Podcasts about Wealthsimple

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

After a year of incredible gains, the crypto market's been coming back to earth. On this week's TLDR, we look at the dynamics influencing the crypto market in 2025 — and what they might mean for the future. Plus, a biotech company's been working on a life extension drug for dogs. We look at the science behind it — and the business opportunity in front of it. And, the internet's been shaped and reshaped by growth marketers. Wealthsimple's VP of Growth Marketing explains how AI is changing the game. This episode was hosted by Devin Friedman, business reporter Sarah Rieger and former hedgefunder Matthew Karasz, with an appearance by Wealthsimple's VP of Growth Marketing Simon Lejeune. Follow us on other platforms, or subscribe to our weekly newsletter: linkin.bio/tldrThe TLDR Podcast is offered by Wealthsimple Media Inc. and is for informational purposes only. The content in the TLDR Podcast is not investment advice, a recommendation to buy or sell assets or securities, and does not represent the views of Wealthsimple Financial Corp or any of its other subsidiaries or affiliates. Wealthsimple Media Inc. does not endorse any third-party views referenced in this content. More information at wealthsimple.com/tldr.

Self-employed? Learn how to save money on taxes, maximize write-offs, and avoid CRA mistakes in this episode of In Her Wallet!In this episode, host Sofiia sits down with Chartered Professional Accountant Cindy Kumar to break down self-employment taxes and how freelancers, consultants, and small business owners can navigate tax season with confidence.Topics covered:Key differences between taxes for employees vs. self-employed individualsSmart tax deductions & common write-off mythsAudit triggers & how to avoid red flags with the CRAShould you incorporate? The pros & cons for tax savingsHow accountants add value beyond tax software like TurboTaxMaximizing retirement plans (RRSP) for self-employed individualsWhether you're a freelancer, consultant, or small business owner, this comprehensive guide will help you avoid tax pitfalls, save money, and stay compliant.Listen now on Spotify, Apple Podcasts & YouTube!Have a tax question? Drop it in the comments!Cindy's resources:100 Tax Write-Offs Cheat SheetBook a Free 20-Min Financial Clarity Session with CindyRegister for 4-Week Tax Course for Self-EmployedIn Her Wallet's resources:Listen to EP64 You Guide to Filing Personal Income Taxes with Wealthsimple's Caroline CorbeilGet Your Monthly Budget Planner for $20Watch Episodes on YouTube!

Jackie Sanz, Protiviti's Managing Director in the Risk & Compliance Solution, hosts Risky Women Radio, featuring Naomi Bartlett and Natasha Anzik discussing AI's role in risk management. Naomi, from IGM Financial, highlights the challenges of balancing regulatory changes, team development, and AI adoption. Natasha, from Wealthsimple, emphasizes the need for speed, stakeholder trust, and adaptability. Both discuss AI's impact on customer support, financial advising, and compliance, including AML and privacy. They stress the importance of governance, risk-averse strategies, and leveraging AI for thematic analysis and automation to enhance efficiency and risk management. SHOW NOTES 02:50 Challenges in Managing Risk 08:40 Impact of Post-Pandemic Technology Adoption 16:15 Naomi's Perspective on AI Use Cases and Governance 23:15 Building a Risk-Disciplined Strategy 31:39 Future Value of AI in Second Line Practices Get Transcript and more compliance content: https://www.riskywomen.org/2025/03/podcast-s8e2-adoption-of-ai-to-support-2nd-line-functions/

Melissa Brock is a college money expert, freelance writer, and full-time financial editor covering higher education, investing, personal finance, mortgages, college savings, insurance and more. She develops SEO plans for companies and has written SEO content for Investopedia, The Balance, HigherEducation, Rocket Mortgage, Breeze, Personal Capital, The Journal of College Admission, UNest, College Ave, College Finance, Niche, Benzinga, The Simple Dollar, Bankrate, Wealthsimple and more. She also developed her website, College Money Tips, to help families navigate the college journey.In this episode, Melissa shares tips for using blogging and SEO for business growth in 2025. She unpacks her journey from journalism to establishing her SEO-centric blog and business, College Money Tips. Tune in for insights on keyword research, building domain authority, and leveraging organic content to attract clients. Melissa also covers the importance of having a blogging strategy, the use of AI in content creation, and the role of backlinks. Whether you're a beginner or looking to enhance your blogging efforts, this episode provides so many great tips and strategies to help you succeed!Connect with Melissa Brock:collegemoneytips.comcollegemoneytips.lpages.co/6secretsinstagram.com/melissa.brockKey Takeaways:(03:05) Melissa's journey into the world of blogging and SEO(04:55) Starting College Money Tips and offering one-on-one services(07:35) The purpose of using SEO for blogging success(10:10) SEO tools and strategies for beginners(14:25) Backlinks and domain authority(22:15) Structuring content trees(29:25) How Melissa balances blogging and client workDon't forget to grab the FREE Teacher Biz Starter Guide! teacherbiz.com/StartConnect With Heather:teacherbiz.com/aboutinstagram.com/teacherbiz

In episode 88 of In Her Wallet podcast, I'm diving into the 7 financial red flags that might be holding you back in 2025. These could be personal habits or behaviors you've noticed in yourself or others—like your partner or family members—that silently sabotage financial health. I'll share personal stories for each red flag and the solutions that have worked for me, giving you practical steps to tackle them head-on. This episode is all about helping you reflect, reset, and make smarter financial decisions this year—starting today! Resources referenced: Check out Monthly Budget Template by In Her Wallet Start investing with Wealthsimple

Tricia is featured today during our Month of Inspiration! Tricia was stuck in a cycle of getting into debt and paying it off, over and over. Then she found Erin and Get The Hell Out Of Debt, and now she's an expert at her own money and rapidly increasing her net worth.  Tricia's Etsy shop: https://www.etsy.com/ca/shop/TriciasTakes  Email info@erinskyekelly.com to get on the Summer Money Camp waitlist.  Let's both get $25 when you fund a Wealthsimple account. Use Erin's referral code: DFN0XA

In this year-end episode of Disruptors x CDL: The Innovation Era, hosts John Stackhouse and Sonia Sennik take a look back at 2024's groundbreaking tech stories and gaze ahead to what 2025 might bring. Joined by Sean Silcoff, technology reporter for The Globe and Mail for 12 years, they explore the rise of AI, the space economy, Canada's evolving tech ecosystem, and the influence of political shifts on innovation.Sean sheds light on the evolving tech ecosystem, from Canadian companies like Wealthsimple and D2L bouncing back with renewed valuations, to the challenges posed by brain drain, capital gains taxes, and global competition.The trio also discusses the political landscape's influence on tech, including the re-election of Donald Trump and his administration's implications for big tech, crypto innovation, and international tariffs. They delve into trends like trust in AI and dual-use technologies, the growing prominence of armed drones, and the surge of defense investments in hardware and innovation.Whether you're curious about Canada's tech resurgence, fascinated by AI's evolution, or keen to explore the intersection of politics and technology, this episode is packed with insights and foresight.

“We are about to see a bunch of people who are powerful, successful, and feel like they know the best way to do things bring this approach into government.” The BetaKit Podcast reviews the biggest tech stories of 2024 before doling out annual letter grades for Shopify, Wealthsimple, Cohere, and many more. A podcast so good we had to record it twice. Have a different take on 2024? Let us know: podcast@betakit.com. The BetaKit Podcast is presented by ‘Devious Web,' a Shelley Grandy mystery novel available in digital or paperback formats. A successful Canadian entrepreneur is offered millions from Silicon Valley for his data analytics business. As CEO Tom Oliver considers the deal, he is targeted by an unknown perpetrator, and his friend, homicide detective Jason Liu, must strive to keep him safe. If you enjoyed ‘Suits' and ‘Succession,' this book is for you. Order your copy today.

The continuing rise in esports betting – expected to hit $2.5 billion (U.S.) in 2024 – and the partnership between Bet99 and PandaScore which was announced last week – prompted us to bring back Steven Salz to the Gaming News Canada Show presented by GBG Plc. The founder and CEO of Rivalry, which cut its teeth at inception on esports wagering back in 2017, answered our questions about the still-growing engagement by fans and bettors around Fortnite, CounterStrike, Dota2, Valorant, etc. That conversation reminded us of our first encounter with Salz back in 2022 just after the opening of Ontario's regulated sports betting and online gaming market, when he compared Rivalry with Wealthsimple and Robinhood when referring to its customer base. So, that led us to get Salz's thoughts on the recent rumbling about Robinhood contemplating a deeper dive into wagering in the aftermath of the U.S. election. He also addressed the growing popularity of crypto as the currency of choice among gamblers, including among the offshore casino industry, and Rivalry's focus on accelerating its position as a “global, crypto-native operator”. (Salz reminded us that the AGCO's rules around deposits in Ontario's legal gambling business forbid the use of crypto). Rivalry has undergone a major transformation in 2024 and Salz expanded on the company's release of its latest financial results at the end of November. Finally, he gave us some parting thoughts about Ontario emerging as a good story for the company over the past year. Hosted on Acast. See acast.com/privacy for more information.

Inspiring stories from outstanding Canadian businesspeople, since 2009.  The Entrepreneur: Brett Huneycutt, CPO and co-founder, Wealthsimple Founded by friends aiming to democratize investing for a new generation of Canadians, Wealthsimple has shown remarkable growth over the past decade with three million users and is arguably already one of the country's top ten financial institutions. Mike and Dan wanted to delve into the product and tech with co-founder Brett Huneycutt, an Oxford graduate and Rhodes Scholar who still isn't certain the company will ever need a brick-and-mortar branch. Mike also wonders if the US President-elect is bluffing, and Dan shares a story about Canadian brain drain in tech with the sudden departure of chipmaker Tenstorrent; the duo also discuss content marketing and PR amid a chaotic media environment, preview the holiday Movers & Shakers Alum show, and talk about a pivot toward more podcasting and other online content for the new year. For more thought leadership and advice from the BDO team, visit www.BDO.ca. For more information about Inspiring Entrepreneurs programming in the new year, contact TNKR Media.

On this episode of The Unlimited Podcast, Brian welcomes Som Seif, a trailblazer in the Canadian wealth management space and the founder of Purpose Unlimited. Som's career is marked by a series of innovative milestones, from launching one of Canada's first ETF companies, to co-founding Wealthsimple, to creating the world's first Bitcoin and Ethereum ETFs. Som shares his insights into the evolving wealth and investment management landscape, highlighting the importance of aligning investment strategies with personal values and financial goals (sounds familiar to us here at Ginsler Wealth!). In addition, Som reveals the lessons learned from his business and entrepreneurial experiences, his vision for the future of financial services, and his best advice for success. Som Seif is the Founder and Chief Executive Officer of Purpose Unlimited, which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012 and the Co-Founder of WealthSimple Technologies Inc. Prior to Claymore Investments, Som was an investment banker with RBC Capital Markets. He has a strong commitment to community and is currently Co-Chair of the UofT Defy Gravity Campaign, a member of the AGO Foundation Board, and Next Canada Board. Timestamps 0:00 Disclaimer and Intro 4:56 Som's "Superhero Origin Story" 9:52 Som's Investment Banking experience 16:47 Launching Claymore Investments 24:42 Building Purpose 30:47 Founding Wealthsimple 33:24 Cryptocurrency & digital assets 39:40 Where does cryptocurrency fit in a portfolio? 46:14 Longevity Pension Fund 49:10 If Som would start a new company, what would it be? 51:12 Som's key advice for success 52:27 Outro

Matt Cohen and John Ruffolo discuss Neo Financial's $80M funding and the concerns surrounding Tencent's involvement, Hopper's layoffs as it pivots to B2B partnerships, and Elon Musk's dual moves with his Department of Government Efficiency and X.AI's stock offering. They also explore the implications of ServiceTitan's IPO ratchet clause and Wealthsimple's $100M secondary share purchase ahead of a potential IPO.(01:13) Neo Financial's Tencent ControversyNeo Financial's $80M equity financing revealed Tencent Holdings as a lead investor, sparking concerns about Chinese involvement in Canadian financial services.* Tencent is a passive investor with no board seat or sensitive data access, but the lack of transparency raised questions.* John's Take: “If safeguards are in place, why not openly embrace a credible investor like Tencent? Mishandling the PR has fueled unnecessary suspicion.”(04:39) Hopper's Layoffs and Strategic PivotHopper cuts 10% of its workforce, following a 30% reduction last year, as it shifts focus to B2B partnerships with firms like Capital One and Uber.* B2B now accounts for two-thirds of Hopper's revenue.* John's Analysis: AI could transform Hopper's operations, but revenue compression and dependency on Expedia create challenges.(09:53) Musk's Moves: DOGE and XAIElon Musk enlists Sriram Krishnan for his Department of Government Efficiency (DOGE) initiative while leveraging his X.AI venture to benefit Twitter investors.* DOGE: Musk's team focuses on reducing government inefficiency through red tape reduction, technology adoption, and spending optimization.* X.AI Stake Offering: Musk grants a 25% stake in X.AI to Twitter investors to offset valuation losses post-acquisition.* John's Insight: “Musk is creating an interconnected ecosystem where partners benefit from his entire portfolio, a brilliant move to maintain loyalty and long-term value.”(06:00) Wealthsimple's Secondary TransactionsWealthsimple purchased $100M in employee shares at a $5B valuation, positioning for a potential IPO.* Signals: Minimal gap between common and preferred shares indicates readiness for public markets.* Performance: Reportedly cash flow breakeven, driven by a strong crypto portfolio and $8B AUM.* Matt's Take: “This secondary move shows maturity and sets the stage for long-term growth under new leadership.”(18:29) ServiceTitan's Ratchet Clause and IPO ImpactServiceTitan's IPO is propelled by a compounding ratchet clause from its Series H funding.* What's a Ratchet? Investors get more shares if IPO valuation falls below a set threshold, diluting existing shareholders.* John's Take: “Compounding ratchets penalize employees and distort economic interests. They're a clear sign of investor concerns during the funding crunch.”Follow Matt Cohen and Tank Talks here!Podcast production support provided by Agentbee.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

In this episode of the EUVC podcast, Andreas sits down with Michael McGraw, Principal at Inovia Capital, a €415M growth equity fund headquartered in Canada but making waves in Europe.Inovia has €2.3B in assets under management and a track record of backing companies like Cohere, Lightspeed, Neo4j, and Wealthsimple. Mike brings a unique perspective shaped by his journey from LP at CDPQ—one of the world's largest pension funds—to leading growth-stage investments at Inovia. Together, we'll dive deep into the evolving role of European LPs, exploring why embracing a higher risk appetite could yield outsized returns and drive systemic innovation.We'll also discuss Inovia's strategy for scaling Series B to pre-IPO companies across North America and Europe, shedding light on key challenges and opportunities in the software space. Whether you're an LP curious about market dynamics or a founder navigating growth-stage fundraising, this episode is packed with insights you won't want to miss.Go to eu.vc to read the core take-aways.Chapters:01:00 Meet Michael McGraw from Inovia01:59 Inovia's Strategy and Focus02:23 Inovia's European Expansion03:22 Success Stories and Notable Investments04:05 The Role of CDPQ and Mike's Experience04:55 Canadian vs. European VC Ecosystems07:22 CDPQ's Investment Strategy11:42 Challenges for European LPs16:49 Fundraising in Europe: Insights and Observations27:27 Firepower and Fund Allocation28:05 Late Stage Market in Europe28:28 Investment Strategies and Risk Appetite29:49 Challenges in European Venture Growth Capital 31:45 Government's Role in Venture Capital32:27 Canadian Venture Capital Action Plan34:09 Fund of Funds in Europe37:45 Mike McGrath's Background41:41 Lessons Learned in Venture Capital48:06 Fundraising Tips for VCs

In this episode of The Startup CEO Show, host Mark MacLeod interviews Mike Katchen, Co-founder and CEO of Wealthsimple. Discover how Wealthsimple has transitioned from a single-product company to a multi-product leader in financial services.Listen in for tips on maintaining control, leadership strategies, working within regulatory frameworks, and evolving with client needs. Plus, learn how Mike's personal growth, fitness routines, and mental health strategies contribute to his effective leadership.Join us for an episode filled with practical advice and inspiring stories from one of Canada's top startup leaders!------------------------------How many times a day do you think "This meeting could have been an e-mail"?Fellow is the only AI Meeting Assistant that transcribes, summarizes, and centralizes your meeting workflow by connecting to your calendar and existing productivity tools.Go to https://fellow.app/ and discover the best way to enhance productivity today!----------------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

“I think we're going to build the largest Canadian financial institution. That is a giant opportunity, and our focus on delivering that in Canada has helped us grow way faster.” Ten years in, Wealthsimple is profitable with $50 billion in AUA. How did the company get here and what comes next? Co-founders Brett Huneycutt (CPO) and Michael Katchen (CEO) join for a special birthday podcast. The BetaKit Podcast is presented by Uber Canada. Uber's driving positive change for riders, drivers, and communities across Toronto. Learn more about how Uber is moving Toronto forward.

Many cultures still believe that investing and financial planning is a man's job, and as a result, many women still hesitate in planning their own financial futures. In this episode, I sat down with Anne Steptoe, VP of Platform Engineering at Wealthsimple where she leads multiple teams including Developer Tools, Data & ML Platform, Infrastructure and IT. We talked about the barriers to investing for women, especially racialized women and how fintech is making this more accessible across a broad demographic. Anne also gives valuable advice on what women can do to champion their own leadership journey and achieve career success in corporate Canada. This is one episode you do not want to miss!

Economics can often seem daunting, filled with complex theories and jargon that can leave the average person scratching their head. But today's guest, Kyla Scanlon, is on a mission to change that. In this episode, we have an insightful conversation with Kyla, a financial educator, content creator, and host of Wealthsimple's TLDR podcast, who has built a significant following by making economics accessible and engaging. Kyla's ability to break down complex topics into digestible, relatable content has resonated with a broad audience, from TikTok to YouTube, and today, she shares her journey with us.   Kyla began her career creating content during the GameStop frenzy, which quickly propelled her into the spotlight. She has since become a voice for the new generation, offering a fresh perspective on economics that is both informative and entertaining. Her book, In This Economy, provides a plain language overview of economics, aiming to help everyday people understand what's happening in the world around them.   In this episode, we explore various topics, including the role of vibes in the economy, the housing market, and the future of financial markets. Kyla also discusses her thoughts on the differences between investing, speculating, and gambling, and how these concepts play out in today's financial landscape.   Key Points From This Episode:   (00:03:22) Introduction to Kyla Scanlon and her journey into financial education. (00:07:12) The importance of making complex topics accessible to a broad audience. (00:10:45) Discussion on how Kyla's content creation career took off with GameStop. (00:14:32) The role of vibes and sentiment in the economy and how it influences market behavior. (00:17:55) Kyla's perspective on the housing market and why it's crucial for the economy. (00:22:06) The distinction between investing, speculating, and gambling. (00:26:43) Kyla's thoughts on the impact of social media on financial markets. (00:31:19) The importance of understanding economic indicators like GDP and inflation. (00:36:02) Why the Federal Reserve exists and its impact on the economy. (00:37:56) Fed's toolkit: rates, balance, guidance, market support. (00:42:03) Understanding economics can be difficult for many. (00:45:17) Social media: Tool with impact on economy. (00:46:47) Media's business model based on clicks, negativity. (00:49:53) Constantly seeking new projects, connecting people to economics. (00:53:10) Younger generation relies on social media for news.   Links From Today's Episode:   Rational Reminder on Apple Podcasts — https://podcasts.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582 Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/@rationalreminder/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP

In this episode of the Manifestation and Money Podcast, Jenni welcomes Angie Ross, a former high school personal finance teacher turned money coach. Angie shares her journey from teaching to becoming a Certified Cashflow Specialist, motivated by the lack of personal finance knowledge among adults. She discusses her 'anti-budget' philosophy, which she developed in response to the high failure rates of traditional budgets. Instead of tracking every purchase, her system focuses on a 'weekly spendable' number that ensures all important expenses and savings goals are met proactively. Angie explains how she uses 'life jacket' accounts to allocate funds for specific goals, and offers advice on using high-interest savings accounts through platforms like Wealthsimple. The conversation also delves into the differences between short-term and long-term property rentals, highlighting Angie's experiences with Airbnb in Quebec. She encourages listeners to take small steps towards their financial and career goals, emphasizing the importance of knowing one's actual expenses and income. Angie concludes by offering her anti-budget workshop as a resource for those looking to improve their money management. Angie Ross (BBA, BEd, CCS) is a Certified Cash Flow Specialist and Money Coach who has been spreading her expertise passionately as a financial educator for the past 20 years. She prides herself on providing unbiased, straightforward financial mentorship, allowing her clients to achieve their financial dreams without painful “budgeting”. Website: www.angierossmoneycoach.com Instagram: https://www.instagram.com/angieross.moneycoach/ The Anti-Budget Webinar: https://angie-ross-money-coach.ck.page/166490c088 Thank you for being a part of our online community. It takes guts to break the status quo and carve your own path to financial independence. We know firsthand! Thank you for being a part of our online community. We're cheering you on as you take the steps to educate, empower & motivate yourself into a life that is authentically you. This is your life, so make it one you LOVE.        Speaking of love… We'd love if you would subscribe to the podcast & leave an honest rating and review. This helps us grow as a community & reach more people who are curious about taking charge of their own lifestyle. Connect with Us, Chris & Jenni: On Instagram @4_Leaf_Lifestyle On Instagram @ManifestationAndMoneyPodcast Cheers to manifesting a life you love & matching up the income streams to support it. Want to increase your income by an extra $1000+ a month? Check out our FREE 15 Side Hustle Guide for straight forward ideas that you can start today! Visit: https://www.4leaflifestyle.com/moneyideas

Anesti Danelis is an award winning comedian, musician, writer, and filmmaker from Canada whose work has been featured on VICE, People Magazine, AV Club, Daily Mail UK, Extra TV and other radio and TV shows across the globe. He has an hour-long musical comedy special streaming worldwide on Next Up Comedy, has taped multiple television sets for CBC as part of the Winnipeg Comedy Festival, and has been heard on CBC radio's Laugh Out Loud. His comedic videos consistently go viral, raking in over 400 million views and listens, and nearly 1 million followers online. He's also created songs and ads for a few brands, like Splice, Adobe, Wealthsimple, International Delight, Trojan, and more. ​ As a live act he tours his musical comedy specials to festivals earning both audience and critical praise. His debut show was announced as a Top 8 Best Comedy Shows at the Edinburgh Festival Fringe (Amused Moose Comedy Awards), and he has been nominated for Best Variety Act at the Canadian Comedy Awards, and has performed in Just for Laughs Montreal .Anesti Danelis is guest number 422 on My Time Capsule and chats to Michael Fenton Stevens about the five things he'd like to put in a time capsule; four he'd like to preserve and one he'd like to bury and never have to think about again .For live shows and everything else Anesti, visit https://www.anestidanelis.com .Follow Anesti Danelis Twitter & Instagram: @AnestiDanelis .Follow My Time Capsule on Twitter, Instagram & Facebook: @MyTCpod .Follow Michael Fenton Stevens on Twitter: @fentonstevens & Instagram @mikefentonstevens .Produced and edited by John Fenton-Stevens for Cast Off Productions .Music by Pass The Peas Music .Artwork by matthewboxall.com .This podcast is proud to be associated with the charity Viva! Providing theatrical opportunities for hundreds of young people. Get bonus episodes and ad-free listening by becoming a team member with Acast+! Your support will help us to keep making My Time Capsule. Join our team now! https://plus.acast.com/s/mytimecapsule. Hosted on Acast. See acast.com/privacy for more information.

“The world is loopy. Everything is a cycle. Everything is a product of compounding changes.” Summer is almost over, so hear from these Canadian tech leaders as you prepare to get back to work in September. Featuring insights from Michael Katchen (Wealthsimple), Daniel Eberhard (Koho), Dax Dasilva (Lightspeed), Stuart Lombard (Ecobee), and Tobi Lütke (Shopify). Presented by AWS Startups: accelerate your innovative ideas with AWS credits of up to $100,000 through the AWS Activate program.  

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation research, portfolio design, and the challenges and opportunities in the private investment space.Topics Discussed• Ben's transition from institutional investors to portfolio construction and his learnings from Bridgewater• The impact of a health crisis on Ben's career and his shift to Wealthsimple• The essence of long-term investing and the importance of putting money at risk in a reasonable way• The exploration of privates as a first step in diversifying investment portfolios• The challenge of tracking error constraints in portfolio design and how Wealthsimple navigates this• The behavioral advantage of privates and the fear of giving up liquidity• The difficulty for active managers to reliably outperform without overweighting certain sectors• The role of gold and commodities in diversifying portfolios and mitigating risk• The importance of putting money at risk in a reasonable way and avoiding performance chasing• The potential of leverage as a diversifying tool or a risk-reducing tool• The constraints and considerations in adding leverage to portfolios• The personalization of portfolio construction and the shift towards risk parityThis episode provides a deep dive into the world of portfolio construction, the role of privates in diversifying portfolios, and the challenges of tracking error constraints. Ben Reeves offers valuable insights from his experience at Wealthsimple and Bridgewater, making this a must-listen for anyone interested in investment strategies and portfolio design.This is “ReSolve's Riffs” – published on YouTube Friday afternoons to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

In this episode, Ken sits with Kelly-Marie Melville, Senior Manager of Sales Operations and Enablement at Wealthsimple, as she shares her intriguing career transition from chemical engineering to leading sales enablement. They discuss the challenges and innovations in sales technology, the strategic use of AI to enhance sales coaching, and compliance's critical role in the financial industry. Kelly-Marie's insights provide a valuable perspective on evolving sales practices and the future of AI in enhancing customer relationships.

"When we unveiled the company and the product to the world, the hope was 'people are going to be excited.' Or maybe we're completely wrong." Can a ragtag team of ex-BlackBerry employees and fanboys bring mobile keyboards back with Clicks? Clicks' Kevin Michaluk (CrackBerry) and Jeff Gadway (BlackBerry) join to explain what prompted them to build an iPhone keyboard in 2024. The answer may surprise you as much as the gadget's target customer. Presented by Float, co-hosts of In the Black: Building Enduring Businesses. Learn what's top of mind for Canada's fastest-growing companies, including Xanadu, Wealthsimple, and Float.

When robo-advisors first came onto the scene, they were pitched as an easy way to access index funds. These digital platforms provide algorithm-driven financial planning and investment services, with little to no human supervision, and typically use passive investment strategies. But while this technology has revolutionized access, not all robo-advisors are created equal. In today's episode, Mark, Ben, and Cameron sit down to discuss the role of robo-advisors as passive investors, and the performance disparity in robo-advisor returns, as they investigate different robo-advisors, from Wealthsimple to Wealthfront. Next, in this week's version of ‘Would you rather?', we have robo-advisors pairing off against active bank mutual funds, with each of our hosts debating the pros and cons of these two approaches. For our aftershow section, we discuss listener feedback, interesting community discussions, Ben's addiction to Excel, and much more. Tune in for a deep dive into robo-advisors and how to navigate this technology! Key Points From This Episode:   (0:04:20) The history of robo-advisors and how they are used today. (0:08:30) Why there is such a marked dispersion among robo-advisor portfolios; an overview of Wealthsimple's portfolios and the changes they've made over time. (0:16:00) Wealthsimple's investment returns, fees, and an attribution analysis. (0:24:19) Why Wealthfront pulled value out of their factor-tilted portfolios in 2022. (0:26:13) PWL's investment approach and why no strategy is truly passive. (0:30:43) What the average investor needs to understand when using a robo-advisor. (0:32:02) Wealthsimple's value proposition and why people are drawn to it. (0:33:33) Our ‘Would You Rather?' Question: Would you rather put all your money with a robo-advisor or in a big bank actively managed mutual fund? (0:40:30) The growth of passive investing vs active management in the financial industry. (0:44:12) AI's impact on financial planning and an update on new calculators we've released. (0:52:38) Aftershow section: listener feedback, community discussions, leasing versus buying vehicles, Ben's addiction to modelling, and more.   Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFPWealthsimple — https://www.wealthsimple.com/en-ca Wealthfront — https://invest.wealthfront.com/ Rational Reminder Episode 308: Dan Bortolotti — Episode 299: The Most Important Lessons in Investing — https://rationalreminder.ca/podcast/299 The Money Scope Podcast — https://moneyscope.ca/Episode 251: Covered Calls — https://rationalreminder.ca/podcast/251 Ashleigh Madison: Sex, Lies & Scandal — https://www.netflix.com/za/title/81602884   —    Papers From Today's Episode:    ‘Are Banks Better Money Doctors?' — https://www.researchgate.net/publication/377037694_Are_banks_better_money_doctors_An_analysis_of_mutual_fund_flows_of_bank_and_non-bank_funds_using_Canadian_data

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, and Wealthsimple. David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, Bruce Power, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

“I think it would be a mistake if we make Canada even less competitive at such an incredibly important moment in time for us to embrace competition and productivity.”  Michael Katchen (Wealthsimple) and Daniel Eberhard (Koho) join BetaKit editor-in-chief Douglas Soltys for a wide-ranging conversation on Canada's productivity, entrepreneurship, and competition crises. Financial innovation, open banking, Real-Time Rail, and capital gains taxes might also come up. Recorded live at INNOVATEwest. The BetaKit Podcast is presented by Osler, Hoskin and Harcourt LLP. Osler, the leading law firm for startups, high growth companies and investors in Canada, has released its third annual study of 486 anonymized Canadian venture capital and growth equity financings.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, Bruce Power, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, Bruce Power, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, Bruce Power, U15 Canada, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, Bruce Power, U15 Canada, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, Bruce Power, U15 Canada, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

Curse of Politics was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as CN Rail, Bruce Power, U15 Canada, and Wealthsimple.  David Herle, Scott Reid, Jordan Leichnitz and Kory Teneycke provide insights on the latest in Canadian politics. Plus, our weekly segments #Clippings + #HeyYou!Thank you for joining us on #CurseOfPolitics. Please take a moment to give us a rating and review on iTunes, Spotify, Stitcher, Google Podcasts or your favourite podcast app.Watch conversations from Curse of Politics via Air Quotes Media on YouTube.

In episode 64 of the In Her Wallet Podcast, Sofiia is joined by Wealthsimple's Tax Expert Caroline Corbeil for a conversation on filing personal income taxes in Canada. From learning the difference in filing taxes as employed vs self-employed, to understanding tax brackets and strategies to maximize deductions, this episode covers everything you need to know to file taxes in 2024! Plus, we explore how significant life changes, such as getting married, buying a home, or becoming parents, can impact your tax filings. If you want to be equipped with actionable tips and insights relevant to most recent tax system changes, this episode is for you! Support the showFollow the show, leave us a 5-star review, and join our growing community of women building the futures they've always dreamed of.

At first glance, you probably couldn't tell that Mallory Greene is in the funeral industry.  She's not an older, stuffy man in a dark suit…she's a young woman who got her start as a member of Wealthsimple's founding team. Today, she's the CEO and Co-Founder of Eirene, a funeral service provider that's disrupting the industry with their affordable prices and tech-driven approach.  Much like Mallory herself, Eirene isn't your typical funeral company. They're incredibly transparent with the families they serve, educating them while prioritizing their comfort to guide them through a simplified arrangements process.On this episode, Mallory answers questions like: how does she navigate being an outsider in the funeral industry? How do her views on mortality allow her to create strong bonds with customers? And how has she scaled her business in a highly regulated, traditional industry?Mallory talks about:What she learned as an early Wealthsimple team memberHow a regulatory battle nearly cost her her businessDistinguishing herself in an antiquated industryWhy choice and availability always winsStepping into a new leadership roleWe have a new website!Visit andsosheleft.com for full episodes, transcripts, an application form to be on the show, a list of upcoming guests and more.Hosted by Katherin Vasilopoulos. Made by Cansulta and Ethan Lee.Music by © Correspondence and © Chris Zabriskie, published by You've Been a Wonderful Laugh Track (ASCAP). Songs used in this episode include: Chris Zabriskie - "Air Hockey Saloon," "The Sun is Scheduled to Come Out Tomorrow," "I Am Running a Marathon with Thousands of Other Highly Qualified People Who Are All Trying to Defeat Me," "Short Song 022123,"  "Short Song 022823," "Short Song 030623," "We Always Thought the Future Would Be Kind of Fun," "Another Version of You," "I Can't Imagine Where I'd Be Without It," "Rewound."Correspondence - "On Again."Used under the Creative Commons 4.0 International License

Tricia was stuck in a cycle of getting into debt and paying it off, over and over. Then she found Erin and Get The Hell Out Of Debt, and now she's an expert at her own money and rapidly increasing her net worth.  Tricia's Etsy shop: https://www.etsy.com/ca/shop/TriciasTakes  Email info@erinskyekelly.com to get on the Summer Money Camp waitlist.  Let's both get $25 when you fund a Wealthsimple account. Use Erin's referral code: DFN0XA

**Click here to be a founding member of the So Money Members Club**Today's show: Investing advice for entrepreneurs, how to secure life insurance, socially responsible investing tips, and how to best manage a low-performing pension.Some resources mentioned on the show: Morningstar Sustainability Ratings, Sustainalytics, WealthSimple, Betterment, and Ellevest. Hosted on Acast. See acast.com/privacy for more information.

Ben Reeves, the CIO at Wealthsimple, oversees one of Canada's fastest growing and most trusted consumer finance companies. Offering distinctive insights, Ben explores the dynamics between institutional and retail investors and discusses the pivotal role that alternative investments play in optimizing portfolios.

In this episode, Simon and Dan start the episode by talking about Scotiabank's bad earnings results and if it is a sign of things to come for Canadian banks. We then talk about Binance settlement with the department of justice, Biosteel assets being sold out of bankruptcy, Black Friday sales numbers and Wealthsimple new private equity offering. Tickers of stocks discussed: BNS.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Sign up to Stratosphere for free

“When you're a FinTech you're a second-class citizen when it comes to accessing infrastructure, and so you're spending a lot of time trying to innovate on table stakes, which takes away from the actual innovation that you want to offer.” Wealthsimple VP and chief compliance officer Hanna Zaidi joins for a wide-ranging conversation on what's impeding financial services modernization, and what Canadians are missing because of it. Sponsored by Float (Finance on auto-pilot) and SAAS NORTH (use the code 'betakit25' to get your tickets).

Lex chats with Adam Felesky, CEO and co-founder of Portage - an investment firm focused on fintech and financial services. Felesky discusses his background in finance and tech, his experience as an entrepreneur, and the investment opportunities he sees in the fintech sector. He emphasizes the importance of understanding the nuances of different verticals within fintech and the potential for incumbent transformation in the industry. Felesky also discusses the current market environment for fintech investments and the challenges and opportunities it presents. He suggests that M&A activity and buyouts may play a role in the recovery of the fintech market and advises investors to be prepared for companies to stay private longer. MENTIONED IN THE CONVERSATION Portage's Website: https://bit.ly/3ttPRmOAdam's LinkedIn profile: https://bit.ly/3Fi0ThE Topics: investment, investment management, fintech, M&A, ETFs, venture capital, vc, private equity, roboadvisor, AI Companies: Portage, Wealthsimple, Alan, Betterment, Wealthfront ABOUT THE FINTECH BLUEPRINT 

In this episode of the Canadian Investor Podcast, we talk about 7 virtues of investors, TD's investor sentiment index and the most traded stocks according to that index. We finish the episode by talking about Wealthsimple's new stock lending program. Symbols of stocks discussed: TSLA, TRP, T, SHOP, ENB.TO, TD.TO, NVDA, MSFT, BNS.TO, BCE.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Sign up to Stratosphere for free

In the lead up to International Women's Day and during Women's History Month, you'll probably hear a variation of the phrase 'women supporting women' over and over again. But this feel-good trope is more than just a generic cliché or convenient marketing buzz term. It's a real, tangible and invaluable way to thrive in your career. And our host, Avery Francis, is proof. On this episode of Girlboss Radio, Avery invites two of her close friends and confidants: Dr. Sarah Saska and Shavonne Hasfal-McIntosh. Dr. Sarah is a former academic who started her own DE&I consultancy firm called Feminuity. Shavonne the director of Diversity, Equity & Inclusion at Wealthsimple. Given their jobs, Sarah and Shav *could* be in competition with Avery, who helms her own DE&I workplace consultancy. Instead, the three have chosen to be friends—the kind of friends who can share in the frustrations, struggles and sticky moments they face in their industry. This episode gets into Shav and Sarah's career journeys, their approach to job hopping and why the secret to a successful career comes down to finding your own magic sauce. Sign up for Girlboss Daily, our must-read morning newsletter, at girlboss.com/newsletter. You'll get A+ career advice, dream job postings, free coffee every Friday and a few emojis (because we're fun like that), delivered right to your inbox. Looking for your next dream employee? Post your open role on our Girlboss Job Board at jobs.girlboss.com. Girlboss Goods, our women-owned and operated marketplace, makes it easier for you to vote with your dollar while also championing small businesses. Head to girlboss.com/goods. Happy shopping!