Insights Into Wealth
By BULLWEALTH
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Category: Management
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Episodes: 53
Description
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
| Episode | Date |
|---|---|
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AI in Healthcare with Michael Page, Senior Director of Data Science & Advanced Analytics at Unity Health Toronto
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Jun 28, 2026 |
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Artificial Intelligence is not replacing, just reshaping how we work with Nabil Beitinjaneh of McGill University's School of Continuing Studies
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May 25, 2026 |
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A Conversation with Paul Chin, CIO of Centurion Real Estate
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Apr 27, 2026 |
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Explained – BULLWEALTH’s Investment Oversight & Due Diligence Process
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Mar 30, 2026 |
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What you need to know about Employer Sponsored Pension Plans
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Feb 23, 2026 |
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BULLWEALTH’s 2025 Insights into Wealth Observations
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Feb 02, 2026 |
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Navigating Terminal Tax Returns – Your Most Important Tax Filing
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Dec 08, 2025 |
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A Conversation with Adam Burns of Fulcra’s Credit Opportunities Fund
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Oct 27, 2025 |
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Neurodivergence: A Discussion with Dr. Maureen Dunne – Author, The Neurodiversity Edge
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Sep 29, 2025 |
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A Conversation with BULLWEALTH’s New VP, Accounting & Tax, Leanne Rodrigo
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Jul 29, 2025 |
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What you need to know in planning for Disabled Family Members
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Jun 30, 2025 |
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A Conversation with Brian Kersmanc of GQG Global Equity Portfolio
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Jun 02, 2025 |
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What it means to be an effective trustee - Our key responsibilities
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Apr 14, 2025 |
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Understanding Trusts and How They Fit Into Your Estate Planning Decisions
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Mar 02, 2025 |
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BULLWEALTH’s 2024 Insights into Wealth Observations
|
Feb 01, 2025 |
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What to Consider When Joining a Not-for-Profit Board
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Dec 02, 2024 |
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A Conversation with Dr. Ian Mortimer, co-Portfolio Manager of Guinness Global Equity Income Portfolio
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Nov 11, 2024 |
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Protecting and Transitioning Your Wealth to the Next Generation – Life Insurance Strategies
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Sep 27, 2024 |
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A Conversation with BULLWEALTH’s New Portfolio Manager, Denisa Farrow
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Jun 24, 2024 |
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Why is Canada’s Productivity Declining? A Discussion with Walid Hejazi, Professor of International Business at Rotman’s School of Management
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May 20, 2024 |
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A Conversation with Manitou’s Canadian Equity Investment Team – Sean Yuile
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Apr 24, 2024 |
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How to Aspire when Transitioning to Retirement
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Mar 25, 2024 |
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Living our best lives by planning for later stages of our lives
|
Feb 26, 2024 |
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BULLWEALTH’s 2023 Insights into Wealth Observations
|
Jan 29, 2024 |
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Philanthropic trends and ideas from Sharon Avery, CEO of Toronto Foundation
|
Nov 27, 2023 |
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A Conversation with Fiera’s Canadian Equity Investment Team – Tony Rizzi and Nick Trottier
|
Oct 30, 2023 |
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Strategic is Intentional – A Discussion on Strategic Philanthropy
|
Jun 26, 2023 |
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Women in Finance
|
May 29, 2023 |
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A conversation with Jens Hensen, Managing Director and CIO of ValueInvest’s Global Equity Portfolio
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May 10, 2023 |
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What is Impact Investing and How is it Evolving – A Conversation with Adam Jagelewski, Managing Partner at TwinRiver
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Mar 27, 2023 |
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BULLWEALTH Discusses the Importance of Asset Allocation
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Feb 21, 2023 |
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A Conversation with Michael O’Sullivan, VP & Portfolio Manager of Fiera’s Industrial Real Estate
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Jan 23, 2023 |
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Understanding how to Protect your Wealth as your Family Expands Through Marriage. A Conversation with Darren Lund, Partner - Miller Thomson LLP
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Nov 21, 2022 |
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Amy Castoro, CEO of the Williams Group, Discusses Transitioning Wealth and Family Values from One Generation to the Next
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Oct 24, 2022 |
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A Conversation with Shawn Bustin, President of AgriRoots Capital
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Sep 19, 2022 |
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The Impact of Inflation & Other Challenges Facing Not-for-Profit Organizations
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Aug 22, 2022 |
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Exploring the Importance of P&C Insurance with Melanie Wilcox - Chubb's Head of Personal Risk Services
|
Jul 20, 2022 |
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A Conversation with Christian Deckart, Lead Portfolio Manager of Mawer’s Global Small Cap Fund
|
Jul 05, 2022 |
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A Conversation with Greg Romundt, CEO of Centurion Real Estate
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Apr 01, 2022 |
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A Conversation with BULLWEALTH’s New Client Strategist, Randy Gunn
|
Feb 25, 2022 |
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Discussing Wills & Estate Planning with Courtney Petch
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Dec 23, 2021 |
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A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel
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Jun 04, 2021 |
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How ESG is Becoming a Main Stream Investment Theme
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Apr 28, 2021 |
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A Conversation with Paul Black, Co-CEO of WCM Investment Management
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Jan 07, 2021 |
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The Challenges and Importance of Charitable Organizations
|
Dec 10, 2020 |
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The Inner Workings of BULLWEALTH’s Investment Committee
|
Oct 20, 2020 |
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Manager Due Diligence and Research
|
Jun 03, 2020 |
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Consolidated Reporting
|
May 06, 2020 |
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Global Diversification and Non-Correlating Assets
|
Apr 01, 2020 |
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What Does Insight, Integrity and Independence Mean?
|
Mar 04, 2020 |
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What is Asset Allocation?
|
Feb 05, 2020 |
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Who are BULLWEALTH?
|
Dec 04, 2019 |
|
Introducing Insights Into Wealth
|
Nov 09, 2019 |