WP Talk

539 Episodes

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An advisor plans his own retirement

2026-02-2631:04

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.

How one advisor invests in, and uses, artificial intelligence

2025-11-2630:54

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.

Can alts offset volatility in today's market?

2025-10-1625:46

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.

Hear why Michael Lee-Chin is investing in atomic technologies

2025-03-2828:31

Learn why Michael Lee-Chin, billionaire chairman of Portland Holdings Inc. is now focused on two key issues facing mankind: clean energy and cancer.

Can history help advisors understand Trump, US policy?

2025-02-2601:06:38

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.

A real estate investment built on expanding homeownership

2024-07-2411:40

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.

What makes a great wholesaler?

2024-04-3041:02

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.

Morning Briefing: Are Canadians too ashamed to talk about debt?

2023-11-0703:40