The Ordered Life

Serviam Capital

The Ordered Life is a podcast about aligning your life, your money, and your decisions with what actually matters. Hosted by Sean Gregory (Portfolio Manager), AJ Sanson (Associate Investment Advisor), and Anthony De Lazzari (Associate Investment Advisor) of Serviam Capital at iA Private Wealth Inc., the show explores how timeless principles, especially the virtues, can guide modern financial decisions and everyday life. Drawing from Aristotle, Thomas Aquinas, and lived experience working with families and business owners, each episode bridges philosophy and practical financial thinking. The conversation goes beyond markets and returns to address deeper questions: What is wealth for? What does it mean to live well? How do you make decisions with clarity, discipline, and purpose in a noisy world? Across episodes, you’ll hear honest discussions on stewardship, discipline, risk, generosity, and long-term thinking. Whether navigating uncertainty, building wealth responsibly, or striving to become a better leader, parent, or professional, The Ordered Life offers a framework for living intentionally. This is not about chasing outcomes. It is about ordering your life so that your resources, including your wealth, are directed toward the good. Learn more about our work at Serviam Capital: https://www.serviamcapital.ca/about-us Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

  1. MAR 31

    Beyond ESG The Real Question Behind Investing and Moral Responsibility | Mensuram Bonam Part 2

    What does it actually mean to invest responsibly? In Part 2 of our introduction to Mensuram Bonam, we move beyond surface-level frameworks like ESG and examine a deeper question: is investing itself a moral act? Drawing from Catholic Social Teaching, this conversation challenges the idea that finance can be separated from ethics, and instead reframes capital as something entrusted to us with purpose. We explore the limits of modern “responsible investing,” the risk of using ethics as a marketing tool, and why discernment matters more than labels. The discussion centers on a more demanding but coherent vision: that every financial decision participates in shaping the world, and therefore carries real moral weight. This episode is for those who want more than alignment in theory. It is for those seeking a disciplined, thoughtful approach to stewardship that respects both conscience and long-term responsibility. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    36 min
  2. MAR 24

    Catholic Investing and the Purpose of Capital | Mensuram Bonam Introduction

    This episode explores a question most investors never stop to ask: what is investing actually for? Drawing from Mensuram Bonum, a foundational document shaping how we think about capital, the conversation moves beyond portfolios and performance to something deeper. What is money for? What is capital for? And what responsibility comes with being entrusted to invest it? The discussion challenges the common assumption that finance can operate independently of ethics. Every investment decision expresses a set of values and contributes to the kind of future we are building, whether intentionally or not. The hosts unpack the distinction between money and capital, the role of the investor as a moral agent, and the idea that finance itself can be a school of virtue. This is not a technical conversation about markets. It is a foundational one about purpose, responsibility, and coherence. For those who want their financial decisions to reflect what they actually believe, this episode offers a framework for thinking clearly and acting with discipline. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    44 min
  3. MAR 17

    Is Investing Just Gambling? What’s the Moral Difference When It Comes to Money?

    Is investing just another form of gambling? In this episode of The Ordered Life Podcast, we explore the key difference between investing and gambling and why intention, virtue, and stewardship matter when it comes to money. The conversation unpacks how gambling is typically driven by entertainment and chance, while investing is meant to responsibly steward the capital entrusted to us. Through the lens of virtue, purpose, and Catholic moral thinking, we discuss how money should serve our goals, and how our goals should ultimately serve the good. If you’ve ever wondered whether investing is morally different from speculation, or how faith and prudence should guide financial decisions, this episode offers a thoughtful framework for understanding money, risk, responsibility, and the pursuit of an ordered life. Topics discussed: The moral difference between investing and gambling The role of intention in financial decisions Stewardship and responsibility with money How virtue guides investing and wealth building Why money should serve your goals and the greater good #OrderedLife #Virtue #Investing #MoneyAndMeaning #Stewardship #PurposeDrivenWealth   Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    28 min
  4. MAR 10

    Rethinking Retirement: Why Income Optional Is Better Than Work Optional

    Most people think of retirement as the moment when work finally ends. They think work is something to escape from, and retirement is the reward that brings decades of permanent leisure. But what if that vision of retirement is actually backwards? In this episode of The Ordered Life Podcast, we challenge the modern idea of retirement and propose a better framework: Income optional, not work optional. Work is not merely something to endure until you can stop. Meaningful work is part of living a virtuous and purposeful life. The real goal of financial planning should not be escaping work, but creating the freedom to choose work that serves the good. You’ll learn: Why the modern vision of retirement may undermine purpose and fulfillment The difference between work optional and income optional How financial independence can support a life of meaning Why discipline, virtue, and intentional goals matter more than comfort How your money should serve your goals, and your goals should serve the good If you’re a professional, parent, or builder trying to align faith, money, and purpose, this episode offers a framework for thinking about retirement, work, and freedom in a more ordered way. Because the goal of wealth isn’t escape, it’s freedom to pursue the good. Keywords: retirement, income optional, work optional, financial freedom, purpose driven wealth, money and meaning, virtue and finance, Catholic personal finance, disciplined life, ordered life #OrderedLife #Retirement #IncomeOptional #WorkOptional #PurposeDrivenWealth #Virtue #FinancialFreedom #MoneyAndMeaning #CatholicLife Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    21 min
  5. MAR 3

    You Were Not Made for Comfort: Rediscovering the Purpose of Work

    In a culture that treats work as something to escape, retire from, or merely endure, we’re asking a deeper question: What if work is actually part of your purpose? In this episode of The Ordered Life Podcast, we explore how the Catholic vision of work is more than a paycheck. Drawing from Laborem Exercens and the Christian understanding of the human person, we discuss: Why you were not created for comfort, but for greatness How work forms your character and strengthens virtue The difference between using work for money vs. seeing work as participation in the good How work allows us to co-create with God Why retirement cannot be the ultimate goal How discipline in work leads to freedom and interior peace If we reduce work to income, we miss its deeper meaning. But when we see work as participation in God’s creative action, everything changes, including how we approach ambition, career, and finance. Whether you’re early in your career, raising a family, building a business, or discerning what comes next, this episode will challenge you to rethink comfort, responsibility, and purpose. You were not made for comfort. You were made for greatness. Keywords: Purpose of work, dignity of work, Catholic teaching on work, virtue and career, faith and finances, ordered life, discipline brings freedom, money and meaning, co-creation with God. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    38 min
  6. FEB 24

    Fortitude in Volatile Markets: Using the Virtues as a Compass

    Markets are volatile. Headlines are loud. Fear spreads quickly. But is volatility really risk? And how should investors respond when uncertainty rises? In this episode of The Ordered Life Podcast, we explore the virtue of fortitude and why it is essential in investing, especially during turbulent markets. We unpack: The difference between volatility and permanent loss Why fear leads to poor investment decisions The danger of herd mentality in markets How humility and prudence support disciplined action Why courageous investing often feels uncomfortable The risks professional investors face and how incentives shape behavior How virtue forms the foundation of long-term financial stewardship Fortitude is not recklessness. It is the strength to act according to reason despite fear. In investing, and in life, disciplined courage allows you to pursue long-term goals instead of reacting emotionally to short-term noise. If you want to build an ordered life rooted in clarity, purpose, and resilient financial decision-making, this episode is for you. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently. #OrderedLife #Fortitude #Investing #Volatility #RiskManagement #Discipline #MoneyAndMeaning #PurposeDrivenWealth

    38 min
  7. FEB 11

    How Justice, Humility, and Responsibility are Key to Understanding Work

    In this episode of The Ordered Life Podcast, we challenge one of the most common pieces of modern career advice: “Find work you love.” Instead, we argue that work is not primarily about passion or self-fulfillment, but about justice, humility, and responsibility. We explore why meaningful work begins with justice: rendering what is due to God, to others, and to society through the honest use of our talents. Discovering your mission isn’t about chasing feelings or prestige, but about humility: truthfully recognizing your strengths, limits, and where you are most needed. Finally, we confront the uncomfortable truth that greatness does not come from comfort. Purposeful work always involves challenge, sacrifice, and perseverance. When work is ordered toward service and excellence rather than ease, it becomes a powerful path to freedom, dignity, and growth. If you’ve ever felt restless, unmotivated, or confused about your career path, this episode offers a clearer framework rooted in virtue, order, and the pursuit of the good. Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

    44 min
5
out of 5
7 Ratings

About

The Ordered Life is a podcast about aligning your life, your money, and your decisions with what actually matters. Hosted by Sean Gregory (Portfolio Manager), AJ Sanson (Associate Investment Advisor), and Anthony De Lazzari (Associate Investment Advisor) of Serviam Capital at iA Private Wealth Inc., the show explores how timeless principles, especially the virtues, can guide modern financial decisions and everyday life. Drawing from Aristotle, Thomas Aquinas, and lived experience working with families and business owners, each episode bridges philosophy and practical financial thinking. The conversation goes beyond markets and returns to address deeper questions: What is wealth for? What does it mean to live well? How do you make decisions with clarity, discipline, and purpose in a noisy world? Across episodes, you’ll hear honest discussions on stewardship, discipline, risk, generosity, and long-term thinking. Whether navigating uncertainty, building wealth responsibly, or striving to become a better leader, parent, or professional, The Ordered Life offers a framework for living intentionally. This is not about chasing outcomes. It is about ordering your life so that your resources, including your wealth, are directed toward the good. Learn more about our work at Serviam Capital: https://www.serviamcapital.ca/about-us Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates. This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.