Tactical Portfolio Update | October 2025

About this episode

Mike discusses the new Canadian budget and its implications for Tactical Portfolios.

This month, Mike discusses the new Canadian budget as well as some of the domestic-oriented sectors and what that means for our Tactical Portfolios. Reach out to us anytime at LLC@CGF.COM to learn more!

People in this episode

Host: Michael LeBlanc

Topics covered

• Canadian budget
• domestic sectors
• Tactical Portfolios
• investing
• business

Keywords

• Canadian budget
• Tactical Portfolios
• domestic sectors
• investing
• business

Mentioned in this episode

Places: Canada