Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
9: Jean Blacklock’s 7-Step Approach to Estate Planning
47:17
47:17
Play later
Play later
Lists
Like
Liked
47:17
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
10: Insights from Mike Stritch, CEO of Bulletproof Capital
55:11
55:11
Play later
Play later
Lists
Like
Liked
55:11
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
8: August 2024 Market Update: Navigating Volatility and Emerging Trends
8:59
8:59
Play later
Play later
Lists
Like
Liked
8:59
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
7: Hidden Conflicts: Uncovering the Real Costs Behind Financial Advice
31:51
31:51
Play later
Play later
Lists
Like
Liked
31:51
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.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
6: Fiduciary Standards and the Evolution of Wealth Management
29:59
29:59
Play later
Play later
Lists
Like
Liked
29:59
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
5: The Role of Thought Leadership in Boutique Wealth Management
24:20
24:20
Play later
Play later
Lists
Like
Liked
24:20
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
4: Navigating the Complexities of Estate Planning
21:07
21:07
Play later
Play later
Lists
Like
Liked
21:07
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
3: Market Update: Volatility, AI Stocks, and Portfolio Positioning with Andrew Auerbach
10:32
10:32
Play later
Play later
Lists
Like
Liked
10:32
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
2: The Rise of Independent Wealth Management: Insights from Sandra Henderson
37:46
37:46
Play later
Play later
Lists
Like
Liked
37:46
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
1: The Journey to Founding Delisle Advisory Group
40:42
40:42
Play later
Play later
Lists
Like
Liked
40:42
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…
…
continue reading