Worth Investing with Jonathan Wellum

ROCKLINC Investment Partners
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  1. Oct 28

    BC Dumps the NDP: Could $100 Billion Flow Back Into Canada? | Marc Patrone Show (10.26.26)

    📩 Get The Principled Investor — Our free newsletter plus two free guides on retirement income and biblical wealth stewardship: rocklinc.com/principledinvestor Show Description British Columbia has voted out the NDP after nine years, and Jonathan Wellum thinks the money will follow. On this episode of Worth Investing, Rocklinc CEO Jonathan Wellum, CFA, joins Marc Patrone on Newstalk Sauga 960 to talk through a possible Bank of Canada rate hike with the loonie near 70 cents, the push for 40-year mortgages, and what a conservative government in BC could mean for capital, resources and property rights. Jonathan argues a rate hike is really about a currency weakened by government spending and money printing, and that stretching amortizations to 40 years just turns homeowners into renters. On BC, he points to early estimates of up to $100 billion in new capital over the next five to seven years, the proposed repeal of DRIPA, a legislated 120-day approval process for major projects, and a plan to double natural gas production by 2032. Marc raises Eby's proposed land transfers in northern BC and Doug Ford's unkept promises to Ontario business. They close on Donald Trump's claim that a Canada–U.S. deal is close, why it likely differs little from the one Mark Carney walked away from in August, and Canada's leverage in oil, minerals and potash. 📖 Chapters ⏰ 00:00 Welcome back: Jonathan Wellum on The Marc Patrone Show00:46 Why the Bank of Canada may hike with a 70-cent dollar02:23 40-year mortgages: "you never really own the house"04:44 BC throws out the NDP after nine years07:31 $100 billion in new capital and the DRIPA repeal08:47 Eby's Portugal-sized giveaway and Doug Ford's unkept promises10:50 BC's plan: 120-day approvals, double natural gas by 203212:36 Trump: "We're getting close to a deal"14:02 The deal Carney walked away from, and Canada's potash leverage15:45 How to reach RocklincPlease visit rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF. Connect with us Get a free portfolio review with Jonathan Wellum and the ROCKLINC team: bit.ly/4anVNzdGet to know Jonathan Wellum: youtu.be/ezMiX0FtZ7gFollow us X: x.com/RocklincIPFacebook: facebook.com/rocklincLinkedIn: ROCKLINC Investment PartnersYouTube: @RockLincPartnersWant help achieving your financial goals? Contact us: ✉️ info@rocklinc.com 📞 905.631.5462 Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed. Past performance is not indicative of future returns.

  2. Oct 27

    Why Canada’s Best and Brightest Are Moving to the U.S.

    On News Talk Sauga 960, host Marc Patrone speaks with ROCKLINC Investment Partners President and CEO Jonathan Wellum about Canadian inflation reported at 3.1% year over year, arguing many everyday costs are rising faster, and noting oil above $100 could add pressure at the pump and grocery store. They discuss the Bank of Canada's upcoming rate decision and how borrowing costs and falling home values are hurting affordability, with major concern over 2027 mortgage renewals for borrowers who locked in near 2% rates in 2022 now facing roughly 4.5%–5%. The conversation turns to people leaving the GTA and Canada for the U.S., citing a New York Times-reported increase in legal immigration and reasons such as higher pay, lower taxes, fewer regulations, and easier mobility, along with examples of companies and talent moving south. Wellum also shares how to contact ROCKLINC. Get The Principled Investor — our free newsletter plus two free guides on retirement income and biblical wealth stewardship: rocklinc.com/principledinvestor Please visit rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF. Connect with us Get a free portfolio review with Jonathan Wellum and the ROCKLINC teamWatch on YouTube: @RockLincPartnersX: @RocklincIP | Facebook | LinkedInEmail: info@rocklinc.com | Phone: 905.631.5462Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed. Past performance is not indicative of future returns.

  3. Oct 27

    Why We Invest in Royalties: Altius Minerals CEO Brian Dalton (TSX: ALS)

    Inside the Portfolio: Altius Minerals CEO Brian Dalton on Royalties, Base Metals, and Long-Term Compounding ROCKLINC CEO Jonathan Wellum interviews Altius Minerals co-founder and CEO Brian Dalton about Altius's disciplined, contrarian, long-term approach to building a base-metals-focused royalty portfolio. They review Altius's growth since its 1997 IPO, its project-generation model that trades early-stage exploration for equity and retained royalties, and why long-life, top-line royalties can compound through inflation and production expansions. Dalton recounts Altius's origins around the Voisey's Bay discovery and navigating the Bre-X era, then explains the strategic shift toward non-precious royalties. The discussion covers key assets including Chapada copper, Voisey's Bay nickel, and development-stage catalysts like Curipamba and Kami iron ore, plus recent deals such as Lithium Royalty Corp and Altius Renewables, the rationale for an equity raise, and ongoing due diligence related to TNR and its Mariana lithium and Las Azules copper royalties. Please visit rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF. Connect with us Get a free portfolio review with Jonathan Wellum and the ROCKLINC teamWatch on YouTube: @RockLincPartnersX: @RocklincIP | Facebook | LinkedInEmail: info@rocklinc.com | Phone: 905.631.5462Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed, and currently hold a position in ALS. Past performance is not indicative of future returns.

  4. Oct 14

    Canada Lost 110,000 Jobs in Two Months — Here's Why | Marc Patrone Show (10.13.26)

    📩 Get The Principled Investor — Our free newsletter plus two free guides on retirement income and biblical wealth stewardship: rocklinc.com/principledinvestor Show Description Canada lost 68,000 jobs in September, on top of 42,000 in August — 110,000 jobs gone in two months while the U.S. keeps hiring. On this episode of Worth Investing, Rocklinc CEO Jonathan Wellum, CFA, joins Marc Patrone on Newstalk Sauga 960 to break down the latest Canada jobs report and explain why capital keeps leaving the country. Jonathan walks through where the losses landed. Quebec shed 49,000 jobs, B.C. and Ontario 20,000 each, while Alberta added 23,000 in September and 76,000 year over year. The conversation then turns to a recent call to bring millions more people into Canada. Jonathan argues that population growth alone doesn't raise GDP per capita; productivity, skills, capital investment and sound legal and economic systems do. They also cover the strain rapid growth has put on housing and healthcare, and how investors can protect their capital in a country carrying heavy debt and deficits. 📖 Chapters ⏰ 00:00 Intro 01:18 Canada's jobs report: 68,000 jobs lost in September 02:15 Job losses by province, and why Alberta is growing 03:36 Does Canada need 15 million more people? 05:12 Why population growth doesn't grow GDP 06:51 Productivity, Norway and GDP per capita 08:05 Immigration, skills and integration 09:44 Unity is the strength you build on 11:17 Housing, healthcare and the strain of rapid growth 13:01 Protecting your capital, and how to reach Rocklinc Please visit rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF. Connect with us Get a free portfolio review with Jonathan Wellum and the ROCKLINC team: bit.ly/4anVNzd Follow us on social media: X: x.com/RocklincIP Facebook: facebook.com/rocklinc LinkedIn: ROCKLINC Investment Partners YouTube: @RockLincPartners Want help achieving your financial goals? Contact us: ✉️ info@rocklinc.com · 📞 905.631.5462 Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed. Past performance is not indicative of future returns.

  5. Oct 7

    Carney’s “Buy Canadian” Pledge, and the Need for a Canada–U.S. Deal | Marc Patrone Show (10.05.26)

    📩 Get The Principled Investor — Our free newsletter plus two free guides on retirement income and biblical wealth stewardship: https://rocklinc.com/principledinvestor/ Show Description Oil is trading near $89 a barrel, yet the Canadian dollar just slipped below 70 cents US. For years those two numbers moved together. On this episode of Worth Investing, Rocklinc CEO Jonathan Wellum, CFA, joins Marc Patrone on Newstalk Sauga 960 to explain why the loonie now tracks Canada's overall economic performance instead of energy prices, and what that means for investing in Canada. Jonathan walks through the numbers behind Canada's economic stagnation. GDP per capita growth has been roughly flat for a decade. By his estimate, about $670 billion in resource-sector capital was turned away after 2015. And government-funded "shovels in the ground" projects, he argues, cost taxpayers more than private investment would. The conversation also covers the Stelco layoffs in Hamilton while major LNG infrastructure is built with imported steel, $7.8 billion in federal contracts awarded to U.S.-controlled companies, and why uncertainty over a Canada–U.S. trade deal sends capital south. They close on oil prices, refinery capacity and diesel shortages, and why investors need valuation discipline in an AI-heavy market. 📖 Chapters 00:00 Intro 00:26 The "Buy Canadian" debate and federal spending 02:03 Who to believe? Canada's GDP per capita numbers 02:51 $670B in resource capital turned away since 2015 03:32 Why the Canadian dollar stopped tracking oil 04:01 Private capital needs certainty of contracts 05:04 Hamilton steel layoffs vs. imported Chinese steel 07:31 Why trade uncertainty means the U.S. wins every time 10:08 $7.8B in federal contracts to U.S. companies 11:55 Play to your strengths: why Canada needs a trade deal 13:14 Oil at $89, refinery capacity and distillates 15:10 Rocklinc's approach: valuation discipline in an AI-heavy market Please visit rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF: https://rocklinc.com/etf/ Connect with us Get a free portfolio review with Jonathan Wellum and the ROCKLINC team: https://bit.ly/4anVNzd Get to know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g Follow us on social media: X: https://x.com/RocklincIP Facebook: https://www.facebook.com/rocklinc LinkedIn: https://www.linkedin.com/company/rocklinc-investment-partners-inc- YouTube: https://www.youtube.com/@RockLincPartners Want help achieving your financial goals? Contact us: ✉️ info@rocklinc.com | 📞 905.631.5462 Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed. Past performance is not indicative of future returns.

  6. Oct 7

    Canada’s Booze Boycott Backfires as Carney Targets U.S. Dollar | The Marc Patrone Show (09.28.26)

    📩 Get The Principled Investor — Our free newsletter plus two free guides on retirement income and biblical wealth stewardship: https://rocklinc.com/principledinvestor/ Show Description Canada's boycott of U.S. alcohol could trigger severe retaliation. We analyze why political posturing risks the Canadian economy. Marc Patrone and Rocklinc Investment Partners CEO Jonathan Wellum discuss the fallout from recent Canada-US trade tensions. With a potential ban on Canadian exports looming, we break down why Canada is too small to win these disputes and how continued aggressive rhetoric invites unnecessary friction. The conversation also examines Mark Carney and his recent comments regarding the U.S. dollar's role as a reserve currency. We look at the latest PricewaterhouseCoopers data on business investment, highlighting why regulatory and taxation barriers create significant investment risk for those looking to build wealth in Canada today. 📖 Chapters 0:00 Navigating the Current Economic Landscape 0:52 The Consequences of the Alcohol Boycott 5:46 The Future of the US Dollar 9:52 Why Capital Flees the Country 14:14 Retaining Talent and Innovation Please visit rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF: https://rocklinc.com/etf/ Connect with us Get a free portfolio review with Jonathan Wellum and the ROCKLINC team: https://bit.ly/4anVNzd Get to know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g Follow us on social media: X: https://x.com/RocklincIP Facebook: https://www.facebook.com/rocklinc LinkedIn: https://www.linkedin.com/company/rocklinc-investment-partners-inc- YouTube: https://www.youtube.com/@RockLincPartners Want help achieving your financial goals? Contact us: ✉️ info@rocklinc.com | 📞 905.631.5462 Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed. Past performance is not indicative of future returns.

  7. Sep 24

    Canada–U.S. Trade Tensions, Potash Politics & the AI Market Rally | Marc Patrone Show (09.21.26)

    Canada holds one of the world's most strategic commodities. So why is it being used as a threat? Host Marc Patrone speaks with ROCKLINC Investment Partners CEO Jonathan Wellum, CFA, about escalating Canada–U.S. trade rhetoric, including threats to weaponize potash and energy exports and Trump floating a cheaper potash deal with Belarus. Wellum argues that deal is unrealistic given global supply constraints: potash is a strategic but fungible commodity, and cutting off energy makes no sense when our pipelines only run south. They also question Ottawa's move to cozy up to the EU when Canada already has a free trade deal with Europe and must prioritize the U.S. market. The discussion then turns to markets: a Nasdaq surge led by the AI trade, semiconductors, and hyperscalers, crypto rising on a risk-on move, and oil falling on speculation about diplomatic outreach at the UN. They close on Canada's weak growth, lack of major projects, rising deficits, and reliance on targeted, government-backed investment deals like the proposed $50B Maple Fund. Wellum's answer: broad tax and regulatory reform that gives investors certainty. "Capital does not like the uncertainty." — Jonathan Wellum, CFA In this episode 00:00 Welcome and sponsor intro 00:32 Fox clip on Canada trade politics 02:11 Potash threats and tariff fallout 05:05 Energy as a weapon debate 05:52 The EU pivot 07:42 Market check and AI rally 09:50 ROCKLINC value investing message 10:46 Oil prices, midterms and carbon taxes 12:47 Canada debt polls and economic stagnation 15:56 Maple Fund, Brookfield and CPP concerns 18:02 Wrap up and contact info Watch the video version: https://youtu.be/67KmFonjoMw Get The Principled Investor — Jonathan's free weekly newsletter, plus two free guides on retirement income and biblical wealth stewardship: rocklinc.com/principledinvestor Get a free portfolio review with Jonathan Wellum and the ROCKLINC team: https://bit.ly/4anVNzd Prospectus, Fund Facts, and information on the ROCKLINC Principled Equity ETF (RKLC): rocklinc.com/etf Contact us: info@rocklinc.com | 905.631.5462 Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed. Past performance is not indicative of future returns.

  8. Sep 16

    Carney’s Canada Investment Summit is NOT Canada's Economic Solution | Marc Patrone Show (09.14.26)

    📩 Get The Principled Investor — Our free newsletter plus two free guides on retirement income and biblical wealth stewardship: rocklinc.com/principledinvestor Jonathan Wellum joins Marc Patrone as Canada hosts its first Canada Investment Summit, a showcase of government-selected "nation-building" projects aimed at pulling global capital back into the country. Jonathan's question is simple: who should be picking the winners? The conversation maps to Independent Stewardship and the Canadian economy pillar: why capital allocated by political selection rather than return on investment tends toward cronyism and waste, and why investors who carry real risk make better stewards of capital. Ottawa insists it isn't crowding out the private sector. Jonathan disagrees. Roughly five or six pieces of legislation over the past decade have driven an estimated $600 billion to $1 trillion of capital out of Canada because building here became too expensive. The new approach offers tax incentives, fast-tracked tax rulings, and regulatory relief, but routes the biggest projects through Ottawa and toward the largest global asset managers and sovereign funds. Jonathan welcomes the investment Canada badly needs, but warns that projects should be allocated on returns in the private market, not handpicked. 📖 Chapters 0:00 — Introduction 0:13 — A summit to sell Canada to investors 0:48 — Is Ottawa picking winners? 2:22 — Why government doesn't trust the free market 2:54 — $600 billion to $1 trillion driven out of Canada 3:11 — Handing projects to the biggest players 4:04 — Ottawa is not a good investor 4:51 — Why risk makes a better steward 5:55 — Free markets are a magnet for capital 8:30 — Who's really coming to the summit 9:39 — Starved for capital: productivity and GDP per capita 10:44 — "Unmatched competitiveness"? Ontario's four-decade slide 11:46 — The EV battery plant lesson 12:00 — Get out of the way: what would actually work 13:27 — How to reach ROCKLINC Watch on YouTube: youtu.be/LWiIFgwOMis Subscribe: youtube.com/@RockLincPartners Please visit rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF. Connect with us Get a free portfolio review with Jonathan Wellum and the ROCKLINC team: bit.ly/4anVNzd Get to know Jonathan Wellum: youtu.be/ezMiX0FtZ7g Follow us X: x.com/RocklincIP Facebook: facebook.com/rocklinc LinkedIn: ROCKLINC Investment Partners YouTube: youtube.com/@RockLincPartners Want help achieving your financial goals? ✉️ info@rocklinc.com 📞 905.631.5462 Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed. Past performance is not indicative of future returns.

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