation, and commitment to doing things differently. As an independent, Edmonton‑based firm, North Road was recognized for its high‑level, customized approach to wealth management and its belief that clients deserve clear direction through an increasingly complex financial and digital landscape. We are grateful to Edify for this recognition and proud of the team whose values and collaboration made it possible!

Click the button below to read the full Edify profile.

In this segment from Real Talk, Marshall McAlister joins Ryan Jespersen to break down the Canada Pension Plan, explaining how it works, why it plays a foundational role in Canadians’ retirement security, and how its long-term investment performance has contributed to its strength. He also explores the growing debate around a potential Alberta Pension Plan, helping viewers understand how these discussions could impact their financial future and why this conversation matters today.

Digital scams are becoming more sophisticated, and many Canadians don’t realize how exposed they really are. In this 20 minute segment of Real Talk with Ryan Jespersen, Misha Niemtsev and Marshall McAlister break down the biggest digital threats facing investors today. Click the video below to see what you can do to protect your savings and your reputation.

Cary Williams joined Real Talk with Ryan Jespersen to discuss what the rapid acceleration of AI means for markets, software vs. energy stocks, and the key takeaways for investors and everyday citizens navigating this shift.

On Real Talk with Ryan Jespersen, Cary Williams joined the conversation on spending habits and why money conflicts are often less about dollars and more about psychology.

Will you run out of money in retirement?

On Real Talk with Ryan Jespersen, our own Cary Williams tackled one of the most pressing questions for retirees: How much can you safely withdraw without running out of money?

If you’ve ever wondered whether your retirement plan is built on outdated assumptions, this is a must-watch.

Interest rates just dropped by 0.25%. To discuss this as well as index investing basics, Marshall McAlister joined Ryan Jespersen on Real Talk for a 15-minute segment where Marshall breaks down what this could mean for your financial future.

What would Alberta sovereignty mean for your financial future? Watch North Road's own Marshall McAlister joins Real Talk to break down how Alberta’s wealth stacks up against the rest of Canada, why real median wealth surprises many, and the critical role of CPP.

Our very own Marshall McAlister, CFA®, shared his insights on the podcast Real Talk with Ryan Jespersen, discussing the impact of tariffs on market dynamics and the importance of knowing your investments, diversifying, and exercising patience, while advising against letting headlines dictate decisions.

Marshall McAlister, CFA®, appeared on Real Talk with Ryan Jespersen, to discuss the potential impact of tariffs on the market, how markets are forward-looking, the current state of the Canadian dollar, the importance of diversification in investment portfolios, and recent performance trends in real estate markets.

Discover how investing in Canadian farmland offers both steady returns and growth potential, with insights from our own Marshall McAlister, CFA®, on the benefits of keeping agricultural land for farming.

The Edmonton Community Foundation interviewed Marshall McAlister, CFA®, where he emphasizes the significance of understanding clients' values through their charitable contributions and the advantages of early involvement in philanthropy.

In this interview by the Edmonton Community Foundation, Cary Williams, CFP®, explains the benefits of donating publicly traded securities to charities. He highlights that this method allows donors to maximize their charitable contributions and tax credits by avoiding capital gains taxes, making it a highly efficient way to support charitable causes.

In this article, Marshall McAlister, CFA®, shares his wisdom on why investing should be a steady, methodical process rather than a thrill-seeking adventure. He argues that true financial success comes from patience and consistency, not from chasing the highs and lows of the market.