Tactical Portfolio Update | September 2025

From Mike on Money by Michael LeBlanc

October 14, 2025 · 12 min

About this episode

Mike LeBlanc provides a tactical portfolio update discussing allocation changes, bank rates, and Canadian market divergence.

Check out our monthly tactical portfolio update with Mike LeBlanc. This month, he discusses weighting allocation changes in our portfolio, bank rates, and Canadian markets divergence. Contact us anytime at LLC@CGF.COM with questions or comments, and we'd be happy to discuss!

People in this episode

Host: Mike LeBlanc

Topics covered

tactical portfolio update
weighting allocation changes
bank rates
Canadian markets
investment strategy

Mentioned in this episode

Organizations: CGF.COM

Places: Canada

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