エピソード

  • 38: Ep. 38: Our new adventure: A conversation with Jean & Andrew

    38: Ep. 38: Our new adventure: A conversation with Jean & Andrew
    2025/04/23
    44 分
  • 37: A conversation with Rob Harvey, Dimensional Fund Advisors

    37: A conversation with Rob Harvey, Dimensional Fund Advisors
    2025/03/11
    44 分
  • 36: A conversation with Jeffrey Fidelman, CEO of Fidelman & Co.

    36: A conversation with Jeffrey Fidelman, CEO of Fidelman & Co.
    2025/02/12
    Fidelman & Company helps founders and funds raise capital, prepare for the sale of a business, or acquire a company. Jeff discusses the evolution of family office and the competitive markets in Canada & U.S.
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    43 分
  • 35: Erin Bury, CEO, Willful

    35: Erin Bury, CEO, Willful
    2025/01/30
    Jean speaks with Erin Bury, about Willful, a company providing online wills for Canadians.
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    49 分
  • 34: Journey to an independent wealth management firm. A conversation with Will Simpson & Keeley Simpson, Aretec Wealth

    34: Journey to an independent wealth management firm. A conversation with Will Simpson & Keeley Simpson, Aretec Wealth
    2025/01/20
    Join Sandra Henderson as she hears the journey to independence from Will & Keeley.
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    28 分
  • 33: Financial markets in 2025 with David Obront

    33: Financial markets in 2025 with David Obront
    2025/01/13
    In this episode, Andrew Auerbach speaks with David Obront, a financial market expert, for a broad discussion covering world equity markets, the fixed income market, challenges for investors, and an overview of cryptocurrency.
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    53 分
  • 32: Insights from Couples Therapy with Ted Leckie

    32: Insights from Couples Therapy with Ted Leckie
    2024/12/20
    In this episode of Beyond the Bank, Jean Blacklock sits down with Ted Leckie, a registered psychotherapist specializing in couples therapy, to explore the intricate dynamics of relationships. Together, they delve into the challenges couples face around money, wealth management, and estate planning. Ted shares his journey from entrepreneur to psychotherapist, insights into the diversity of couples he works with, and the evolving landscape of relational dynamics. The conversation uncovers themes like vulnerability, communication, and the pivotal role of understanding in strengthening partnerships across all stages of life.
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    55 分
  • 31: A Deep Dive into Delisle’s Investment Philosophy

    31: A Deep Dive into Delisle’s Investment Philosophy
    2024/12/18
    In this episode of Beyond the Bank, Sandra Henderson and Andrew Auerbach sit down to discuss the core of Delisle Advisory Group’s approach to wealth management: their investment philosophy. Drawing from decades of experience, they explore the guiding principles that shape their portfolio construction process, the importance of tailoring solutions to each family’s unique goals, and the vital role of purpose-driven planning.

    Sandra and Andrew emphasize the value of understanding client priorities, fostering transparent communication, and maintaining a dynamic planning process. From navigating market uncertainties to integrating family values into wealth strategies, this conversation highlights how Delisle’s philosophy ensures consistent, thoughtful performance. Whether you're a seasoned investor or exploring wealth management, this episode offers invaluable insights into creating financial plans that align with what truly matters.
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    43 分