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12. December 2025 Zelos Ridgeline
We are pleased to share the December 2025 edition of the Zelos Ridgeline, our first update of the new year. As is customary, this edition reflects on how markets closed out 2025, highlights key…
11. November 2025 Zelos Ridgeline
In the month of November, the Zelos model portfolios were relatively flat, ranging from -0.1%* and 0.2%. We view this as positive given the S&P 500 and MSCI International World Price Indices were…
10. October 2025 Zelos Ridgeline
We are pleased to share the October 2025 edition of the Zelos Ridgeline. As always, you’ll find an update on the Zelos model portfolios and a summary of key market developments over the past…
9. September 2025 Zelos Ridgeline
We are excited to bring you the September 2025 edition of the Zelos Ridgeline. We have included the usual overview of the Zelos model portfolios and market commentary but have also included a brief…
8. Trust and Clarity in Wealth Management
Zelos Investment Counsel partners with entrepreneurs to invest for the future and deliver tailored wealth management solutions for their clients. Whether you’re a financial advisor, accounting firm,…
7. August 2025 Zelos Ridgeline
Market Highlights & Model Portfolio UpdateIn August 2025, the Zelos model portfolios posted positive but more muted performance, rising between 0.7% and 0.8%* bringing year-to-date performance to…
6. Benefits of systematic suitability assessments in wealth management
When it comes to building investment portfolios, one of the biggest challenges is balancing personal goals with financial realities. A suitability assessment using weighted scores offers a structured…
5. The power of pools in wealth management
In wealth management, pools are a powerful way to deliver operational efficiencies and improved client outcomes. By aggregating capital across multiple investors, pools allow firms to:Access high…
4. Unlocking the Power of Model Portfolios in Wealth Management
In today’s wealth management landscape, model portfolios have evolved from a back-office efficiency tool to a core part of how advisors deliver value to clients. By leveraging institutional-level…
3. The Golden Age of Independent Wealth Management
It’s a great time to be independent in Canada’s wealth management landscape. Here’s why:Clients want real choice & transparency. More Canadians are seeking fiduciary-style advice and…
2. The Case for Private Real Estate in a Long-Term Portfolio
In a world of rising living costs and market volatility, private real estate offers a compelling foundation for long-term wealth building. Here are three reasons why we continue to view it as a core…
1. Building Canada's premier independent wealth management boutique
At Zelos Investment Counsel, our culture is anchored in the belief that true partnerships create extraordinary outcomes.We are building Canada’s premier independent wealth management boutique, a…
Frequently Asked Questions
Zelos Soundbites has published 12 episodes since August 2025, covering topics in Business, Investing.
Zelos Soundbites is currently declining with new episodes every 2 weeks. Average episode length is 3m.
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