Are the big banks really the safest place for your money?

In this episode of Tower Talk, Mark and Tarek are joined by special guest Isaac Unger — a business development consultant working with Tower in the agriculture and colony space — to tackle one of the most common questions they hear from farmers and colony members:

Why Tower over the banks?

They dig into the numbers and don't hold back:

📊 Tower vs. Big Bank balanced funds — a side-by-side performance comparison across multiple time periods that might just change how you think about where your money lives

📉 How Tower held up in the last major down year — because how you perform when markets get ugly matters just as much as the good times

🐕 Drop the Dogs — Tower's new monthly Momentum strategy and why it's already turning heads

🌍 How Tower's three-strategy framework manages risk — Momentum, Dividends, and Fundamental Indexing working together as one cohesive portfolio📞 Curious about working with Tower? Reach out to Tarek or Mark anytime.

info@towerasset.ca

#investingcanada #canadianinvestors #BeatTheBank #FarmInvesting #momentuminvesting #dividendinvesting #wealthmanagement #financialadvisor #portfoliomanagement

Markets were anything but quiet in Q1. This month we sit down to give you an honest look at what happened this quarter, what hurt, what crushed it, and where things are headed.Here's what we get into:Q1 2026 performance recap across our three strategies: Enhanced Index Aggressive Growth (Value), Canadian High Dividend, and Canadian MomentumWhy a rough month is the worst time to ditch a strategy — And when you actually should make a changeIntroducing "Dump the Dogs" — Our new momentum enhancement that's already showing a 9% spread over our standard momentum strategy year-to-dateHow a robust portfolio is built — Think of it like a ship: value as the ballast, dividends on the deck, and momentum as the sailsCanadian High Dividend strategy — Up 14% year-to-date and 38% over the last 12 months 🚀At Tower you have full transparency with 24/7 account access, and we only invest in liquid assets, which means getting your money when you need it (no penalties, no drama)We always tell you when the numbers are good — and we tell you when they're not. This is both.📞 Got questions? Reach out to Tarek or the team anytime.403-952-9696tarek.williams@towerasset.ca#InvestingCanada #CanadianInvestor #PortfolioManagement #MomentumInvesting #DividendInvesting #TSX #MarketUpdate #WealthManagement #FinancialAdvisor #Q12026 #InvestmentStrategy #CanadianStocks #PersonalFinanceCanada #ValueInvesting #FinanceCanada

This month we start our episode with a recap how markets have performed year-to date.

If you've been watching your investments, you know that markets have been strong this year, but will this continue? Markets can't go up forever right?

Watch the episode to see how we answer these questions.

Next we discuss the Tower Philosophy of Money. Wealth is a tool to be used to achieve a purpose, accumulation of wealth is not the purpose itself. We hope we can help you align your financial decisions with meaningful purpose.

#financialplanning #investing #economy #wealthmindset #money #philosophyofmoney

If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.

info@towerasset.ca

[00:00:01] Market Recap and Global Index Performance

[00:00:59] Concerns About Market Bubbles and Diversification

[00:02:03] October Market Volatility and Pullback Expectations

[00:02:40] Philosophy of Money: Value Beyond Wealth

[00:03:52] Money as a Tool, Not a Goal