Beyond The Bank

著者： Andrew Auerbach and Jean Blacklock
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  • Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
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あらすじ・解説

Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
個人ファイナンス 経済学
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エピソード
  • 26: Balancing Expertise and Independence: Rubin Miller on Rethinking Wealth Management

    26: Balancing Expertise and Independence: Rubin Miller on Rethinking Wealth Management
    2024/11/22
    In this episode of Beyond the Bank, Andrew Auerbach sits down with Rubin Miller, co-founder of Peltoma Capital, to explore the evolving world of wealth management. Rubin shares his unique journey from competitive chess to proprietary trading and his eventual transition into independent advisory. The discussion delves into the ongoing debate between percentage-based AUM fees and flat-fee models, highlighting the complexities of client value, investment expertise, and the role of personalized service. Rubin also reflects on the growing trend of independent advisory firms, offering insights into the cultural and structural differences between the U.S. and Canadian wealth management landscapes. Packed with thought-provoking perspectives, this conversation underscores the importance of aligning investment strategies with client goals while embracing the flexibility and client-first ethos of the independent model.
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    52 分
  • 25: The Intersection of Law and Family Dynamics in Estate Disputes with Felice Kirsh

    25: The Intersection of Law and Family Dynamics in Estate Disputes with Felice Kirsh
    2024/11/20
    In this episode of Beyond the Bank, Jean sits down with Felice Kirsh, a Certified Specialist in Estates and Trusts Law and partner at Schnurr Kirsh Oelbaum Tator LLP. With decades of experience in estate and trust litigation, Felice shares her expertise on navigating complex disputes, including will contests, trustee disagreements, and power of attorney conflicts.

    The conversation delves into the intricacies of mental incompetency litigation, the challenges of resolving family disputes, and the role of mediation in achieving fair outcomes. Felice also reflects on how legal professionals can balance technical expertise with empathy in emotionally charged cases. Whether you're managing family wealth or simply curious about the dynamics of estate planning, this episode provides invaluable insights into the legal and relational aspects of estate and trust disputes.
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    54 分
  • 24: Redefining Financial Independence: Megan Tong on Mindset, Money, and Entrepreneurship

    24: Redefining Financial Independence: Megan Tong on Mindset, Money, and Entrepreneurship
    2024/11/15
    In this inspiring episode of Beyond the Bank, Jean Blacklock sits down with Megan Tong, a CPA-turned-entrepreneur-turned-money mindset coach, to explore the evolving relationship between money, life, and purpose. Megan shares her unique journey from climbing the ranks at a major accounting firm to co-founding Kanga, Toronto’s first Australian-style meat pie company, which she successfully grew into a million-dollar enterprise before selling it in 2018.

    Drawing from her entrepreneurial experiences and financial expertise, Megan explains how her perspective on money shifted—from a technical focus to a deeper understanding of its emotional and psychological dimensions. She discusses her transition to life coaching, revealing how she now helps clients transform their money mindset, align financial goals with personal values, and achieve true financial independence.

    Through stories of resilience, resourcefulness, and reinvention, Megan offers practical insights for wealth advisors and clients alike, emphasizing that wealth isn’t just about numbers—it’s about cultivating a constructive relationship with money to fuel life’s aspirations.
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    48 分

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