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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

00:16:55

A Conversation with Adam Burns of Fulcra’s Credit...

Insights Into Wealth ·

2025/10/27

In today’s podcast, Kevin Van Dyk, Managing Director at BULLWEALTH, speaks with Adam Burns, Vice President of Investments at Fulcra Asset Management, to explore the firm’s distinctive approach to fixed income investing. Adam explains how Fulcra, founded in 2009, applies a bottom-up process that evaluates companies across the capital structure—from senior secured loans to subordinated debt. He highlights how Fulcra differentiates itself from traditional fixed income managers by avoiding index

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00:19:30

Neurodivergence: A Discussion with Dr. Maureen Dunne...

Insights Into Wealth ·

2025/09/29

Today, Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Dr. Maureen Dunne, a cognitive scientist, and international expert and author on neurodiversity, to explore what neurodivergence means and why recognizing it is vital in today’s workplace. Their conversation begins with defining neurodiversity as the broad range of ways our brains can work—encompassing strengths, challenges, and neurological differences such as autism, ADHD, and dyslexia—and why these differences should be viewed as

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00:13:32

A Conversation with BULLWEALTH’s New VP, Accounting &...

Insights Into Wealth ·

2025/07/29

Today, Tammy Huitema, Managing Director at BULLWEALTH, introduces listeners to BULLWEALTH’s newest partner, Leanne Rodrigo. Leanne brings a wealth of experience from her years in the tax field, having worked at firms such as Grant Thornton and Cadesky Tax, where she advised families on a wide range of tax-related decisions. In this engaging conversation, Tammy and Leanne cover a variety of topics—from Leanne’s path to becoming an accountant, to the areas she focuses on in her daily work, to her

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00:14:40

What you need to know in planning for Disabled Family...

Insights Into Wealth ·

2025/06/30

Today, Randy Gunn BULLWEALTH’s VP & Portfolio Managers sits down with Nimali Gamage, Managing Partner at the law firm Goddard Gamage LLP to discuss the key issues that parents with disabled children should consider when building out their estate plan. Most parents want to protect and support their children while also enhancing their autonomy and independence. When the child is an adult disabled child, the legal issues around balancing protection and autonomy are numerous and complex. This podcast

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00:27:03

A Conversation with Brian Kersmanc of GQG Global...

Insights Into Wealth ·

2025/06/02

In today’s podcast, Kevin Van Dyk, Managing Director at BULLWEALTH, speaks with Brian Kersmanc, one of GQG’s three Portfolio Managers on its Global Equity Portfolio, for an insightful discussion on their distinctive investment philosophy, process, and strategy. Brian explains that GQG evaluates each holding on a five-year basis and emphasizes the firm’s perspective advantage—rather than an information advantage—when identifying new investment opportunities, illustrated through his analogy of viewing

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00:20:31

What it means to be an effective trustee - Our key...

Insights Into Wealth ·

2025/04/14

Today, Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, sits down with Corina Weigl, Partner and Co-Lead of Fasken’s Private Client Service Group, to delve into the evolving world of trusts and the critical responsibilities trustees hold. With the fiduciary environment becoming more complex, the role of a trustee has never been more important—or more demanding. While our last podcast explored the various types of trusts and the opportunities they present for families, today’s discussion focuses to

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00:16:13

Understanding Trusts and How They Fit Into Your...

Insights Into Wealth ·

2025/03/02

Today, Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Nathan Wright, Managing Partner at Spectrum Tax & Estate Planning. Their discussion begins with an overview of what a trust is and the various types of trusts available. Then they explore the tax savings and tax deferral opportunities, which depend on when the trust is established and the individual's proximity to the assets. Finally, Nathan dives into the tax implications of transferring assets into or out of a trust. As you can

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00:24:25

BULLWEALTH’s 2024 Insights into Wealth Observations

Insights Into Wealth ·

2025/02/01

Today, we are excited to launch the second annual Lessons Learned – Insights into Wealth podcast, featuring BULLWEALTH Portfolio Managers Kevin Van Dyk, Randy Gunn, Denisa Farrow, and myself. Hosted by Savva Cherdantsev, BULLWEALTH’s Managing Director, Research & Investments, our discussion will explore key observations from 2024. Topics include assessing whether a client’s portfolio is too risky for their comfort level, the risks of maintaining an overly conservative investment approach, monitoring

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00:21:26

What to Consider When Joining a Not-for-Profit Board

Insights Into Wealth ·

2024/12/02

In today’s podcast, Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Nicole D’Aoust, a Partner at Miller Thomson specializing in charity and not-for-profit law, focusing on governance, compliance and mission-related investments for these organizations. Randy and Nicole begin by exploring the role of a not-for-profit director and the importance of a strong governance framework, followed by a discussion on the onboarding process and ways to better prepare before joining such boards. Nicole

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00:22:55

A Conversation with Dr. Ian Mortimer, co-Portfolio...

Insights Into Wealth ·

2024/11/11

Kevin Van Dyk, Managing Director at BULLWEALTH, engages Dr. Ian Mortimer, co-Portfolio Manager of the Guinness Global Equity Income Portfolio to discussed Guinness’ investment philosophy, process, and strategy, highlighting the team’s focus on identifying companies that have consistently grown dividends over the past 10 years. Ian explains that not all dividend-growing businesses are alike, sharing the specific criteria his team uses to select high-quality companies. Ian also describes their

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00:18:06

Protecting and Transitioning Your Wealth to the Next...

Insights Into Wealth ·

2024/09/27

Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Jordan Matters, a Partner at Leyland & Matters Private Client Insurance Advisors. Jordan and his team advise successful business owners and entrepreneurs and high net worth families in helping them to protect and transition their wealth to the next generation, while also enhancing their legacies. During Randy and Jordan’s discussion, they explore how Canadians are using life insurance to retain more wealth within their family

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00:17:24

A Conversation with BULLWEALTH’s New Portfolio...

Insights Into Wealth ·

2024/06/24

Today, Kevin Van Dyk, BULLWEALTH’s Managing Director, introduces you to BULLWEALTH’s newest partner, Denisa Farrow. Denisa joined BULLWEALTH after many years in the investment advisory and consulting, and investment management arenas where she has worked with and advised many families and not-for-profit organizations and pension plans on their investment portfolios and overall wealth decisions. Kevin’s conversation with Denisa is wide-ranging and covers many topics from who Denisa is and how she

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00:22:45

Why is Canada’s Productivity Declining? A Discussion...

Insights Into Wealth ·

2024/05/20

Today, Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Walid Hejazi, a Professor of International Business, and Economic Analysis at the Rotman School of Management at the University of Toronto. Walid has been published in the Globe & Mail, the Financial Post and the Toronto Star, along with other globally recognizable publications. And, most recently, Walid and his co-author published a book called Everybody’s Business: How to Ensure Canadian Prosperity Through the Twenty-First

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00:23:09

A Conversation with Manitou’s Canadian Equity...

Insights Into Wealth ·

2024/04/24

Kevin Van Dyk, one of BULLWEALTH’s Managing Director’s, and Sean Yuile from Manitou’s Canadian Equity investment team discuss how Manitou’s Canadian equity team implements a high-quality investment philosophy that has resulted in long-term outperformance and excellent downside protection by investing in growing companies that have a discounted value. Sean describes Manitou’s investment philosophy and process around searching for and investing in Grade A companies and how the portfolio’s cash

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00:18:37

How to Aspire when Transitioning to Retirement

Insights Into Wealth ·

2024/03/25

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 why we

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00:22:21

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

Insights Into Wealth ·

2024/02/26

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 next

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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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46 results

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