In this episode of Beyond the Bank, Jean Blacklock sits down with Susan St. Amand, Founder and President of The Sirius Group Inc. and Sirius Financial Services. With over 30 years of experience in finance, governance, and strategy, Susan shares her insights on continuity planning for business and philanthropic families. They discuss the importance …

In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Andrew Auerbach sits down with Paul Harris, co-founder of Harris Douglas Asset Management, to explore his extensive career in asset management. Paul shares insights from his time as Senior Portfolio Manager at TD Asset Management, where he managed major bond and equity po…

In this episode of Beyond the Bank, Andrew Auerbach welcomes Som Seif, the visionary Founder and CEO of Purpose Unlimited, for an in-depth conversation about entrepreneurship in the wealth management space. Som shares insights from his journey of founding Claymore Investments, which he sold to BlackRock Inc. in 2012, co-founding WealthSimple, and h…

Andrew Auerbach provides a detailed market overview as the Fed prepares to announce a potential rate cut. Andrew discusses the significance of this decision, the continued strength of gold, and the role of long-term financial planning in navigating market volatility. He also highlights Warren Buffett's recent strategies, the concentration of tech s…

In this insightful episode of Beyond the Bank, Andrew Auerbach and Jean Blacklock dive into their latest Globe and Mail column, discussing the staggering economic and societal costs of alcohol and tobacco. Jean shares her extensive research from the Canadian Substance Use Costs and Harms Report, shedding light on how tobacco’s net societal cost pal…

In this episode of Beyond the Bank, Jean Blacklock welcomes esteemed estate planning expert Sara Plant to discuss the intricacies of wills, powers of attorney, and navigating difficult family dynamics in estate planning. Sara shares her expertise from decades of experience, offering valuable insights on key topics like powers of attorney, guardians…

In this episode of Beyond The Bank, Jean Blacklock sits down with Rob Carrick, renowned Globe and Mail columnist, to discuss his 30-year career in personal finance journalism. Rob shares his perspectives on how financial planning has evolved, the unique challenges faced by different generations, and the impact of consumerism on saving. Tune in for …

In this episode, Andrew Auerbach sits down with Mike Stritch, CEO of Bulletproof Capital, to explore his 25-year journey in the investment industry. Mike shares his experiences transitioning from institutional investment management to leading a single-family office, offering valuable insights on career development, wealth management, and navigating…

In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Jean Blacklock sits down with Andrew Auerbach to share the journey of writing her latest book, From the Heart: Bringing Your Full Self to Estate Planning. Jean delves into the meticulous process behind the book's creation, offering insights into the 7-step framework that …

In this episode, Andrew Auerbach provides a comprehensive market update for August 2024. He delves into the current state of major indices, discusses recent volatility, and examines the impact of inflation data . Andrew also explores historical precedents for recessions, the ongoing strength of gold, and the challenges facing Canadian banks. Whethe…

In this episode, Andrew and Jean explore the hidden conflicts of interest that can arise in the financial services industry, particularly focusing on referral fees and advisor compensation structures. They also discuss the ethical implications of advisors switching firms for financial gain and how these practices can affect client trust.…

Introduction: Jean and Andrew discuss the Globe column on fiduciary standards in investment management. Discretionary vs. Brokerage Relationships: Examination of how discretionary investment management differs from traditional brokerage relationships. Evolving Industry Standards: Discussion on how the lines between discretionary and brokerage relat…

Introduction: Andrew Auerbach and Jean discuss thought leadership in boutique wealth management. Boutique Wealth Management in Canada: Overview of the growth and opportunities for boutique firms compared to the U.S. market. Delisle Advisory’s Role: Andrew shares his vision for Delisle’s impact on the Canadian wealth management landscape. Steps to L…

Introduction: Andrew Auerbach introduces the topic of estate planning and its emotional complexities. Jean discusses the difficulties advisors and clients face in estate planning. Three Client Categories: Confident Clients: Those who have clear and fair estate plans. Procrastinators: Clients who delay estate planning due to discomfort with mortalit…

Introduction: Andrew provides an update on the current market conditions, emphasizing the rapid changes and key themes affecting the markets. Market Volatility and Rate Hikes: Discussion on historic rate hikes and their delayed impact on the economy, typically felt 12-18 months later. Current signs of economic strain, particularly in consumer behav…

Introduction: Andrew welcomes Sandra Henderson, COO of Delisle Advisory and a longtime partner and friend. Sandra shares her excitement about discussing the creation of Delisle Advisory. Sandra Henderson’s Background: Nearly 30 years in financial services and wealth management. Leadership roles in both Canada and the United States. Experience as Ch…

Introduction to Delisle Advisory Group: Jean Blacklock and Andrew Auerbach introduce their new boutique wealth management firm, Delisle Advisory Group, and discuss what sets it apart in the industry. Career Journeys: Andrew shares his early start in financial services, his decision to stay with Canada Trust over a trading floor position, and his ri…