The Modern Investor Journe‪y‬ Modern Investor Journey

MIJ conversation with Steve Lowrie ranges from traditional mutual fund sales, transaction fees,
scaling with value, discovering scientific investing, transitioning a traditional book to quant, the
ingredients for practice success and how to leverage social media.

Having inherited his book from his former boss, Sam's journey led him to focus on planning, advance his career to become discretionary, engage with the fintwit crowd of quantitative PhD's and develop his niche client group of technology entrepreneurs in Greater Toronto. Join Art and Rod for an informative discussion with many insights on how to become a successful advisor in Canada.

MIJ talks with Senior Wealth Manager Eric Bennett about his journey to independence, finding rules & behavioural coaching, experience-based marketing and volunteerism as a way to establish value alignment.



4:30 The service model

7:00 The pitch book

10:15 The tax man

11:15 Behaviour & scientific investing

18:00 Wealth destruction & finding factors

27:30 Simple messages

29:45 Experience marketing

32:30 Volunteerism

38:45 Media

41:00 Wrap up

MIJ conversation with Pat Dunwoody ranges from the changing industry landscape, advice for advisors, diversity and inclusion and women in financial services.



5:45 ETF landscape

8:00 VEXO

10:05 ETF Myth busting

14:30 Mutual Funds and ETF’s

19:00 Big Banks

22:00 End user benefits

25:10 Women, networking and inclusion

34:18 Advisors relationship with the spouse

37:44 Advisor value proposition

41:00 Wrap up

@Ben Felix shares some of Passmore & Felix Team’s recipes for success including the rationale for scientific investing, how to build powerful relationships and the benefits of advice.

Timeline:
4:10 Mutual fund sales
9:30 The quant tipping point
16:25 Building relationships
24:30 Canada’s quant landscape
28:35 How to create content
31:40 Managing wealth: Purpose, priorities & tactics
37:00 Gold & Crypto
44:45 Behavioural vs. Efficiency
49:00 Wrap

Join MIJ for a fascinating discussion with Auspice Capital’s founder Tim Pickering to learn about the importance of maps, process and tinkering at the edges. Tim’s unique ability to simplify complex topics like “diworsification” and skew have been honed from years of interaction with some of Canada’s leading investment institutions.