All Episodes
Insights Into Wealth — 53 episodes
AI in Healthcare with Michael Page, Senior Director of Data Science & Advanced Analytics at Unity Health Toronto
Artificial Intelligence is not replacing, just reshaping how we work with Nabil Beitinjaneh of McGill University's School of Continuing Studies
A Conversation with Paul Chin, CIO of Centurion Real Estate
Explained – BULLWEALTH’s Investment Oversight & Due Diligence Process
What you need to know about Employer Sponsored Pension Plans
BULLWEALTH’s 2025 Insights into Wealth Observations
Navigating Terminal Tax Returns – Your Most Important Tax Filing
A Conversation with Adam Burns of Fulcra’s Credit Opportunities Fund
Neurodivergence: A Discussion with Dr. Maureen Dunne – Author, The Neurodiversity Edge
A Conversation with BULLWEALTH’s New VP, Accounting & Tax, Leanne Rodrigo
What you need to know in planning for Disabled Family Members
A Conversation with Brian Kersmanc of GQG Global Equity Portfolio
What it means to be an effective trustee - Our key responsibilities
Understanding Trusts and How They Fit Into Your Estate Planning Decisions
BULLWEALTH’s 2024 Insights into Wealth Observations
What to Consider When Joining a Not-for-Profit Board
A Conversation with Dr. Ian Mortimer, co-Portfolio Manager of Guinness Global Equity Income Portfolio
Protecting and Transitioning Your Wealth to the Next Generation – Life Insurance Strategies
A Conversation with BULLWEALTH’s New Portfolio Manager, Denisa Farrow
Why is Canada’s Productivity Declining? A Discussion with Walid Hejazi, Professor of International Business at Rotman’s School of Management
A Conversation with Manitou’s Canadian Equity Investment Team – Sean Yuile
How to Aspire when Transitioning to Retirement
Living our best lives by planning for later stages of our lives
BULLWEALTH’s 2023 Insights into Wealth Observations
Philanthropic trends and ideas from Sharon Avery, CEO of Toronto Foundation
A Conversation with Fiera’s Canadian Equity Investment Team – Tony Rizzi and Nick Trottier
Strategic is Intentional – A Discussion on Strategic Philanthropy
Women in Finance
A conversation with Jens Hensen, Managing Director and CIO of ValueInvest’s Global Equity Portfolio
What is Impact Investing and How is it Evolving – A Conversation with Adam Jagelewski, Managing Partner at TwinRiver
BULLWEALTH Discusses the Importance of Asset Allocation
A Conversation with Michael O’Sullivan, VP & Portfolio Manager of Fiera’s Industrial Real Estate
Understanding how to Protect your Wealth as your Family Expands Through Marriage. A Conversation with Darren Lund, Partner - Miller Thomson LLP
Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next
A Conversation with Shawn Bustin, President of AgriRoots Capital
The Impact of Inflation & Other Challenges Facing Not-for-Profit Organizations
Exploring the Importance of P&C Insurance with Melanie Wilcox - Chubb's Head of Personal Risk Services
A Conversation with Christian Deckart, Lead Portfolio Manager of Mawer’s Global Small Cap Fund
A Conversation with Greg Romundt, CEO of Centurion Real Estate
A Conversation with BULLWEALTH’s New Client Strategist, Randy Gunn
Discussing Wills & Estate Planning with Courtney Petch
A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel
How ESG is Becoming a Main Stream Investment Theme
A Conversation with Paul Black, Co-CEO of WCM Investment Management
The Challenges and Importance of Charitable Organizations
The Inner Workings of BULLWEALTH’s Investment Committee
Manager Due Diligence and Research
Consolidated Reporting
Global Diversification and Non-Correlating Assets
What Does Insight, Integrity and Independence Mean?
What is Asset Allocation?
Who are BULLWEALTH?
Introducing Insights Into Wealth