Wealth Wisdom Podcast Sana Family Office (Assante Capital Management Ltd.)

It has been a wild decade for investors thus far.
Which begs the question, what does 2024 have in store?
On the latest episode of the Wealth Wisdom Podcast, I’m joined by Bob Swanson (SVP and Co-Head of Equities, CI Global Asset Management) to talk about what lies ahead for investors in 2024.
Could we see a return to “normalcy” (if there is such a thing), or will the 2020s continue to be a wild ride?

Do you know much about Private Market Investments?
 
On this episode of the Wealth Wisdom Podcast, we dive into the world of Private Market Investments with with Geof Marshall (Senior Vice President, Head of Fixed Income & Lead – Private Markets), one of the fund managers behind CI’s new Private Growth and Private Income Funds.
 
We touch on what Private Market Investments are, the features and risks associated with Private Market Investments, and why you might want to consider adding Private Market Investments to your portfolio.
 

Better days are ahead for Canadian stocks.
So far in 2023, Canadian stocks are up, but they are lagging behind both US and International equities.
That should change soon, according to Kevin McSweeney, Senior VP and Portfolio Manager at CI Global Asset Management.
On the latest episode of the Wealth Wisdom Podcast, Kevin provides insight on a number of topics including why Canadian stocks are undervalued, what sectors he and his team are bullish on, the outlook for inflation, interest rates and more.

Performance coaching is unequivocally on the rise.
If you’re a business owner and you haven’t hired a performance coach, chances are you know someone who has. According to the International Coaching Federation, the global coaching industry was worth $20 billion in 2022.
That’s a steep increase from just a few years ago. Back in 2019, the global coaching industry was worth an estimated $15 billion.
For today’s guest on the Wealth Wisdom Podcast, he’s seen his business shift dramatically over the past four to five years.
Kolin Kriitmaa joins the latest episode of the Wealth Wisdom Podcast to talk about what a Performance Coach does, and how his business has transitioned from largely helping athletes, to assisting other professionals such as first responders and business owners.

Canada has a hiring problem.
The statistics back it up, and that’s certainly the sense I get after talking to many local business owners.
For a plethora of reasons (which we get to on today’s episode), it seems like businesses of all shapes and sizes are struggling to attract and retain quality employees.
So, in order to get some insight on recent hiring problems of Canada, we wanted to get a guest on the podcast who deals with hiring issues on a daily basis.
On the latest episode of the Wealth Wisdom Podcast, I’m joined by Tina Burke, founder of Burke Recruiting in Vancouver.
Tina joins us to talk about why it’s so tough for businesses to find quality employees right now. She also touches on what you can expect if you work with a recruiter (including how they get paid), while also discussing her journey as an entrepreneur.

The health care system benefits many individuals, but navigating between different professionals (such as family doctors, oncologists and more) is increasingly complex.
Why? It’s because they don’t communicate with each other, according to Lorraine Bosha.
That’s why Lorraine has seen increased demand in her business as a Health Care Advocate for British Columbian residents.
On the latest episode of the Wealth Wisdom Podcast, we’re joined by Lorraine Bosha, owner and founder of Shield Health Advocates.
Lorraine tells us her first hand experience in dealing with our local medical system, and why it inspired her to create her own practice as a Health Care Advocate. She also touches on current issues with the British Columbian medical system, while telling you about the wide range of services she provides for clients.