BridgeBytes

Patrick Delaney, Insights Director at T. Rowe Price, describes how he would position the role of financial advisors to young investors who prefer to get their financial advice from social media.

Patrick Delaney, Insights Director at T. Rowe Price, shares the number one question he recommends asking clients if you're looking to connect on an emotional level.

Patrick Delaney, Insights Director at T. Rowe Price, explains why jargon-heavy language doesn't resonate with many younger investors and lists out some specific words advisors may want to avoid.

Patrick Delaney, Insights Director at T. Rowe Price, outlines the advantages of shifting from goals-based to values-based conversations when connecting with younger clients.

Patrick Delaney, Insights Director at T. Rowe Price, explains why advisors might want to consider pursuing slightly less wealthy individuals when it comes to approaching younger clients.

Patrick Delaney, Insights Director at T. Rowe Price, shares statistics on the upcoming intergenerational wealth transfer.

Christina Gallo, a mental health therapist with CMHA-Toronto, walks viewers through a case study of a financial advisor using the PERMA Model, a self-care framework.

Christina Gallo, a mental health therapist with CMHA-Toronto, shares a practical tool to help manage self-care in a practical and effective way: the PERMA Model. 

Christina Gallo, a mental health therapist with CMHA-Toronto, explains the correlation between stress levels and professional performance using a concept called the IZOF* Model.

Christina Gallo, a mental health therapist with CMHA-Toronto, shares some statistics on how much stress many advisors are facing in today's world.

Aleksy Wojcik shares updates on Canadian infrastructure projects currently in development that aim to enhance how Canada is able to export commodities to global markets.

Aleksy Wojcik reviews sectors and individual companies in Canada that he believes are well positioned to grow in the coming years and where Sionna sees opportunities.

Aleksy Wojcik explains how the closure of the Strait of Hormuz and resulting blockage of a significant portion of global chemical and fertilizer shipments could potentially affect global planting decisions and crop yields.

Aleksy Wojcik discusses how regions without domestic refining capacity may be affected when jet fuel and diesel shipments are interrupted, due to the closure of the Strait of Hormuz.

Aleksy Wojcik explains how disruptions at the Strait of Hormuz may have long-term consequences for global energy supplies, beyond immediate price swings.

Jeffrey Germain walks through some examples of how he and his team use the margin of safety principle to guide their investment decisions.

Jeffrey Germain explains his investing thesis as it applies to companies within the semiconductor and AI spaces.

Jeffrey Germain clears up some common misconceptions about value investing and describes the kinds of companies value managers look to add to their portfolios.

Jeffrey Germain explains why he believes there are still opportunities within international value stocks, in spite of recent outperformance.

Christina Gallo describes four strategies for sharing mental health resources with clients and emphasizes that, while advisors are not meant to be therapists, they can play an important role in distributing mental health resources where appropriate. (Published: August 2025)

Christina Gallo describes the impact that financial planning can have on mental well-being, and breaks down the differences between mental health and mental illness. (Published: August 2025)

Aleksy Wojcik discusses Canada's potential as a major oil supplier to the U.S. and the rest of the world. (Published: June 2025)

Steve Liberatore talks about how Nuveen's Global Fixed Income Impact Report 2024 won Impact Report of the Year award, what the report entails and the value that the report can bring to clients. (Published: August 2025)

Steven Liberatore explains the rationale behind the Amazon Reforestation Bond, and its potential financial and environmental benefits. (Published: August 2025)

Steven Liberatore shares a quick overview of how his team runs the Nuveen Global Green Bond portfolio and his firm's approach to impact investing. (Published: August 2025)