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Insights Into Wealth
13 minutes | Dec 23, 2021
Episode 12: Discussing Wills & Estate Planning with Courtney Petch
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.
18 minutes | Jun 4, 2021
Episode 11: A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel
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 Canso finds and values the bonds of the underlying companies they invests in.
21 minutes | Apr 28, 2021
Episode 10: How ESG is Becoming a Main Stream Investment Theme
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 is Claude Robillard, Founder and Principal of 43 North Group, a consulting firm focused on alternative asset classes and ESG investing. Both Peter and Claude explore the fundamentals of ESG and its overall importance for global investors.
21 minutes | Jan 7, 2021
Episode 9: A Conversation with Paul Black, Co-CEO of WCM Investment Management
BULLWEALTH’s Managing Partner, Kevin Van Dyk, has an engaging conversation with Paul Black, Co-CEO of WCM Investment Management. We met Paul and WCM around 5 years ago when we undertook a search to find a new global growth equity manager. At the time, WCM was just launching its global equity strategy, and our due diligence team found their philosophy and process towards investing extremely unique. Kevin and Paul discuss WCM and why finding companies with a growing competitive advantage and a strong underlying culture have resulted in consistent outperformance of WCM’s investment portfolios.
15 minutes | Dec 10, 2020
Episode 8: The Challenges and Importance of Charitable Organizations
Shifting our focus towards the charitable and not-for-profit sector, BULLWEALTH has invited Bruce MacDonald, CEO of Imagine Canada, and Sharon Avery, CEO of the Toronto Foundation, to share their insights into the many challenges Canadian and Toronto-based not-for-profit organizations are facing in this pandemic year. Also, Bruce and Sharon will explore where most of our giving goes, and how there are many communities and other charitable organizations in need of assistance during this giving season.
10 minutes | Oct 20, 2020
Episode 7: The Inner Workings of BULLWEALTH’s Investment Committee
Julian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision making process of searching, hiring and/or removing investment managers for BULLWEALTH’s clients.
12 minutes | Jun 3, 2020
Episode 6: Manager Due Diligence and Research
In conversation with Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about what role manager due diligence & research plays in investing.
12 minutes | May 6, 2020
Episode 5: Consolidated Reporting
In conversation with Julian Smith, CEO, and Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about consolidated reporting.
8 minutes | Apr 1, 2020
Episode 4: Global Diversification and Non-Correlating Assets
In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about global diversification and non-correlation of assets.
9 minutes | Mar 4, 2020
Episode 3: What Does Insight, Integrity and Independence Mean?
In conversation with Julian Smith, Chief Executive Officer, at BULLWEALTH, to chat about insight, integrity and independence, and what they mean in the wealth management industry.
9 minutes | Feb 5, 2020
Episode 2: What is Asset Allocation?
In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about asset allocation and why it is important.
8 minutes | Dec 4, 2019
Episode 1: Who are BULLWEALTH?
In conversation with Julian Smith, Chief Executive Officer at BULLWEALTH.
0 minutes | Nov 9, 2019
Introducing 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.
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