Dec 29, 2018
Dan Richards, CEO, Client Insights, joined us at the CETFA Mindpath ETF 2018 Conference, to talk about how advisors need to excel in terms of the value that they provide to clients.
The level of scrutiny that investors are putting on what they're getting for what they're paying is intensified, and will continue to...
Dec 5, 2018
Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, chatted with us at the 2018 Mindpath CETFA ETF Conference to discuss her research firm's findings of what it will take for advisors to remain the advisor of choice, to be irreplaceable, in the future, as the nature of...
Sep 25, 2018
Jason Del Vicario is a discretionary portfolio manager at Hillside Wealth Management (operating within Holliswealth/IA Securities) in Vancouver, BC. Jason's experience is varied, however, not unlike that of many Canadian advisors. Over the course of his career, and as a result of key decisions, he evolved into the...
Jun 28, 2018
We recently had an enlightening deep-dive conversation with Purpose Investments’ Greg Taylor, portfolio manager of the Purpose Marijuana Opportunities Fund (MJJ.NO) about his outlook for the hot Canadian cannabis sector. He also manages Purpose Investments’ Canadian Equity mandates, so we also discussed his outlook...
May 30, 2018
Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada, the U.S., and the Global Economy, and what to do with assets given the current economic and market environment we are entering.AA: Hello and thank you for listening to the Insight is Capital...