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May 31, 2021

This episode brings Franco Lombardo, founder of Veritage Family Office, whose mission is to serve business families by promoting the culture of Safe Space and supporting clients in their development of a living Family Wealth Constitution, to the podcast.

Franco is a leading expert on the emotional impact money...


Apr 30, 2021

This episode brings Brett King, a world-renowned futurist and speaker, an International Bestselling Author, and a media personality who covers the future of business to the podcast. Brett King is the CEO and Founder of Moven, a successful mobile start-up, which has raised over US$24 million to date, with the world's...


Mar 31, 2021

Joining us this episode are Courtney Dragani and Lisa Oldridge, CFA, of The51, an organization that seeks to connect the nation-wide movement of women accredited investors, women entrepreneurs and the larger community of voices eager to support them, powering new wealth creation, and bringing about essential social...


Mar 11, 2021

This episode brings global investing expert David Miller from Quilter Cheviot to speak about how global investing has changed in recent years, the impact low rates and low inflation will have across both developed and emerging markets, and the rising influence of China and India on the investment landscape.


Jan 29, 2021

This month we spoke with Connie Colangelo and Sarah Riopelle, CFA, from RBC Wealth Management for some advice on starting a career in finance and what it takes to be successful as an individual beginning their professional journey in the financial industry. We cover what’s top of mind for the youth of today as they...