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

Who will capture value from AI long-term?

July 29, 2026 • 31 mins

Robert Almeida, Portfolio Manager and Global Investment Strategist at MFS Investments explains the rise of AI in the context of past technological advancements. In past buildouts, including railroads, electrification, and the internet, value hasn't always gone to investors. He explains the sort of businesses that can capture value from AI in the long-term and weighs in on whether asset bubbles are how we build big things in capital...

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An advisor plans his own retirement

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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How one advisor invests in, and uses, artificial intelligence

November 26, 2025 • 30 mins

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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Can alts offset volatility in today's market?

October 16, 2025 • 25 mins

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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Hear why Michael Lee-Chin is investing in atomic technologies

March 27, 2025 • 28 mins

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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Can history help advisors understand Trump, US policy?

February 25, 2025 • 66 mins

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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A real estate investment built on expanding homeownership

July 24, 2024 • 11 mins

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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What makes a great wholesaler?

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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