The Huddle
Video Series

Next Webinar:

Tuesday January 19th 2020
7:00pm ET

Registration Coming Soon

View our Last Webinar: Outlook 2021

Watch on Youtube

Listen to The Podcast version

Wealth Stewards will be holding a regular video series called: “The Huddle”. This series, originally titled Your Guide Through the Storm, started as a way to communicate with you in a tumultuous time. We now see it as a way to keep the conversation going even as things slowly begin to return to some normalcy. 

Feel free to forward this page to anyone you feel may benefit.

Previous COVID-19 Communications

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An Update to Our Format

Previously all Huddle sessions have been conducted as live webinars. In order to maximize the quality of our content and guests we will be transitioning the sessions to a pre-recorded model. Episodes will be viewable on this page as well as in podcast format. Live sessions will be conducted at the end of each Quarter and will serve as an opportunity to discuss the markets and any updates to our portfolio strategy.

We still welcome questions from listeners of the Huddle. If you have a question that you would like our team to address or a topic you would like us to suggest, please Click Here or send an email to

The Huddle Webinar Series

The Huddle: Trez Capital Due Diligence Round Table

The Metrics of Wealth and Financial Planning: October 22nd

Q3 2020 Investment Review: October 8th

Foundations of Wealth Planning: Tax 101

Portfolio Updates: August 13th 2020

Your Guide Through the Storm Series

Canadian Residential Real Estate - July 23rd 2020

Western Wealth Update - July 9th 2020

Understanding Alternative Investments - June 24th 2020

Supporting Small Business - June 5th 2020

Portfolio Strategy Updates - May 22nd 2020

A Look at Real Estate Investing - May 8th 2020

Market Deep Dive - Friday April 24th 2020

Tax Loss Harvesting - Friday April 17th 2020

Estate Planning - Friday April 9th 2020

Private Debt and Equity - Friday April 3rd 2020

Friday March 27th 2020

Friday March 20th 2020

Friday March 13th 2020