Insights Into Wealth artwork

Insights Into Wealth

54 episodes - English - Latest episode: 3 days ago -

Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.

Management Business Investing asset allocation bullwealth consulting equities investment james a. bull josephine chan julian c. smith justin mcadam kevin van dyk
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Episodes

How to Aspire when Transitioning to Retirement

March 25, 2024 04:00 - 18 minutes - 17.1 MB

Today, Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Scott Armstrong, an author, speaker and coach to business professionals and athletes who are in the process of transitioning to retirement. Scott has a passion to redefine the word retirement by helping people recognize that the next stage of our lives is an unparalleled opportunity. He believes that once we retire, we can then aspire to uncover hidden adventures and social connections that leave us all wondering...

Living our best lives by planning for later stages of our lives

February 26, 2024 05:00 - 22 minutes - 20.5 MB

Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Jeanette Bock, Founder and Senior Transition Specialist at Fluid Senior Transitions. Jeanette has over 30 years of listening, planning and solving the challenges of transitioning to our later stages of life. Randy and Jeanette begin their conversation by discussing the difference between long-term care and retirement living, then discuss where some of us may make mistakes as we age and forget to plan, or plan too late, for this nex...

BULLWEALTH’s 2023 Insights into Wealth Observations

January 29, 2024 05:00 - 24 minutes - 22.2 MB

Kevin Van Dyk and Randy Gunn, two of BULLWEALTH’s Portfolio Managers, and Julian Smith, BULLWEALTH’s CEO, share some of our observations from 2023. Our discussion will be joined by Savva Cherdantsev, BULLWEALTH’s Director of Research & Investments. Our discussion will focus on how shifting interest rates have impacted the fixed income markets, why education is a key focus of BULLWEALTH’s interactions with our clients, why select global equities outperformed others, how to reallocate to equit...

Philanthropic trends and ideas from Sharon Avery, CEO of Toronto Foundation

November 27, 2023 05:00 - 22 minutes - 20.4 MB

Today, we welcome back Sharon Avery, CEO of Toronto  Foundation, to share her thoughts as to where community foundations are assisting Canadians by giving through multiple vehicles, ideas of where to donate – Both big and grassroots organizations, and trends within the philanthropic sector such as giving circles or group giving to help solve some of our communities’ largest issues. Sharon speaks to Randy Gunn, one of BULLWEALTH’s Portfolio Managers, in an insightful discussion that we hope w...

A Conversation with Fiera’s Canadian Equity Investment Team – Tony Rizzi and Nick Trottier

October 30, 2023 04:00 - 14 minutes - 13.7 MB

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’s extreme focus on companies with excellent management teams, low debt, strong earnings and cont...

Strategic is Intentional – A Discussion on Strategic Philanthropy

June 26, 2023 04:00 - 14 minutes - 13.7 MB

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 options available to Canadians in the charitable sector. One of these options is via donor-advise...

Women in Finance

May 29, 2023 04:00 - 12 minutes - 12.3 MB

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 communicate about their overall investment goals and objectives. In addition, Barbara discusses ...

A conversation with Jens Hensen, Managing Director and CIO of ValueInvest’s Global Equity Portfolio

May 10, 2023 04:00 - 22 minutes - 20.7 MB

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 portfolios. Throughout today’s engaging discussion, Kevin and Jens explore how the ValueInvest team con...

What is Impact Investing and How is it Evolving – A Conversation with Adam Jagelewski, Managing Partner at TwinRiver

March 27, 2023 04:00 - 13 minutes - 12.3 MB

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 to a management consultant with PriceWaterhouseCoopers, Adam has vast knowledge in how investor...

BULLWEALTH Discusses the Importance of Asset Allocation

February 21, 2023 05:00 - 12 minutes - 12 MB

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 equities for Canadian investors and the effect of currency within an investment portfolio. Most imp...

Episode 21: A Conversation with Michael O’Sullivan, VP & Portfolio Manager of Fiera’s Industrial Real Estate

January 23, 2023 05:00 - 22 minutes - 21.5 MB

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 tenants and rising rental rates, and why small and mid-bay industrial real estate have significant adv...

A Conversation with Michael O’Sullivan, VP & Portfolio Manager of Fiera’s Industrial Real Estate

January 23, 2023 05:00 - 22 minutes - 21.5 MB

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 tenants and rising rental rates, and why small and mid-bay industrial real estate have significant adv...

Understanding how to Protect your Wealth as your Family Expands Through Marriage. A Conversation with Darren Lund, Partner - Miller Thomson LLP

November 21, 2022 05:00 - 18 minutes - 17.4 MB

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 help ease these uncomfortable conversations.

Episode 20: Understanding how to Protect your Wealth as your Family Expands Through Marriage. A Conversation with Darren Lund, Partner - Miller Thomson LLP

November 21, 2022 05:00 - 18 minutes - 17.4 MB

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 help ease these uncomfortable conversations.

Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next

October 24, 2022 04:00 - 19 minutes - 18.3 MB

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, challenging conversation between family members, where expectations and timing can range dramatically....

Episode 19 – Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next

October 24, 2022 04:00 - 19 minutes - 18.3 MB

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, challenging conversation between family members, where expectations and timing can range dramatically....

Episode 18: A Conversation with Shawn Bustin, President of AgriRoots Capital

September 19, 2022 04:00 - 21 minutes - 19.6 MB

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 discuss various opportunities and challenges of lending to farmland organizations, along with it...

A Conversation with Shawn Bustin, President of AgriRoots Capital

September 19, 2022 04:00 - 21 minutes - 19.6 MB

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 discuss various opportunities and challenges of lending to farmland organizations, along with it...

The Impact of Inflation & Other Challenges Facing Not-for-Profit Organizations

August 22, 2022 04:00 - 18 minutes - 17.7 MB

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.

Episode 17: The Impact of Inflation & Other Challenges Facing Not-for-Profit Organizations

August 22, 2022 04:00 - 18 minutes - 17.7 MB

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.

Episode 16: Exploring the Importance of P&C Insurance with Melanie Wilcox - Chubb's Head of Personal Risk Services

July 20, 2022 04:00 - 20 minutes - 18.6 MB

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 liabilities. Randy speaks with Melanie Wilcox, Chubb's Head of Personal Risk Services, to discuss both tra...

Exploring the Importance of P&C Insurance with Melanie Wilcox - Chubb's Head of Personal Risk Services

July 20, 2022 04:00 - 20 minutes - 18.6 MB

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 liabilities. Randy speaks with Melanie Wilcox, Chubb's Head of Personal Risk Services, to discuss both tra...

A Conversation with Christian Deckart, Lead Portfolio Manager of Mawer’s Global Small Cap Fund

July 05, 2022 00:35 - 16 minutes - 15.4 MB

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.

Episode 15: A Conversation with Christian Deckart, Lead Portfolio Manager of Mawer’s Global Small Cap Fund

July 05, 2022 00:35 - 16 minutes - 15.4 MB

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.

A Conversation with Greg Romundt, CEO of Centurion Real Estate

April 01, 2022 18:29 - 19 minutes - 17.7 MB

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, BULLWEALTH wanted to explore how Greg has positioned Centurion in a rising interest rate and eleva...

Episode 14: A Conversation with Greg Romundt, CEO of Centurion Real Estate

April 01, 2022 18:29 - 19 minutes - 17.7 MB

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, BULLWEALTH wanted to explore how Greg has positioned Centurion in a rising interest rate and eleva...

Episode 13: A Conversation with BULLWEALTH’s New Client Strategist, Randy Gunn

February 25, 2022 05:00 - 20 minutes - 19.3 MB

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 and why he joined BULLWEALTH to how Randy advises business owners and their families on their w...

A Conversation with BULLWEALTH’s New Client Strategist, Randy Gunn

February 25, 2022 05:00 - 20 minutes - 19.3 MB

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 and why he joined BULLWEALTH to how Randy advises business owners and their families on their w...

Episode 12: Discussing Wills & Estate Planning with Courtney Petch

December 23, 2021 18:56 - 12 minutes - 11.8 MB

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.

Discussing Wills & Estate Planning with Courtney Petch

December 23, 2021 18:56 - 12 minutes - 11.8 MB

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.

Episode 11: A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel

June 04, 2021 15:23 - 18 minutes - 16.8 MB

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 decision to increase their high yield bond exposure throughout 2020. Kevin and Richard also discuss...

A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel

June 04, 2021 15:23 - 18 minutes - 16.8 MB

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 decision to increase their high yield bond exposure throughout 2020. Kevin and Richard also discuss...

Episode 10: How ESG is Becoming a Main Stream Investment Theme

April 28, 2021 21:26 - 20 minutes - 19 MB

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 next as investors consider the importance of this framework to investing around the globe. Joinin...

How ESG is Becoming a Main Stream Investment Theme

April 28, 2021 21:26 - 20 minutes - 19 MB

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 next as investors consider the importance of this framework to investing around the globe. Joinin...

A Conversation with Paul Black, Co-CEO of WCM Investment Management

January 07, 2021 05:00 - 20 minutes - 18.9 MB

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. Kevin and Paul discuss WCM and why finding companies with a growing competitive advantage and a...

Episode 9: A Conversation with Paul Black, Co-CEO of WCM Investment Management

January 07, 2021 05:00 - 20 minutes - 18.9 MB

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. Kevin and Paul discuss WCM and why finding companies with a growing competitive advantage and a...

Episode 8: The Challenges and Importance of Charitable Organizations

December 10, 2020 17:20 - 15 minutes - 13.9 MB

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 are many communities and other charitable organizations in need of assistance during this givin...

The Challenges and Importance of Charitable Organizations

December 10, 2020 17:20 - 15 minutes - 13.9 MB

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 are many communities and other charitable organizations in need of assistance during this givin...

Episode 7: The Inner Workings of BULLWEALTH’s Investment Committee

October 20, 2020 10:00 - 9 minutes - 9.2 MB

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.

The Inner Workings of BULLWEALTH’s Investment Committee

October 20, 2020 10:00 - 9 minutes - 9.2 MB

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.

Manager Due Diligence and Research

June 03, 2020 09:00 - 11 minutes - 10.9 MB

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

Episode 6: Manager Due Diligence and Research

June 03, 2020 09:00 - 11 minutes - 10.9 MB

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

Consolidated Reporting

May 06, 2020 09:00 - 12 minutes - 11.1 MB

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

Episode 5: Consolidated Reporting

May 06, 2020 09:00 - 12 minutes - 11.1 MB

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

Global Diversification and Non-Correlating Assets

April 01, 2020 09:00 - 7 minutes - 7.33 MB

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

Episode 4: Global Diversification and Non-Correlating Assets

April 01, 2020 09:00 - 7 minutes - 7.33 MB

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

Episode 4: Global Diversification and Non-Correlating Assets?

April 01, 2020 09:00 - 7 minutes - 7.29 MB

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about Global Diversification and Non-correlation of assets.

What Does Insight, Integrity and Independence Mean?

March 04, 2020 10:00 - 9 minutes - 8.75 MB

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.

Episode 3: What Does Insight, Integrity and Independence Mean?

March 04, 2020 10:00 - 9 minutes - 8.75 MB

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.

What is Asset Allocation?

February 05, 2020 10:00 - 8 minutes - 8.21 MB

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about asset allocation and why it is important.