Podcasts about senior investment advisor

On May 1st, 2025, the UAP Disclosure Fund held its first-ever UAP / UFOs experts panel in Washington, DC. The event was attended by lawmakers Anna Paulina-Luna, Eric Burlison, and Tim Burchett. The final presentation was made by Dr. Anna Brady-Estevez, who has been working behind the scenes for UAP transparency for some time. Today is part one of a two-part exclusive interview with Anna as we explore her work to bring the UAP reality to entrepreneurs, the world of finance, blockchain, space, and more. Dr. Anna Brady-Estevez is a distinguished leader in deep technology investment, innovation policy, and science-driven entrepreneurship. She is the Founding Partner of American DeepTech, a deep technology investment firm dedicated to advancing transformative technologies across sectors such as space, energy, biotechnology, AI and secure digital systems.Anna is a Kauffman Fellow investor, ranked as the #7 woman globally, in the Kauffman Fellows Fund Returners Index (a ranking similar to Forbes Midas list).In her previous role as a Program Director at the U.S. National Science Foundation (NSF), Dr. Brady-Estevez managed the Small Business Innovation Research (SBIR) portfolio, directing $250 million in grants to early-stage startups. She directed the commercial national portfolios in Energy, Space tech, Clean tech, Digital Assets & Blockchain and Chemical Technologies at NSF. Her early stage portfolio has achieved more than $8.5 billion in follow-on financing and over $17 billion in total company valuations for companies like Ascend Elements, Epirus, Stoke Space Technologies, and Syzygy Plasmonics. Dr. Brady-Estevez has also served as a Senior Investment Advisor and Venture Partner at the U.S. Small Business Administration's SBIC program, which invests over $5 billion annually in venture capital and private equity. Her government service includes co-chairing the U.S. Space Economy Interagency Working Group alongside NASA and the U.S. Digital Assets R&D Agenda alongside the White House Office of Science and Technology Policy. Segment Producer: Ali Travis Links:Linktree: https://linktr.ee/thegoodtroubleshowPatreon: https://www.patreon.com/TheGoodTroubleShow YouTube: https://www.youtube.com/@TheGoodTroubleShowX/Twitter: https://twitter.com/GoodTroubleShow Instagram: https://www.instagram.com/thegoodtroubleshow/ TikTok: https://www.tiktok.com/@goodtroubleshowFacebook: https://www.facebook.com/The-Good-Trouble-Show-With-Matt-Ford-106009712211646 Threads: @TheGoodTroubleShowBlueSky: @TheGoodTroubleShowBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-good-trouble-show-with-matt-ford--5808897/support.

Making Cents of the Markets for ##, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Guest: Marko Ferenc, a Senior Investment Advisor and Associate Portfolio Manager on the Pinkowski Wealth Management team! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode on Palisades Gold Radio, Tom Bodrovics welcomes back Jaime Carrasco. Jaime is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. Jaime discusses the current economic landscape and the implications for investors. Carrasco emphasizes the importance of understanding the paradigm shift in the monetary system, particularly the role of gold and silver as sound money. Carrasco highlights that the global economy is facing a debt bubble, where each additional dollar of debt fails to stimulate growth, leading instead to social instability. He argues that this situation is similar to what Latin America experienced, with the US now reaching a critical point. Carrasco believes that the current fiat system is imploding, and gold will play a central role in the upcoming reset of the monetary system. He discusses the rise of gold prices across major currencies, noting that this reflects the decline in purchasing power of fiat currencies rather than an increase in gold's intrinsic value. Carrasco warns against complacency among financial advisors who fail to recognize these systemic changes and advises investors to allocate a significant portion of their portfolios to precious metals, particularly through well-managed mining companies. Carrasco also delves into the role of silver, emphasizing its structural deficit in production relative to demand, especially given the shift toward green energy. He suggests that silver's price will rise significantly as the global economy transitions, offering investors substantial opportunities. The interview touches on geopolitical dynamics, including China's strategic accumulation of gold and its influence on the global monetary system. Carrasco warns against trusting central banks and advocates for individual investors to establish their own "gold standards" to protect wealth. Finally, Carrasco advises investors to focus on stockpicking within the precious metals sector, emphasizing high-quality producers with strong management and leverage to rising metal prices. He encourages a long-term perspective, positioning oneself to benefit from the coming paradigm shift rather than trying to predict short-term price movements. Talking Points From This Episode0:00 - Introduction2:10 - Changing Roles4:30 - Currencies Vs. Gold9:14 - Trump & Debt Bubble15:40 - Tariffs & Positioning23:50 - Silver Opportunity26:20 - Silver Supply Deficit30:15 - M&A Activity Strategy34:08 - Gold & Leverage37:11 - Mkt. Volatility Causes39:08 - A Quiet Fed & Inflation45:42 - Lower Dollar US/China48:42 - When to Sell Gold?57:05 - Concluding Thoughts59:00 - Wrap Up Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Website: https://www.harbourfrontwealth.comE-Mail: jaime@jcwealth.ca Jaime Carrasco is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment stra...

How will the stock market turmoil impact Canadians' finances? Guest: Allan Small, Senior Investment Advisor of the Allan Small Financial Group with iA Private Wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

How is foreign interference shaping the federal election? Guest: Steven Chase, Senior Parliamentary Reporter for the Globe and Mail How will the stock market turmoil impact Canadians' finances? Guest: Allan Small, Senior Investment Advisor of the Allan Small Financial Group with iA Private Wealth The future of farming in BC Guest: Gagan Singh, Local Farming Advocate and Owner of Instaberry Top Canadian authors and titles we're loving right now Guest: Brandon Forsyth, Category Manager of Print Experience at Indigo How will social media affect the election? Guest: Andrew Buzzell, Doctor of Philosophy at Western University What are Lucy Maloney's plans for Vancouver City Council? Guest: Lucy Maloney, OneCity Vancouver City Councillor Learn more about your ad choices. Visit megaphone.fm/adchoices

Will unionization of city workers be bad for Toronto? Homeowners with treeless yards in Quebec town risk $200 'tree police' tax. Is this overreach? Amanda Lang, host of Taking Stock with Amanda Lang on BNN Bloomberg and Allan Small, Senior Investment Advisor of the Allan Small Financial Group with iA Private Wealth | Host of The Allan Small Financial Show, join Deb to give their perspective on the ongoing financial turmoil Over 50,000 Hydro One customers without power in Ontario, Tiziana Baccega Rosa - Hydro One Spokesperson, gives an update

In this episode on Palisades Gold Radio, Tom Bodrovics welcomes back Jaime Carrasco. Jaime is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. They discuss the global economic landscape and the significance of gold in today's context. Carrasco expresses his belief that Trump's election and proposed policies could lead to a reset of debt and potential devaluation of US dollars held in treasuries around the world. He emphasizes the importance of understanding history, as previous periods saw significant increases in dividends from gold mining companies during times of monetary instability. Carrasco encourages investors to consider gold as a hedge against inflation, purchasing power loss, and political instability. He also recommends silver mining companies due to their current undervaluation compared to gold. Central banks are increasingly buying gold as a safe haven asset, and Trump's actions are aimed at rebuilding America for Americans, possibly necessitating a full reset. The location of US gold reserves and geopolitical issues like China's policy in Latin America, Europe's response to immigration, and the US-China-Russia alignment are significant sociological factors affecting the global economy. Despite the current uncertainty, Carrasco advocates for a decentralized world where nations can thrive and encourages investors to consider gold, silver, and Bitcoin as financial lifeboats. Talking Points From This Episode0:00 - Introduction0:42 - Current World State3:30 - S&P Bond Chart10:12 - Gold Bonds & Treasury15:45 - Free Cash Flow Chart19:23 - Hyper Financial World26:00 - Gold & Silver31:02 - Silver Volatility34:02 - Shelton & Blockchain36:20 - Resource Sec. Valuations38:13 - 40-Year Shift?42:22 - A Financial Reset?44:52 - Bonds in a Reset46:22 - PMs & Tariff Risks49:18 - A Double Edged Sword51:53 - Trump Implementation53:30 - European Problems56:00 - Negotiating Peace?1:02:09 - Surviving Inflation1:04:10 - Wrap Up Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Canaccord Genuity: https://www.canaccordgenuity.com/ Jaime Carrasco is portfolio manager at Canaccord Genuity Inc. in Toronto. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies. "Like one's financial wealth, sailing is not about controlling the wind, but rather about adjusting the sails."

Although the stock market is trading at all-time highs, it can go higher as investors reallocate money from underperforming bonds and Commercial Real Estate in particular. Many investors specifically prefer allocating much of their portfolio to the S & P 500. Warren Buffett, one of the greatest investors of all time, instructed a trustee to invest 90% of his cash in an S&P 500 index fund and 10% in short-term government bonds. According to Buffett, the market has gotten too efficient and claimed, “there are no bargains out there.” The S & P has shown remarkable predictability, resilience and appreciation. Bob Wiedemer is a Senior Investment Advisor at Bull Bear Investment Management, who helps his clients invest in S & P 500 index funds. Bob is also the Author of New York Times and Wall Street Journal Bestseller Aftershock and Fake Money, Real Danger.

Welcome to our new series, Voices from the Workplace, where we explore various industries through the lens of leaders and experts who see their careers as a key way to serve others and fulfill God's purposes. In this inaugural episode, we focus on the Investment Industry, examining how professionals approach equity and treasure with intentionality and faith. Our guests include Matt Monson, Partner and Portfolio Manager at Sovereign's Capital, a faith-driven investment fund, and Brandon Roop, CFP®, CRPS®, Vice President, Senior Investment Advisor, and Partner at Donaldson Capital Management (DCM). Matt and Brandon discuss how their faith informs their decisions in managing investment funds, helping others view their finances through a biblical perspective, and shaping the next generation of leaders in the industry. Do you like The Faith & Work Podcast? Be sure to subscribe! Now available on iTunes and Spotify. Highlights On Fear: "Two thirds of people are more afraid of living broke than they are of death." - Brandon Roop On Generosity "You can't out-give God "- Matt Monson "Do you want the blessing on the net or the gross?" -Brandon Roop   “His master replied, ‘Well done, good and faithful servant! You have been faithful with a few things; I will put you in charge of many things. Come and share your master's happiness!" (NIV) - Matthew 25:21 Resources Download the episode transcript Sovereigns Capital Donaldson Capital Management For further Exploration on Investing... Innovest  Eventide Thrivent Brightlight Kingdom Advisors National Christian Foundation

In this week's episode, Cam Currie, Senior Investment Advisor at Canaccord Genuity and founder of Currie Metals and Mining Group, joins Adrian Pocobelli to analyze the performance of gold stocks in 2024 and share his outlook for 2025. Currie dives into the dynamics of investing in metals versus gold equities, the influence of interest rates on the U.S. Dollar, and why BRICS remains a powerful force in the ongoing trend of de-dollarization. All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Time for Making Cents of the Markets with Lori Pinkowski. Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Guest: Marko Ferenc, Senior Investment Advisor and Associate Portfolio Manager Learn more about your ad choices. Visit megaphone.fm/adchoices

Anna Brady-Estevez and our hosts discuss what it takes to stand up a new layer of infrastructure - extending our industries, economies, and possibilities into the vast expanse of the space economy. On track to triple in the next decade, the space economy offers an extraordinary environment for innovation, entrepreneurship and investment. Successful development of our next generation of infrastructure requires deeper understanding and orchestration across complementary ecosystems for investment, education, policy, technology and services development. Platforming the space ecosystem necessitates exceptionally bold vision and investment. Guest Anna Brady-Estevez brings the receipts, sharing a wealth of examples of companies making it happen - who are building use cases and capabilities to help lead the way in virtually every sector of our economy. Anna and our co-hosts discuss the pressing need for large-scale infrastructure investment and tools to make capital more accessible to democratize participation in the space economy and drive generational benefits for our society. Guest: Anna Brady-Estevez, Senior Investment Advisor and (Venture) Partner at the U.S. Small Business Administration Co-Hosts: Vikram Shyam, Lead Futurist, NASA Glenn Research Center Dyan Finkhousen, Founder & CEO, Shoshin Works Series Hosts:  Vikram Shyam, Lead Futurist, NASA Glenn Research Center Dyan Finkhousen, Founder & CEO, Shoshin Works

Wolfgang and Jack are joined by: Don Vialoux, co-founder of Tech Talk & the author of a daily letter on equity markets, which is available free at TimingTheMarket.ca.  Lori Pinkowski, Senior Investment Advisor & Senior Portfolio Manager at CG Wealth Management.

Innovation in wealth management is more than just creating the next big tech tool. It's also about mindset shift and redefining processes to unlock groundbreaking possibilities. Embracing a mindset-centric approach to innovation and technology as an amplifier empowers human advisors to deliver an even more personalized and impactful experience for their clients. In this episode, Jack talks with Matt Reiner, Managing Partner & Senior Investment Advisor at Capital Investment Advisors. Matt has a passion for innovation and technology in the wealth management industry. He has developed a program called The Circle, a community of growth-oriented wealth management professionals looking for ways to grow, create scalability, and consistently deliver value to clients. At Capital Investment Advisors, Matt provides people with an investment plan that helps them attain their goals before and during retirement.  Matt talks with Jack about his journey in wealth management and how he discovered his passion for innovation and technology. He discusses the importance of an innovative mindset and how it can drive organizational change. Matt also emphasizes the value of human financial advisors and how technology can empower them to serve more clients more deeply.  Key Takeaways [01:33] - Matt's role at Capital Investment Advisors and The Circle. [06:07] - The kind of innovation Matt focuses on. [10:21] - How Capital Investment improves its processes through its innovation lab. [14:38] - Exploring the potential of generative AI. [17:27] - How Matt develops Capital Investment's business model. [19:22] - Future trends in wealth management. [21:58] - Matt's key takeaways. [23:05] - Matt's interest outside of work. Quotes [04:45] - "My mission is to help every family across this country have access to a human financial advisor because I think the human-advisor relationship is pivotal and game-changing." ~ Matt Reiner [07:21] - "Our goal within innovation is not just to build technology. It's to change mindsets, to change processes, and then also technology." ~ Matt Reiner [22:04] - "The human advisor is the most valuable person in a financial relationship. Independent of what technology innovations happen, the human advisors never go away." ~ Matt Reiner Links  Matt Reiner on LinkedIn Matt Reiner on Twitter Capital Investment Advisors The Circle Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Cam Currie, Principal at Currie Metals and Mining Group and a Senior Investment Advisor at Canaccord Genuity, joins us to share his insights on the investment landscape for precious metals equities.   We discuss how generalist investors look at the sector and why the share performance of the majors is critical. We also chat about the financing environment, M&A outlook and jurisdictional risk in the sector. Right now it's all about finding the stocks that will move strongest when a sector revaluation happens.    Click here to visit the Currie Metals and Mining Group website.  

What is a FHSA? (First Home Savings Account) A first home savings account (FHSA) is a registered plan which allows you, if you are a first-time home buyer, to save to buy or build a qualifying first home tax-free (up to certain limits). Guests Rudy Chung is a Senior Wealth Advisor & Robert Mulrooney is an Senior Investment Advisor with iA Private Wealth – their parent company, IA Financial Group is one of Canada's largest and oldest financial firms – IA Financial was established in 1892, and manages over $200 Billion in assets for over 4 million clients across Canada. Rob and Rudy, along with their partner Russ, run a practice within IA Private Wealth called Mindset Wealth, with offices in the Comox Valley and Vancouver, as well as in Ontario. Mindset Wealth - https://www.mindsetwealth.com addy - https://addyinvest.ca addy Origin Story - https://addyinvest.ca/about/ Disclaimer: This podcast is for informational purposes only and does not constitute investment advice. Listeners should consult with a qualified advisor before making any financial decisions. The podcast assumes no responsibility for the accuracy or completeness of the information presented, and investing involves risks. Listeners are encouraged to conduct their own research and consider individual circumstances.

In this episode, our experts discuss the market outlook for 2024 and offer valuable strategies for various asset classes and effective portfolio management. Covering market trends to regional client positioning observations, they share practical advice on managing home-bias and explore important topics including active vs passive investing, relevance of the classic 60:40 asset allocation, the role of alternative investments and much more.Don't miss this insightful episode featuring Yves Klenk, Head of Markets & Wealth Management Solutions Hong Kong and Head of Investment Advisory Hong Kong, along with Saumil Sheth, Senior Investment Advisor and Head of Global NRI & Private Banking International Market Segments Singapore. Tune in to know more.

I am very happy to introduce a new guest, Bernie de Groot, Senior Investment Advisor at Canaccord Genuity Wealth Management (USA). I have followed Bernie for a number of years and have been impressed with his thoughts on the markets and the companies he recommends to clients.   In his first appearance on the show I have Bernie provide a background on his experience and how he approaches investing in resource stocks. Bernie explains why he likes copper and select copper stocks moving forward. We breakdown the fundamentals and his view on tier 1 assets, major miners and the exploration companies.   If you would like to contact Bernie to learn more about how he helps his clients you can email him at bdegroot@cgf.com. You can also email me at Fleck@kereport.com if you want me to put you in touch.

Welcome to the KE Report Weekend Show! Since we attended the New Orleans Investment Conference this week I decided to focus the Weekend Show on investing in resource stocks. We are joined by two well respected experts in the sector that very well might be the most selective investors when it come to analyzing companies. Not only do they both share specific company fundamentals they focus on but they also discusses a number of companies.   We will be back full time next week with interviews from the conference as well as daily market commentary.   Segment 1 and 2 - Cam Curry, Senior Investment Advisor at Canaccord Genuity and Head of Currie Metals and Mining Group kicks off the show with a general discussion on why he thinks the precious metals stocks are trading at such a discount from the underlying metals prices. We then focus on a wide range of fundamentals he looks for in companies. Click here to visit the Currie Metals and Mining Group website get in touch with Cam and his team. Segment 3 and 4 - Brent Cook, Exploration Geologist and Advisor to Joe Mazumdar at Exploration Insights joins us from the floor of the New Orleans Investment Conference to discuss what he looks for in pre-discovery and post-discovery stocks. We focus on some fatal flaws he thinks we all should look out for and shares a number of stocks he thinks are doing the right kind of work. Click here to visit the Exploration Insights website to follow along with Joe and Brent.

It's rare to find someone who can speak with expertise on one topic let alone three or four, but we're lucky enough to have Ramu Thiagarajan, Senior Investment Advisor for State Street, to do just that. Ramu and colleagues have published a recent paper on the prospects for de-dollarization, a topic of great interest in both markets and geopolitics that we discuss this week. But equally interesting and important is the expansive background from which Ramu works, marrying academic finance with real-world practice in building his multi-asset outlook, a process we detail in building up to his recent work.See omnystudio.com/listener for privacy information.

Cam Currie is a Senior Investment Advisor at Canaccord Genuity. He sits down with MSD this week for a long-form discussion about gold, gold equities, and why investors have left the space. Cam believe the narrative behind gold is about to change. The data regarding over-leveraged companied, credit card debt, and higher interest rates continue to widen the cracks in the economic system. In addition, there are more developments out of BRICS, a proposed new currency, and another option for trade other than the US dollar. We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠www.arizonasonoran.com⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠fireweedmetals.com⁠.

With over 14 years of experience in finance as former Vice-President/Senior Investment Advisor of Canaccord Genuity, Tyler has helped clients with personal and business investment opportunities. Our team at Capstone has a passion for providing bespoke, high quality, professional services to clients through dedicated investment advice. We want our clients to have the confidence they need to live well on their own terms. Our goal is always to help clients reach their retirement and financial goals. My experience includes being a 2-time Presidents Club & Chairman's Club award winner at Canaccord. Being regarded in the industry as one of the best options traders in Canada and having the ability to affect any transaction a client could need. From private lending, private wealth management, derivatives, long/short market neutral investments, venture capital and straight equity investment. The son of a prominent Bay Street Junior Mining financier, Tyler has been involved in Equities since the age of 19. A decorated athlete, Tyler was a member and coach of the Ontario Mogul Skiing team and was the 2004 Ontario Big Air Ski Champion. A member of the Wilfrid Laurier golf team and 2001 World Long Drive competitor. A former Toronto 8 Ball champion who played in the Canadian Open. In the 2022 Brampton Cup Boxing Champion (Canada's largest & premier amateur competition) and continues to coach and compete as one of the top amateurs in Canada. Trains at Atlas Boxing under Armand Teodorescu whose father coached Lennox Lewis to Olympic Gold in the 1988 games in Seoul. https://www.linkedin.com/in/tylermilne

As financial advisors, it's important to think about the impact you have not just financially and on your stakeholders, but on the community as a whole.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, speaks with Brent Petty, President of Advisory Services at Northwest Capital Management, about how to build the framework of retirement planning into a wealth management firm. The conversation takes a deep dive into the future of the retirement plan space, emphasizing the need for improved participant experience and engagement. Brent sheds light on the evolving dynamics between plan sponsors, advisors, and participants, and stresses the importance of considering people, planet, and profit when building a lasting legacy.Brent discusses: Brent's first money memory and his transition to retirement planningWhat people are looking for in the RFP spaceThe future of retirement planning and the importance of human interaction and guidanceUnderstanding the needs of clients at different career stagesBuilding trust with clients through full-service experiences and comprehensive financial planningWhat the B-Corp status means and what it takes to achieve itWhy focusing on your external impact, your clients, and your stakeholders leads to long-term success and a lasting legacyAnd moreResources:The DroverThe Wealthy Barber by David ChiltonFind Your Freedom by Jamie HopkinsConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Brent Petty:NWCMLinkedIn: Brent PettyAbout our Guest: Brent Petty is the Managing Director, Partner, and Senior Investment Advisor at North West Capital Management. With his expertise as a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary™, he specializes in creating personalized and tax-efficient strategies that empower clients to define and achieve their financial goals. After graduating from Northern Arizona University, Brent transitioned from a career in law enforcement as a police officer to the financial services industry. With over two decades of experience, he has established himself as a trusted financial advisor, working with foundations, endowments, institutional retirement plans, and families. Beyond his professional endeavors, Brent maintains an active lifestyle through hiking and running. When he finds the opportunity, he enjoys escaping to the serene Oregon coast.

Welcome to the latest installment of Clarity Generates Confidence. In today's episode, we are thrilled to have Jennifer Tretina Nelson, the Senior Investment Advisor at TD Wealth Private Investment Advice, as our guest. Jennifer joins us to share her valuable perspectives on investment guidance, the challenges investors currently face in the market, and her strategies for helping clients overcome those challenges. Tune in as Jennifer delves into the common risks clients encounter and provides practical methods to maintain stability amidst market volatility. She also emphasizes the significance of having something to look forward to and how she brings enthusiasm to her clients' financial aspirations. Additionally, you'll hear about the retail store that Jenn and her husband own in the stunning Prince Edward County, and discover how she manages both responsibilities with balance.

Welcome to the Weekend Edition of The KE Report. Many markets sold off this week as we officially entered summer. International economic data was weak, Fed presidents reiterated the potential of more rake hikes and other central banks continued to raise rates. The standout sector this week was cryptocurrencies.   Please keep in touch with Shad and I through email. We love hearing your thoughts and questions on markets and the companies we featured throughout the week. Our email addresses are Fleck@kereport.com and Shad@kereport.com.     Segment 1 - Marc Chandler, Managing Partner at Bannockburn Global Forex kicks off the show with a recap of the central bank rate hikes and the generally soft international economic data this week. We look at what the markets are pricing in and the key disconnects to take note of. Click here to visit Marc's website - Marc to Market. Segment 2 - Dana Lyons, Fund Manager and Editor of The Lyons Share website shares his shorter term trading strategy for US markets, gold and gold miners, oil and Bitcoin. Dana has been very accurate calling these markets so if you are looking to trade be sure to take note of how he's positioning his clients. Click here to keep up to speed with Dana at The Lyons Share website. Segment 3 and 4 - Cam Currie, Senior Investment Advisor at Canaccord Genuity and Head of Currie Metals and Mining Group wraps up the show with a focus on the gold industry. He discuss the continued global de-dollarization trend and current lack of a strong narrative for the gold sector. We also ask about the disconnect of the gold stocks to the gold price. Click here to visit the Currie Metals and Mining Group website.

Senior Investment Advisor at Canaccord Genuity Cam Currie thinks no one is paying attention to several major developments in the gold sector that paint an extremely bullish picture for the future of the sector. Cam discusses the disconnect between the gold market and the prevailing narratives, the expansion of the BRICS nations, the effects of the Fed rapidly raising interest rates, and much more. Sign up for my free weekly newsletter at https://jaymartin.substack.com/subscribe

Abich Financial's Senior Investment Advisor, Pat Volk, shares famous misquoted movie lines from Apollo 13, Field of Dreams, and Jaws to help illustrate risks of DIY financial planning. Discover why relying on internet recommendations or non-professionals for financial and retirement planning could risk your savings. If you're looking for a retirement professional to help with your plan, visit RetirementKeyRadio.com. Get more insight from the Abich Financial team on Facebook, Instagram and YouTube!

Caleb and Riley are joined by David MacLean, 30+ year now retired Senior Investment Advisor and Financial Planner. In this episode we dive into what he did to help his clients maximize their plan and successfully retire as well as what he didn't do! David helps us understand why most people ask the wrong questions, like “what funds should I own?” and a why portfolio is not a plan — but the last step in creating a financial plan. Learn more about: What David found over 30+ years to be the most important factors in being a successful investor. The risk of not investing and the incredible probabilities of success when investing over 10, 20 and 30 year periods. Why we should expect volatility, market downturns and have the courage to not doing anything and stand still when others are saying, “Why are you standing there, do something”. Memorable Quotes: Book: Nick Murray, Simple Wealth Inevitable Wealth Favorite Quotes: Nick Murray, Simple Wealth Inevitable Wealth Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

We continue our Investing Psychology series, joined by Gary Glover, Senior Investment Advisor at Novus Capital, who'll share his expertise on managing emotions, habit formation, and uncovering your unique trading DNA. We discuss emotions in investing, strategies to manage them, and habit formation for consistent performance. We'll also explore various trading styles to help you find your investing sweet spot.This episode is sponsored by IG Australia Trading involves risk to your capital. Issued by IG Australia Pty Ltd AFSL 515106If you're interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub. Head to the Master Your Trading Mind hub on ig.com to find out more.If you're interested in trading psychology, IG has collected a wealth of information including interviews with experts in the field, articles, podcasts and eBooks, all brought together in a dedicated Master Your Trading Mind hub. Head to the Master Your Trading Mind hub on ig.com to find out more.If you looking for a way to level up your investment game, then you should consider TIKR Terminal. This platform is designed to provide retail investors with institutional-grade research on public equities.Join now via Equity Mates and receive 15% off an annual subscription. Use code Mates15 – offer runs between 20/02 – 15/04.Link here.Stay engaged with the Equity Mates community by joining our forum.Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****This episode contained sponsored content from IG.*****Equity Mates Investing Podcast is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Equity Mates is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

John De Goey, Senior Investment Advisor and Portfolio Manager at Wellington-Altus Private Wealth joined us for this episode to discuss dangers of complacency arising from the industy's optimism bias, as well as numerous others, threaten to derail the best laid plans of investment and financial planning and the finances of everyday investors. Our conversation covers a range of topics, including John's career in finance, his latest book "Bullshift: How Optimism Bias Threatens Your Finances," and the importance of addressing biases in investing. We also discuss the challenges of introducing new ideas in the financial services industry, the importance of realistic financial planning assumptions, and the need to reassess one's investment strategy regularly. Among the ideas we emphasized here, was the importance of being 'prepared' for potential changes in the market, such as inflation, and building a more balanced portfolio that can withstand unexpected gyrations. Please enjoy our conversation, and thank you for tuning in. HIGHLIGHTSJohn De Goey's career path [00:01:37] John De Goey moved to finance after studying public administration, has written books and articles to help consumers understand the industry and have better relationships with advisors.[00:09:04] Advisors can provide value through behavioral coaching, which helps investors remain grounded and stay invested while being realistic.[00:19:58] Lower expected returns and longer life expectancies may require more savings and a longer working life to achieve desired retirement lifestyle.[00:26:00] 40-year bull market in bonds ended in 2022, rates to stay high, need to reassess investing strategies, widely anticipated recession.[00:40:21] Invest in products with reasonable, risk-adjusted returns and non-correlated weekly returns to maintain optimism for the long run.[00:45:14] Be prepared with two strategies, each less than 5% exposure; consider 15% allocation to alternatives, plan carefully to avoid large losses.[01:06:30] CAPE is not good for timing markets; past experience doesn't dictate future outcomes; risk of not paying attention to valuations.[01:13:18] Central banks need to fight inflation to pivot; pain must be manufactured before pivot is possible.[01:18:09] Investors may be taking on more risk than they think due to optimism bias and need to reassess, prepare for potential issues, and reflect on their portfolio.[01:20:41] Advisors must recognize and reflect on their own biases to give better advice.Where to find John De Goey:John De Goey on LinkedinJohn De Goey at Wellington-Altus Private WealthGet the book:Bullshift: How Optimism Bias Threatens Your FinancesWhere to find the RYA Crew:Rodrigo Gordillo on LinkedinReSolve Asset ManagementPierre Daillie on Linkedinhttps://AdvisorAnalyst.com

Senior Investment Advisor at Canaccord Genuity Cam Currie makes a rare media appearance live in-studio to tell investors why having gold in their portfolio is essential in 2023. Cam discusses the growing trend of dedollarisation and reveals some very impactful behind-the-scenes news in the precious metals industry that he thinks will provide massive tailwinds for gold moving forward. Sign up for my free weekly newsletter at https://www.JayMartin.club

With hosts Wolfgang Klein and Jack Hardill.  Guests: James A (Sandy) McIntyre, Retired Strategist, currently at Loch Tay Foundation. Former Capital Markets Strategist at CI Investments, Feb 2018 - Jan 2020. Former Vice Chairman at Sentry Investments  Jamie Carassco, Senior Investment Advisor and Senior Portfolio Manager at Canaccord Genuity Wealth Management.  

Amir is an experienced licensed investment advisor and asset manager, and has been involved in asset management since 2004. From 2010 to 2017, he served as a Senior Investment Advisor for Bank Hapoalim, Israel's largest bank. In 2017, he established Champel Capital with Arié to harness the power of Israeli technology investments. Amir holds a BA and an MA in International Relations from the Geneva Graduate Institute of International Studies, and the Hebrew University of Jerusalem.

Tuesday Dec 13th - Larry Short Senior Investment Advisor - Economic Outlook 2023 by VOCM

With hosts Wolfgang Klein and Jack Hardill.  Guests: Gordon Stein Gordon is a personal finance keynote speaker and author of the bestselling Cashflow Cookbook - a unique personal finance book that offers an approach to help readers add millions of net worth with minimal effort and sacrifice. The book has become a Toronto Star column and his talks are in high demand. Speaking presentations include: Wealth Building for Clients of Financial Advisors - In this presentation, innovative strategies are presented to help clients reduce spending with minimal effort and sacrifice, freeing up cashflow for incremental investment contribution Wellness For Employees - High debt loads and housing costs have left employees stressed out like never before. According to PWC, the most requested employee benefit is help with their personal finances. This presentation shows employees some easy recipes to get their finances under control and reduce their stress. Financial Wellness for Students - High School, College and University Students receive very little personal finance education and then graduate and begin to earn for the first time. With worked examples, this talk shows them step by step how to build a solid financial base. Jaime Carrasco, Senior Investment Advisor and Senior Portfolio Manager Jaime is a Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses and institutions both in Canada and Latin America, Jaime has garnered a reputation for questioning and challenging the status quo, and exploring the most innovative investment strategies. As a frequent contributor to the mainstream media, Jaime offers a fresh perspective on the global, financial and geo-political landscape helping investors adapt to hidden opportunities and risks, and best position client portfolios to thrive EARLY from volatility in the global system.

This week we are taking a complete 180 from our Low-Tech entrepreneur series with special guest Amir Weitmann of Champel Capital. In this episode, we discuss venture capital, Israel's competitive advantages in the tech space, and - as always - a few great tips for aspiring entrepreneurs looking to make it here in Israel. ------------------------------------------------------------------------ ABOUT OUR GUEST: Amir Weitmann is an experienced licensed investment advisor and asset manager and has been involved in asset management since 2004. From 2010 to 2017, he served as a Senior Investment Advisor for Bank Hapoalim, Israel's largest bank. In 2017, he established Champel Capital with Arié Benguigui to harness the power of Israeli technology investments. Mr. Weitmann holds a BA and an MA in International Relations from the Geneva Graduate Institute of International Studies, and the Hebrew University of Jerusalem. ------------------------------------------------------------------------ CONTACT AMIR: Website: https://champelcapital.com Email: aweitmann@champelcapital.com Facebook: https://www.facebook.com/amir.weitmann ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ---------------------------------------------------------------------------------- SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ---------------------------------------------------------------------------------- VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT ME: Email me: aaron@lighthousecapital.co.il ---------------------------------------------------------------------------------- DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Friday August 26th - Larry Short Senior Investment Advisor with Short Financial - Green Hydrogen by VOCM

With hosts Wolfgang Klein and Jack Hardill.  This week Wolf and Jack bring on guests to talk about cannabis and the importance of diversifying your portfolio Matt Bottomley joined Canaccord Genuity in 2015 and is now an analyst covering the cannabis industry (both in Canada and internationally).  Jamie Carassco, Senior Investment Advisor and Senior Portfolio Manager at Canaccord Genuity Wealth Management.  

ONTARIO FOURTH DOSES AND STUDY ON OMICRON Libby Znaimer is joined by Dr. Barry Pakes, Medical Officer of Health for York Region, and Dr. Shawn Owen, Associate Professor in the department of Pharmaceutics and Pharmaceutical Chemistry at the University of Utah. Today: the province is expanding fourth dose eligibility to adults 18 years of age and older. Meanwhile, a new study out of the University of Toronto reveals that individuals who were infected by the COVID-19 virus before 2022 have little protection against Omicron. Our health experts weigh in on the latest news. PATRICK BROWN AND BRAMPTON CITY COUNCIL Libby Znaimer is joined by John Mykytyshyn, Patrick Brown's campaign manager, and Bob Richardson, liberal strategist and Senior council to National Public Relations. Patrick Brown was disqualified last week from the Conservative Party leadership race over allegations his campaign broke financing rules. Yesterday, we learned that his campaign co-chair has moved to join the Jean Charest campaign team. And, Patrick Brown, has also indicated that he will endorse Charest should he not have enough time to fight to re-include himself in the race. Meanwhile, an Ontario Superior Court justice has overturned the controversial appointment of a Brampton City Councillor. BANK OF CANADA HIKES KEY RATE BY 1 PERCENTAGE POINT: WHAT THAT MEANS FOR YOU Libby Znaimer is joined by Allan Small, Senior Investment Advisor with Allan Small Financial Group IA Private Wealth and Gordon Pape, Editor and Publisher of the Internet Wealth Builder and Income Investor newsletters. The Bank of Canada has raised the key rate by one full percentage point. What that means for you.

The sharemarket rose for the 4th day in a row, with the energy sector the strongest performer.See omnystudio.com/listener for privacy information.

Marissa Lennox is filling in for Libby Znaimer today. She is joined by Charles Sousa, The former minister of finance for Ontario and MPP for Mississauga South, Lisa Raitt, former deputy leader of the Conservative Party of Canada and Howard Hampton, former leader of the Ontario NDP. Today: we begin discussion with the latest on the Conservative leadership race. Jean Charest, one of the leadership hopefuls, says that Pierre Poilievre's claim of 311,958 membership signups is

With hosts Wolfgang Klein and Jack Hardill.  Guests this week: Jason Ubeika, Partner and Leader, US Personal Tax at BDO Canada LLP Jason is the U.S. Personal Tax Practice Leader in Canada. Jason joined BDO Canada in 1993. Since 2003, he has specialized in Canada – U.S. cross-border taxation, including tax compliance matters and related planning and advisory services. His primary focus is the cross-border taxation of individuals and trusts. Jamie Carassco, Senior Investment Advisor and Senior Portfolio Manager at Canaccord Genuity Wealth Management.  See omnystudio.com/listener for privacy information.

Inflation is back with a vengeance and certainly seems to be the topic on everyone lips these days but the term ‘inflation', while straightforward on its own, comes with a variety of accompanying, and sometimes confusing, jargon. In this first Beyond Markets episode produced in the UK, our Julius Baer's experts in London, Dawn Li Wan Po, Senior Portfolio Manager, and Felicity Selcoe, Senior Investment Advisor, focus on what central banks have been doing in response to the recent inflation spikes and help demystify the so-called ‘neutral rate of interest'.

På Business Sweden ser vi ett starkt ökat intresse från utländska aktörer att investera i svensk turism. Svenskar anses vara early adopters och öppna för nya trender. När Sono Group kom med en förfrågan om att bygga en ny resort vid Höga Kusten tog regionens aktörer hjälp av Business Sweden för att utveckla relationen. Sono Group är Sydkoreas största hotell- och resekoncern och ett av deras koncept är husdjursvänliga Sono Pet Club & Resorts. När High Coast invest fick frågan om ett möjligt samarbete för att etablera en resort där husdjuret är i fokus kände de att det var något helt nytt, ett erbjudande som kunde tillföra upplevelser som inte redan fanns i regionen. Men hur gick det till när Sydkoreas största upplevelsekoncern skulle lockas att etablera sig, hur förberedde man sig och hur såg processen ut? Gäster: Bengt Högberg, Senior Investment Advisor vid High Coast invest och Helen Rönnholm på Business Sweden. Värd: Kristoffer Schjött-Quist

Market corrections and downturns are inevitable. Although this is something we can't avoid, there's power in utilizing the Dry Powder Principle to fully understand how and why investing in different asset classes can help you sail through difficult times from a psychological and financial planning perspective. During this episode, Wes Moss breaks down the Dry Powder Principle and stresses the importance of calculating your dry powder to prepare for inescapable market corrections. He also explains how the dry powder concept can add cushion to your investment portfolio and reshares a story about his son that reveals how losing money can be tough on anyone regardless of your age. Wes goes on to review historical market corrections, the two principles that dry powder is hinged on, and walks listeners through how to assess their own dry powder using the online calculator tool. To wrap up the episode, Wes is joined by the creator of the dry powder calculator tool and Senior Investment Advisor at CIA, James Lewis ​​CFP®, MBA Use the Dry Powder Calculator to discover how much you have: https://www.wesmoss.com/dry-powder-calculator/ Call in with your financial questions for Wes to answer: 800-805-6301 Join other happy retirees on our Retire Sooner Facebook Group: https://www.facebook.com/groups/retiresoonerpodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

With hosts Wolfgang Klein and Jack Hardill.  This week, Wolfgang and Jack welcome two guests: Jamie Carrasco, Senior Investment Advisor and Senior Portfolio Manager at Canaccord Genuity Austin Moeller, Vice President and Senior Aerospace and Defense (A&D) analyst with Canaccord Genuity. Previously, Austin was a research associate covering the Satellite & Space sector at Quilty Analytics. Prior to that, he was a summer research associate on the A&D team at Hedgeye Risk Management, working under former Pentagon budget architect LtGen. Emerson Gardner, USMC Ret. Austin received his B.S.B.A. in Finance and Global Peace and Security Studies from the University of Central Florida (UCF). See omnystudio.com/listener for privacy information.

We encourage happy retirees to think of income as a river, not a reservoir, and advocate having multiple sources of income to generate financial stability during retirement. One common income stream among happy retirees is real estate investments. In this episode, we're joined by Partner, Senior Investment Advisor, and Investment Committee Director, Tom Moore, CFP®, to cover the intricacies of real estate investing. Tom shares his real estate history, mindset, and experiences, as well as various methods to invest in real estate. He goes on to compare investing in a single-family home versus a commercial property, talks through income and growth returns, lays out the steps for kickstarting your real estate investment journey, and uncovers how the successful investment situation of a happy retiree could look. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bob Komsic is filling in for Libby Znaimer today. He is joined, first, by Dr. Mark Brewer who is Professor and Interim Chair in the Department of Political Science at the University of Maine followed by Michael Adams who is President of the Environics group of research and communications consulting companies. Today marks the one-year anniversary of the Capitol Hill Insurrection in which a mob of pro-Trump protesters violently stormed the capitol building in Washington DC. Mark Brewer explains in further depth the events that lead up to the Capitol Hill attack and what it reflects about America's current political climate. Michael recently wrote an op-ed in the Globe and Mail where he explores the deep political polarization of the American peoples and how Canadians compare in this regard. Finally, we explore a new Angus Reid study that compares Canadians vs Americans views about whether the Jan. 6 Capitol Hill attack was an act of "domestic terrorism". ---- ONTARIO OPPOSITION PARTIES AND UNION CALLING FOR EMERGENCY RETURN OF LEGISLATURE OVER HEALTH CARE SITUATION

In this episode, Tracey Lundell shares her expertise in wealth management and being strategically aligned with your business and life values. When you are in alignment you'll be more successful and happier.   Highlights From This Episode: It all starts with your values that carry through your life and business A quarterly and monthly roadmap put into play to meet your goals Setting up financially so you can go live your life and do extraordinary things Structure everything so you get to your goal fastest and the most efficient way Dream something that is big, that you can attain, take those little steps and the whole journey can be really, really exciting and fun   Links & Resources From This Episode: Learn more: Sea Glass Wealth More About Tracey Lundell Tracey Lundell is a Senior Investment Advisor with Sea Glass Wealth Advisory Group, part of Harbourfront Wealth Management.  She was born and raised on Vancouver's North Shore and is pleased to be serving clients across British Columbia and Ontario. Tracey enjoys constantly expanding her education. In addition to her double major from UBC in English Literature and Political Science, Tracey is an investment and fixed income specialist holding a number of industry certifications including the Chartered Investment Manager designation. Tracey has spent her life volunteering with different charitable organizations across Canada and continues to be actively involved in a wide range of charitable and community organizations. Tracey provides a full suite of wealth management services to her clients, including tax, investment, estate and wealth planning. Her dedication to exceptional client experiences and innovative financial strategies are the foundations of her business.  Tracey has been providing her clients with innovative wealth management solutions for over 31 years. Her clients include business owners, non-profit organizations, executives and pre-retired/retired individuals, who require an extra level of attention and specific industry knowledge to truly look after.   Awesome FREE Resources for YOU! Power of 3 Daily Planner Check out our other podcast guests!   Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a note in the comment section below!   Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.   Leave us an iTunes review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They expose our show to more awesome listeners like you. If you have a minute, please leave a review on iTunes. Val Low is a digital & efficiency expert to entrepreneurs to clear the business clutter and thrive. Through her Focus&Freedom™ Method many entrepreneurs have experienced more focus, time and freedom. Val shows entrepreneurs how to calm the overwhelm and distractions with focus and efficiency strategies and tools that enable them to have the freedom to do the things that matter most in their business and life. Through her Magnify Your Brand™ program, entrepreneurs and experts clarify their message that attracts their ideal clients, a brand experience that people love to talk about and setting up in a one place online platform that makes it easier for entrepreneurs to spend time in their expertise.   Visit Val's Website: https://vallow.me/   Connect with Val on Facebook: https://www.facebook.com/ValLow.page/   Connect with Val on Linked In: https://www.linkedin.com/in/val-low #sales #entrepreneur  #business  #branding  #marketing #mindset  #success  #leadership  #focus  #coaching  #finances  #wealth management  #values

Whatever your goals and priorities are for 2022, chances are they are tied to your finances. So, we called up our friend Julie Shipley Strickland to talk all things prosperity and wealth building in 2022 and beyond. As you listen to this conversation, I ask you to reflect and dig deep, What are YOUR money goals? Are you getting ready to buy your first home, investment property, plan for early retirement, RESPs, are you looking to cut your taxes or are you interested in investing in crypto like bitcoin or NFTs?? It needs to be said that we can implement healthy financial choices at any point in time - establishing a budget, managing your money, having conversations around money - however, many may find it easier to start building and executing on new practices at the beginning of the new year.  Julie Shipley-Strickland is a Senior Investment Advisor with Wellington-Altus Private Wealth and a Senior Insurance Advisor with Bergh Tatomir & Associates, Julie provides independent investment advice, financial planning, insurance solutions and clear guidance to entrepreneurs, executives and their families. Julie has created a beautiful financial course called The prosperity Playbook - designed to help you increase your financial confidence and achieve your financial goals with ease. Join the waitlist for The Prosperity Playbook: https://www.wealthwithjulie.com/Prosperity-Playbook-Waitlist Find Julie on social media: https://www.instagram.com/wealthwithjulie/

For this episode of the Planet MicroCap Podcast, I spoke with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management. He will be moderating a panel at the event showcasing three companies that he discovered using "The Leishman Methodology", which is the topic for today's conversation. I wanted to dig a little deeper into the algorithm Harold and his team put together, backtested, and used to uncover, monitor and lead to more qualitative follow-up with management teams. I really enjoyed our conversation and I highly recommend you sign up for the conference at Canada.SNN.Network to hear his panel as well. For more information about Harold Leishman and Canaccord Genuity Wealth Management, please visit: https://www.canaccordgenuity.com/ Today's episode is sponsored by: Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Today's episode is sponsored by Quartr. Their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

In this episode, Mallory Boggs is joined by Mitch Reiner, CFP®, CIMA®, Managing Partner and Senior Investment Advisor at Capital Investment Advisors. Mitch shares his three pillars of life concept and how these pillars can help you focus on where to devote your time and attention before retirement. He also explains how he discovered his life's focus, the importance of decision-making with priorities in mind, his top priorities, the challenges of inserting himself in the community, and how he believes retirees could be the key to operating community organizations successfully. Learn more about your ad choices. Visit megaphone.fm/adchoices

EML Payments jumps 31% See omnystudio.com/listener for privacy information.

In this episode we welcome back one of our favourite guests - Adam Dawes - the Senior Investment Advisor at Shaw & Partners. As Alec says, 'if you're going to do a Buy, Hold, Sell episode, there's one guy to do it'. The guys went out to the Equity Mates community, and ask Adam to give his opinion on whether he'd 'buy' or 'sell' stocks that you've asked to be reviewed. After going through the stocks by industry, Bryce and Alec challenge Adam with a Small Cap speed round for fun at the end! To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day.Order Get Started Investing on Booktopia or Amazon now. If you want to let Alec or Bryce know what you think of an episode, contact them here. Make sure you don't miss anything about Equity Mates - sign up to our email list here. And visit this page if you love everything Equity Mates and want to support our work.Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.Want more Equity Mates? Come to our website and subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more at or check out our Youtube channel.In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****This episode contained sponsored content from the ASX Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances.Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. See acast.com/privacy for privacy and opt-out information.

On today's podcast we welcome special guests Todd Degelman and Chad Pruden of Wellington-Altus Private Wealth where Todd is Founder, Senior Investment Advisor, and Vice-Chairman, and Chad is Senior Investment Advisor. Wellington-Altus is one of the fastest-growing wealth advisory companies in Canada.   On the show, Todd and Chad discuss: -Their career backgrounds and keys to success in wealth management -Their outlook for equity markets, bonds and inflation -Asset allocation and what is top of mind for high-net worth investors -What differentiates Wellington-Altus from the big banks -And more

Friday Nov 5th-Larry Short Senior Investment Advisor With Short Financial - Current Economic Climate by VOCM

Tuesday Nov 2nd - Larry Short Senior Investment Advisor With Short Financial - Bitcoin 101 by VOCM

In this podcast episode, host Janet H. Anderson and guests Piet Klop, Senior Investment Advisor at PGGM and Antoinette van der Hauw, Partner at Loyens & Loeff, tackle the consequences of sustainable investing.DisclaimerAlthough this podcast has been compiled with great care, Loyens & Loeff and all other entities, partnerships, persons and practices trading under the name ‘Loyens & Loeff', cannot accept any liability for the consequences of making use of this issue without their cooperation. The information provided is intended as general information and cannot be regarded as advice. See acast.com/privacy for privacy and opt-out information.

Passionate, forthright and dynamic, Julie Shipley-Strickland builds strong relationships with her valued clients by understanding their goals, supporting their concerns and providing thoughtful and strategic solutions. As a Senior Investment Advisor with Wellington-Altus Private Wealth and a Senior Insurance Advisor with Bergh Tatomir & Associates, Julie provides independent investment advice, financial planning, insurance solutions and clear guidance to entrepreneurs, executives and their families. As one of the few female investments and insurance advisors in Canada, Julie is paving the way for future females in finance with her strong leadership and dedication to women-led businesses in the community.

Wednesday, June 16, 2021: Show #1136 Sheriff Jim Driscoll spends the hour with Jeff 0:00-43:22 The great outdoors, bears and more Patrolling the forests and encampments  Illegal campfires and trash  The challenges with ATVs and OHVs Keeping the peace in a tense environment.  Covering the 2nd largest county in America  Response time in rural Arizona.  How many Deputies cover an area the size of Switzerland? The impacts of the past 18 months of Covid.    Electric Cars and Birthing Persons with Mark Haughwout 43:23-62:46 Mark Haughwout discusses electric cars and the green new deal, the elimination of Fathers Day and a mother is now a birthing person. Mark also updates on a bike accident and bike safety.   Glenn Leest &  John Heilner discuss economy and markets  62:47-74:15 Glenn Leest is a Senior Investment Advisor at WT Wealth Managment, https://www.wtwealthmanagement.com/team/glenn-leest John Heilner is the Chief Investment Officer https://www.wtwealthmanagement.com/team/john-heilner?location=flagstaff

Wolfgang Klein, Portfolio Manager, Senior Vice President, Senior Investment Advisor & Market Commentator, Canaccord Genuity Wealth Management,  HIFI RADIO ON 640 Toronto with The Wolf On Bay Street -  AM 640 every Saturday at 7 pm talks about the lumber bubble, and has it burst. See omnystudio.com/listener for privacy information.

Joe Galli, Mark Haughwout, Glenn Leest + weekly wrap up Friday, June 11, 2021: Show #1133 Protestor Arrested at Chandler School Board Meeting 00:00-18:03 Mark Haughwout and Jeff start off discussing fire restrictions in Arizona. They move on to the head of the Az Patriot Party being arrested at a Chandler School Board meeting in which they were discussing Diversity Equity and Inclusion and Critical Race Theory.  https://youtu.be/EDEOaau6cvA   The Flagstaff Green New Deal 18:04-24:17 Mark Haughwout dives into the Flagstaff Green New Deal and the push to electrify, de gasify and generally make the cost of living in Flagstaff more expensive. Mark dives into “inequity” issues in the plan.   Joe Galli on the state budget 18:05-43:10 Joe Galli, Sr. Advisor, Public Policy for the Greater Flagstaff Chamber of Commerce breaks down the Arizona budget and the proposals being made.    Jeff updates some of the weeks biggest stories 43:11-54:52   Glenn Leest &  John Heilner discuss economy and markets  54:53-73:56   Glenn Leest is a Senior Investment Advisor at WT Wealth Managment, https://www.wtwealthmanagement.com/team/glenn-leest John Heilner is the Chief Investment Officer https://www.wtwealthmanagement.com/team/john-heilner?location=flagstaff

Gerald Celente of Trends Journal, Williams Mayor John Moore, Glenn Leest, John Heilner   Friday, June 4, 2021: Show #1128   Keeping the filibuster, lumber and water (00:00-18:05) Vaccine sites shutting down in AZ.  Listeners chime in on keeping the filibuster + water issues in Chino Valley.  Lumber up but what about the timber/trees?  What gives? Is there really a threat from Canada re. dumping?   Mayor John Moore of Williams  (18:06-29:09) Vietnam Moving Memorial Wall is in Williams this weekend.   Large development planned Water issues and growth    Glenn Leest &  John Heilner labor numbers, meat hacking and more! (29:10-43:05)   Glenn Leest is a Senior Investment Advisor at WT Wealth Managment, https://www.wtwealthmanagement.com/team/glenn-leest John Heilner is the Chief Investment Officer https://www.wtwealthmanagement.com/team/john-heilner?location=flagstaff   Gerald Celente of the Trends Journal  (43:06-59:47) Gerald Celente of the trendjournal.com talks about Uniting for Freedom Peace and Justice and the tireless minority that continues to push for freedom in the US and around the world.   Gerald talks the WTO, Hong Kong's democracy movement crushed and standing up for freedom. “This is global!”   Jeff and Gerald talk about cyber security and our systems vulnerability to cyber attacks and the “bigs getting bigger”!     Jeff wraps up the week! (59:48-73:44) Coke is too woke, especially in one county in N.C. Job gains but many not in workforce. Plus Jeff hates when media says, cover forced businesses to close…no! It was the politicians! Trump calls out RINO AZ Gov Ducey…Jeff explains AZ Governors race discussed Stepping up cyber security! Opportunities for smaller companies?

Larry Short Senior Investment Advisor with Short Financial Reacts to 2021 Budget by VOCM

Welcome to ASX week! This week we're dropping one episode every day, thanks to the ASX Investor Day - who gave us access to their array of incredible presenters to bring you some of the best sessions and experts from the conference. Today we're joined by Adam Dawes, Senior Investment Advisor of Shaw & Partners, who held a buy, hold and sell session for ASX Investor Day attendees. We wanted to replicate this session on the podcast, so we reached out to the Equity Mates community in the Equity Mates Facebook Discussion Group and they gave us a huge list of stocks to talk about. This is an epic episode, so we hope you enjoy it.If you want to let Alec or Bryce know what you think of an episode, contact them here.Some of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRTake the emotion out of investing in Bitcoin, Ethereum, Gold and Silver with micro-investing app, Bamboo. Use EQUITY MATES for $10 when you sign-upGet $15 of Bitcoin, using one of our favourite crypto-currency exchanges, SwyftxGet free trades if you plan to use the broker SelfWealth *****Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce Disclosure Statement (PDS) and, if necessary, consult a licensed financial professional.For more information head to our Disclaimer Page, where you can find resources to search for a registered financial professional near you.*****Have you just started your investing journey? Head over to Get Started Investing – Equity Mates 12-part series... See acast.com/privacy for privacy and opt-out information.

Friday, May 28, 2021: Show #1124   Legislative pause, Heilner & Leest on economy + fires and critical race theory ban.    Fires, budget controversy, critical race to governor. (0:00-15:22) Kids and fires. Legislature goes home due to budget dispute, but like the Terminator, they'll be back. Critical race theory ban to the governor.    Masks, Openings & Green New Deal . (15:23-27:26) The last clinger ons, Flagstaff and Coconino County, lift mask mandates. Idaho Lt. Gov end runs the Governor and bans mask mandates. Will Flagstaff go full on Green New Deal?   Glenn Leest &  John Heilner discuss economy and markets (27:27-42:34)   Are interest rate increases coming? How high will prices go? Reopening and recovering, what's to come? Will there be pressure to further regulate AirBnB?    Glenn Leest is a Senior Investment Advisor at WT Wealth Managment, https://www.wtwealthmanagement.com/team/glenn-leest John Heilner is the Chief Investment Officer https://www.wtwealthmanagement.com/team/john-heilner?location=flagstaff

Friday, May, 21, 2021: Show #1119 0:00-18:05 Iowa bans mask mandates,  Iowa bans mask mandates in schools! Time to end AZ emergency Governor Ducey!  18:06-31:14 Isabel graduates, Jeff reflects Border crossings up, 32 camo crossing captured! PHX council ends masks! Proud dad as Jeff's daughter Isabel graduates. Good ceremony but keep challenges in perspective   18:07-43:09 Frys drops masks, hand sanitizer recall, Lego adds LGBTQ Frys joins growing list dropping mask requirements. It's finally happening! Legalization of testing strips! Hand sanitizer recall expands to 250! LEGO adds LGBTQ!   43:10-58:09 Jeff breaks down real estate market Jeff expands on experiences in the real estate market over time. Comments on those having a tough time, especially first time buyers.    58:10-73:57 Glenn Leest & Brent Rankin on Crypto melt down Crypto has a bad week and government signs of a crack down Cap gains taxes going up? What's it mean? Glenn Leest is a Senior Investment Advisor at WT Wealth Managment, https://www.wtwealthmanagement.com/team/glenn-leest     SUBSCRIBE TO THE PODCAST!

Friday, May, 14, 2021: Show #1115 Jeff is frustrated with the arbitrary restrictions (00:00-14:10) on his daughters graduation including limitations on guests outside and masks required! What ever happened to #science? Plus...these are not ordinances or laws. Private businesses need to own up to their requirements.  Glenn Leest & John Heilner  discuss inflation, stocks and chicken. (14:11-26:55) Glenn Leest is a Senior Investment Advisor at WT Wealth Managment, https://www.wtwealthmanagement.com/team/glenn-leest John Heilner is the Chief Investment Officer https://www.wtwealthmanagement.com/team/john-heilner?location=flagstaff Senator Wendy Rogers discusses Maricopa election audit (26:56-43:16) Jane Becher: CRT Sneaking Into AZ Schools (43:17-59:42)  Jane Becher is an activist who has been instrumental in getting AZ kids back to in person education, de-masking schools and now raises the alarm on Critical Race Theory (CRT) seeping into some Northern Arizona Schools including Flagstaff Unified School (FUSD). What is CRT? How to stand up to a small minority of people pushing this radical curriculum and ideology on our kids.  Dennis Anderson in N.C. on gas lines, Owen & rattlesnakes, listener texts (59:43-73:54) Jeff wraps up the week with a recap of the pipeline issue with his brother in-law in N.C. Dennis Anderson on the the gas lines.  Owen has another rattlesnake experience! 

Friday, May 7, 2021: Show #1110 Glenn Leest on employers having trouble finding employees (00:00-14:17) Glenn Leest, Senior Investment Advisor at WT Wealth Managment, https://www.wtwealthmanagement.com/team/glenn-leest, talks about the employee shortage and incentives being offered just to apply for a job. Plus Glenn and Jeff discuss if tech changes (think Zoom) will last going forward. (14:18-24:25) Week in review Jeff goes over some of the biggest issues of the week including vacating the national eviction moratorium, tele-health, civil asset forfeiture, a new medical center in Flagstaff and more! (24:26-43:23) Gerald Celente of the Trends Journal Gerald Celente of the TrendsJournal.com returns to the show to discuss inflation, fighting for freedom and more!   SUBSCRIBE to the podcast HERE!

Friday, April 30, 2021: Show #1105   Heilner and Leest talk inflation. Bill Packard talks non profits!   0:00-17:58 Bill Packard talks non profits and his new book, Going Full Circle   17:59-27:11 Jeff recaps Mondays Police funding rally with interviews with Senator Wendy Rogers, Bob Thorpe and Mayor John Moore   27:12-43:22 Glenn Leest, Senior Investment Advisor at WT Wealth Managment and John Heilner, Chief Investment Officer talk inflation  http://www2.wtwealthmanagement.com/team/glenn-leest

with Scott Haywood See omnystudio.com/listener for privacy information.

  Glenn Leest: low interest rates, stocks and stimulus impacts   Glenn Leest, Senior Investment Advisor with WT Wealth Managment, gives a market update including   1. Stimulus impacts 2. Impact of low interest rates 3. Pent up demand 4. TINA - There is No Alternative to returns except the stock market     As well as some potential negative policy changes coming down the pipeline including 1. Minimum wage hikes 2. Oil industry changes and why a fast shift to all renewable/electric will be challenging at best and catastrophic at worst.    WT Wealth Managment  https://www.wtwealthmanagement.com

On this week’s show, we spoke with Thomas Martinuzzo, Senior Investment Advisor – Innovation @ Fonds de solidarité FTQ. Thomas Martinuzzo joined the Fonds de Solidarité FTQ in September 2016 as Senior Investment Advisor – Innovation. Thomas has worked in the field of innovation since 2006. He held several positions at Gestion Univalor, s.e.c, where he notably led the team of professionals who commercialize physical sciences and engineering inventions from Université de Montréal, Polytechnique Montréal, HEC Montréal and affiliated hospital research centres. Mr. Martinuzzo also founded eValorix.com, a web platform that commercializes digital tools arising out of public research. He also served on the board of directors of several start-up companies (Bâton Simulations inc. and Ortho Regenerative Technologies inc.) and is currently a director of Castor Optics Inc.   On the show, we spoke about: What innovation really means Some great examples of innovation in Quebec Why certain companies don’t innovate Some companies in their portfolio LeddarTech Omnirobotic PremierTech Survey on innovation   Thomas is incredible bright yet humble. He’s one of the smartest people I know on the topic of innovation. I hope that you enjoy the conversation!   Let us know what you think. What types of guests would like to see on the show? What topics interest you the most? Send me your thoughts at nectar@thepnr.com   Subscribe | iTunes | Google Play |Spotify | YouTube | Stitcher | Breaker

In this episode, Mark Winterburn, Head of UK Advisory, and Marco Stroili, Senior Investment Advisor, discuss their views on investment areas worth considering for the final quarter of the year and beyond. They also discuss a number of hot topics in the US right now, namely the US election, US earnings season and the recent report from the US House of Representatives on excessive market dominance by large tech companies.

Today's episode features Tom Burke, Senior Investment Advisor at Canaccord Genuity, to discuss food investment in a post-COVID-19 world. Tom has significant experience in managing investments in the food space for over 20 years and is well versed in food topics, companies, trends, and food landscape from coast to coast, missing no province along the way. Food for Thought is a series of interviews featuring an array of professionals and thought leaders in the food industry. From food production to supply chain constraints to product development, this series looks to the future of food in a post-COVID-19 world. DISCLAIMER All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. The statements expressed herein under no circumstances should be construed as a solicitation to act as a securities broker or dealer in any jurisdiction. All views are intended for general circulation only and do not have any regard to the specific investment objectives, financial situation, or general needs of any particular person, organization or institution. Please do not hesitate to contact Canaccord Genuity should you want to know more about the information contained in this (podcast or presentation) or have any related questions. CANACCORD GENUITY WEALTH MANAGEMENT IN CANADA IS A DIVISION OF CANACCORD GENUITY CORP. MEMBER – CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA.

Jane Brown is filling in for Libby Znaimer today. She is joined by Allan Small, Senior Investment Advisor with Allan Small Financial Group HollisWealth. If you have been utilizing the CERB over the course of the pandemic, you'll likely have learned by now that it is taxable and that the government will be issuing a T-4A slip for it. Allan details what you should know to plan for when that time comes next Spring. And, he also goes over the markets. Listen live, weekdays from noon to 1, on Zoomer Radio!

Heather Konopka-Chaves, CCIM, brings more than more than 18 years of Commercial Real Estate experience to her trade, her primary expertise with Multifamily in the Mid Cities, Dallas/Fort Worth and Arlington area. As an active Texas Real Estate Broker, Ms. Konopka-Chaves holds the prestigious Certified Commercial Investment Member (CCIM) Designation. Additionally Ms. Konopka-Chaves is a member of the North Texas CCIM Chapter, a member of NTCAR (North Texas Commercial Association of REALTORS®), where she served on the New Initiatives Advisory Board and also is a member of the National Association of REALTORS®. Ms. Konopka-Chaves’ prior experience includes serving as Senior Advisor at Marcus & Millichap and as Franchise Owner and Senior Investment Advisor of Sperry Van Ness/Konopka And Company. As an SVN Franchise Owner, she served on the Board of Advisors in 2009 through 2011, and was also a member of the Sperry Van Ness Asset Recovery Team. Ms. Konopka-Chaves was awarded the coveted Achievers Award her first year at Sperry Van Ness. Additionally, she was the Director of Commercial Real Estate for a large a Residential office of over 300 agents where she received numerous accolades for her consistent placement in the Top 10 Advisors. Ms. Konopka-Chaves’ real estate success includes her involvement as a principal in a retail development project, as well as commercial land development, which were both completed in 2006. Her passion for the real estate market along with her extensive encyclopedic knowledge in her specialty have facilitated opportunities in publishing her articles in distinguished journals and magazines. Ms. Konopka-Chaves is active in her community, serving on the board of two private schools and involved with her church. She currently serves on the School Advisory Board and Finance Committee for her daughter’s high school. Ms. Konopka-Chaves is devoted to her family; blessed with two beautiful, gifted and talented daughters. She enjoys exercising, the outdoors, vacationing at the beach, sailing and fishing. On This Episode: Learn how Heather went from flight attendant to real estate agent to broker. Hear lessons from the '08 recession. Find out why multifamily is worth investing in over singlefamily. Sam and Heather discuss how first time investors can get involved in real estate. Tweetable Quotes: “People will always need a place to live." "You don't have to be great to start but you can't be great if you don't start." Heather Konopka: http://www.c21bowman.com/agents/profile.rsp?id=0453672 (http://www.c21bowman.com/agents/profile.rsp?id=0453672) https://www.linkedin.com/in/heather-konopka-ccim-9992a37 (https://www.linkedin.com/in/heather-konopka-ccim-9992a37) See acast.com/privacy for privacy and opt-out information.

Lucy Revill lives in Wellington and is a lifestyle blogger at The Residents, Senior Investment Advisor at the Ministry for Primary Industries and founder of Soap for Society.

Allan Small, Senior Investment Advisor of the Allan Small Financial Group with HollisWealth talks about oil plunge, coronavirus fears prompt panic selling on stock markets 

Libby Znaimer is joined by Allan Small, Senior Investment Advisor at Allan Small Financial Group. Many people including Zoomer Media Founder Moses Znaimer are saying that the biggest danger of Covid-19 is to the economy. The markets are getting hammered today. The price of oil is way down- the result of a spat between Russia and Saudi Arabia. The two oil producers cannot agree on a plan to limit supply in order to stem the slide. Gas prices at the pump in Toronto could be seen as low as 90.7 cents. Libby and Allan discuss. Listen live, weekdays from noon to 1, on Zoomer Radio!

In this month's Business Toolkit Segment, its all about protecting your wealth. Greg interviews Canaccord Genuity Chief North American Strategist Marin Roberge who has just published a bearish outlook on the US equity markets to get his thoughts not only on the markets but where he sees base metals moving next.   By Greg Goernert, Vice President and Senior Investment Advisor at Canaccord Wealth Management reviews the financial markets and features "If I Knew Then" interviews with successful business owners. This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management.  Views expressed via social media posts are the current opinion of the author, and not necessarily those of Canaccord Genuity Wealth Management. The author's opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.  © Copyright 2019 All Rights Reserved, No part of this podcast may be used without permission.     

Contact the show at ggoernert@cgf.com Greg interviews Sommelier and Chef de Cuisine Tim Ellison of The Pacific Institute Of Culinary Arts on everything you wanted to know about wine but were afraid to ask   By Greg Goernert, Vice President and Senior Investment Advisor at Canaccord Wealth Management reviews the financial markets and features "If I Knew Then" interviews with successful business owners. This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management.  Views expressed via social media posts are the current opinion of the author, and not necessarily those of Canaccord Genuity Wealth Management. The author's opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.  © Copyright 2019 All Rights Reserved, No part of this podcast may be used without permission. 

Contact the show at ggoernert@cgf.com   Greg's feature "If I Knew Then" interview this month is with Brian Williams, President of Ashton Services Group. In it, Brian describes how he built his business from one truck in the 1980's to the success it is today.   By Greg Goernert, Vice President and Senior Investment Advisor at Canaccord Wealth Management reviews the financial markets and features "If I Knew Then" interviews with successful business owners. This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management.  Views expressed via social media posts are the current opinion of the author, and not necessarily those of Canaccord Genuity Wealth Management. The author's opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.  © Copyright 2019 All Rights Reserved, No part of this podcast may be used without permission. 

Contact the show at ggoernert@cgf.com   Greg interviews Canaccord Genuity Chief Strategist Tony Dwyer for his Macro view and tactical outlook on the US equity markets. By Greg Goernert, Vice President and Senior Investment Advisor at Canaccord Wealth Management reviews the financial markets and features "If I Knew Then" interviews with successful business owners. This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management.  Views expressed via social media posts are the current opinion of the author, and not necessarily those of Canaccord Genuity Wealth Management. The author's opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.  © Copyright 2019 All Rights Reserved, No part of this podcast may be used without permission. 

Contact the show at ggoernert@cgf.com or 604-643-0234 In this episode, Greg welcomes, from London, Robert Jukes, Canaccord Genuity Global Strategist for an engaging and informative discussion on Brexit, the story so far. By Greg Goernert, Vice President and Senior Investment Advisor at Canaccord Wealth Management reviews the financial markets and features "If I Knew Then" interviews with successful business owners. This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management.  Views expressed via social media posts are the current opinion of the author, and not necessarily those of Canaccord Genuity Wealth Management. The author's opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.  © Copyright 2019 All Rights Reserved, No part of this podcast may be used without permission. 

Greg Goernert of Goernert Wealth Management reviews the financial markets and has a feature interview with successful business owner and founder of the Dirty Apron Cooking School, Chef David Robertson. By Greg Goernert, Vice President and Senior Investment Advisor at Canaccord Wealth Management reviews the financial markets and features "If I Knew Then" interviews with successful business owners. This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management.  Views expressed via social media posts are the current opinion of the author, and not necessarily those of Canaccord Genuity Wealth Management. The author's opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.  © Copyright 2019 All Rights Reserved, No part of this podcast may be used without permission. 

“If somehow we all learned that our potential is unlimited, wow what a different world we'd have.” – Derrick Sweet Derrick Sweet is best known as a popular corporate keynote speaker and author of three highly celebrated books: Healthy Wealthy and Wise, Get the Most Out of Life, and You Don't Have to Die to Go to Heaven; but his journey, of course, didn't start there. Prior to starting the Healthy Wealthy and Wise® Corporation, Derrick was a Senior Investment Advisor and Vice-President of one of the largest bank-owned investment firms in Canada. A pivotal life decision turned Derrick's primary life focus 180 degrees from making money to making a difference. Derek is now the Chairman and Founder of the Healthy Wealthy and Wise® Corporation, the parent company of the Certified Coaches Federation™. He developed Cognitive Reflex Conditioning®, which is a four-step behavior modification process that empowers people to reframe how they approach and achieve their goals. This life-changing coaching model, which has been endorsed by psychologists around the world, is only available through the Certified Coaches Federation® Life Coach Certification Training programs and the Healthy Wealthy and Wise® Coaching Program. Together with his wife Marsha, Derrick's purpose and joy is to help people get out of their own way, so they can make the most of their time on earth and realize a fulfilled and meaningful life within their own backyard, their community and truly globally.  Show Notes [02:04] Patrick introduces his next guest, Derrick Sweet. [03:50] Derrick and Patrick get their show on the road! [04:47] ​Derrick breaks down his elevator pitch into something easy and simple {and a little cooler}. [06:03] The evolution of Derrick's business starts with a proverb, then a dot com. [07:20] Derrick shares his back story of Bay Street to Life Coach starting with dropping out of school, hitchhiking across Canada and a life-changing book. [09:27] Quitting school at 16 could have had greater consequences for Derrick were it not for having great parents who believed in him. [11:50] Self-actualization is an early learning for Derrick, developing our lives to its fullest potential, and a recurring theme in his life and his work. [13:18] Derrick expands on his informal definition of self-actualization and what it means to “help people get out of their own way” within the programming of Healthy, Wealthy and Wise. [17:03] Spiritual Wealth TV. Derrick talks about a meaningful component of his work: monthly conversations that provide depth for their clients about ways of being your best self: meaning, fulfillment, contribution, purpose, joy, experiences, adventure. [19:43] Ok, how do we get to that and get out of our own way? Derrick lays it out in three parts of who we are: me, myself and I (Intention). [24:41] Intentionality and mindfully choosing our language creates the reality we live. [28:15] Derrick's journey of self-discovery produced two co-existing roads: his primary focus on making money on Bay Street, his secondary focus on spiritual and emotional development. That is, until his integrity forced him to choose. [31:50] The unfolding of Derrick's new chapter once he made that decision. It wasn't easy, but fulfillment and contribution drove him forward. [34:19] Stumbling on opportunities and taking action (the latter being the important ingredient). Derrick finds opportunities to produce meaningful work and provide accessible, meaningful platforms for others to excel with the Certified Coaches Federation (CCF). [35:44] Derrick's Mom was the catalyst for his entrepreneurial flair, but as her business grew and his Dad got involved, he watched them both flourish and grow to create a great influence in his life. [39:55] Derrick digs into the “why” behind the creation of Healthy, Wealthy and Wise and the one word it now comes down to: Community. [41:20] How the virtue of kindness rolls out for Derrick in every way.

What are the top firms doing to outperform the rest? How are they growing? What’s the silver bullet that’s going to help my firm hit that 16% five-year growth CAGR I’m seeing from the best of the best? These were hot topics at last month’s Charles Schwab IMPACT Conference in Washington, D.C. And of course, the very reason that so many of our industry’s best and brightest were gathered there to speak, learn, and network is that there isn’t one “silver bullet” that’s going to transform your practice in 2019. But some guiding principles for advisors looking to grow did emerge at the conference, which I discussed with Lisa Salvi, Vice President of Business Consulting and Field Experience at Charles Schwab. Lisa and I were joined by Mitch Reiner, Chief Operating Officer, Managing Partner, and Senior Investment Advisor of Capital Investment Advisors, who is a graduate of Schwab’s Executive Leadership Program.

Jeff Runyan senior investment advisor and the team leader for Runyan Capital Advisors and has more than 16 years of industry and investment experience. He launched his Beverly Hills office of Runyan Capital Advisors where he serves many of the most prominent and respected businesses, families, doctors, restaurants, and retailers in Southern California. His practice is built on the philosophy of earning not the highest returns, but the highest returns consistent with a higher degree of safety For more information go to MoneyForLunch.com. Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter. Need help with your business? Contact Bert Martinez. Have Bert Martinez speak at your event!