The Ordered Life

Serviam Capital
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  • Philosophy
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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. 5d ago

    Does Catholic Investing Mean Lower Returns? | Mensuram Bonam Part 8

    Catholic investing often raises a difficult question: does bringing faith and ethics into the investment process mean accepting lower returns? In Mensuram Bonam Part 8, Sean, AJ, and Anthony examine that assumption and explore the relationship between investment performance, professional responsibility, and moral duty. The conversation challenges the idea that returns must always be the highest priority and asks what responsible stewardship looks like when financial goals and conscience are considered together. The discussion also turns to the practical side of Catholic investing. The hosts consider direct ownership of individual companies, mutual funds, ETFs, and the importance of looking beyond a Catholic label to understand how an investment process is actually being applied. They discuss why some progress toward alignment can be better than abandoning the effort entirely, while also emphasizing the need for careful discernment, ongoing review, and clarity about what an investor is willing to own. The episode also explores shareholder engagement, difficult gray areas, and a deeper question for investors: if a portfolio does underperform a market benchmark for a period of time, does that automatically mean the investment approach has failed? For Catholics seeking greater unity between faith and finance, this conversation offers a thoughtful look at prudence, performance, moral responsibility, and what it means to invest with a clear sense of purpose. 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.

  2. Sep 22

    What Do You Actually Own? A Practical Guide to Catholic Investing | Mensuram Bonam Part 7

    Many Catholics want their investments to reflect their faith, but the practical question remains: what do you actually own, and how do you know whether it aligns with your convictions? In Mensuram Bonam Part 7, Sean, AJ, and Anthony move from principles into practice. They explore why Catholic investing requires more than simply avoiding certain companies, and why investors may need to reconsider assumptions around passive investing, portfolio construction, and the role of financial returns. The conversation also looks at how an investment policy statement can bring faith, prudence, risk, and financial goals into one coherent process. The discussion considers how Catholic principles can shape investment selection from the beginning, rather than being added after the fact. It also addresses the importance of ongoing monitoring, since companies, business models, and an investor’s understanding of moral responsibility can change over time. For Catholics seeking greater unity between faith and finance, this episode offers a practical framework for thinking more deliberately about stewardship, ownership, and the purpose their capital is ultimately serving. 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.

  3. Sep 9

    Catholic Investing and the Dignity of the Whole Person | Mensuram Bonam Part 6

    Catholic investing is about more than avoiding certain companies. It begins with a deeper question: what does it mean to invest in a way that respects the dignity of the whole person? In this episode, Sean, AJ, and Anthony continue their discussion of Mensuram Bonam by exploring two principles of Catholic Social Teaching: the inclusion of the most vulnerable and integral ecology. They consider why supporting vulnerable people cannot be reduced to material charity alone, and why meaningful participation, work, responsibility, and human dignity all matter. The conversation also examines how investors should think about the broader effects of businesses on people, families, communities, and the environment. From employment opportunities to advertising, technology, globalization, and local economies, investment decisions can influence far more than financial returns. They also discuss why faith should not be added to an investment process as an afterthought. Instead, moral principles can provide the foundation for evaluating what investments are good, useful, and productive while still applying financial discipline and prudence. For Catholic investors seeking greater alignment between faith and finances, this episode offers a practical framework for thinking about stewardship, human flourishing, and the responsibility that comes with investing capital. 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.

  4. Aug 5

    What the Situational Awareness Hedge Fund Teaches About Leverage and Portfolio Discipline

    The collapse of the Situational Awareness hedge fund offers a clear lesson in leverage, portfolio discipline, and the danger of building an entire investment strategy around one powerful idea. In this episode, Sean, AJ, and Anthony examine how a highly successful AI investment thesis unraveled when leverage and concentrated exposure turned a small market reversal into catastrophic loss. The discussion explores why being right about a long term trend is not enough, how correlated positions can create hidden risk, and why even a diversified portfolio can fail when every holding depends on the same underlying assumption. They also consider the role of humility in investing, the importance of position sizing, and why avoiding financial ruin matters more than maximizing returns. For thoughtful investors, the lesson is simple but demanding: conviction must always be matched by prudence, limits, and a willingness to accept that markets can move against even the strongest thesis. 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.

  5. Jul 21

    Social Justice, Subsidiarity, and Care for Our Common Home | Mensuram Bonam Part 5

    In Part 5 of the Mensuram Bonam series, Sean, AJ, and Anthony explore three principles of Catholic Social Teaching that shape how Christians should think about business, investing, leadership, and stewardship: social justice, subsidiarity, and care for our common home. The conversation begins with social justice and the need to look beyond what is merely legal or contractually permitted. A decision may increase profit and still fail the demands of human dignity, fairness, and the common good. The discussion then turns to subsidiarity, the principle that decisions should be made by the people closest to the situation whenever possible. In business and family life, this means giving real authority, respecting competence, and allowing people to take meaningful responsibility. The episode closes with a practical discussion of stewardship, resource use, and responsible consumption. Caring for our common home is not about rejecting economic activity or resource development. It is about using creation prudently, protecting its productive capacity, and considering the needs of both present and future generations. This episode offers a thoughtful framework for anyone seeking greater alignment between faith, finance, business, and daily life. 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.

  6. Jul 7

    How Fathers Can Bring Leadership from Work into the Home

    Many fathers work hard to lead, provide, and serve with excellence in their professional lives. But what happens when that same leadership does not fully carry into the home? In this episode of The Ordered Life, Sean, AJ, and Anthony reflect on fatherhood, virtue, and the importance of living with unity of life. Drawing from James Stenson’s article A Father’s Unity of Life, the conversation explores why men are called not only to produce and lead at work, but also to serve, guide, and be present within their families. The discussion moves beyond the idea of work life balance and asks a deeper question: are the virtues we practice in public also shaping the way we love and lead at home? From helping children with small daily needs to supporting a spouse with patience and intention, fatherhood becomes a place where leadership is tested, refined, and made real. For fathers, husbands, and men preparing for family life, this episode offers a thoughtful look at service, responsibility, Catholic fatherhood, and the ordinary ways a man can help build a more ordered home. ***Read the Article Here: A Father's Unity of Life - James Stenson***   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.

  7. Jun 23

    How the Internet Is Reshaping Family, Faith, and Moral Formation | Rolando Islas Part 3

    In this third part of the conversation with Dr. Rolando Islas, The Ordered Life explores how family, school, church, media, influencers, and algorithms shape who we become. Through the lens of relational ontology, Dr. Islas explains that identity is not formed in isolation. We become ourselves through the relationships, institutions, technologies, and moral influences that surround us. The discussion traces a major cultural shift. Where family, school, and church once served as primary sources of moral formation, the internet and social media now often become the first place young people turn for answers about sexuality, drugs, success, beauty, freedom, and self understanding. The result is a world where algorithms can reinforce desire, narrow identity, and turn people inward rather than helping them grow toward truth, responsibility, and meaningful relationships. The conversation also considers business ethics, moral power, Mother Teresa, employee trust, the limits of relativism, and the need to recover basic philosophical and ethical questions. For listeners seeking a more ordered life, this episode is a thoughtful reflection on identity, dignity, family, faith, technology, and the kind of relationships that help human beings flourish. 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.

  8. Jun 9

    Can Business Be Good Without Maximizing Profit? | Rolando Islas Part 2

    What is business for if profit is not the highest goal? In this episode of The Ordered Life, Sean, AJ, and Anthony continue their conversation with Rolando Isals on purpose, AI, technology, and the moral responsibilities of business. Drawing from Aristotle, MacIntyre, and real examples from modern companies, Rolando argues that flourishing requires more than efficiency, growth, or financial success. It requires a clear understanding of what is worth pursuing. The conversation explores how business leaders can resist the pull of fast profits, how technology can shape the people who use it, and why AI should be treated as a tool for reflection rather than a replacement for human judgment. Rolando also challenges listeners to think carefully about greed, dignity, conscious markets, and the future their decisions are helping to build. For anyone trying to live and work with greater purpose, this episode is a thoughtful invitation to slow down, examine what success really means, and consider how business can serve people rather than reduce them to profit, efficiency, or data. 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.

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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.

Information

  • Creator
    Serviam Capital
  • Years Active
    2025 - 2026
  • Episodes
    46
  • Rating
    Clean
  • Copyright
    © Copyright 2025 All rights reserved.
  • Show Website
    The Ordered Life