Canadian Advisor.cast

The Designed Securities portfolio manager is concerned about equity valuations, political risk, alternatives and more.

Kelly McDonald and Matt Saunders sit down for a candid conversation about the use of AI tools and AI-related risks in the financial services industry.

Mike Floyd, CEO of ThinkForces Advisory Group, on how to get AI right in the Canadian wealth management industry. It is more than a technology shift, he says — it is an opportunity to rethink firm business models.

Health futurist and strategist Zayna Khayat talks about your client's lifespan, healthspan and wealthspan. As our health-care system is transformed by technology and longevity, retirement planning has grown more complex than ever.

Dan Hallett, vice-president, research & principal at HighView Financial Group talks about the product development process, alternative investments, title protection and his return to advocacy work.

Preet Banerjee joins us to talk about how technology and social media are reshaping the wealth management industry — as well as how financial advisors can use new tools to their advantage.

Stephanie Wolfe shares research Global X Investments Canada commissioned on the popularity of financial influencers and what that means for advisor-client relationships.

Canada’s pre-eminent advisor to advisors, and longtime Rotman School of Management marketing professor, talks about promoting your practice and how to use AI.

Canada's top personal finance author is back with The Wealthy Barber Returns. Chilton weighs in on Gen Z money troubles, total cost reporting and why it takes him so long to write a book.

Having earned her Ph. D. in financial planning, Prof T joins us to talk about how to make the business more woman-friendly, and better serve female clients in the process.

A look back at the year from heck. Ben Felix on passive investing, sticking to your beliefs and ETF excess. “Higher-fee, more complex products don’t tend to be great for investors.”

Longevity is redefining financial planning, careers and retirement for millions of Canadians. Simon Chan says, “Not all clients will live to be 100, but there’s good reason for planning to do so.”

Canada's personal finance editor-in-chief talks about financial advice, finfluencers and his unretirement plan. (Hint: it includes writing for  The Globe and Mail .)