Wealth Wisdom Podcast
5 Tips for Effective Charitable Giving

5 Tips for Effective Charitable Giving

November 29, 2022

Giving back is good for the heart, but are you giving back in a way that’s best for your wallet?

Because generally speaking, Canadians aren’t donating to charities in the most efficient way possible.

On this episode of the Wealth Wisdom Podcast, I’m joined by my fellow co-founding member of Sana Family Office, Josh Dyck (BA, CFP, Senior Wealth Advisor, Assante Capital Management Ltd.), to help touch on five tips and tricks for effective charitable giving.

What do Marshmallows and Markets have in Common?

What do Marshmallows and Markets have in Common?

October 25, 2022

Have we hit the bottom already? What does Peter mean by eliminating the behaviour gap? And why does he keep talking about marshmallows?

We were pleased to be joined by first-time guest Peter Hofstra (Senior VP and Senior Portfolio Manager, CI GAM) to talk about what his team is seeing in terms of market outlooks for the rest of 2022 and heading into 2023.

Peter did a fantastic job of simplifying the complexity of our economy in this 20-minute episode.

5 things you need to do before selling your business

5 things you need to do before selling your business

August 29, 2022

To borrow a phrase from our last podcast guest Cecilia Mannella, an entrepreneur’s greatest strength can sometimes be a weakness too.

 

In this context, a business owner’s work ethic can often cloud the bigger picture.

 

We’ve seen it time and time again, but it’s an easy trap for entrepreneurs to get caught up working in the business instead of working on the business.

 

If you’re a business owner caught up working in the business, this podcast will be a crucial refresher to focus on the long-term plan.

 

On the latest episode of the Wealth Wisdom Podcast, I’m joined by Bob Lawrence from VEER Business Advisors. Bob’s area of expertise is exit readiness and value enhancement for business owners, and he walks us through his “VEER Assessment” of 5 things you need to do before selling your business.

Debunking 3 Mental Health Myths with Therapist Cecilia Mannella

Debunking 3 Mental Health Myths with Therapist Cecilia Mannella

August 12, 2022

When was the last time you took action to take care of your mental health?

The stigma surrounding mental health has slowly dissipated over the past few years. In fact, the acceleration of mental health stigmas ending might be one of the only positives to come from the pandemic. From social isolation to being overworked in a blurred work from home environment, the pandemic brought mental health into focus more than ever.

However, now that the pandemic is (hopefully) in the rear-view mirror, that doesn’t mean we should stop talking about the impact that deteriorating mental health can have on your everyday life.

On the latest episode of the Wealth Wisdom Podcast, I’m joined by therapist Cecilia Mannella (Eterna Counselling) to break down some common refrains about mental health that just aren’t true. She talks about some things she’s been seeing with clients over the past few years, which includes a heavy dose of overworked, stressed out entrepreneurs.

Why Panic from The Feds Leads to Self-Inflicted Recessions

Why Panic from The Feds Leads to Self-Inflicted Recessions

July 4, 2022

June 2022 will not be remembered as a stellar month for your portfolio.

With the current calendar year already being a challenging one for the markets, the US Federal Reserve added to the chaos by hiking interest rates to 75 basis points, which was above previous expectations.

Interest rates are up. Inflation is up. Returns in both the stock markets and bond markets are down.

So, what the heck is going on?

To help decipher the current investment landscape, I'm joined by returning guest Drummond Brodeur (Senior VP & Global Strategist, CI GAM) to touch on what happened in June. We also talk about what Drummond and his specialized teams see moving forward in the weeks and months ahead.

Here are some noteworthy timestamps from the episode.

  • Market Outlook: Despite some surprises, this downturn wasn’t unexpected (1:00)
  • Inflation Summary (8:00)
  • The Fed panics and “loses the plot” (12:30)
  • Housing & mortgage discussion (18:00)
  • Why this is a manmade recession (25:00)
  • Canadian Dollar/currency outlook (34:00)
Cautionary HR Tales and Tips for Business Owners

Cautionary HR Tales and Tips for Business Owners

May 26, 2022

Are you prepared to handle hard times within your business?

Human Resources has been thrust into the spotlight since the pandemic hit. Whether it's failing to successfully retain younger employees, or navigating through staff challenges in a post-COVID world, it's abundantly clear that every small business owner should have some sort of HR plan in place.

To gain insight on some of the biggest HR challenges facing small business owners today, we're joined on this episode of the Wealth Wisdom Podcast by Pierre Bourbonnais (Employment Relations Consultant, Peninsula Canada).

Here are some of the episode highlights:

- Why is it so challenging for business owners to find good workers? (4:00)
- #1 question from employers about HR (7:00)
- Update on sick days legislation and issues (17:00)
- Why you need to be transparent with employees (21:00)

Inflation , interest rate hikes and war: what does it mean for your portfolio?

Inflation , interest rate hikes and war: what does it mean for your portfolio?

March 23, 2022

Throughout history, we tend to have longer periods of moderate normalcy in the markets.

That hasn't been the case so far in the 2020s.

To make sense of the chaos, we're joined by Alfred Lam, Senior VP and Chief Investment Officer at CI Global Asset Management.

Alfred and his team oversee over $40 billion worth of investments among Assante clients. I consider him a good friend, and a trusted source of information pertaining to investments and the markets.

Here are some key moments from the episode.

  • The problem with Zoom and Moderna (5:30)
  • Thoughts on interest rate hikes moving forward (10:30)
  • Thoughts on the effect of the war on the markets (12:00)
  • The problem with sanctions (14:00)
  • Why markets want to go up (18:30)
  • The main reason why a recession likely won’t happen this year (24:00)
  • How we’ve reacted to current events in our portfolios (35:45)
Claire Newell gives her 2022 ”Travel Best Bets” with restrictions easing

Claire Newell gives her 2022 ”Travel Best Bets” with restrictions easing

February 17, 2022

As the pandemic (hopefully) moves to an endemic, a slew of families will likely be booking trips for 2022.

 

That is, if they haven’t done so already.

 

To prep you for your next vacation, we’re joined on the Wealth Wisdom Podcast by Claire Newell, owner of Travel Best Bets and frequent guests on Global TV and CKNW radio, among other platforms.

 

We touch on what you need to know about COVID and traveling, trending destinations, cruise ship intel, and more.

2022 Market Outlook & The Omicron Effect (feat. Drummond Brodeur)

2022 Market Outlook & The Omicron Effect (feat. Drummond Brodeur)

January 10, 2022

After above-average returns for the equity markets in 2021, what's in store for 2022?

 

And, how will the presence of Omicron affect the 2022 outlook?

 

To help answer these questions, we bring back Drummond Brodeur (Senior VP and Global Strategist at CI Global Asset Management) to the Wealth Wisdom Podcast.

 

We also reflect on his 2021 predictions and whether they came true.

Demystifying the role of Independent Mortgage Brokers

Demystifying the role of Independent Mortgage Brokers

December 15, 2021

It could be one of the most important transactions of your life. So, who are you trusting to help you out?

Increasingly, people are turning to Independent Mortgage Brokers when they buy a home.

To "demystify" their role, we're joined by Independent Mortgage Broker Vik Sahi on the latest episode of the Wealth Wisdom Podcast to talk about what exactly he does for his clients. Vik also gives an overview of the mortgage landscape in Canada heading into 2022.

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