WP Talk
WP Talk
WP Talk is a podcast from Wealth Professional Canada, an online and print publication for financial advisors across the country. Go to www.wealthprofessional.ca for all the latest industry news and views or to subscribe to our daily newsletter. Financial Advice, Planning News & Resources | Wealth Professionalhttps://www.wealthprofessional.ca
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Episodes
An advisor plans his own retirement 26.02.2026 31:04
Jeff Keller, Senior Financial Advisor at CI Assante, shares how he's getting ready to retire. Keller shares the technical details and emotional challenges of this process. From the arrangement he's made to sell his book, to how he'll keep working, to how he's mentally preparing for life without his work.
How one advisor invests in, and uses, artificial intelligence 26.11.2025 30:54
Michael Zagari, Investment Advisor & Associate Portfolio Manager at Wellington-Altus Private Wealth, explains why he's applying generative AI tools in his practice and how his use of those tools validate his belief in the investment theme.
Can alts offset volatility in today's market? 16.10.2025 25:46
This episode unpacks how alternatives can be used to manage portfolio volatility. Chad Larson, Partner and Senior Portfolio Manager with MLD Wealth of CG Wealth Management offers his insights into the space.
Hear why Michael Lee-Chin is investing in atomic technologies 28.03.2025 28:31
Learn why Michael Lee-Chin, billionaire chairman of Portland Holdings Inc. is now focused on two key issues facing mankind: clean energy and cancer.
Can history help advisors understand Trump, US policy? 26.02.2025 1:06:38
Dr. Jim Thorne, Chief Investment Strategist at Wellington-Altus Private Wealth explains how advisors can use history to understand the current moment, especially with regards to US policy under President Donald Trump.
A real estate investment built on expanding homeownership 24.07.2024 11:40
North America Home Finance is offering a new approach to real estate investment, built around giving Canadians access to homeownership. Learn how the model works and what it can do for advisors and their clients here.
What makes a great wholesaler? 30.04.2024 41:02
WP Talk goes in depth on wholesaling, interviewing three members of the WP Top 50 Wholesalers List to discover what advisors expect from their wholesalers today.
Morning Briefing: Are Canadians too ashamed to talk about debt? 07.11.2023 3:40
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Canadian hedge fund placed into receivership 06.11.2023 3:40
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Scotiabank departures, RBC agrees settlements, FTX founder jailed 03.11.2023 2:54
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: CRA announces new CPP limits for 2024 02.11.2023 4:03
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Canadian hedge fund investigated over finances 01.11.2023 4:37
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Small businesses are happier with their banks 31.10.2023 3:31
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Canadian consumers could use more financial education 30.10.2023 4:48
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: BMO leadership changes, NBC layoffs 27.10.2023 4:07
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Economists react to BoC rate pause 26.10.2023 4:21
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: BoC to announce latest rates decision 25.10.2023 4:50
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: New sustainable investing solutions from Canada Life 24.10.2023 4:10
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Mutual funds lose again as ETFs push forward 23.10.2023 5:06
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: 11 Canadian ETFs to be terminated 20.10.2023 4:21
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Jobs cuts at Canadian big six bank 19.10.2023 4:30
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Ottawa makes OBSI sole ombudsman for banking complaints 18.10.2023 2:23
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Cost-conscious Canadians to cut holiday spending 17.10.2023 4:18
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Canadian economy has some tough times ahead 16.10.2023 4:06
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Morning Briefing: Employer benefits boost overall wellbeing says RBC 13.10.2023 4:25
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
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