Tactical Portfolio Update | October 2025
This month, Mike discusses the new Canadian budget as well as some of the domestic-oriented sectors and what that means for our Tactical Portfolios. Reach out to us anytime at LLC@CGF.COM to learn more!
Episodes
101
Latest episode
Nov 2025
Language
EN-CA
Mike on Money is a personal finance podcast for Canadians with a focus on everything that has to do with strategic investing. Join Michael LeBlanc CIM®, FCSI®, AIFP™, who has over 15 years of industry experience, as he explores topics such as investments, tax, insurance, estate planning and retirement, and keeps you informed on the latest trends in business, finance and economy. Michael LeBlanc, Director, Sr. Portfolio Manager at Canaccord Genuity Wealth Management.Disclaimer: http://ow.ly/XvqU30o8uTc © Copyright 2020 All Rights Reserved. No part of this podcast may be used without permission.
This month, Mike discusses the new Canadian budget as well as some of the domestic-oriented sectors and what that means for our Tactical Portfolios. Reach out to us anytime at LLC@CGF.COM to learn more!
In this Monthly Market Mistakes episode, Mike discusses thematic investing (also known as investing bubbles), why they occur, and what some of the risks are.Reach out anytime at LLC@CGF.COM if you have any questions or want to learn more!
Check out our monthly tactical portfolio update with Mike LeBlanc. This month, he discusses weighting allocation changes in our portfolio, bank rates, and Canadian markets divergence.Contact us anytime at LLC@CGF.COM with questions or comments, and we'd be happy to discuss!
Don't miss this month's Monthly Market Mistakes segment with Mike LeBlanc about Principal-Protected Notes and some of the risks associated with them. Reach out to us anytime at LLC@CGF.COM with questions or comments.Learn more about us at llcprivatewealth.com.
Your one-stop-shop for everything you need to know about what happened this month in the markets and how it may impact your portfolio.As always, we are happy to perform a Free Portfolio Review with you. You can visit our website below to book a Free Consultation.- LLC Website: https://llcprivatewealth.ca/- LLC on X: https://twitter.com/LLC_WealthGroup- LLC on Instagram: https://www.instagram.com/llcwealthgroup/- LLC on LinkedIn: https://www.linkedin.com/company/llc-private-wealth/- Michael LeBlanc on LinkedIn: https://www.linkedin.com/in/mleblancgroup/
Your one-stop-shop for everything you need to know about what happened this month in the markets and how it may impact your portfolio.As always, we are happy to perform a Free Portfolio Review with you. You can visit our website below to book a Free Consultation.- LLC Website: https://llcprivatewealth.ca/- LLC on X: https://twitter.com/LLC_WealthGroup- LLC on Instagram: https://www.instagram.com/llcwealthgroup/- LLC on LinkedIn: https://www.linkedin.com/company/llc-private-wealth/- Michael LeBlanc on LinkedIn: https://www.linkedin.com/in/mleblancgroup/
Listen to Michael's march update where he provides a tactical portfolio update and review changes to current allocations With a special feature reviewing Opportunity in a volatile market
Listen to Michael's march update where he provides a tactical portfolio update and review changes to current allocations With a special feature reviewing the few days of April's Market Meltdown.
Your one-stop-shop for everything you need to know about what happened this month in the markets and how it may impact your portfolio.As always, we are happy to perform a Free Portfolio Review with you. You can visit our website below to book a Free Consultation.- Latest Fact Sheets: https://llcprivatewealth.ca/latest-fund-fact-sheets/- LLC Website: https://llcprivatewealth.ca/- LLC on X: https://twitter.com/LLC_WealthGroup- LLC on Instagram: https://www.instagram.com/llcwealthgroup/- LLC on LinkedIn: https://www.linkedin.com/company/llc-private-wealth/- Michael LeBlanc on LinkedIn: https://www.linkedin.com/in/mleblancgroup/00:00 - Intro00:30 - Disclaimer00:54 - Tariffs, Tariffs, Tariffs06:10 - Portfolio Performance07:50 - Forex Risk & Performance10:10 - North American Economy11:40 - Outro
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