Latest Julian c Podcast Episodes
How to Aspire when Transitioning to Retirement
Insights Into Wealth - March 25, 2024 04:00 - 18 minutesToday, 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 recogn...
Living our best lives by planning for later stages of our lives
Insights Into Wealth - February 26, 2024 05:00 - 22 minutesRandy 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 th...
BULLWEALTH’s 2023 Insights into Wealth Observations
Insights Into Wealth - January 29, 2024 05:00 - 24 minutesKevin 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 inter...
Philanthropic trends and ideas from Sharon Avery, CEO of Toronto Foundation
Insights Into Wealth - November 27, 2023 05:00 - 22 minutesToday, 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 ...
A Conversation with Fiera’s Canadian Equity Investment Team – Tony Rizzi and Nick Trottier
Insights Into Wealth - October 30, 2023 04:00 - 14 minutesKevin 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 protec...
Strategic is Intentional – A Discussion on Strategic Philanthropy
Insights Into Wealth - June 26, 2023 04:00 - 14 minutesRandy 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,...
Women in Finance
Insights Into Wealth - May 29, 2023 04:00 - 12 minutesRandy 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...
A conversation with Jens Hensen, Managing Director and CIO of ValueInvest’s Global Equity Portfolio
Insights Into Wealth - May 10, 2023 04:00 - 22 minutesKevin 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 ...
What is Impact Investing and How is it Evolving – A Conversation with Adam Jagelewski, Managing Partner at TwinRiver
Insights Into Wealth - March 27, 2023 04:00 - 13 minutesRandy 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 ...
BULLWEALTH Discusses the Importance of Asset Allocation
Insights Into Wealth - February 21, 2023 05:00 - 12 minutesSavva 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, so...
A Conversation with Michael O’Sullivan, VP & Portfolio Manager of Fiera’s Industrial Real Estate
Insights Into Wealth - January 23, 2023 05:00 - 22 minutesKevin 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 Cana...
Episode 21: A Conversation with Michael O’Sullivan, VP & Portfolio Manager of Fiera’s Industrial Real Estate
Insights Into Wealth - January 23, 2023 05:00 - 22 minutesKevin 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 Cana...
Episode 20: Understanding how to Protect your Wealth as your Family Expands Through Marriage. A Conversation with Darren Lund, Partner - Miller Thomson LLP
Insights Into Wealth - November 21, 2022 05:00 - 18 minutesDarren 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 yo...
Understanding how to Protect your Wealth as your Family Expands Through Marriage. A Conversation with Darren Lund, Partner - Miller Thomson LLP
Insights Into Wealth - November 21, 2022 05:00 - 18 minutesDarren 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 yo...
Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next
Insights Into Wealth - October 24, 2022 04:00 - 19 minutesToday, 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 ge...
Episode 19 – Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next
Insights Into Wealth - October 24, 2022 04:00 - 19 minutesToday, 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 ge...
Episode 18: A Conversation with Shawn Bustin, President of AgriRoots Capital
Insights Into Wealth - September 19, 2022 04:00 - 21 minutesKevin 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 ben...
A Conversation with Shawn Bustin, President of AgriRoots Capital
Insights Into Wealth - September 19, 2022 04:00 - 21 minutesKevin 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 ben...
Episode 17: The Impact of Inflation & Other Challenges Facing Not-for-Profit Organizations
Insights Into Wealth - August 22, 2022 04:00 - 18 minutesOver 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.
The Impact of Inflation & Other Challenges Facing Not-for-Profit Organizations
Insights Into Wealth - August 22, 2022 04:00 - 18 minutesOver 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
Insights Into Wealth - July 20, 2022 04:00 - 20 minutesRandy 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,...
Exploring the Importance of P&C Insurance with Melanie Wilcox - Chubb's Head of Personal Risk Services
Insights Into Wealth - July 20, 2022 04:00 - 20 minutesRandy 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,...
A Conversation with Christian Deckart, Lead Portfolio Manager of Mawer’s Global Small Cap Fund
Insights Into Wealth - July 05, 2022 00:35 - 16 minutesKevin 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 positione...
Episode 15: A Conversation with Christian Deckart, Lead Portfolio Manager of Mawer’s Global Small Cap Fund
Insights Into Wealth - July 05, 2022 00:35 - 16 minutesKevin 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 positione...
A Conversation with Greg Romundt, CEO of Centurion Real Estate
Insights Into Wealth - April 01, 2022 18:29 - 19 minutesKevin 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...
Episode 14: A Conversation with Greg Romundt, CEO of Centurion Real Estate
Insights Into Wealth - April 01, 2022 18:29 - 19 minutesKevin 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...
A Conversation with BULLWEALTH’s New Client Strategist, Randy Gunn
Insights Into Wealth - February 25, 2022 05:00 - 20 minutesRandy 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 organizat...
Episode 13: A Conversation with BULLWEALTH’s New Client Strategist, Randy Gunn
Insights Into Wealth - February 25, 2022 05:00 - 20 minutesRandy 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 organizat...
Episode 12: Discussing Wills & Estate Planning with Courtney Petch
Insights Into Wealth - December 23, 2021 18:56 - 12 minutesToday 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 ...
Discussing Wills & Estate Planning with Courtney Petch
Insights Into Wealth - December 23, 2021 18:56 - 12 minutesToday 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 ...
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