The Unlimited Podcast by Ginsler Wealth

Ginsler Wealth
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The Unlimited Podcast is a Ginsler Wealth audio production. GW’s CEO, Brian Ginsler, provides his thoughts on investing and the markets, and speaks with a variety of investment managers and other non-investment specialists to discuss themes relevant to successful families. Ginsler Wealth is a new wealth management experience. We exist to serve successful families that embrace independence and the flexibility it provides; families that want unconstrained wealth management solutions; and families that expect a higher, more personal level of service. Think of it as your wealth…Unlimited.

  1. FEB 27

    E65: Tax Strategy with Matthew Getzler

    Let me tell you how it will beThere's one for you, nineteen for me'Cause I'm the taxmanYeah, I'm the taxmanAnd you're working for no one but me.-- Taxman, The Beatles In this second episode in our Wealthhard series, Brian speaks with Matthew Getzler, Partner and Co-Chair of the Private Client Services & Tax groups at Torkin Manes, about the practical tax opportunities still available to high-net-worth families and private business owners. Matt picks up where Jessica Feldman Chittley left off in You Need a Will (our last podcast episode), and walks through will-related tax tools: avoiding loss of the spousal rollover, probate planning and using wills as succession vehicles, plus U.S. estate-tax traps. He then moves to active tax planning: estate freezes and refreezes, prescribed-rate loan strategies, and the pragmatic use of Canadian corporations to manage U.S.-situs exposure and defer tax. Along the way he explains the mechanics, the admin rules that can kill a plan, cross-border pitfalls, and real client examples so listeners understand when a strategy makes sense, and when it doesn’t. Practical, technical and actionable, this episode is for families and advisers who want to keep more of what they build while avoiding common implementation mistakes. Timestamps: 00:00:00 — Intro & Legal Disclaimer00:03:54 — Guest Intro / Matthew Getzler00:07:45 — Dying Intestate & Spousal Rollover00:11:41 — Spousal Trusts & Control00:14:01 — Probate & Probate-Planning00:18:56 — Joint Ownership & Adding Children00:21:41 — Succession for Business Owners00:27:13 — Estate Freeze: The Basics00:32:03 — When an Estate Freeze Makes Sense00:35:15 — Control, Voting Shares & Practical Mechanics00:38:32 — Wills & U.S. Estate-Tax Issues00:41:34 — U.S. Estate Tax Overview & Stakes00:44:16 — Trust-Based Solutions & Cross-Border Structuring00:49:56 — Using Canadian Corporations to Protect US-Situs Investments00:51:16 — Prescribed-Rate Loan Planning01:00:01 — Investment Limits & “Kiddie Tax” / TOSI Risks01:01:59 — Common Pitfalls & Implementation Risks01:06:17 — Closing / The “Unlimited” Question01:08:21 — Outro

    1h 9m

  2. JAN 30

    E64: You Need a Will with Jessica Feldman Chittley

    “If you die without a will… the law has written one for you.” In this episode of The Unlimited Podcast—the first in our Wealthhard series—Brian speaks with Jessica Feldman Chittley, partner at Bales Beall LLP, about wills and powers of attorney: what they are, why everyone needs them, and how to draft them so they reduce tax and probate, protect minor children, and avoid executor headaches. Jessica explains the real consequences of dying intestate (meaning, without a will), how guardianship and trusts for minors work, and why powers of attorney for property and personal care are urgent. She also walks through the scope of the executor’s role, probate-planning options (e.g., multiple wills, bare-trust structures), and simple but powerful drafting tools that prevent family conflict. Practical, clear and essential listening for anyone who hasn’t reviewed estate documents in the last few years. And especially for those who haven't yet organized their wills and/or powers of attorney...What are you waiting for? Jessica Feldman Chittley is a Partner at Bales Beall LLP who focuses on estate and trust planning and estate administration. She advises individuals, families and private-business owners on tax-minimization at death, drafts wills, trusts and powers of attorney, and guides executors through the administration process. Jessica serves on the Executive Committee of the Ontario Bar Association’s Trusts & Estates Law Section, is a member of Society of Trust and Estate Practitioners and the Canadian and Ontario Bar Associations, and was recognized in The Best Lawyers in Canada (2025) for Trusts and Estate. Timestamps: 0:00 Disclaimer & Intro 1:25 Wealthhard 4:47 Why do you need a will? 7:57 What happens if you don't have a will? 13:02 The key elements of a will 18:56 The role of the executor 24:36 How a will impacts children 29:32 Planning for maximum value 31:55 What to do once a will is written 34:28 What is a power of attorney? 42:40 If Jessica could do anything, what would it be? 43:56 Outro

    45 min

  3. JAN 9

    E63: Fourth Quarter 2025 Client Letter - WealthHard Edition

    From Brian Ginsler, Ginsler Wealth CEO: Wealth doesn’t get simpler as it grows — it gets harder. In this quarter’s letter, I explain the full story of our firm's colour palette, and introduce Wealthhard, a theme that reflects the realities of managing wealth, family complexity, and investments in real time. I share how we help families organize that complexity, what 2025 taught us about markets, and how we continue to position portfolios when nobody knows what comes next (as the first week of 2026 illustrates). You can watch the genesis of Wealthhard here. Plus I introduce the Wealthhard game: https://game.wealthhard.com/ For the original transcript of this letter and to see weblinks and other media, please visit: https://ginslerwealth.com/ginsler-wealth-fourth-quarter-2025-client-letter-wealthhard-edition/

    17 min
  4. E62: Role Reversal: Ira Gluskin Interviews Brian Ginsler

    12/12/2025

    E62: Role Reversal: Ira Gluskin Interviews Brian Ginsler

    In a special role-reversal episode of The Unlimited Podcast, legendary Canadian investor Ira Gluskin returns—this time as interviewer. Ira (co-founder and former CIO of Gluskin Sheff) sits down with Brian Ginsler to unpack Brian’s personal path through investment banking and family office work, the lessons that shaped Ginsler Wealth, and why a truly holistic “personal CFO” model matters for successful families. Full VIDEO of this podcast can also be found here or go to Ginsler Wealth's YouTube channel: https://www.youtube.com/@ginslerwealth Brian explains how Ginsler Wealth seeks to deliver smoother long-term outcomes through deep diversification beyond traditional stocks and bonds, why aligning fees with clients is core to the firm’s philosophy, and how the family office service removes complexity from taxes, estate planning, cash-flow logistics, and life’s curveballs. Ira also pushes Brian on business building, pricing, and the future impact of AI—leading to a great behind-the-scenes look at how the firm operates and where it’s going. If you’ve ever wondered what Ginsler Wealth really does, how a multi-family office differs from a traditional wealth manager, or why Brian built the firm the way he did, this is the episode. Timestamps: 0:00 Disclaimer & intro 0:40 The twist: Ira interviews Brian 1:35 Why Brian avoids talking about himself (and why Ira insisted) 4:17 Brian’s early life in Toronto; schooling and career direction 5:04 Discovering finance at Ivey; first exposure to markets 5:56 First Marathon / National Bank investment banking years 6:29 Harvard Business School and early career reflections 7:10 Fintech summer role; deciding to return to Canada 8:30 Post-HBS job market; back to banking, then pivot to family office 9:25 What a multi-family office really is 12:10 Joining Gluskin Sheff; working with Ira, Gerry, and Jeremy 14:00 Becoming COO; leadership lessons from early responsibility 15:50 The limitations of captive “in-house product” models 17:11 Founding Ginsler Wealth: the origin story and mission 20:18 Building portfolios beyond stocks/bonds; multi-layer diversification 23:17 Defining volatility and why clients care more than theory suggests 27:12 The second business: the family office / “Personal CFO” model 29:00 How GW works alongside other managers 30:10 Fees: asset-based, performance elements, and retainers 32:19 Why GW avoids hourly billing (and what clients gain) 35:05 How the firm grows: referrals and professional networks 38:40 Family office value during life transitions and estate realities 43:10 Choosing mid-market specialists vs giant Bay Street firms 44:10 The rise of family offices in Canada 47:07 GW’s team structure: boutique, specialized, growing 48:03 AI in wealth management: what GW is doing today 49:47 Tangible AI example: will comparisons and risk reduction 51:20 Banks: custody, product selection, and logistics support 54:28 Marketing and why GW doesn’t advertise traditionally 56:43 Wrap-up and closing thoughts If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know.

    59 min

  5. 10/22/2025

    E61: How NOT to Invest with Barry Ritholtz

    If you want to learn how to invest, this episode of the Unlimited Podcast isn’t for you. Brian sits down with renowned investor Barry Ritholtz to talk about his new book How Not to Invest. They explore Barry’s irreverent communication style, the creation of Ritholtz Wealth Management, his belief that “nobody knows anything,” and much more. Barry Ritholtz is one of the most influential voices in modern finance known for blending behavioural insight with data-driven analysis. As co-founder, chairman, and CIO of Ritholtz Wealth Management (founded in 2013), he oversees a multibillion-dollar advisory firm built on transparency, fiduciary duty, and client alignment. He’s also a celebrated writer and media figure. Barry created the award-winning blog The Big Picture (founded in 1998, relaunched on TypePad in 2003), which has drawn tens of millions of readers and remains one of the most respected financial blogs online. His commentary has appeared in Bloomberg Opinion, The Washington Post, and across major financial media outlets, including Bloomberg Television. Barry authored the bestseller Bailout Nation (2009), a sharp critique of the 2008 financial crisis, and his latest book How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth and How to Avoid Them (March 2025) continues his mission to help investors avoid costly mistakes. He also hosts Bloomberg Radio’s Masters in Business podcast, featuring long-form interviews with leading investors, economists, and business thinkers. Barry holds a B.A. in Political Science (with a Philosophy minor) from Stony Brook University and a J.D. (cum laude) from Benjamin N. Cardozo School of Law. He lives on Long Island, New York, with his wife and two dogs. Timestamps 0:00 Disclaimer & Intro 7:11 What inspired Barry's career? 11:01 Barry's "Day Job" at Ritholtz Wealth Management 15:22 Humour & Professionalism 19:12 What inspired How NOT to Invest? 23:19 Learning from the two Charlies 30:50 Nobody knows anything 38:06 What might investors be blind to? 42:40 The power of saying "I don't know" 48:01 If Barry could do anything, what would it be? 50:17 Outro

    51 min

  6. 10/05/2025

    E60: Third Quarter 2025 Client Letter - The Coldplay Edition

    From Brian Ginsler, Ginsler Wealth CEO: "No, this letter won’t focus on the Coldplay “affair” controversy that was all over social media this summer. But I did  attend the Coldplay concert in Toronto with my actual wife, and I have pictures to prove it. In addition to putting on a fantastic show, Coldplay's lead singer, Chris Martin, showed me just how he does his job each night, which got me thinking about how we do our job for our clients." Listen to this episode to find out... For the original transcript of this letter and to see weblinks and other media, please visit https://ginslerwealth.com/ginsler-wealth-third-quarter-2025-client-letter-the-coldplay-edition/

    16 min

  7. 09/08/2025

    E59: Investing in Passion with Miles Nadal

    In the true spirit of The Unlimited Podcast, this episode in our “lessons with legends” series focuses on the importance of investing in your passions with Canadian entrepreneur, Miles Nadal. Brian and Miles discuss his journey of success, Warren Buffett’s investing secret, and his biggest life lessons. Miles is a Canadian-born entrepreneur, philanthropist, and world-renowned collector whose inspiring journey began with humble roots in Toronto. He is the founder of Peerage Capital, a leading North American private investment firm with a diverse portfolio spanning real estate, wealth management, and self-storage. Peerage Capital’s affiliated brands include prestigious names like Sotheby’s International Realty Canada, Century 21, Chestnut Park, Echelon Wealth Partners, and Ourboro, among others. Beyond his success in business, Miles is known for living life with passion and purpose. His famous “Dare to Dream” collection—featuring rare and exotic cars, along with one of the world’s most impressive sneaker collections—was recently auctioned for charity, reflecting his deep commitment to giving back. A dedicated philanthropist, Miles has made transformational contributions to countless institutions in education, healthcare, and community development. His achievements have earned him accolades including Canada’s Top 40 Under 40 and Ernst & Young’s Entrepreneur of the Year Award, along with many others. One message consistently emerges in any research on Miles Nadal: “Invest in Passion.” It’s a guiding principle he brings to every aspect of his life—from business ventures to personal pursuits and philanthropic impact. Timestamps 0:00 Disclaimer & Intro 3:44 Miles' upbringing in Toronto 8:11 Seeing opportunity at an early age 10:02 Taking a start up to a public company 15:05 What is Peerage? 27:22 Principles of finding partners 30:55 The Dare to Dream collection 38:12 Miles' lessons from great people 43:01 Miles' thoughts on Trump's tariffs 48:23 How is Miles using AI? 50:55 What advice would Miles give to his younger self? 56:41 Outro

    59 min

  8. 08/15/2025

    E58: Revisiting the AI Revolution with Jordan Jacobs

    Two years after his first appearance on The Unlimited Podcast, Jordan Jacobs, Managing Partner & Co-Founder of Radical Ventures, is back to discuss how AI has evolved, and how it will change the future. Brian and Jordan discuss "agentic" AI and its implications, the impact AI is having and will continue to have on jobs, AI regulation around the world, Jordan's favourite AI tools, and more! This episode is a "must-listen" for those looking to understand how far AI has come, what lies ahead, and how to navigate the opportunities and risks of this transformative technology.  Plus stick around to the very end to hear "real" Brian speak with "AI" Brian about this episode. Radical Ventures is a global AI-focused venture capital firm investing exclusively in artificial intelligence, with a presence in Toronto, San Francisco, and London and a mission to back founders building transformative AI companies. Radical's portfolio features category-defining AI leaders such as Cohere, Waabi, Untether AI, and Xanadu. Founders also gain hands-on help from Radical’s “Velocity” services team across recruiting, chip partnerships, go-to-market, policy, governance, and finance. Jordan Jacobs is the Managing Partner and cofounder of Radical Ventures. He previously co-founded Layer 6 AI (acquired by TD Bank in 2018) and helped launch Toronto’s Vector Institute for Artificial Intelligence. He also serves on the board of the Canadian Institute for Advanced Research (CIFAR) and has helped shape Canada’s national AI strategy, bringing a policy lens to his work with founders. Jordan is also a member of the University of Waterloo President’s International Advisory Board, a Director of Tennis Canada, and has been selected as one of Toronto’s 50 Most Influential People. Timestamps: 0:00 Episode 16 Recap 1:00 Intro & Disclaimer 4:06 What is AI? 6:30 How has AI evolved in the last 2 years? 11:20 What is Agentic AI 17:37 What does Agentic AI mean for jobs? 21:56 Government sentiment on AI 25:46 Jordan's message to the Minister of AI 37:25 Jordan's advice to businesses NOT using AI 43:35 Where is Radical investing? 51:41 What AI tools is Jordan using personally? 53:31 Outro 54:57 Ginsler.ai

    57 min
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The Unlimited Podcast is a Ginsler Wealth audio production. GW’s CEO, Brian Ginsler, provides his thoughts on investing and the markets, and speaks with a variety of investment managers and other non-investment specialists to discuss themes relevant to successful families. Ginsler Wealth is a new wealth management experience. We exist to serve successful families that embrace independence and the flexibility it provides; families that want unconstrained wealth management solutions; and families that expect a higher, more personal level of service. Think of it as your wealth…Unlimited.

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