WP Talk

WP Talk

WP Talk is a podcast from Wealth Professional Canada, an online and print publication for financial advisors across the country. Go to www.wealthprofessional.ca for all the latest industry news and views or to subscribe to our daily newsletter. Financial Advice, Planning News & Resources | Wealth Professional https://www.wealthprofessional.ca

Episodes

February 26, 2026 31 mins
Jeff Keller, Senior Financial Advisor at CI Assante, shares how he's getting ready to retire. Keller shares the technical details and emotional challenges of this process. From the arrangement he's made to sell his book, to how he'll keep working, to how he's mentally preparing for life without his work.
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Michael Zagari, Investment Advisor & Associate Portfolio Manager at Wellington-Altus Private Wealth, explains why he's applying generative AI tools in his practice and how his use of those tools validate his belief in the investment theme.
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This episode unpacks how alternatives can be used to manage portfolio volatility. Chad Larson, Partner and Senior Portfolio Manager with MLD Wealth of CG Wealth Management offers his insights into the space.
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Learn why Michael Lee-Chin, billionaire chairman of Portland Holdings Inc. is now focused on two key issues facing mankind: clean energy and cancer.
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Dr. Jim Thorne, Chief Investment Strategist at Wellington-Altus Private Wealth explains how advisors can use history to understand the current moment, especially with regards to US policy under President Donald Trump.
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North America Home Finance is offering a new approach to real estate investment, built around giving Canadians access to homeownership. Learn how the model works and what it can do for advisors and their clients here.
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April 30, 2024 41 mins
WP Talk goes in depth on wholesaling, interviewing three members of the WP Top 50 Wholesalers List to discover what advisors expect from their wholesalers today.
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Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
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Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Mark as Played

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