Podcasts about wealthbar

In this episode, Cameron Smith, Vice President, Private Wealth | Client Relationship Manager, at Nicola Wealth, is joined by Chris Nicola, President, Nicola Wealth, to explore fintech innovation, AI's impact on wealth management, and how technology is reshaping client service. Chris shares his unique journey from co-founding WealthBar, Canada's first regulated robo-advisor platform, to leading technology initiatives at Nicola Wealth. Together, they explore the evolving landscape of financial technology, discuss how major institutions are adapting to digital transformation, and examine the real potential of AI in wealth management. Chris also provides valuable insights into Nicola Wealth's innovative technology projects, including their new philanthropy portal, and explains why smaller, more agile firms may have an advantage in driving industry innovation. Sign Up for our Newsletter

Duane Brown is the CEO and Head of Strategy at Take Some Risk, an advertising agency that helps ecommerce, DTC, and SaaS brands create and scale profitable growth. As a global digital marketing and branding professional, he has 16 years of experience working with clients, including Walmart, WooCommerce, and WealthBar. Duane's world travels have enabled him to help advise global brands on the best approach to using PPC, CRO, and data while maintaining budgets. In this episode… Balancing growth, clients, profitability, and culture is critical to any successful ecommerce business. But some entrepreneurs struggle to prioritize their operations effectively. So how can you optimize your company to enhance value? Duane Brown says achieving business objectives requires making crucial decisions and moving forward. Remaining indecisive and stagnant may cause you to lose control of your company and compromise its worth. Duane has chosen to focus on profitability and an enjoyable company culture. Accordingly, he selects clients based on revenue, value proposition, and conduct, while ensuring his company can provide original and customized services. In today's episode of the eCommerce Profits Podcast, Joshua Chin is joined by Duane Brown, CEO and Head of Strategy at Take Some Risk, to discuss optimizing business practices and digital marketing tips for entrepreneurs. Duane also shares why he became a digital nomad, how he balances speaking engagements with entrepreneurship, and AI's impact on digital marketing and paid media.

Cars, machinery, and now conspiracy theories. The U.S. continues its proud tradition of exports to Canada as QAnon gains traction north of the border. Marc-André Argentino joins to walk us through the origins and future of QAnon in Canada. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

Today, we have Parween Mander join us to talk about all things money! She is an Accredited Financial Counsellor and Trauma of Money Facilitator but most importantly, she teaches millennial WOC how to break free of traditional money narratives and reclaim financial independence! She understands that growing up as first-generation comes with different standards that those whose family has had roots in Canada for years. Parween shares some great tips on what, as adults, should be doing in order to get our personal financial situations in check. She talks us through how you should know what is going in and out of your bank account each month, understanding what your spending triggers are, and how your emotional state can be tied to your spending habits. Personal finances can be an incredibly stressful topic for a lot of people but when you work with Parween, she imparts the skills to normalize talking about it and facing those stressors head-on! Financial tools and resources mentioned by Parween: Koho: https://www.koho.ca/ Wealthsimple: https://www.wealthsimple.com/en-ca/ WealthBar: https://www.wealthbar.com/ Boomer and Echo: https://boomerandecho.com/ Half Banked: https://www.halfbanked.com/ Mo' Money Podcast with Jessica Moorhouse: https://jessicamoorhouse.com/podcast/ Find Parween Online: Instagram: https://www.instagram.com/parween.mander Find The Messy Middle podcast online Website: https://www.saltdesignco.studio/messymiddlepod Instagram: https://www.instagram.com/messymiddlepod Email: messymiddlepod@saltdesignco.studio Find Salt Design Co. online Website: https://www.saltdesignco.studio Instagram: https://www.instagram.com/saltdesigncompany Facebook: https://www.facebook.com/SaltDesignCompany

The pandemic has already had a disproportionate impact on women, especially those with children. But how much worse could that be if schools don’t reopen soon? Dr. Sylvia Fuller joins to explain. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar and Rotman School of Management. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

As calls to defund continue to grow, why not imagine what Canada would look like without police? Robyn Maynard joins us to unpack the idea. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

Newvick Lee is a software developer at WealthBar, a Canadian fintech company. He’s also working on Habitmon, a chatbot that helps with building habits. But before all this, Newvick was a pharmacist who helped people with mental health issues.  In this episode, you’ll learn… How Newvick made the transition from pharmacist to software engineer without a computer science degree The importance of working on side projects when you're learning to code The advice Newvick shares for anyone who wants to make a tech career transition. So if you’re thinking about a change into tech and have no formal degree, this interview is for you. To learn more about Newvick Lee, Laurence Bradford, and today’s key takeaways, visit https://learntocodewith.me/podcast. ------------------ Thank you to this episode’s partner, Interview Cake, one of the best coding interview preparation courses out there! Learn To Code With Me listeners get 20% off at learntocodewith.me/cake.

Support us here: canadalandshow.com/join Karl Dockstader and Sean Vanderklis, co-hosts of the radio show and podcast One Dish, One Mic, join Jesse to talk about the history of policing back to John A. Macdonald, the killing of Dudley George at Ipperwash in 1995, and how it has impacted their lives as Indigenous men. Plus, Karl and Sean spoke with Senator Lillian Dyck about her call for RCMP Commissioner Brenda Lucki’s resignation. This episode is brought to you by Dispatch Coffee and WealthBar. 

Support us at canadalandshow.com/join Can you really be “cancelled” if you still have a platform? A look at Margaret Wente, Wendy Mesley, and the Mulroneys. And was the Nova Scotia shooter an RCMP informant? Desmond Cole co-hosts. This episode is sponsored by WealthBar and The New Yorker.

Support us here: canadalandshow.com/join Adrian Harewood is a news anchor at CBC Ottawa News and the host of weekly current affairs show, Our Ottawa. This episode is brought to you by WealthBar and SquareSpace.

Now that Jen has thrown out her sourdough starter, it’s time to start paying attention to the race to replace Andrew Scheer. James Moore joins us to run through the field of candidates and explain where the Conservatives stand on the eve of the first party debate. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

$5/month for ad-free Canadaland: https://canadalandshow.com/join Protests have erupted around the world in response to police violence against Black people. Trump is violating the rights of his own people. Police are openly targeting and arresting journalists. Something has changed and Canadian media has failed in covering this historic moment. Sandy Hudson, co-founder of Black Lives Matter Canada and co-host of Sandy and Nora Talk Politics, co-hosts.   This episode is supported by WealthBar and Dispatch Coffee.

China and the US are facing off in what’s being dubbed a new Cold War. And Canada’s stuck in a tight spot. Last week, a BC judge ruled that Huawei executive Meng Wanzhou’s charges meet the bar of “double criminality,” which means she’s one step closer to being extradited to the US. China is not happy. To dig into what’s at stake, we’re joined by Philip Calvert, a former diplomat in China and Senior Fellow with the China Institute of the University of Alberta. Get In touch at oppo@canadalandshow.com or on Twitter @oppocast. This episode of OPPO is brought to you by WealthBar. While OPPO is not made using Patreon funds, CANADALAND's other shows rely on listener support. Please consider becoming a monthly supporter at patreon.com/canadaland

Support us at canadalandshow.com/join The pandemic could be an "extinction event" for American newspapers and so their publishers want their own government bailout. Meanwhile Canadian papers want money from Google and Facebook, too. Jeff Jarvis lays out the problems with all that, and Cory Doctorow and Emily Bell suggest a better way: breaking up the tech giants. This episode is brought to you by Freshbooks and WealthBar. Additional music by Audio Network.

$5/month for ad-free Canadaland: https://canadaland.supercast.tech/ Torstar was just sold for $52 million, droves of people were chastised for going to the park, and Jesse opens himself up to some rare scrutiny. Erica Ifill co-hosts. This episode is sponsored by WealthBar.

$5/month for-adree COMMONS by clicking here. Over the last two months, Nova Scotians have endured tragedy upon tragedy. The worst mass murder in modern Canadian history. A helicopter crash and the death of a Snowbirds’ pilot. And all the while, COVID-19 ravaged the biggest long-term care home in Atlantic Canada. COMMONS: Pandemic is currently focusing on how COVID-19 is affecting long-term care in Canada.   Featured in this episode: Jennifer Henderson (Halifax Examiner), Janice Keefe To learn more: “Nova Scotia's lives lost to the COVID-19 pandemic” by Taryn Grant, Cassidy Chisholm, Elizabeth Chiu and Alex Cooke in CBC Nova Scotia “The Northwood board has been expressing “grave concern” about double occupancy rooms for years” by Jennifer Henderson in the Halifax Examiner “Strang, union clash over COVID-19 concerns at Northwood” by John McPhee in The Chronicle Herald   This episode is sponsored by Wealthbar  Additional music from Audio Network “I Am a Man Who Will Fight for Your Honor” by Chris Zabriskie, adapted.

Support us here: http://canadalandshow.com/join The child welfare system is failing Indigenous children, and APTN's Kenneth Jackson can't stop covering it. His reporting throughout the COVID-19 pandemic has given him a glimpse of what political will could do to transform it. This episode is brought to you by WealthBar, The New Yorker, and Article.   Additional music by Audio Network

Violent attacks on racialized people are on the rise in Canada — especially against those who look East Asian. We’re joined by reporter Joanna Chiu to discuss what happens when we conflate the actions of a government with individual people. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

$5/month for ad-free Canadaland by clicking here. Bryan Adams pulls a Morrissey, an Indigenous ceremony is broken up by the RCMP, and Ghomeshi attempts another comeback. Ryan McMahon co-hosts. This episode is sponsored by WealthBar and Hover.  

$5/month for ad-free Canadaland by clicking here. When police searched journalists’ offices in the Alberta legislature, we wondered how government reporters were faring in the age of COVID-19. And after securing millions from the federal government, Canada’s big newspaper chains are finding new ways to ask for more money. Allison Smith co-hosts. This episode is sponsored by WealthBar and Article.

$5/month for ad-free Canadaland by clicking here. Kenny Hotz achieved fame as the co-star of Kenny vs. Spenny, one of Canada’s most successful TV shows. The comedy series, built around a competition between two supposed friends and the crude humiliation of the loser, premiered on the CBC in 2003. It was cancelled after just one season, but was then picked up in the U.S. and became an international sensation. It’s been a decade since the last episode of Kenny vs. Spenny went to air, and Hotz reflects on the legacy of the show, the nature of his own success, and the possibility of a reboot, in what turned out to be a revealing discussion.  This episode is brought to you by WealthBar and Squarespace.

What does the new ban on assault-style firearms in Canada mean? And what’s going on with the dog-whistle racism in the Conservative leadership race? Zain Velji co-hosts. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

$5/month for ad-free Canadaland by clicking here. The more we learn about the shooting in Nova Scotia, the worse it becomes. And did the star-studded Stronger Together COVID-19 special show us anything but how completely anachronistic celebrity has become during this pandemic? Seriously. Did anyone watch it? Tim Bousquet co-hosts. This episode is sponsored by Audible and WealthBar.  

$5/month for ad-free Canadaland by clicking here. The confluence of the pandemic, reliance on police for information, and slashed newsroom budgets means that reporting on the Nova Scotia shooting was all but doomed from the start. And a tweak to government media subsidies makes more organizations eligible for the funding. Tim Bousquet co-hosts. This episode is sponsored by WealthBar and HelloFresh.

Can Canada get diaper pail-ready? We’re joined by economist Dr. Lindsay Tedds to help make sense of the long-term economic impacts this recession could have on Canada. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar, Audible, and HelloFresh. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

It began as a mysterious disease from a far off place. It turned into the deadliest plague humanity has faced since the Black Death. AIDS has ravaged and reshaped us in so many ways. But in Canada, the battle against AIDS wasn’t just a fight against a virus. It was a fight against a system that didn’t care if some people lived or died. Featured in this episode: Gary Kinsman, Darien Taylor, John Kozachenko To learn more: Queer Progress: From Homophobia to Homonationalism by Tim McCaskell AIDS Activist: Michael Lynch and the Politics of Community by Ann Silversides Never Going Back: A History of Queer Activism in Canada by Tom Warner This show was brought to you by our patrons. Please consider becoming a monthly supporter.  This episode is sponsored by Wealthbar, Freshbooks & Images Festival

It’s everywhere. It’s all anyone’s talking about. It’s dominating headlines and social media feeds. So of course we’re going to talk about Tiger King. There’s also been plenty of erratic behaviour created by the pandemic, from volatile markets to a volatile Albertan health minister and Jen’s emergent prepper tendencies. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar and Audible. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

$5/month for ad-free Canadaland by clicking here. Reporter Justin Ling speaks with prisoners across Canada terrified of COVID-19 sweeping through the prison population.  This episode is brought to you by WealthBar, Audible, and Hover. Additional music:  "Contention" "Scenery," and "Dark Alleys" by Kai Engel, "Unanswered Questions" by Kevin MacLeod, and "Cylinder Five" by Chris Zabriskie.

$5/month for ad-free Canadaland by clicking here. Has the messaging about whether to wear a face mask been contradictory? How do you report on sports in a world without them? And a roundup of the bad COVID-19 coverage from the last week. Morgan Campbell co-hosts. This episode is sponsored by Audible and WealthBar.

There have been books and songs and plays written about Anna Mae Aquash. But she was no folk hero — she was flesh and blood. A young Mi'kmaq woman who took up arms against the United States government, Anna Mae was a revolutionary. But when she was found murdered in the South Dakotan countryside, it tore her movement apart. It took thirty years to find out who pulled the trigger. But that’s not the same thing as knowing who’s responsible for her murder.  Featured in this episode: Kevin McKiernan, Steve Hendricks To learn more: From Wounded Knee to Standing Rock: A Reporter's Journey by Kevin McKiernan The Unquiet Grave: The FBI and the Struggle for the Soul of Indian Country by Steve Hendricks The Spirit of Annie Mae by Catherine Anne Martin   This show was brought to you by our patrons. Please consider becoming a monthly supporter.  This episode is sponsored by Wealthbar, Freshbooks & Images Festival Additional music: “Unanswered Questions” and “Clean Soul” by Kevin Macleod, “I Am A Man Who Will Fight For Your Honor” by Chris Zabriskie, and “The Wrong Way” by Jahzzar adapted. “I dunno” by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque

$5/month for ad-free Canadaland by clicking here. COVID-19 coverage continues, for the most part, to be even-handed. But that’s not why you listen to this podcast. A look at what’s going wrong in Canadian reporting, as well as the personal and economic impact the pandemic is having on newsrooms. Jan Wong co-hosts. This episode is sponsored by PolicyMe, Audible, Article, and WealthBar.

As the realities of COVID-19 begin to take hold in Canada, the strains on our society become most visible where we're most vulnerable. A veteran SARS reporter, Ian Young of The South China Morning Post joins to help put it all in perspective. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar and FreshBooks. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

$5/month for ad-free Canadaland by clicking here. Independent movie theatres were in trouble before COVID-19 became a global pandemic, and now even the industry giants like Cineplex are taking a hit. Eric Veillette, programming director at Toronto’s Revue Cinema, joins to unpack the ongoing distribution conflict between rep cinemas and Cineplex. Also, Jesse Wente, Exec-Dir. of the Indigenous Screen Office, joins to talk about what COVID-19 means for movie theatres and whether or not it's curtains for the movie exhibition industry.  This episode is brought to you by WealthBar, Squarespace, and HelloFresh

$5/month for ad-free Canadaland by clicking here. In a time like this, we’re so flooded with information that good, quality journalism matters more than ever. But that doesn’t mean there isn’t stuff to make fun of. Plus, how are newsrooms coping with the realities of a contagious virus? Jesse Hirsh co-hosts. Go to supportcfuv.ca This episode is sponsored by Freshbooks and WealthBar.

It’s one of the most audacious plots in North American history. Turn a Caribbean island nation into a criminal state — then use the money to fund Neo-Nazis and Klansmen across Canada, the US and Europe. The scariest part? They almost pulled it off.  Featured in this episode: Stewart Bell (Global News) To learn more: Bayou of Pigs: The True Story of an Audacious Plot to Turn a Tropical Island into a Criminal Paradise by Stewart Bell Cups Up: How I Organized a Klavern, Plotted a Coup, Survived Prison, Graduated College, Fought Polluters, and Started a Business by George Malvaney   This show was brought to you by our patrons. Please consider becoming a monthly supporter.    This episode is sponsored by Wealthbar and Audible.    Additional music: “Spheres” (Hip Hop Instrumental) by Robbero (c) copyright 2013 Licensed under a Creative Commons Attribution (3.0) license.

$5/month for ad-free Canadaland by clicking here. As COVID-19 is declared a global pandemic, how are Canadian media handling the coverage? And what opportunities can moments of crisis provide for a shift in business reporting? Garth Mullins co-hosts. This episode is sponsored by WealthBar, Freshbooks, Dispatch, and Hover.

What does the largest single-day drop in the price of oil in almost two decades mean for Canada’s economy? How will it affect growing frustration in Alberta? And have you washed your hands since you started reading this? Wash your hands. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar and FreshBooks. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

$5/month for ad-free Canadaland by clicking here. Is The New York Times a model for success in the news business, or a monolithic news brand that's crushing the competition? Former BuzzFeed News editor-in-chief Ben Smith just started his media columnist at the Times. And his first column is titled: "Why the Success of The New York Times May Be Bad News for Journalism"   This episode is sponsored by WealthBar, SquareSpace, and Historica Canada.

In 2015, five young people were arrested for smuggling cocaine into Australia. They had a common connection: Slava P, a music editor at VICE Canada. At the time of the bust, Slava was silent. But years later, he decided to sit down and tell us everything. CANADALAND senior producer Kasia Mychajlowycz has turned those conversations, and subsequent reporting, into our new investigative series, Cool Mules. Kasia talks with Jesse about how the story came together, the ethics of giving Slava a platform and what it all says about the media. Subscribe to Cool Mules right now or get all six episodes ad-free for $5/month by clicking here. This episode is brought to you by Dispatch Coffee, WealthBar, and Article.

$5/month for ad-free podcasts by clicking here. Do journalists need to be protestors to get better access to Wet'suwet'en solidarity actions? Plus, the Teck Frontier oilsands mine withdraws its application and who the media is blaming will shock you - or not. Media Indigena's Rick Harp co-hosts from Winnipeg. This episode is brought to you by Audible and WealthBar.

Over the course of a week, Trudeau changed his tune from promising patience and cooperation with Wet'suwet'en land defenders, to asserting the rail blockades must be removed. Why the sudden 180? Plus, Teck withdrew its application for a $20 billion mine project. And four MPs have released the Buffalo Declaration, a manifesto demanding more respect for Alberta.  This episode is sponsored by WealthBar, FreshBooks and listeners like you. To support our work and get ad-free podcasts, go to Patreon.com/canadaland  

$5/month for ad-free CANADALAND by clicking here. In a rare interview, Nardwuar talks about his career, his techniques, his reputation and what keeps him going after more than 30 years of blowing minds.   This episode is sponsored by FreshBooks, WealthBar and Article. 

$5/month for ad-free Canadaland by clicking here. Jason Kenney’s War Room sets its sights on that white whale of fake news: The New York Times. And as protests spread, reporting on Wet’suwet’en remains fairly feeble. Jeremy Klaszus co-hosts. This episode is sponsored by WealthBar, Squarespace, Article, and HelloFresh.

$5/month for ad-free Canadaland by clicking here. Jordan Peterson’s familial PR team, Christie Blatchford’s legacy, Ezra Levant’s civil disobedience, and the campaign to discredit national protests. Nora Loreto co-hosts. This episode is sponsored by Audible, FreshBooks, and WealthBar.

The race to replace Andrew Scheer as Conservative leader is on. Who are the key players, and what issues do they face in their bid for the job? For insight, we’re joined by former Harper strategist Ken Boessenkool. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar and FreshBooks. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.

$5/month for ad-free Canadaland by clicking here. Last week, the RCMP arrested six people for obstruction on Wet’suwet’en territory. They then threatened to arrest the journalists who were there covering the ongoing conflict between protestors and police. In response, the Canadian Association of Journalists (CAJ) stated “we remind the BC RCMP that Canada is not a police state. Police do not have the right to control what is published.” CAJ president and former Executive Director of News for APTN Karyn Pugliese joins. This episode is sponsored by WealthBar, PolicyMe, The New Yorker, and Hover.

The Harts are Canada’s first family of professional wrestling and one of the most famous dynasties the country has ever produced. And sure, wrestling is scripted.  But what happens when reality begins to invade that fiction? The story of the Harts is one of triumph and tragedy that transcends the world of pro wrestling.  Featured in this episode: Damian Abraham, Omar Mouallem To learn more: Wrestling With Shadows by Paul Jay The Squared Circle: Life, Death, and Professional Wrestling by David Shoemaker “The Rise and Fall of Wrestling’s Weed-Dealing, Cat-Breeding Phenom” in Rolling Stone by Omar Mouallem   This show was brought to you by our patrons. Please consider becoming a monthly supporter.  This episode is sponsored by Wealthbar and Audible.  Additional music: “Unanswered Questions” by Kevin Macleod and “Cylinder Five” by Chris Zabriskie, adapted.   “I dunno” by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque   “SUNBIRDS” by BOCrew (c) copyright 2012 Licensed under a Creative Commons Attribution (3.0) license. Ft: THEDEEPR / THECORNER / feat : FORENSIC /  

Eight years ago, it would have been nearly impossible to imagine the incredible impact fintech would have on the financial services industry today. And even now, we’re just scratching the surface of what this industry can become in the future. In a change of pace, today’s episode is an introduction to one of our favourite podcasts: Fintech Impact. You’ll hear host Jason Pereira interview Tea Nicola, CEO of Wealthbar, and our own Pawel Brzeminski, CEO of Snap Projections. The Fintech Impact Podcast is hosted by Jason Pereira who explores the fintech space and interviews its major players — both incumbents and newcomers. Whether they’re trying to make existing finance players more efficient or looking to disrupt the industry altogether, this show explores their impact on consumers and the industry as a whole. Listen in to hear about Wealthbar’s acquisition of Snap Projections, what that relationship will look like going forward, and Tea and Pawel’s shared vision for how fintech can impact the industry — and the lives of average Canadians. What You’ll Learn in This Episode: Why a partnership between Wealthbar and Snap Projections makes sense (2:05) What the end product looks like for both clients and advisors (6:30) Pawel’s product-building philosophy (16:40) Revealing Tea and Pawel’s wishes for their industry (23:00) The biggest challenges Tea and Pawel have faced in scaling their companies (27:05) What gets these founders out of bed every morning (30:55) Links and Resources: Wealthbar Tea Nicola Snap Projections Pawel Brzeminski Fintech Impact Jason Pereira Quotes from the Episode: “It just made sense to basically own software that is going to eventually become what I want to see, which is a vision for a full practice management platform for an independent financial advisor.” — Tea Nicola “This is technology that’s gonna enable you, not threaten you.” — Jason Pereira “In a lot of cases, it actually takes an advisor to make adjustments. I don’t think we can really have a fully automated tool that can provide the best solution for every single case.” — Pawel Brzeminski With their shared goal of transforming the financial services industry in Canada and making the lives of both advisors and consumers easier, Tea and Pawel’s recent partnership i

Conflict and controversy as Gavin McInnes and others remember Voice of Montreal, a government-subsidized community newspaper in the 90s that grew into a global brand. This episode originally aired on February 3, 2014.  This episode is brought to you by WealthBar, the FreshBooks, Away, and listeners like you. Please consider becoming a monthly supporter on Patreon.

Every year, Bell shines the spotlight on mental health for Let’s Talk Day. So we’re taking a look at their prison phone contract, which advocates say exacerbate mental health problems for inmates. Featuring Souheil Benslimane, coordinator and co-founder of the Jail Accountability and Information Line and co-author of a report that calls Bell’s contract with with Ontario prisons "predatory." Read the viral Twitter thread from the Toronto Prisoners’ Rights Project that inspired this episode. This episode is sponsored by WealthBar, Audible and CFUV. CANADALAND is supported by listeners. If you like what we do, please consider supporting us at Patreon.com/canadaland.

Gerald Regan was the premier of Nova Scotia, the founder of a powerful political dynasty, and one of the most prolific sexual predators in Canadian political history. Even after his death last November, few in the establishment are willing to recognize, let alone reckon with, his crimes.  This episode contains graphic depictions of sexual violence and won’t be suitable for all listeners. Featured in this episode: Stephen Kimber, Maggie Rahr To learn more: Aphrodisiac: Sex, Politics, Power and Gerald Regan by Stephen Kimber  “Uncomfortable silence at Province House” in The Coast by Maggie Rahr “The complicated narrative of Gerald Regan” in The Chronicle Herald by Andrea Gunn This show was brought to you by our patrons. Please consider becoming a monthly supporter.  This episode is sponsored by Wealthbar and Audible.    Additional music: “Clean Soul” by Kevin Macleod, “Cylinder Five” by Chris Zabriskie, and “Easy Life” by Lee Rosevere, adapted. "I dunno" by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque "SUNBIRDS" by BOCrew (c) copyright 2012 Licensed under a Creative Commons Attribution (3.0) license. Ft: THEDEEPR / THECORNER / feat : FORENSIC /

Jen Gerson and Sandy Garossino break down where exactly Canada fits amid the ongoing hostilities between Iran and the U.S., and then discuss the prospect of a royal relocation. Get in touch at oppo@canadalandshow.com or on Twitter @OPPOcast. This episode of OPPO is brought to you by WealthBar and FreshBooks. While OPPO is not made using Patreon funds, CANADALAND’s other shows rely on listener support. Please consider becoming a monthly supporter.  

Pulitzer Prize-winning journalist Paul Watson resigned from the Toronto Star in 2015 when they banned him from reporting on a story. We spoke to him at the time, while he was still working on getting it published elsewhere. The story has since come out and won a National Magazine Award. We follow up to figure out what he knew that the Toronto Star didn't want him to publish. During the conversation, a new story emerges about mental health in the newsroom.  Paul writes extensively about his years as a war correspondent and his mental health struggles in his 2007 memoir Where War Lives. His latest book is Ice Ghosts: The Epic Hunt for the Lost Franklin Expedition. This episode is brought to you by WealthBar, Opencare, and our listeners. Please consider becoming a monthly supporter.

Summary:In this 103rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Tea Nicola, Co-founder and CEO of Wealthbar, and Pawel Brzeminski, Founder and CEO of Snap Projections, to talk about what led to their companies’ partnership, fintech’s rise and the financial planning industry’s move towards technology, and more. Episode Highlights: ● 00:46: – Wealthbar is one of Canada’s first robo-advisors. ● 01:18: – Snap Projections is a financial planning platform for advisors. ● 02:38: – Tea was interested in Snap Projections after using it herself for years as a solution to having to do calculations in Excel and then manually transfer data over into reports for clients. ● 04:33: – Pawel was interested in the relationship because he wanted a partner to help grow and improve the platform. ● 06:44: – Snap Projections has helped Wealthbar grow because it has been helpful to own software that allows advisors to work more efficiently and effectively service more clients. ● 08:15: – Pawel believes Snap Projections has added a lot of value for advisors over the years, including estate planning. In the future he’d like to develop APIs. ● 11:11: – Tea’s vision is for a platform that automates routine tasks but has a human safety net to help you understand your finances. ● 13:09: – Tea envisions her advisors as salaried employees on the same level as her developers as opposed to the current model of advisors as sole proprietors of their business. ● 17:33: – Pawel intends to reduce friction and heavy lifting for advisors by providing recommendations to advisors while acknowledging that no one algorithm can account for all scenarios. ● 21:19: – Snap Projections has between 600-700 feature requests on their list right now. ● 21:40: – Pawel wants to spend more time exploring issues around stress testing. ● 22:03: – Algorithms are better at doing the heavy lifting but a human still needs to be involved to make sure the recommendations apply to a client’s reality. ● 24:21: – If Tea could change one thing about the industry it would be that the average Canadian’s financial literacy level would go up tenfold. ● 25:45: – If Pawel could change one thing it would be to change the backend of financial planning software to focus less on the individual and more on the household. ● 28:26: – The biggest challenge Tea has faced in scaling Wealthbar to where it is today would, again, be the issue of financial literacy. ● 29:33: – Pawel’s biggest challenge in scaling Snap Projections was lack of resources. ● 32:40: – What most excites Tea is the way the industry is changing and moving towards more technology, including AI. ● 35:33: – Pawel is most excited by helping people and seeing the impact he’s making. 3 Key Points 1. The ideal robo-advisor platform would automate routine tasks while allowing clients to speak to a human for deeper understanding and specific issues. 2. Increasing the level of financial literacy among the population is crucial for the growth of fintech. 3. Canadian tax code poses a challenge for advisors because of its focus on the individual rather than the household. Tweetable Quotes: ● “I’ve always had this vision in my mind of a busy mom walking into her house with a bunch of groceries and getting a push notification from Wealthbar... and she can react to it with one button and at the same time have access to an advisor if things aren’t clear enough.” –Tea Nicola ● “It’s all about making planning pleasant and easy to use. We don’t have to use all the complex tools with lots of inputs. It’s all about making sure that information that we’re using to make decisions is right in front of us.” –Pawel Brzeminski ● “FInancial planning and investment management is a slow and boring process. If it’s exciting, you’re doing it wrong.” –Tea Nicola Resources Mentioned: ● Facebook – Jason Pereira’s Facebook ● LinkedIn – Jason Pereira’s LinkedIn ● FintechImpact.co – Website for Fintech Impact ● Wealthbar Website – https://www.wealthbar.com/ ● Snap Projections Website – https://snapprojections.com/ ● Tea Nicola Twitter: https://twitter.com/teanicola?lang=en ● Pawel Brzeminski Twitter: https://twitter.com/pawelwb?lang=en Full Transcript See acast.com/privacy for privacy and opt-out information.

For 150 years, the Olands have been one of Canada’s most prominent brewing dynasties, the makers of Moosehead Beer. But in the last decade, they’ve made the news for much darker reasons. Richard Oland was murdered in 2011. And police and prosecutors believe that he was killed by his only son.  Featured in this episode: Greg Marquis To learn more: Truth & Honour: The Oland Family Murder Case that Shocked Canada by Greg Marquis Shadow of Doubt: The Trials of Dennis Oland by Bobbi-Jean MacKinnon “Murder and a Maritime dynasty: The Dick Oland case” in Maclean’s by  Nicholas Köhler and Tamsin McMahon. This show was brought to you by our patrons. Please consider becoming a monthly supporter.  This episode is sponsored by Wealthbar and Audible.  Additional music: “Clean Soul” by Kevin Macleod, “Cylinder Five” by Chris Zabriskie, and “Running Water” by Jason Shaw, adapted. I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque

For more than half a year, protesters in Hong Kong have clashed with police. Legacy media organizations in Canada have covered the protests, but a big part of the conversation is taking place somewhere else. Producer Tiffany Lam reports on a disruption at Hong Kong protest zine exhibit in Toronto and wonders how much Canadian media adopts Chinese Community Party lines.   This episode is brought to you by WealthBar, Squarespace, and our listeners. Please consider becoming a monthly supporter. Additional music: “Unanswered Questions” by Kevin Macleod, “Western Shores” by Philipp Weigl, and “Drop of Water in the Ocean” by Broke for Free,  adapted. SUNBIRDS by BOCrew (c) copyright 2012 Licensed under a Creative Commons Attribution (3.0) license. Ft: THEDEEPR / THECORNER / feat : FORENSIC / eighteen pieces (soda) by Soda (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license.

The Sahotas are Vancouver’s most notorious slumlords. For decades they’ve let their buildings rot, leaving their tenants to live in filth and desolation. But the Sahotas are not like any other dynasty you’ve ever heard of. Their story is far stranger, and far darker, than anything you can imagine. Featured in this episode: Jen St. Denis, Christopher Cheung (The Tyee), Sam Dharmapala To learn more: “For low-income residents in Vancouver, a different kind of real estate crisis” by Wendy Stueck and Mike Hager in The Globe and Mail “’Out-of-control’ SROs: Everyone wants to help, but no one seems to have the tools” by Denise Ryan in The Vancouver Sun “Room 821” by Crackdown This show was brought to you by our patrons. Please consider becoming a monthly supporter.  This episode is sponsored by Freshbooks, Audible and Wealthbar. Additional music: I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque eighteen pieces (soda) by Soda (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license.  SUNBIRDS by BOCrew (c) copyright 2012 Licensed under a Creative Commons Attribution (3.0) license. Ft: THEDEEPR / THECORNER / feat : FORENSIC / “I Am A Man Who Will Fight For You Honor” by Chris Zabriskie, adapted.  “Unanswered Questions” by Kevin Macleod, adapted. This episode originally aired on November 27, 2019.

Everyone knows that Andrew Scheer resigned because of his tuition scandal; what this podcast presupposes is: maybe he didn’t? And the manufactured outrage surrounding Jody Wilson-Raybould’s office. Hadiya Roderique co-hosts. This episode is brought to you by Freshbooks, WealthBar, Audible, and our listeners. Please consider becoming a monthly supporter. 

The Desmarais family is by far the most influential Canadian dynasty of the last half-century. But if you don’t live in Quebec, chances are you haven’t even heard of them. Paul Desmarais had Prime Ministers and Premiers in his pocket and billions of dollars at his disposal. He wasn’t just a Laurentian elite; he was the Laurentian emperor.  Featured in this episode: Robin Philpot (Derrière l'État Desmarais: Power) To learn more: Derrière l'État Desmarais: Power by Robin Philpot Rising to Power: Paul Desmarais and Power Corporation by Dave Greber “Chrétien and Bouchard, sitting in a (very expensive) tree” by Martin Patriquin in Macleans’ This show was brought to you by our patrons. Please consider becoming a monthly supporter.  This episode is sponsored by Freshbooks, Leesa and Wealthbar. Additional music: I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque reNovation by airtone (c) copyright 2019 Licensed under a Creative Commons Attribution (3.0) license.  “Lee Rosevere” by A List of Ways to Die, adapted. 

More details have emerged about Warren Kinsella’s secret work to expose Maxime Bernier as a racist. And what’s at stake as the CBC renegotiates its licence to broadcast in Canada? Steve Faguy co-hosts. This episode is brought to you by FreshBooks, Audible, WealthBar, and our listeners. Please consider becoming a monthly supporter. 

The Sahotas are Vancouver’s most notorious slumlords. For decades they’ve let their buildings rot, leaving their tenants to live in filth and desolation. But the Sahotas are not like any other dynasty you’ve ever heard of. Their story is far stranger, and far darker, than anything you can imagine. Featured in this episode: Jen St. Denis, Christopher Cheung (The Tyee), Sam Dharmapala To learn more: “For low-income residents in Vancouver, a different kind of real estate crisis” by Wendy Stueck and Mike Hager in The Globe and Mail “'Out-of-control' SROs: Everyone wants to help, but no one seems to have the tools” by Denise Ryan in The Vancouver Sun “Room 821” by Crackdown This show was brought to you by our patrons. Please consider becoming a monthly supporter.  This episode is sponsored by Freshbooks, Audible and Wealthbar. Additional music: I dunno by grapes (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license. Ft: J Lang, Morusque eighteen pieces (soda) by Soda (c) copyright 2008 Licensed under a Creative Commons Attribution (3.0) license.  SUNBIRDS by BOCrew (c) copyright 2012 Licensed under a Creative Commons Attribution (3.0) license. Ft: THEDEEPR / THECORNER / feat : FORENSIC / “I Am A Man Who Will Fight For You Honor” by Chris Zabriskie, adapted. 

For our 50th episode, we have 50 demands for the government. What's on your wish list? Email oppo@canadalandshow.com or tweet @OPPOcast.    Support Canadaland Media at patreon.com/canadaland   This episode is sponsored by FreshBooks (freshbooks.com) and WealthBar (wealthbar.com/canadaland).   Additional music: Hooky with Sloane by Bird Creek Creative Commons — Attribution 3.0 Unported— CC BY 3.0 https://creativecommons.org/licenses/... Music provided by FreeMusic109 https://youtube.com/FreeMusic109

A conversation about the similarities between journalism and porn becomes a tense disagreement about online shaming. Jon Ronson, journalist and author of The Psychopath Test and The Men Who Stare at Goats, talks about his recent podcast The Last Days of August, which examines the death of a Canadian-born porn star who was publicly shamed on Twitter. The episode is brought to you by WealthBar, Squarespace, Article, and listeners like you. Please consider becoming a monthly supporter on Patreon.

A national news media start-up hires then fires its staff in a month. Also, Elizabeth May has harsh parting shots for the media. Freelancer Sarah Hagi co-hosts (and spills the tea on FreshDaily) This episode is brought to you by WealthBar, Squarespace, The New Yorker, HelloFresh, and listeners like you. Please consider becoming a monthly Patreon supporter.   CORRECTION: In this episode, Jesse says that on the day the Toronto Star/Associated Press story about unsafe drinking water in 11 Canadian cities broke, the Globe and Mail was among the news sites that did not promptly pick up the story. This is inaccurate: the Globe ran the AP’s story before 8am on the morning of Monday, November 4th. We regret the error.  

A look at the smaller parties' fates, a farewell to Elizabeth May, and the cabinet prediction that's giving Justin nightmares.   Get in touch at oppo@canadalandshow.com or on Twitter/Facebook @OPPOcast. See OPPO live at the Hot Docs Podcast Festival on November 7. Buy tickets here.   Support Canadaland Media at patreon.com/canadaland.   This episode was sponsored by Freshbooks (freshbooks.com/oppo) and WealthBar (wealthbar.com/canadaland).

The latest headlines & happenings in Edmonton's tech community. This week: local startups, entrepreneurs, and innovative projects were celebrated last week during Edmonton Startup Week, the UCP government has eliminated five tax credit programs that supported tech, AirMarket Inc. is working with Telus to deploy drones, Snap Projections has been acquired by WealthBar, EACOS is recruiting, Honestdoor has expanded to Calgary, and applications are being accepted for the 2020 Edmonton Science Fellowship.

Welcome to the new Exponential Minds Podcast where Global Futurist Nikolas Badminton speaks to amazing thinkers that dream bigger and impact the world with their thinking and actions. This episode features Nikolas Badminton having an in-depth talk with Jonathan Narvey at Wealthbar on the future of finance. Nikolas Badminton is a world-respected futurist speaker that provides keynote speeches about the future of work, the sharing economy, and how the world is evolving. Nikolas is based in Vancouver, BC, and speaks across Canada, USA, UK, Asia, and Europe. See more at www.nikolasbadminton.com

More and more activities that previously took place in person are happening online these days. But is it possible to be an effective financial advisor and build strong relationships with clients online? Today’s guest believes that it is, and he has the experience to back that up. David Dyck is a Certified Financial Planner and a Chartered Investment Manager. He joins the podcast today to talk about working at the Canadian robo-advisor service WealthBar. David is a Financial Advisor, Portfolio Manager and Head of Client Services at WealthBar. David began his career in financial services with CIBC where he held a number of positions. He was awarded an Unsung Hero Award for his work helping clients and colleagues improve. In his current position at WealthBar, he works with clients all over the country and helps to develop technologies that will transform the financial advice industry. Topics Discussed in This Episode: What brought David to WealthBar Why planning is an important focus at WealthBar How to help people understand the value of financial planning How to get clients engaged in the planning process How to make planning more accessible to clients How working with clients online increases trust Improving communication with clients, including the importance of timing and placement How advisors can work with WealthBar Combating the biggest risk to client success Links and Resources: David on LinkedIn Meet David Dyck WealthBar Email David at David.Dyck@wealthbar.com Quotes from David: “I wanted to be somewhere where I felt my philosophy really aligned with the company’s.” “We offer financial planning services to people who aren’t even clients yet.” “I believe that working online and having phone calls with clients makes it easier to build trust than in person.” Some financial advisors see robo-advisors as the enemy, but they don’t have to be. In today’s show, David shares what he’s learned as a Head of Client Services at WealthBar that can help you better run your financial advisory practice. Here, we’re sharing three highlights from the episode: Combating the biggest risk to client success The 2 main concerns clients have… and how to h

In the Episode #8 of the MoneySaver Podcast, we talk to Tea Nicola, CEO of Wealthbar, a robo-advisor.  We talk about robo-advisors, women in the boardroom, investing advice and Nicola Wealth Management funds.   2.49   How did your family connections help you get started? 4:55 Tell us what your firm is, what it does and what led you to opening this type of firm instead of a traditional firm. 7:55 How's it going so far and who is your typical client? 9:20 Suppose I'm one of those pre-retirement people. How much advice would I receive from you and how do you deliver it? 11:40 I understand that In your firm, I will have a dedicated advisor. That is different from other firms that are robo-advisors. 14:00 And how do you like being a woman in the financial services industry? And how do you feel about encouraging female clients to handle their own money? 18:06 Are women well represented within your client base? 19:57   You are also involved in the government of Canada's digital industries table. Can you tell us what that is and why you decided to take part? 23:08 You are also part of Nicola Wealth Management in that you offer some of their funds. How do you decide how much of the managed funds go into somebody's account vs the ETFs that you also use. 25:30 What are the top 3 tips that you have found helpful? 28:37 Do you offer a socially responsible portfolio?    

During this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions to clients. Learn the story behind this fintech company, what they are offering present and future clients, and what it took to bring this company to fruition.● 00:53 – WealthBar doesn’t have physical offices—everything is done online or over the phone.● 01:26 – Tea earned her Electrical Engineering degree and interned at Nicola Wealth Management in Vancouver.● 02:10 – She worked as a financial advisor for several years.● 05:26 – WealthBar’s efficiencies help lower the cost to pass the savings to the consumer.● 08:05 – Clients can onboard themselves and deposit money without an advisor. ● 09:48 – One of the biggest differences between WealthBar and their competitors is the level of financial planning that WealthBar does.● 11:36 – On the accumulation side, WealthBar has a module built into their website where users can enter basic information and see where savings will take them.● 13:26 – There is full inside and outside sales support for financial advisors.● 20:21 – Proper financial advisement takes education on the advisor and client side.● 21:36 – There are still people that want advisement even if they could do it themselves.● 22:06 – WealthBar currently has a team of 30 people based in Vancouver.● 22:48 – Changing the way that advisors work with their clients and represent their professionalism are the opportunities that Tea is most excited about.3 Key Points:1. Clients can onboard themselves and deposit money without an advisor. 2. WealthBar offers a conversation with an advisor within the first five seconds that you are on the website, and again within the first 20 seconds when you sign up.3. All of WealthBar’s client-facing portfolio managers are also CFPs, accommodating areas like retirement planning and estate planning.Tweetable Quotes:- “WealthBar is one of Canada’s leading robo advisers, and by robo advisor we mean that we do everything a traditional financial adviser would do.” – Tea Nicola.- “People don’t have a very high understanding of finances at all, and often times they just need that reassurance.” – Tea Nicola.- “For the more complex financial planning we actually use Snap Projections.” – Tea Nicola.Resources Mentioned:● LinkedIn – Jason Pereira’s LinkedIn● Facebook – Jason Pereira’s Facebook● Woodgate Financial – Website for Woodgate Financial● Tea Nicola – LinkedIn for Tea Nicola● WealthBar – Website for WealthBar See acast.com/privacy for privacy and opt-out information.

Drew and James talk about the past week, and mention the new events for the week of December 7th. The second part of the show is an interview with Chris Nicola, Co-founder & CTO of WealthBar, as well as a co-organizer of the Vancouver Polyglot events.