Bridgehouse Asset Managers

BridgeBytes

Business EN ↓ 173 episodes

BridgeBytes provides snackable content suited for you and your clients. If you're looking for insights from our managers or our investor behaviour and mental health subject-matter experts, you've come to the right place.

Be sure to visit the podcast's website and support the creator: bridgehousecanada.com

Author

Bridgehouse Asset Managers

Category

Business

Podcast website

bridgehousecanada.com

Latest episode

Sep 9, 2026

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Episodes

T. Rowe - Positioning Financial Advice in a World Influenced by Social Media Video 09.09.2026

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.

T. Rowe - Connecting to Younger Clients by Asking the Right Questions Video 09.09.2026

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.

T. Rowe - How Jargon Can Hurt Trust with Younger Investors Video 09.09.2026

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.

T. Rowe - Shifting from Goals-Based to Value-Based Conversations Video 09.09.2026

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.

T. Rowe - Rethinking Your Target Clients Video 09.09.2026

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.

T. Rowe - Opportunities in the "Next Wave" of Wealth Video 09.09.2026

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

Mental Health and the Financial Advice Relationship - The PERMA Model in Action Video 09.09.2026

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.

Mental Health and the Financial Advice Relationship - Managing Stress with the PERMA Model Video 09.09.2026

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. 

Mental Health and the Financial Advice Relationship - Understanding Individual Zones of Optimal Functioning Video 09.09.2026

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.

Mental Health and the Financial Advice Relationship - How Stressed Are Financial Advisors? Video 09.09.2026

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

Sionna – Canadian Infrastructure Projects on the Horizon Video 09.09.2026

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.

Sionna – Where Is Canada Positioned for Growth? Video 09.09.2026

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.

Sionna – How Are Chemical and Fertilizer Markets Faring? Video 09.09.2026

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.

Sionna – Refined Petroleum Product Shortages Video 09.09.2026

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.

Sionna – The Potential Consequences of the Conflict in Iran Video 09.09.2026

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

Brandes – The Margin of Safety Video 21.08.2026

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

Brandes – Semiconductors and AI Opportunities Video 21.08.2026

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

Brandes – Value Misconceptions and the Quality Spectrum Video 21.08.2026

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

Brandes – Are Investors Late to the Party? Video 21.08.2026

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

Strategies for Sharing Mental Health Resources 10.12.2025

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)

Financial Planning & Mental Health 10.12.2025

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)

Sionna – Canada as an Oil Supplier 10.12.2025

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

Nuveen – Why Impact Reporting Matters Today 10.12.2025

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)

Nuveen – Nuveen's Deal with Amazon Reforestation Bond 10.12.2025

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

Nuveen – Nuveen's Approach to Impact Investing 10.12.2025

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)

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