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PODCAST

Insights Into Wealth

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.

business management

All Episodes

00:24:14

BULLWEALTH’s 2023 Insights into Wealth Observations

Insights Into Wealth ·

2024/01/29

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 equities if

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00:22:14

Philanthropic trends and ideas from Sharon Avery, CEO...

Insights Into Wealth ·

2023/11/27

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 will help

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00:14:56

A Conversation with Fiera’s Canadian Equity...

Insights Into Wealth ·

2023/10/30

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 continuous

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00:14:36

Strategic is Intentional – A Discussion on Strategic...

Insights Into Wealth ·

2023/06/26

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-advised funds

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00:12:59

Women in Finance

Insights Into Wealth ·

2023/05/29

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 the

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00:22:01

A conversation with Jens Hensen, Managing Director...

Insights Into Wealth ·

2023/05/10

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 constructs

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00:13:09

What is Impact Investing and How is it Evolving – A...

Insights Into Wealth ·

2023/03/27

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 investors

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00:12:47

BULLWEALTH Discusses the Importance of Asset Allocation

Insights Into Wealth ·

2023/02/21

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

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00:22:13

A Conversation with Michael O’Sullivan, VP &...

Insights Into Wealth ·

2023/01/23

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 advantages

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00:18:26

Understanding how to Protect your Wealth as your...

Insights Into Wealth ·

2022/11/21

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.

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00:19:27

Amy Castoro, CEO of the Williams Group, Discusses...

Insights Into Wealth ·

2022/10/24

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. Amy

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00:21:26

A Conversation with Shawn Bustin, President of...

Insights Into Wealth ·

2022/09/19

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 its

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00:18:44

The Impact of Inflation & Other Challenges Facing...

Insights Into Wealth ·

2022/08/22

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.

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00:20:16

Exploring the Importance of P&C Insurance with...

Insights Into Wealth ·

2022/07/20

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 traditional

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00:16:27

A Conversation with Christian Deckart, Lead Portfolio...

Insights Into Wealth ·

2022/07/05

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.

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00:19:19

A Conversation with Greg Romundt, CEO of Centurion...

Insights Into Wealth ·

2022/04/01

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 elevated

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00:20:53

A Conversation with BULLWEALTH’s New Client...

Insights Into Wealth ·

2022/02/25

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 wealth

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00:12:53

Discussing Wills & Estate Planning with Courtney Petch

Insights Into Wealth ·

2021/12/23

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.

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00:18:19

A Conversation with Richard Usher Jones, Portfolio...

Insights Into Wealth ·

2021/06/04

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 how

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00:20:41

How ESG is Becoming a Main Stream Investment Theme

Insights Into Wealth ·

2021/04/28

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. Joining Peter

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