Insights Into Wealth

Kevin Van Dyk, one of BULLWEALTH’s Managing Director’s, and two members of Fiera’s Canadian Equity investment team, Tony Rizzi and Nick Trottier discuss how the team implements a high quality, strong valuation philosophy that has resulted in long-term outperformance and excellent downside protection when volatility rises throughout the global capital markets. Tony and Nick describe why their team’...

Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Anne Brayley, a Philanthropic Advisor to many families about Strategic Philanthropy. Randy and Anne begin their conversation by discussing the importance of philanthropy in Canada and to both those who give and those who receive. Then, Anne explores the idea that ‘Strategic is Intentional’ when families decide to give and the different o...

Randy Gunn, BULLWEALTH’s Client Strategist, speaks with Barbara Stewart, one of the leading researchers of women in finance and who is recognized worldwide for her work. Prior to Barbara’s current focus, she was a foreign currency trader and a leading portfolio manager with more than 30 years of experience. In today’s podcast, Randy and Barbara discuss how women think about investing and how they...

Kevin Van Dyk, one of BULLWEALTH’s Managing Partner’s, and Jens Hensen, Managing Director and Chief Investment Officer at ValueInvest Asset Management, discuss the investment philosophy, process and strategy of ValueInvest’s Global Equity Portfolio. We have known Jens, and ValueInvest, for many years, as their global equity investment strategy is the defensive ballast in most of our client portfol...

Randy Gunn, BULLWEALTH’s Client Strategist, speaks with Adam Jagelewski, Managing Partner at TwinRiver, a global impact platform advising high-net worth families, foundations and institutional investors on how to implement a positive social and environmental impact on the world we live in. With over a decade of experience that spans from being the co-founder of the MaRS Center for Impact Investing...

Savva Cherdantsev, BULLWEALTH’s Director of Research & Investments, interviews Peter Klein, BULLWEALTH’s Chair of our Asset Allocation and Investment Committees, to discuss the importance of asset allocation within an investment portfolio. Savva and Peter explore the role of asset allocation, some of the steps in determining how an optimal asset allocation is developed, biases towards Canadian equ...

Kevin Van Dyk, BULLWEALTH’s Managing Partner, and Michael O’Sullivan, VP & Portfolio Manager of Fiera’s Industrial Real Estate, discuss the Canadian industrial real estate sector. Michael outlines Fiera’s Industrial Real Estate investment strategy, the opportunities for investors within the Canadian industrial real estate sector, how the industrial real estate market is evolving in terms of tenant...

Darren has a particular interest in the intersection of estate planning and family law, specifically when it involves gifts to children when buying real estate and family business succession planning. As Darren discusses, many of these conversations can be challenging, but necessary, prior to you or your children entering long-term relationships. Most importantly, Darren explains his process to he...

Today, Randy Gunn, BULLWEALTH’s Client Strategist, speaks with Amy Castoro, President and CEO of The Williams Group and author of Bridging Generations: Transitioning Family Wealth and Value for a Sustainable Legacy, to explore how different families prepare for the transfer of wealth from one generation to the next. As you can imagine, the transfer of wealth is a very personal and at times, challe...

Kevin Van Dyk, BULLWEALTH’s Managing Partners, and Shawn Bustin, President & Co-Founder of AgriRoots Capital Management, explore the opportunities presented in the agricultural space, specifically how lending to Canadian farmland organizations can deliver both yield to investors and positive benefits to many farmers who have struggled with factors that may be our of their control. Kevin and Shawn...

Over the past few years, Not-for-Profit Organizations have faced increasing difficulties due to COVID-19 and today, rising inflationary pressures. Randy Gunn, BULLWEALTH’s Client Strategist, and Bruce MacDonald, CEO of Imagine Canada, explore these challenges and some solutions for the future.

Randy Gunn, BULLWEALTH's Client Strategist, explores the importance of Property & Casualty insurance within a client's overall wealth plan. Most of us, when we think about Property & Casualty insurance, we think of the risk that results from the loss or damage to property like our homes or cars, however PNC insurance, when applied in today's context, can protect us against so many other liabilitie...

Kevin Van Dyk, one of BULLWEALTH’s Managing Partners, and Christian Deckart, lead Portfolio Manager and co-CIO of Mawer Investment Management, discuss the opportunities and challenges within global small caps, along with its underlying trends, as well as how Christian and his team have positioned their fund.

Kevin Van Dyk, one of BULLWEALTH’s Managing Partner’s, and Greg Romundt, President & CEO of Centurion Real Estate, discuss the multi-residential real estate market and its underlying trends, as well as how Centurion has built its business and manages their properties throughout Canada. With real estate valuations having risen dramatically over the past decade and expected to rise in the future, BU...

Randy is BULLWEALTH’s newest partner and Client Strategist, and joins BULLWEALTH after many years in the investment advisory and consulting, and investment management arenas. Throughout Randy’s career he has spent many years working with and advising wealthy families and not-for-profit organizations on the investment portfolios and wealth decisions. During our conversation, we explore who Randy is...

Today we are going to discuss wills and estates with our guest, Courtney Petch from Cummings Cooper Schusheim Berliner. Since the beginning of COVID-19, many clients and investors have asked us about updating their Wills and estate plans, so we thought it best to invite an expert who can give us some insights into what to ask when you meet your estate lawyer.

BULLWEALTH’s Managing Partner, Kevin Van Dyk, engages Richard Usher Jones, Portfolio Manager of Canso Investment Counsel, in a conversation on Canso’s investment process and philosophy. Both Kevin and Richard explore the world of fixed income and why Canso, over the past year, has achieved superior outperformance – Partly due to their conservative positioning prior to COVID-19 and then Canso’s dec...

Over the past few years, an emerging framework has become a main stream investment theme. The theme is ESG and it stands for Environmental, Social and Governance. These non-financial factors are becoming a more significant part of every investors decision making process. In today’s ‘Insights into Wealth’ podcast, BULLWEALTH’s CIO, Peter Klein, dives into how ESG came to the forefront and what is n...

BULLWEALTH’s Managing Partner, Kevin Van Dyk, has an engaging conversation with Paul Black, Co-CEO of WCM Investment Management. We met Paul and WCM around 5 years ago when we undertook a search to find a new global growth equity manager. At the time, WCM was just launching its global equity strategy, and our due diligence team found their philosophy and process towards investing extremely unique....

Shifting our focus towards the charitable and not-for-profit sector, BULLWEALTH has invited Bruce MacDonald, CEO of Imagine Canada, and Sharon Avery, CEO of the Toronto Foundation, to share their insights into the many challenges Canadian and Toronto-based not-for-profit organizations are facing in this pandemic year. Also, Bruce and Sharon will explore where most of our giving goes, and how there...

Julian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision making process of searching, hiring and/or removing investment managers for BULLWEALTH’s clients.

In conversation with Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about what role manager due diligence & research plays in investing.

In conversation with Julian Smith, CEO, and Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about consolidated reporting.

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about global diversification and non-correlation of assets.

In conversation with Julian Smith, Chief Executive Officer, at BULLWEALTH, to chat about insight, integrity and independence, and what they mean in the wealth management industry.