Episode 13: The "Kibitzing" Episode

Robert, Jeff, and Jordan discuss everything (and nothing).

 

Episode 12: The Intersection of Technology & Health Care

with special guest Alexis Smirnov, CTO & Co-Founder of Dialogue Health Technologies

 

Episode 11: Why Even Thriving Entrepreneurs Need Financial Advice

with Special Guest Ric Poupada, Entrepreneur & Investor

 

Episode 10: Everything You Need to Know About Individual / Personal Pension Plans

With Special Guest Claudia Pulizzi, Associate Wealth Advisor at Di lorio Wealth Management of RBC Dominion Securities

 

 

Episode 9: A Discussion on Portfolio Management and Strategy

With Special Guest Myles Zyblock, Chief Investment Strategist at Scotiabank – 1832 Asset Management LP

 

Episode 8: A Discussion on Entrepreneurship, Philanthropy, and What to Look for in an Advisory Team 

With special guest: Marc Gingras, Startup Entrepreneur & Product Strategist

 

Episode 7: A Discussion on Automation

With special guest Mohannad El-Barachi, Venture Builder & Investor, Co-Founder Wrk

Episode 6: A Discussion on the Future of the Economy

With Eric Lascelles, Chief Economist for RBC Global Asset Management Inc.

Note that this podcast was recorded on September 8th, 2021

Note that slides pertaining to the above podcast are available on demand

Episode 5: Answers to commonly asked client questions and discussion on secular growth

Episode 4: A discussion on the future of healthcare

With Special Guest Alexandre Le Bouthillier, Ph.D.

Episode 3: Understanding your exposure to U.S. estate tax, and strategies to minimize it

With Special Guest Dov Wolman

Episode 2: An open discussion on taxes, debt, Bitcoin, and more 

With Special Guest Mikhial Pasic

Episode 1: "Why" Growth Investing?

With Special Guest Vitali Mossounov