Insights Into Wealth Vocal Fry Studios

Kevin Van Dyk, one of BULLWEALTH’s Managing Director’s, and Sean Yuile from Manitou’s Canadian Equity investment team discuss how Manitou’s Canadian equity team implements a high-quality investment philosophy that has resulted in long-term outperformance and excellent downside protection by investing in growing companies that have a discounted value. Sean describes Manitou’s investment philosophy and process around searching for and investing in Grade A companies and how the portfolio’s cash weighting can rise and fall depending upon underlying company valuations.

Today, Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Scott Armstrong, an author, speaker and coach to business professionals and athletes who are in the process of transitioning to retirement. Scott has a passion to redefine the word retirement by helping people recognize that the next stage of our lives is an unparalleled opportunity. He believes that once we retire, we can then aspire to uncover hidden adventures and social connections that leave us all wondering why we did not do this sooner. Randy and Scott discuss Work Optional Life, another word for Retirement, and how our transition can be a microstep to what is next. Scott also gives Randy some ideas of how to enact these microsteps. As you can imagine, Randy and Scott’s conversation is both thoughtful and insightful.

Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Jeanette Bock, Founder and Senior Transition Specialist at Fluid Senior Transitions. Jeanette has over 30 years of listening, planning and solving the challenges of transitioning to our later stages of life. Randy and Jeanette begin their conversation by discussing the difference between long-term care and retirement living, then discuss where some of us may make mistakes as we age and forget to plan, or plan too late, for this next chapter of our lives. Finally, Jeanette gives examples of how to transition to retirement living or staying in your home as we age. Randy and Jeanette’s conversation is both thoughtful and insightful, and we hope it helps with your planning decisions.

Kevin Van Dyk and Randy Gunn, two of BULLWEALTH’s Portfolio Managers, and Julian Smith, BULLWEALTH’s CEO, share some of our observations from 2023. Our discussion will be joined by Savva Cherdantsev, BULLWEALTH’s Director of Research & Investments. Our discussion will focus on how shifting interest rates have impacted the fixed income markets, why education is a key focus of BULLWEALTH’s interactions with our clients, why select global equities outperformed others, how to reallocate to equities if you are underweight, and why due diligence is critical to understanding an investment manager’s performance. Each of us will discuss our thoughts and insights into why these observations were key to some of our decision making throughout 2023.

Today, we welcome back Sharon Avery, CEO of Toronto Foundation, to share her thoughts as to where community foundations are assisting Canadians by giving through multiple vehicles, ideas of where to donate – Both big and grassroots organizations, and trends within the philanthropic sector such as giving circles or group giving to help solve some of our communities’ largest issues. Sharon speaks to Randy Gunn, one of BULLWEALTH’s Portfolio Managers, in an insightful discussion that we hope will help broaden your philanthropic thinking and different ways to approach giving.

Kevin Van Dyk, one of BULLWEALTH’s Managing Director’s, and two members of Fiera’s Canadian Equity investment team, Tony Rizzi and Nick Trottier discuss how the team implements a high quality, strong valuation philosophy that has resulted in long-term outperformance and excellent downside protection when volatility rises throughout the global capital markets. Tony and Nick describe why their team’s extreme focus on companies with excellent management teams, low debt, strong earnings and continuous cash flows leads to long-term success.