Today we are going to discuss wills and estates with our guest, Courtney Petch from Cummings Cooper Schusheim Berliner. Since the beginning of COVID-19, many clients and investors have asked us about updating their Wills and estate plans, so we thought it best to invite an expert who can give us some insights into what to ask when you meet your estate lawyer.

BULLWEALTH’s Managing Partner, Kevin Van Dyk, engages Richard Usher Jones, Portfolio Manager of Canso Investment Counsel, in a conversation on Canso’s investment process and philosophy. Both Kevin and Richard explore the world of fixed income and why Canso, over the past year, has achieved superior outperformance – Partly due to their conservative positioning prior to COVID-19 and then Canso’s decision to increase their high yield bond exposure throughout 2020. Kevin and Richard also discuss...

Over the past few years, an emerging framework has become a main stream investment theme. The theme is ESG and it stands for Environmental, Social and Governance. These non-financial factors are becoming a more significant part of every investors decision making process. In today’s ‘Insights into Wealth’ podcast, BULLWEALTH’s CIO, Peter Klein, dives into how ESG came to the forefront and what is next as investors consider the importance of this framework to investing around the globe. Joining...

BULLWEALTH’s Managing Partner, Kevin Van Dyk, has an engaging conversation with Paul Black, Co-CEO of WCM Investment Management. We met Paul and WCM around 5 years ago when we undertook a search to find a new global growth equity manager. At the time, WCM was just launching its global equity strategy, and our due diligence team found their philosophy and process towards investing extremely unique. Kevin and Paul discuss WCM and why finding companies with a growing competitive advantage and a...

Shifting our focus towards the charitable and not-for-profit sector, BULLWEALTH has invited Bruce MacDonald, CEO of Imagine Canada, and Sharon Avery, CEO of the Toronto Foundation, to share their insights into the many challenges Canadian and Toronto-based not-for-profit organizations are facing in this pandemic year. Also, Bruce and Sharon will explore where most of our giving goes, and how there are many communities and other charitable organizations in need of assistance during this giving...

Julian Smith, BULLWEALTH’s CEO, interviews Peter Klein, BULLWEALTH’s CIO, on how he leads the BULLWEALTH investment committee through the decision making process of searching, hiring and/or removing investment managers for BULLWEALTH’s clients.

In conversation with Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about what role does Manager Due Diligence & Research play in investing?

In conversation with Julian Smith, CEO, and Kevin Van Dyk, Managing Partner & Portfolio Manager at BULLWEALTH, to chat about Consolidated Reporting.

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about Global Diversification and Non-correlation of assets.

In conversation with Julian Smith, Chief Executive Officer, at BULLWEALTH, to chat about Insight, Integrity and Independence, and what they mean in the Wealth Management Industry.

In conversation with Peter Klein, Chief Investment Officer at BULLWEALTH, to chat about Asset Allocation and why it is important.

In conversation with Julian Smith, Chief Executive Officer, at BULLWEALTH.

Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.