North Road Investment Counsel

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North Road Investment Counsel

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A steady hand and studied voice to guide you through wealth and investing. Successful saving can create unexpected challenges.

That’s where our financial advisors come in.

10/20/2026

Digital scams took all three top spots in our latest Digital Risk Newsletter, from new email tactics that are getting harder to recognize, to the story of an Ontario woman who lost $56,000 to a bank investigator scam, to what you should do if you’ve been scammed yourself.

Here were our three most-read articles:

- 4 devious email scams hitting inboxes right now, and how to spot them | Fast Company - A look at four increasingly sophisticated email scams and why some of the traditional signs of phishing may no longer be enough.
https://conta.cc/4yAXdAH

- 'I was shaking, I couldn't speak': Ontario woman falls victim to bank investigator scam, loses $56K | CTV News - A convincing phone call from someone posing as a bank representative led to an Ontario woman losing approximately $56,000.
https://conta.cc/4dPGMJe

- You've been scammed. Now what? Start with 'a big cry.' Then get to work | MSN - A practical look at the steps Canadians can take after falling victim to fraud, from contacting their financial institution to reporting the incident and protecting themselves from further scams.
https://conta.cc/47BBKMX

It’s a good reminder that as scams continue to evolve, staying informed remains one of the best ways to protect yourself.

10/15/2026

Is your wealth concentrated in Edmonton real estate?

This time, Marshall McAlister looks at Alberta business owners with Edmonton real estate.

His take? Different perspective, same principle: diversification matters. When so much of your business, income and investments is connected to one economy, diversification can help spread out the risk. You can still believe in real estate while spreading your exposure beyond a single geographic market.

Watch the full video here: https://youtu.be/F94FFd7MTqc

This information is being provided to you solely for your information. The information does not purport to contain all the information that may be necessary or desirable to fully and accurately evaluate an investment, and is not to be considered as a recommendation by North Road Investment Counsel Inc. that any person make an investment. Investing involves a number of risks that should be considered by a prospective investor. Investors should consult their own professional advisor for specific investment advice tailored to their needs and based on the latest available information. Nothing in this video is or should be relied upon as a promise or representation as to the future.

10/13/2026

Thanksgiving has come and gone, and one pie came out on top: Pumpkin Pie with a Graham Cracker Crust was the overall favourite at our Thanksgiving Pie Open House!

Of course, we had to take things one step further. Swipe through to see the top picks from our clients vs staff.

Now it’s your turn: What’s your favourite kind of pie?

10/13/2026

As an Alberta business owner, how do you prepare for political and economic uncertainty without overreacting?

Cary Williams’ answer comes back to our guiding principle: diversification. For business owners, that could mean looking beyond Alberta for additional sources of revenue. For investors, it means considering how concentrated your portfolio is in Alberta and Canada.

Watch the full video here: https://youtu.be/F94FFd7MTqc

This information is being provided to you solely for your information. The information does not purport to contain all the information that may be necessary or desirable to fully and accurately evaluate an investment, and is not to be considered as a recommendation by North Road Investment Counsel Inc. that any person make an investment. Investing involves a number of risks that should be considered by a prospective investor. Investors should consult their own professional advisor for specific investment advice tailored to their needs and based on the latest available information. Nothing in this video is or should be relied upon as a promise or representation as to the future.

10/09/2026

A sure sign that Thanksgiving is near: a hundred pies rolling through our office doors!

A fresh delivery of pies means our annual Thanksgiving Pie Open House is underway. It's one of our favourite traditions and a small way for us to thank our clients for the trust and relationships we've built throughout the year.

A special thank you to Duchess Bake Shop for helping make this tradition possible with their incredible pies.

It is always wonderful to see everyone over these few days! Happy Thanksgiving from all of us at North Road!

10/08/2026

Thank you to everyone who joined us last week for this year’s Ladies Lunch, featuring Tina Thomas, CEO of the Edmonton Community Foundation.

A sincere thank you to Tina for sharing insights from her story, the impact of philanthropy in our community, and how purposeful giving can help create lasting change.

We are grateful to all who attended and helped make this annual event such a worthwhile gathering. It was a pleasure to see so many meaningful conversations taking place around the room. Thank you to our guests for making this event such a success!

For those who were unable to attend, we'll be sharing the full event video in the coming weeks, so stay tuned.

10/07/2026

What happens when the news is full of trade-war concerns, but Canadian markets keep rising?

In a recent Q&A on Real Talk Ryan Jespersen, Marshall McAlister explains why reacting emotionally to economic headlines can be costly, and why long-term investors are often better served by staying focused on owning quality businesses through changing market conditions.

Watch the full video here: https://youtu.be/F94FFd7MTqc

This information is being provided to you solely for your information. The information does not purport to contain all the information that may be necessary or desirable to fully and accurately evaluate an investment, and is not to be considered as a recommendation by North Road Investment Counsel Inc. that any person make an investment. Investing involves a number of risks that should be considered by a prospective investor. Investors should consult their own professional advisor for specific investment advice tailored to their needs and based on the latest available information. Nothing in this video is or should be relied upon as a promise or representation as to the future.

10/06/2026

Would you ever bet against a stock? Watch our short about shorting!

During our recent discussion on Real Talk Ryan Jespersen, a question about shorting Bombardier stock sparked a conversation about speculation, risk, and the challenges with shorting.

Watch our YouTube short to hear our perspective, then follow the link to view the full discussion:

https://youtu.be/F94FFd7MTqc

This information is being provided to you solely for your information. The information does not purport to contain all the information that may be necessary or desirable to fully and accurately evaluate an investment, and is not to be considered as a recommendation by North Road Investment Counsel Inc. that any person make an investment. Investing involves a number of risks that should be considered by a prospective investor. Investors should consult their own professional advisor for specific investment advice tailored to their needs and based on the latest available information. Nothing in this video is or should be relied upon as a promise or representation as to the future.

10/05/2026

The pies may be arriving soon but first comes the handwriting!

Our team is spending the week signing cards and putting the finishing touches on our annual Thanksgiving Open House. It's a simple tradition, but one we look forward to every year as an opportunity to thank the people who make what we do so rewarding.

We're looking forward to celebrating with you later this week.

10/02/2026

As the leaves and temperature start to fall, sit back with our September Monthly Newsletter! Last month we explored some of the biggest questions facing investors and families today. Here are three highlights that resonated with our readers:

• Real Talk on Investments with North Road | North Road Investment Counsel - Watch our recent Real Talk Q&A with Marshall McAlister and Cary Williams as they discuss market volatility, succession planning, Alberta separation, and maintaining a long-term perspective.
https://conta.cc/4zcBQq4

• 5 things your family needs to know, and be able to find, before you die | CTV News - A practical look at the documents, accounts, and information your loved ones should be able to find when it matters most.
https://conta.cc/4yrXMNM

• Wealth migration is accelerating. Here's where the rich are moving | Canadian Family Offices - From Portugal and Singapore to New Zealand and Panama, explore the destinations attracting affluent families and the factors influencing their decisions.
https://conta.cc/4AKxPup

Curious to read these articles and more? Subscribe to our newsletter!
https://conta.cc/4gMuMu0

Address

Suite 402 11523 100 Avenue NW
Edmonton, AB
T5K0J8

Telephone

+17806382490

Website

http://www.northroadic.com/

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