North Road Investment Counsel

07/03/2026

As the temperatures start to rise, what better way to cool down than with our June Monthly Newsletter!

For June, we focused on how behaviour, risk, and decision-making intersect across investing, cybersecurity, and long-term wealth planning. Here were the three most-popular topics from our latest newsletter:

• Is Your Money Mindset Holding You Back? | North Road Investment Counsel - A thought-provoking conversation with Dr. Scott Barry Kaufman on how our beliefs about money can shape outcomes, influence potential, and impact how wealth is passed on to the next generation.
https://conta.cc/4fhn0Y0

• Invest in SpaceX? | Real Talk with Ryan Jespersen - In a recent Real Talk segment, Cary sat down with Ryan Jespersen to discuss the SpaceX IPO, whether it fits long-term portfolios, and what current market signals may be telling us.
https://conta.cc/3QwrxN2

• Cybersecurity: How family office advisors are working to strengthen the ‘human firewall’| Canadian Family Offices - Cary Williams and Misha Niemtsev were featured in Canadian Family Offices, sharing how behavioural awareness is becoming a critical line of defence against phishing, social engineering, and AI-driven fraud.
https://conta.cc/4gdpvf4

Curious to read more like this? Subscribe to our newsletter and have it sent straight to your inbox by clicking on the following link: https://conta.cc/4y20vhk

06/26/2026

What’s really shaping your future, your circumstances, and your beliefs?

In our latest interview, Dr. Scott Barry Kaufman, one of the world’s most-cited psychologists and a professor at Columbia University, shares a thoughtful perspective on how our beliefs and challenges can either limit or unlock our potential. He also explores the role money plays in our lives, and why thoughtful planning matters when it comes to passing wealth on to the next generation.

If you’re thinking about personal growth, family legacy, and making better decisions with your wealth, click on the following link to watch the video:
https://youtu.be/0pdiNSQpMyY

Dr. Kaufman will also be hosting an event on June 28th on the Science of Living Well. For more information and to register for the event, please click here:
https://scottbarrykaufman.com/livingwell/

Dr. Scott Barry Kaufman is among the top 1% most-cited scientists i...

06/25/2026

Will an inheritance ruin your kids? Dr. Scott Barry Kaufman explains why passing down values can matter more than wealth & how to a life of purpose and generosity.

Register for Scott’s upcoming The Science of Living Well event: https://conta.cc/4uUJymd

Subscribe to our channel and stay tuned for the full video: https://conta.cc/43SNkRX

Want to receive more information like this? Subscribe to our monthly newsletter: https://conta.cc/4ouzLBm

06/25/2026

Is financial success driven by your unconscious money beliefs? Discover how beliefs shape your life and the power of “self-investment” with Dr. Scott Barry Kaufman.

Register for Scott’s upcoming The Science of Living Well event: https://conta.cc/4uUJymd

Subscribe to our channel and stay tuned for the full video: https://conta.cc/43SNkRX

Want to receive more information like this? Subscribe to our monthly newsletter: https://conta.cc/4ouzLBm

06/24/2026

Entrepreneurship is booming … among people in their 70s?! Dr. Scott Barry Kaufman on how longer lifespans and AI are reshaping retirement and self-worth.

Register for Scott’s upcoming The Science of Living Well event: https://conta.cc/4uUJymd

Subscribe to our channel and stay tuned for the full video: https://conta.cc/43SNkRX

Want to receive more information like this? Subscribe to our monthly newsletter: https://conta.cc/4ouzLBm

06/24/2026

Dr. Scott Barry Kaufman reminds us that it’s never too late to become the person you want to be.

Register for Scott’s upcoming The Science of Living Well event: https://conta.cc/4uUJymd

Subscribe to our channel and stay tuned for the full video: https://conta.cc/43SNkRX

Want to receive more information like this? Subscribe to our monthly newsletter: https://conta.cc/4ouzLBm

06/24/2026

ADHD isn’t a deficit…it’s a superpower! Hear how choosing your “radio station” leads to a fully alive life with Scott Barry Kaufman.

Register for Scott’s upcoming The Science of Living Well event: https://conta.cc/4uUJymd

Subscribe to our channel and stay tuned for the full video: https://conta.cc/43SNkRX

Want to receive more information like this? Subscribe to our monthly newsletter: https://conta.cc/4ouzLBm

06/23/2026

What should you focus on after "winning the money game"? Scott Barry Kaufman speaks on 'true fulfillment'.

Register for Scott’s upcoming The Science of Living Well event: https://conta.cc/4uUJymd

Subscribe to our channel and stay tuned for the full video: https://conta.cc/43SNkRX

Want to receive more information like this? Subscribe to our monthly newsletter: https://conta.cc/4ouzLBm

06/22/2026

How prepared are you for today’s digital risks such as AI fraud and hacked accounts?

Our latest Digital Risk newsletter looks at the growing impact of fraud, identity theft, and increasingly sophisticated scams from AI-driven investment schemes to phishing attempts. Some highlights from this month’s newsletter include:

• If you see this iCloud message on your iPhone, don't click it - it's a scam | Fast Company - A growing wave of fake iCloud alerts is targeting iPhone users with urgent warnings designed to trigger quick clicks.
https://conta.cc/3SCXwvq

• Scam Spotter Tool | Get Smarter About Money - Scams are becoming harder to detect, but new tools are emerging to help Canadians stay one step ahead.
https://conta.cc/4wa5DON

• 76-year-old loses $1.6 million savings to AI investment scam | NBC News - One retiree lost his entire life savings after being drawn into a highly convincing AI-driven investment scheme.
https://conta.cc/44amIMB

These real-world stories highlight just how quickly situations can escalate, and why staying informed is more important than ever. If you haven’t had a chance to read these yet, now is a good time to take a closer look.