Smokin' Bulls: Recent Episodes
Dave Cooper & Tyler Cockbain
Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to shoot the curious mind.
Are you ready for a smokin’ discussion?
Welcome to another inspiring episode of Smoke and Bulls, your go-to podcast for business, money, and lifestyle! I'm Tyler, joined by Dave, and today we are unlocking the fantastic April Market Insights from Dr. James Thorne, the lead portfolio market strategist at Wellington-Altus.
In this episode, we explore the inspiring concept of "The Great Game" and how the US is successfully restructuring to maintain its position as a flourishing global financial superpower. We are breaking down the bright future of the global economy, focusing on the enduring strength and resilience of the US dollar.
Discover the incredible growth opportunities happening right now as we discuss the seamless integration of energy development, cutting-edge AI infrastructure, and innovative financial rails. We'll dive into how powerful assets like the US dollar, gold, and Bitcoin are paving the way for a robust and successful financial future.
Welcome to another episode of Smokin' Bulls, the podcast where we tackle business, money, and lifestyle! In this episode, we dive into the latest March Market Insights newsletter from Dr. James Thorne at Wellington-Altus. From the booming AI landscape to essential tax and estate planning strategies, Dave and Tyler break down the trends you need to know to protect and grow your wealth.
The market is changing faster than ever — AI, interest rates, geopolitical shifts, and volatility are reshaping where real wealth will be built over the next decade.
In this episode, we sit down with Forge First Asset Management CEO Andrew McCreath, one of Canada's most respected long-short portfolio managers, to break down exactly how disciplined investing, risk management, and alternative strategies can protect your wealth while still creating opportunity in any market cycle.
If you're serious about building a portfolio that survives uncertainty — and grows through it — this conversation is a must-watch.
🔥 What You'll Learn (Real Value, No Fluff): • Why the next big risk may come from AI's runaway capital flows • How long-short investing actually protects your portfolio • Why traditional 60/40 is failing investors—and what to use instead • The truth about inflation, interest rates, and market stimulus • The "boring" investments that quietly build generational wealth • How to think like an institutional investor (not a gambler)
This is the playbook the top 1% are using — now you get inside access.
Market headlines can feel overwhelming—but smart investors know that volatility does not equal danger.
In this episode of December Market Insights, we break down why today's market environment is far more resilient than the noise suggests. From the strength of the U.S. economy and the enduring role of the dollar, to why short-term corrections are a normal part of long-term growth, this conversation is designed to help you feel calm, informed, and confident about your wealth.
#WealthConfidence #LongTermInvesting #financialpeace #MarketInsights #InvestmentStrategy #wealthmanagement #FinancialFreedom #SmartInvesting #moneymindset
Markets don't move in straight lines and neither does real opportunity.
In this episode, we break down what's really happening beneath the headlines and why every major market shift creates new windows for growth. From infrastructure spending and interest rate cycles to AI, energy, and global capital flows, this conversation cuts through the noise and focuses on what actually moves portfolios forward.
If you've ever felt uncertain during market volatility, this episode will reframe how you see risk, change, and long-term wealth building. The biggest fortunes aren't built in calm markets they're built by those who understand transitions.
#AIInvesting #SmartMoneyMoves #FutureOfFinance #SmokinBulls #BusinessMoneyLifestyle #SmokinBullsPodcast #InvestInCanada #EdmontonBusiness #AlbertaInnovation
Is Canada ready to lead the global AI revolution? In this episode of the Smokin' Bulls Podcast, we explore how Canada's rich energy resources, innovation-driven mindset, and evolving investment landscape can position the country as a global powerhouse in AI development.
From nuclear energy to diversified tech giants, we discuss: ✔ The power demand surge driven by AI ✔ Why Canada's slow infrastructure could be holding us back ✔ Lessons from Tesla, the dot-com bubble, and how tech giants are adapting ✔ How investors can capitalize on Canada's emerging AI sector
💡 If you're an investor, entrepreneur, or tech enthusiast—this episode is your roadmap to understanding where the future is heading and how Canada can seize this opportunity.
🔔 Subscribe for more insight into Business, Money, and Lifestyle! 🎧 Available on all major podcast platforms.
Do you think Canada can catch up and become a global AI leader? Comment below! 👇
#AIInvesting #SmartMoneyMoves #FutureOfFinance #SmokinBulls #BusinessMoneyLifestyle #SmokinBullsPodcast #InvestInCanada #EdmontonBusiness #AlbertaInnovation
Canada is at a turning point — are you ready for the Western Awakening?
In this episode of Smokin' Bulls, Tyler and Dave break down Dr. Jim Thorne's October Market Insights from Wellington-Altus. From Canada's deep-rooted economic ties with the U.S. to the emerging opportunity in gold, Bitcoin, and natural resources — we cover what investors and business owners in Western Canada need to know right now.
🔥 Is this Canada's last chance to build a stronger, self-sufficient economy? 💼 What does it mean for your portfolio? 📉 How should you position for the coming shift in private markets?
Listen, learn, and get ahead of the next wave.
👉 Don't forget to like, comment, and subscribe for more real-world market takes, investing advice, and Western Canadian insights.
In this episode of Smokin’ Bulls, we sit down with Scott Jeffery and Shane Doyle of Maple Leaf Funds to unpack the massive growth potential in Canada’s critical minerals sector and how investors can capitalize through flow-through shares. We explore the history and future of flow-through investing, why the Canadian government is offering up to 166% in tax incentives, and how this impacts your portfolio — especially as Canada moves to secure its place in the global resource race. Whether you’re an investor looking for smart tax strategies, or simply curious about the economic and political forces driving the next bull market, this is a must-watch.
In this episode of Smokin’ Bulls, Dave and Tyler break down the latest Market Insights newsletter by Dr. Jim Thorne, Chief Market Strategist at Wellington-Altus. We dive deep into the idea of the “peace dividend”, explore the AI and crypto-driven bull run, and examine how investors should position themselves for long-term growth — despite short-term market fear, corrections, and political uncertainty. Dr. Thorne compares today's market setup to the tech boom of the 1990s, but with a twist: this time it's AI, crypto, and innovation across energy, infrastructure, and policy.
💸 The $1.9M Secret to Protecting Your Family's Future (That Most Canadians Overlook!) 💸
Think you're leaving a fortune behind for your family? Think again. In this eye-opening episode of Smokin' Bulls, we break down how estate taxes, legal fees, and hidden costs can quietly drain MILLIONS from your hard-earned wealth.
💡 Special Guest: Lori Hartrey, Regional Sales Director at Desjardins Insurance, reveals how smart Canadians turn life insurance into a tax-saving, legacy-building strategy — transforming a modest policy into a $1.9M gift for family or charity.
🔑 What You'll Learn: ✔️ How estate taxes REALLY work (it's worse than you think) ✔️ Why your kids might be forced to sell your cottage — fast ✔️ The CRA's timeline: How long you really have to pay up ✔️ How to turn a simple life insurance policy into a powerful wealth strategy
🎯 If you’re building generational wealth, this episode could literally save your estate millions.
#WealthPlanning #EstateTaxes #LifeInsuranceStrategy #GenerationalWealth #FinancialFreedom #SmokinBullsPodcast 🔗 For more resources: https://advisor.wellington-altus.ca/towerwealthadvisory
DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
© 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca
In this Market Insights episode, we break down Jim Thorne’s latest newsletter and explore the shifting global landscape—from U.S. economic nationalism to Canada’s potential as a resource superpower under new leadership. 🇺🇸🇨🇦
🔍 Topics we cover:
U.S. manufacturing reshoring & global trade implications
Mark Carney's vision for Canada's energy future
Interest rate outlook & American debt risks
Demographic shifts: Millennials stepping up
How to invest through uncertainty & media noise
The role of AI and long-term strategy in portfolio planning
👉 Tune in for expert insights and smart strategies to stay ahead of the curve. 💬 Drop your thoughts in the comments and let us know how you're adjusting your portfolio this summer.
#MarketInsights #Investing2025 #FinancialAdvice #EdmontonFinance #CanadianInvestors #WealthManagement #GlobalEconomy #InterestRates #MarkCarney #MillennialsInFinance #EdmontonAlberta #CanadaFinance
⚖️ How do smart Canadians avoid costly family fights over inheritance? ✅ The answer: choosing the right executor — and in many cases, that means hiring a corporate executor. In this power-packed Smokin’ Bulls episode, we talk with Jandy John from Concentra Trust to uncover the inside secrets of corporate executors — how they work, when to hire them, and how they can protect your legacy. 💰 Don’t let your loved ones fight over your estate. Learn how proper estate planning and corporate executors can save your family years of stress and legal fees. 👉 In this episode, you’ll discover: ✔️ The difference between personal & corporate executors ✔️ When to hire a corporate executor ✔️ Common estate planning mistakes to avoid ✔️ How Canadian tax laws & family dynamics affect your estate ✔️ Pro tips from Jandy John to simplify your will and executor selection 📢 Subscribe for more expert content on money, wealth management, and lifestyle: 👉Website: https://smokinbulls.com/ 🎙️ Guest: Jandy John — Director of Estates & Trusts, Concentra Trust 🌐 https://www.concentra.ca/
#EstatePlanningCanada #CorporateExecutor #ExecutorOfAWIll #HowToAvoidEstateFights #WealthManagementCanada #SmokinBullsPodcast #CanadianFinance #EdmontonAlberta #EstateLaw #FamilyWealth
Join us in this explosive episode of Smokin' Bulls as we sit down with Mark Rarog, Chief Investment Officer at Independent Advisor Solutions (Wellington-Altus Private Wealth), to unpack what’s really happening in today’s investment landscape.
🔍 What we cover: ✅ Why the traditional 60/40 portfolio is outdated ✅ The rise of alternative investments (alts) ✅ How institutions like CPP are investing ✅ Passive vs. active strategies: what actually works ✅ What retail investors need to know about private markets ✅ How to protect your wealth in volatile markets
🔥 Whether you're a serious investor or just starting to think about your financial future, this episode will open your eyes to smarter, modern portfolio strategies.
💬 Got questions or thoughts? Drop them in the comments below!
#AlternativeInvestments #MarkRarog #WealthManagement #6040Portfolio #FinancialFreedom #WellingtonAltus #CanadianInvesting #EdmontonFinance #PrivateWealth #SmokinBullsPodcast #FinancialEducation
DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
© 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca
Are traditional investments still cutting it in today’s volatile market? In this episode of Smokin' Bulls, we dive deep into wealth generation through alternative investments with Robin Finlay, Managing Director at Arrow Capital.
Learn how Robin’s team leverages liquid alternatives, credit spreads, and innovative fixed income strategies to create consistent wealth without the rollercoaster of stock and bond markets. If you’re looking to build long-term wealth and diversify your portfolio, this is a must-watch!
📈 Whether you're an investor in Edmonton, Alberta, or anywhere across Canada, this episode offers real insights into modern wealth management.
👇 Don’t forget to like, subscribe, and drop a comment with your thoughts or questions! 🔔 Hit the bell so you never miss a wealth-building conversation.
#WealthGeneration #AlternativeInvestments #EdmontonFinance
The markets are moving, and emotions are running high! With Trump back in the headlines, investors are reacting, creating market volatility that may present both risks and trading opportunities. But is this reaction driven by fundamentals or just media hype?
🌎 The Biggest Economic Shift in 50 Years! 📈 In this compelling episode of Smoking Bulls, we dive deep into the unprecedented economic and political pivots reshaping the global landscape with Dr. Jim Thorne, Chief Market Strategist at Wellington Altus. From U.S. energy independence to Canada’s missed opportunities, discover the strategies, insights, and predictions that could define your financial future. 🚀 🎯 Key Topics Covered: 🔹 The U.S. leading a bold pivot toward small government and private sector growth. 🔹 Canada's economic hurdles: regulatory challenges, resource development, and trade barriers. 🔹 Why the S&P 500 could see a 20% surge in 2025. 🔹 Modernized investment strategies, including the 50-30-20 portfolio framework. 🔹 The future of energy: natural gas, nuclear, and why infrastructure matters. 🔹 Bitcoin as “Digital Gold” and its role in the new financial era. 🔹 How demographics and innovation are fueling the current secular bull market. 💡 Don’t miss out on Dr. Thorne’s pragmatic approach to navigating the markets and maximizing opportunities during this transformative time!
DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
© 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca
🌟 Learn the secrets to mitigating investment risks while staying fully invested in the market! 🌟
In this episode of the Smoking Bulls Podcast, we’re joined by Nicolas Papageorgiou, a seasoned portfolio manager at Canoe Financial, and Wayne Myers, District Vice President for Calgary and Edmonton. Together, they dive into Canoe’s defensive investment strategies designed to manage market volatility while preserving long-term growth potential.
#RiskManagement #Investing #MarketVolatility #CanoeFinancial #FinancialPlanning #Edmonton #Calgary #InvestmentStrategy #SmokingBullsPodcast
DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. © 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca
Discover Dr. James Thorne's "December Market Insights: The Best of Times, The Worst of Times," where we explore the defining characteristics of 2023 and predictions for 2025. Learn about market resilience, inflation trends, and the effects of high interest rates, along with bold forecasts for Bitcoin, gold, and the future of AI in the economy. Gain valuable insights into navigating today's complex financial landscape with foresight and strategy. 📊 Topics covered: The resilience of global markets Inflation and interest rate dynamics Bold calls on Bitcoin and gold The impact of AI and economic transformation Strategies for 2025 and beyond 📍 Dive deeper into the full report: Wellington-Altus Market Insights 🔔 Subscribe for more insights from James Thorne and Wellington-Altus! #MarketInsights #FinancialPlanning #EconomicOutlook #wellingtonaltus
Join us in this Smokin' Bulls episode as Lori Hartery from Desjardins Financial Insurance discusses the Executive Health Plan—a powerful strategy designed to protect corporations while offering significant tax savings for business owners. Whether you’re a small or medium-sized business owner, this conversation highlights essential steps to safeguard your business, ensure tax efficiency, and maximize financial security for the future.
Subscribe to our channel for more insightful episodes. Follow us on our social media platforms to stay updated on upcoming episodes and more. Thank you for watching, and don't forget to like, comment, and share if you found this episode informative! For more information on Canoe Financial: https://www.canoefinancial.com/mutual-funds/canoe-energy-class
Subscribe to the Smokin’ Bulls Channel for more hot topics every week: https://www.youtube.com/channel/UCNJMRWgouabGl4YfC8eoZbQ
Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind.
Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com
Follow us on our social media pages:
Instagram: https://www.instagram.com/smokin_bulls/
Facebook: https://www.facebook.com/smokinbullspodcast/
Website: https://smokinbulls.com/ Spotify: https://spoti.fi/3aGoLg1
Apple Podcast: https://podcasts.apple.com/us/podcast/smokin-bulls/id1564346943
DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca
In this episode of the Smokin' Bulls Podcast, we discuss farm succession planning with experts from Wellington-Altus Private Wealth and Mackenzie Investments. Join Portfolio Managers Tyler Cockbain and Dave Cooper, along with Director of Tax and Estate Planning Alyssa Mitha, as they dive into strategies, tips, and insights for successfully passing on family farms to the next generation. Don't forget to subscribe for more insightful discussions on finance, investments, and wealth planning!
Subscribe to our channel for more insightful episodes. Follow us on our social media platforms to stay updated on upcoming episodes and more. Thank you for watching, and don't forget to like, comment, and share if you found this episode informative! For more information on Canoe Financial: https://www.canoefinancial.com/mutual-funds/canoe-energy-class
Subscribe to the Smokin’ Bulls Channel for more hot topics every week: https://www.youtube.com/channel/UCNJMRWgouabGl4YfC8eoZbQ
Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind.
Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com
Follow us on our social media pages:
Instagram: https://www.instagram.com/smokin_bulls/
Facebook: https://www.facebook.com/smokinbullspodcast/
Website: https://smokinbulls.com/ Spotify: https://spoti.fi/3aGoLg1
Apple Podcast: https://podcasts.apple.com/us/podcast/smokin-bulls/id1564346943
DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca
Welcome to the Smokin Bulls Podcast! In this episode, hosts Tyler and Dave are joined by Dr. James Thorne, Chief Market Strategist at Wellington Altus Private Wealth. They discuss market strategies, economic forecasts, and investment tips. Dr. Thorne shares his expert insights on navigating the financial landscape, making informed investment decisions, and preparing for future market trends. Whether you're a seasoned investor or new to the world of finance, this episode offers valuable knowledge to help you succeed. Don't forget to like, comment, and subscribe for more financial insights and market updates! #MarketInsights #Investing #FinancialAdvice #Economy #InvestmentStrategy #WealthManagement #Podcast #JimThorne #StockMarket #InvestmentTips #FinancialPlanning #SmokinBulls
Join Dave and Tyler on the Smokin Bulls Podcast as we delve into the fascinating world of private markets with special guest James Cowan, Lead Portfolio Manager at Northleaf Investments. In this episode, James shares his insights on the intricacies of private equity, private credit, and private infrastructure investment, highlighting the unique opportunities and challenges these asset classes present. Listeners will gain a deeper understanding of how Northleaf Capital has carved a niche in mid-market investments and their partnership with Mackenzie Financial to make these opportunities accessible to a broader audience. James also discusses the significant role of asset allocation, manager selection, and the impact of macroeconomic factors on investment strategies. Whether you're an investor looking to diversify your portfolio or simply curious about the private markets, this episode offers valuable perspectives and expert advice to help you navigate this complex landscape.
In this enlightening episode of "Smokin' Bulls," we dive deep into the future of wealth management with financial innovator, Som Seif. As the founder and CEO of Purpose Investments, Som shares his journey in the financial sector, shedding light on creating cutting-edge investment solutions tailored for today's investors. From the inception of Purpose Investments to launching the world's first Bitcoin and Ethereum ETFs, get ready to explore how traditional investment paradigms are being reshaped. #bitcoin #smokinbulls #ethereum #crypto #cryptocurrency #SomSeif
Get ready to elevate your investment strategy as we explore the world of the Unconstrained Bond Fund. This innovative fund offers the freedom to invest across a wide range of bond markets, unbound by traditional constraints. It's designed for investors seeking to diversify their portfolio and take advantage of opportunities in fluctuating interest rate environments.
Whether you're an investment veteran or just beginning to navigate the financial markets, this episode is packed with essential insights to enhance your understanding of bond investing. Dive deep with us and discover how the Unconstrained Bond Fund can add a dynamic component to your investment portfolio.
Make sure to hit that "Subscribe" button, give us a thumbs up, and ring that notification bell, so you don't miss out on this invaluable episode filled with expert advice on bond investing. Stay tuned for a deep dive that could reshape your approach to investing.
🎙️ Join us for another enlightening episode of Smokin Bulls, your go-to podcast for all things business, money, and lifestyle! In this episode, we have a very special guest: David Szybunka, CFA, Senior Portfolio Manager & Co-Managing Director of the Energy Team at Canoe Financial.
Get ready to ignite your investment knowledge as we delve deep into the Canoe Financial Energy Portfolio. Canoe Financial's Energy Portfolio provides diversified exposure across various energy sub-sectors, making it an ideal choice for those seeking to tap into the energy market's potential while spreading risk.
Whether you're an experienced investor or just starting your financial journey, this episode promises valuable insights that can help power up your portfolio. Don't miss out on this opportunity to learn from a seasoned expert in the field. Hit that "Subscribe" button, give us a thumbs up, and ring that notification bell, so you won't miss this episode packed with investment wisdom from Canoe Financial. Stay tuned for a discussion that could supercharge your financial future.
For more information on Canoe Financial: https://www.canoefinancial.com/mutual-funds/canoe-energy-class
In this episode, we explore the fascinating world of music royalties and learn all about the ICM-Crescendo Music Royalty Fund, a unique asset that's hitting all the right notes in the investment world, with our two special guests from ICM Asset Management: David Vankka, CEO and President, and Mike Baker, Director of Sales.
Whether you're a music enthusiast, an investor, or simply curious about unique investment opportunities, this episode is a must-listen! We'll explore the benefits and risks of investing in music royalties and how this asset class can add a new dimension to your portfolio.
For more information, visit their website: https://www.icmassetmanagement.com/icm-crescendo-music-royalty-fund
Listen to the full music catalogue on Spotify: https://open.spotify.com/playlist/63WYMjza6mWHX2SrSeVKtz?si=k_Fvgz0gRwOhaJiqWp0TjA
In this episode, we sit down with Greg Romundt, the visionary CEO and President of Centurion Asset Management. Get ready to explore the world of real estate investments as Greg takes us on a journey through Centurion's remarkable success.
Centurion Apartment Real Estate Investment Trust (REIT) is the focus of this episode, boasting an impressive portfolio of over 20,000 multi-family apartment units, medical offices, and student housing beds across 46 cities in Canada and the United States. Discover how investors can seize the opportunity to participate in this diversified portfolio and benefit from mortgage and equity investments in property developments. Join us as we uncover the secrets behind Centurion Asset Management's mission and vision, aligning capital protection, regular cash flow, low volatility, and tax efficiencies for investors. Greg Romundt shares valuable insights on the strategies that have propelled Centurion to the forefront of the real estate investment industry. Stay ahead of the competition and gain exclusive insights.
Don't miss this opportunity to expand your knowledge and find new avenues for financial growth!
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Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind.
Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com
Follow us on our social media pages:
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DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
© 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.
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In this episode, we have the privilege of interviewing Andrea Gruza, the brilliant Managing Partner of Bonnefield Financial—a Canadian finance company with a remarkable mission. Since 2009, Bonnefield has been creating long-term financial partnerships with Canadian farmers, empowering them to grow their businesses, reduce debt, and secure financing for retirement and succession planning. Bonnefield's unwavering commitment also extends to protecting Canadian farmland for farming, ensuring its preservation for future generations. Join us as we delve into a thought-provoking conversation with Andrea, exploring the innovative strategies employed by Bonnefield to support farmers and promote the sustainable growth of the agricultural sector. Get ready to gain invaluable insights into financial empowerment and the preservation of farmland, as we uncover the secrets to success in this exciting episode! Tune in now and be inspired to embark on your own journey towards financial prosperity while making a positive impact on the world around you.
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DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
© 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.
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Join us for an exclusive interview with Peter Bowen, the VP, Tax Retirement Research at Fidelity Canada, as he gives us an inside look into 2023 Federal Budget. Don't miss this opportunity to gain valuable insights from one of the industry's top experts.
------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: See the full video on YouTube
Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind. ------------------------------------ Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com ------------------------------------
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DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
© 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca
Join us for an exclusive interview with Dan Brintnell, Managing Director at Overbay Capital Partners, as he gives us an inside look into the world of private equity investing. In this video, you'll learn about the history and mission of Overbay Capital Partners, key challenges facing private equity investors, and the firm's approach to building successful funds.
Whether you're a seasoned investor or just curious about the world of finance, this video is a must-watch. Don't miss out on this opportunity to gain valuable insights from one of the industry's top experts.
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Coming out of a year dominated by inflation, will the narrative finally change in 2023?
In 2022, Wall Street and policymakers lost their patience with their response resulting in the most aggressive tightening cycle in modern history. Join Dave and Tyler listen in on Dr. James Thorne, Chief Market Strategist for Wellington-Altus, as he shares his insights on what will happen for the 2023 market.
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With bonds being as volatile as stocks, how can you manage your fixed income in this economic environment?
Dave and Tyler sit with Sandy Liang, Head of Fixed Income and Lead Portfolio Manager at Purpose Investments, as he talks about the current state of the fixed-income environment and how the dynamics of fixed-income investments are changing.
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How can Canadian investors take advantage of the opportunities to invest in the infrastructure space?
Dave and Tyler are joined by Frank Latshaw, Vice President & Portfolio Manager of Dynamic Funds, to discuss the key themes driving infrastructure investing today.
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How can business owners & high net worth individuals use insurance to manage their wealth and other problems? Dave and Tyler are joined again by special guest Neeraj Pardeshi of PPI in the second part of this two-part webinar to elaborate on the potential benefits of life insurance for high net-worth entrepreneurs.
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We sit down with Daniel Cohen, Director of Private Equity at Fiera Comox Partners to discuss how investing in private equity can help your portfolio.
Private equity is the largest alternative asset class, with over $6 trillion in assets under management as of March 2022. Private equity has become an important part of institutional portfolios, with leading pension plans and endowments allocating a significant portion of their total portfolios to the asset class. We believe private equity’s characteristics make it a valuable asset class for investors looking for long-term capital appreciation, portfolio diversification, and downside protection.
Find out how to add Private Equity to your portfolio in this podcast.
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Dave and Tyler are joined by Canoe Financial, sharing the importance of the Canadian Energy Market. With the growth in popularity and awareness of alternative and renewable energy sources, Canoe Financial covers the increasing opportunities for investment within the energy market.
You don't quit saving and stop planning once your hit retirement! Dave and Tyler delve into retirement planning and how to ensure that you are ready to take the big step.
How can business owners & high net worth individuals use insurance to manage this and other problems? Special guest Paul Fawcett of PPI joins Dave and Tyler to elaborate on the potential benefits of life insurance for high net worth entrepreneurs.
Planning to donate? Make your donations count! Join Dave and Tyler in discussing Charitable Giving Strategies when donating and giving.
Dave and Tyler delve into the world of Long Term Care Insurance by discussing the costs, planning, benefits, and more.
Is Oil still a worthy investment in modern day? Join Dave and Tyler as they discuss with Greg Bentz regarding Oil and its current place in a modern investment market.
What are Flow Through Shares and how can this be an asset to investors? Dave and Tyler dive into Flow-Through Shares, Limited Partnerships and how this can be beneficial during taxation.
Is it worth it to Incorporate your Business? Dave and Tyler are joined by Greg Bentz in discussing the importance of protecting your assets through incorporation.
What do Dave and Tyler think about the Metaverse and its potential effects on our everyday lives?
As such, we believe that 2022 will be the Year of the Fed: with the Fed’s actions, or perhaps even just the expectations of those actions, having a significant impact on the markets for the coming year. Dr. James "Jim" E. Thorne, Ph.D. takes a deep dive into this year's market insights as we progress through the Year of the Fed.
Are we truly stepping into the future with the introduction of the Metaverse? Catch Dave and Tyler as they discuss the Metaverse with special guests Mike Stinton and Meghan Chen of Fidelity Investments and its role in our lives, including our working environment, the investment landscape and more.
In this episode, Dave and Tyler provide insights on the big picture of Investment in 2022, Volatilities in the Financial Market, as well as strategies for smoothing out your investment journey.
Dave and Tyler are joined by Trez Capital in discussing the Outlook for US Real Estate. Trez Capital provides short-term loans to large developers throughout North America with a large focus on residential development. The focus areas for Trez are states with low to no state taxes that are growth-friendly and business-friendly.
With Inflation and Rising Costs, House prices have begun soaring faster than living wages. Potential homeowners may have more problems to face though other than rising prices. Dave and Tyler dive into Housing and its effect on the current market.
Dave and Tyler discuss the rampant inflation that has struck the global economy, and its effects worldwide in the middle of a global pandemic.
Dave and Tyler has an adventurous discussion on Off-road vehicles with Low Impact founder, Troy Gordon.
E-Bikes are all the rage in today's modern roads! Catch up on the latest about E-bikes with special guest George Pickney.
With the vast amount of choices we now have because of streaming services, what do entrepreneurs like Jeff Krukoff watch on TV? Catch Dave and Tyler this week as they dive into the Great World of TV shows!
How has the pandemic affected the way that people work, and their mentality towards working? Jeff Krukoff sits down with Dave and Tyler to expound on the shift in working habits during the pandemic.
Every good businessman knows how to spend their time well outside of their work hours. Dave and Tyler have a chat with Mike Mack on what goes on in his life outside of business hours.
What does it take to build a business? Special guest Mike Mack talks about his life in business, and how he has grown in the industry through his own business.
Cryptocurrency is one of the most popular investments in the modern world, but what is this medium of exchange and why is it generating so much buzz in the financial world?
The world is innovating at a fast rate, and Charlie Van Derven blazes through the importance of the Digital Marketing in the real world.
How do you make money with something you already have? Adnan Brkic shares his experience in vacation rental properties with Dave and Tyler.
Dave and Tyler discuss with Adnan Brkic about new technologies and how they change lives.
Dave and Tyler expound on whether or not Investment Advisors are necessary in order to truly become a wise investor in an ever-changing market.
Richard Hansen of Sky Eye Measurement reminisces his backpacking days and other traveling adventures before the world came to a standstill.
Sky is the limit for many growing businesses, and Richard Hansen of Sky Eye Measurement shares his experience as a leader of a growing business in an uncertain market.
Dave and Tyler have a chat with Dr. Dave Burnham about Group Buying in Dental Care and the savings that come with it.
Want to get into the world of Alternative Asset Management? Dave and Tyler get the down low from Mike Baker of ICM Asset Management
Dr. James Thorne gives Dave and Tyler his insights regarding the Hockey world, and the NHL.
Dr. James Thorne of Wellington-Altus Private Wealth talks about Green Investments with Dave and Tyler
Who really is the best Beatle from The Beatles? Paul Fauset shares his thoughts with Dave and Tyler.
Dave and Tyler tackle what insurance strategies can be maximized by corporate business owners in modern economic climate with Paul Fauset from PPI.
Rob Anton has a smokin' chat with Dave and Tyler about Sports and memories of Super Bowls
Lori Power tells Dave and Tyler about the process of writing, including its perks and challenges, as a published author.
Lori Power gives Dave and Tyler a glimpse into the specialized world of Group Benefits, and its importance in providing care for a multitude of individuals with specific and varied needs.
Dave and Tyler talk about some powerful technological and medical advances with their guest Dr. Mikolaj Raszek, who expounds on Genome Sequencing and the importance of unwrapping our DNA.
Find out on today’s episode how Dave and Tyler decide to use podcasting as a platform in sharing his knowledge on business wealth by reaching hundreds of people and know more about business, finances, and entrepreneurial trends.