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Insights Into Wealth

BULLWEALTH

Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.

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Episodis

55 episodis

  1. A Conversation with David Matheson, Co-CIO of RPIA Capital Management 20:21
  2. AI in Non-Profit Organizations with Jason Shim, Chief Digital Officer @ CCNDR 19:35
  3. AI in Healthcare with Michael Page, Senior Director of Data Science & Advanced Analytics at Unity Health Toronto 19:06
  4. Artificial Intelligence is not replacing, just reshaping how we work with Nabil Beitinjaneh of McGill University's School of Continuing Studies 15:54
  5. A Conversation with Paul Chin, CIO of Centurion Real Estate 22:35
  6. Explained – BULLWEALTH’s Investment Oversight & Due Diligence Process 19:06
  7. What you need to know about Employer Sponsored Pension Plans 14:46
  8. BULLWEALTH’s 2025 Insights into Wealth Observations 24:42
  9. Navigating Terminal Tax Returns – Your Most Important Tax Filing 18:36
  10. A Conversation with Adam Burns of Fulcra’s Credit Opportunities Fund 16:55
  11. Neurodivergence: A Discussion with Dr. Maureen Dunne – Author, The Neurodiversity Edge 19:30
  12. A Conversation with BULLWEALTH’s New VP, Accounting & Tax, Leanne Rodrigo 13:32
  13. What you need to know in planning for Disabled Family Members 14:40
  14. A Conversation with Brian Kersmanc of GQG Global Equity Portfolio 27:03
  15. What it means to be an effective trustee - Our key responsibilities 20:31
  16. Understanding Trusts and How They Fit Into Your Estate Planning Decisions 16:13
  17. BULLWEALTH’s 2024 Insights into Wealth Observations 24:25
  18. What to Consider When Joining a Not-for-Profit Board 21:26
  19. A Conversation with Dr. Ian Mortimer, co-Portfolio Manager of Guinness Global Equity Income Portfolio 22:55
  20. Protecting and Transitioning Your Wealth to the Next Generation – Life Insurance Strategies 18:06
  21. A Conversation with BULLWEALTH’s New Portfolio Manager, Denisa Farrow 17:24
  22. Why is Canada’s Productivity Declining? A Discussion with Walid Hejazi, Professor of International Business at Rotman’s School of Management 22:45
  23. A Conversation with Manitou’s Canadian Equity Investment Team – Sean Yuile 23:09
  24. How to Aspire when Transitioning to Retirement 18:37
  25. Living our best lives by planning for later stages of our lives 22:21
  26. BULLWEALTH’s 2023 Insights into Wealth Observations 24:14
  27. Philanthropic trends and ideas from Sharon Avery, CEO of Toronto Foundation 22:14
  28. A Conversation with Fiera’s Canadian Equity Investment Team – Tony Rizzi and Nick Trottier 14:56
  29. Strategic is Intentional – A Discussion on Strategic Philanthropy 14:36
  30. Women in Finance 12:59
  31. A conversation with Jens Hensen, Managing Director and CIO of ValueInvest’s Global Equity Portfolio 22:01
  32. What is Impact Investing and How is it Evolving – A Conversation with Adam Jagelewski, Managing Partner at TwinRiver 13:09
  33. BULLWEALTH Discusses the Importance of Asset Allocation 12:47
  34. A Conversation with Michael O’Sullivan, VP & Portfolio Manager of Fiera’s Industrial Real Estate 22:13
  35. Understanding how to Protect your Wealth as your Family Expands Through Marriage. A Conversation with Darren Lund, Partner - Miller Thomson LLP 18:26
  36. Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next 19:27
  37. A Conversation with Shawn Bustin, President of AgriRoots Capital 21:26
  38. The Impact of Inflation & Other Challenges Facing Not-for-Profit Organizations 18:44
  39. Exploring the Importance of P&C Insurance with Melanie Wilcox - Chubb's Head of Personal Risk Services 20:16
  40. A Conversation with Christian Deckart, Lead Portfolio Manager of Mawer’s Global Small Cap Fund 16:27
  41. A Conversation with Greg Romundt, CEO of Centurion Real Estate 19:19
  42. A Conversation with BULLWEALTH’s New Client Strategist, Randy Gunn 20:53
  43. Discussing Wills & Estate Planning with Courtney Petch 12:53
  44. A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel 18:19
  45. How ESG is Becoming a Main Stream Investment Theme 20:41
  46. A Conversation with Paul Black, Co-CEO of WCM Investment Management 20:38
  47. The Challenges and Importance of Charitable Organizations 15:09
  48. The Inner Workings of BULLWEALTH’s Investment Committee 9:55
  49. Manager Due Diligence and Research 11:50
  50. Consolidated Reporting 12:02