💸 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 — tra...
Jul 21, 2025•46 min
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 nois...
Jun 25, 2025•7 min
⚖️ 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 ...
Jun 11, 2025•30 min
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 🔍 What we cover: ✅ Why the traditional 60/40 portfolio is outdated ✅ The rise of alternative investments (alts) ✅ How institutions like CPP are investing ✅ Passive vs. active strategies: what actually works ✅ What retail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 privat...
May 21, 2025•31 min
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 ...
Apr 24, 2025•38 min
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?
Mar 18, 2025•10 min
🌎 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 pri...
Jan 29, 2025•51 min
🌟 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 #CanoeFin...
Jan 03, 2025•47 min
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 market...
Dec 06, 2024•7 min
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 ...
Oct 31, 2024•36 min
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! Subscr...
Oct 24, 2024•38 min
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...
Jul 08, 2024•46 min
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-m...
May 29, 2024•52 min
Discover the exclusive world of National Bank's Private Banking 1859. In this episode of Small Convos, we dive into the services and benefits of private banking, tailored for high net-worth individuals. Learn from Senior Private Banker Jubril Adesina about the red carpet service, custom solutions, and who qualifies for these exceptional financial services. Don't miss out on expert insights into sophisticated planning, banking, and credit needs. Subscribe for more in-depth discussions on business...
May 28, 2024•35 min
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....
Mar 22, 2024•54 min
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 ins...
Mar 06, 2024•39 min
🎙️ 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 ...
Nov 28, 2023•41 min
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...
Oct 31, 2023•46 min
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. Disco...
Jun 16, 2023•45 min
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 pre...
Jun 16, 2023•46 min
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...
Apr 19, 2023•35 min
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. -- Follow us on our social media pages: Instagram: https://www.instagram.com/smokin_bulls/ Facebook: ...
Feb 10, 2023•50 min
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. -- Follow us on our social media pages: Instagram: https://www.instagram.com/smokin_bulls/ Facebook: https://www.facebook.com/smokinbullspodcast/ Website...
Dec 06, 2022•1 hr
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. -- 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: ht...
Dec 02, 2022•57 min
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. ------------------------------------------------------------- Follow us on our social media pages: Instagram: https://www.instagram.com/smokin_bulls/ Facebook: https://www.faceboo...
Nov 15, 2022•1 hr 3 min
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 charac...
Nov 08, 2022•38 min
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.
Sep 19, 2022•21 min
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.
Sep 07, 2022•20 min
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.
Sep 06, 2022•54 min
Planning to donate? Make your donations count! Join Dave and Tyler in discussing Charitable Giving Strategies when donating and giving.
Aug 25, 2022•17 min•Season 1Ep. 38
