Canadian Advisor.cast

Advisor.ca

Canadian Advisor.cast is a podcast dedicated to financial advisors and those who work with them. Host Kevin Press goes in-depth with guests from inside and outside the industry.

Episodes

  1. Episode 2.2 with Dan Richards

    FEB 11

    Episode 2.2 with Dan Richards

    Canada’s pre-eminent advisor to advisors, and longtime Rotman School of Management marketing professor, talks about promoting your practice and how to use AI.

    47 min
  2. Episode 2.1 with David Chilton

    JAN 29

    Episode 2.1 with David Chilton

    Canada's top personal finance author is back with The Wealthy Barber Returns. Chilton weighs in on Gen Z money troubles, total cost reporting and why it takes him so long to write a book.

    30 min
  3. Episode 1.4 with Tanya Staples

    2025-12-18

    Episode 1.4 with Tanya Staples

    Having earned her Ph.D. in financial planning, Prof T joins us to talk about how to make the business more woman-friendly, and better serve female clients in the process.

    37 min
  4. Episode 1.3 with Ben Felix

    2025-12-04

    Episode 1.3 with Ben Felix

    A look back at the year from heck. Ben Felix on passive investing, sticking to your beliefs and ETF excess. “Higher-fee, more complex products don’t tend to be great for investors.”

    35 min
  5. Episode 1.2 with Simon Chan

    2025-11-20

    Episode 1.2 with Simon Chan

    Longevity is redefining financial planning, careers and retirement for millions of Canadians. Simon Chan says, “Not all clients will live to be 100, but there’s good reason for planning to do so.”

    45 min
  6. Episode 1.1 with Rob Carrick

    2025-11-07

    Episode 1.1 with Rob Carrick

    Canada's personal finance editor-in-chief talks about financial advice, finfluencers and his unretirement plan. (Hint: it includes writing for The Globe and Mail.)

    30 min
  • 6 Episodes

About

Canadian Advisor.cast is a podcast dedicated to financial advisors and those who work with them. Host Kevin Press goes in-depth with guests from inside and outside the industry.

Information

  • Creator
    Advisor.ca
  • Years Active
    2K
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Advisor.ca
  • Show Website
    Canadian Advisor.cast