Best Wealthsimple Podcasts (2024)

1
Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48

11d ago51:48

51:48

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…

1
33: Market Update - AML, Pine/WealthSimple, & Neo/DLC 12:58

7d ago12:58

12:58

In this episode, I embark on my first solo show with a new format titled "Market Update", where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → The new Anti-Money Laundering (AML) regulations from FINTRAC that will come into effect in Canada on October 11th of this year. → The Pine & Wealthsimple partnership…

1
How to Say No to $23b 24:00

3h ago24:00

24:00

A company you may or may not have heard of got a $23b offer from Google — and walked away. On this week’s TLDR, when should you say no to nine figures? Plus, how did a tobacco company become the best performing US investment in recent history? And, some divergent views on the wisdom of giving everybody free money. This episode was hosted by Devin F…

1
35: Market Update - Exciting Innovation and Practical Tips 13:25

2h ago13:25

13:25

In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → MCAP & RMG Mortgage being direct document transfer in Velocity and why more companies are doing this. → Finmo adding more integrations and what you can try out today. → How challenging mar…

1
Why Your Car Got Stolen 22:00

1h ago22:00

22:00

A crackdown on car thefts in Ontario and Quebec has had some unintended consequences. On this week’s TLDR, why our cars keep getting stolen. And, after decades of financial success, Nike now seems like a brand in trouble. Is this the end of the line for the swoosh? Plus, making sense of the latest market reversal. This episode was hosted by Devin F…

1
34: Market Update - Rocket Mortgage/BRX, CMLS/Nesto, & Axess Law/Velocity 13:46

14d ago13:46

13:46

In this episode, I am back with another "Market Update" solo show, where I go over some of the latest news in mortgage tech in Canada. In this episode I cover: → The Rocket Mortgage & BRX partnership and what it could mean for Brokers. → Nesto's acquisition of CMLS, which includes Intellifi, and what this could mean for Nesto Mortgage Cloud. → The …

1
Is Stock Trading Becoming a Teen Sport? 20:08

25m ago20:08

20:08

Canadians are starting to trade stocks younger and younger. On this week’s TLDR, we look at what’s behind this retail trading boom — and why it doesn’t seem to be going anywhere. And, how berries became so expensive, and why everyone (especially parents) keeps on buying them. Plus, what product recalls really cost companies. This episode was hosted…

1
#12: "We're Trying To Shift The Industry" | Azadeh Attar (Pinterest) 1:05:55

18d ago1:05:55

1:05:55

📌 We had an absolute blast chatting with Azadeh Attar who is the Director of CPG Partnerships at Pinterest. Pinterest has cemented itself as one of the go-to platforms to turn inspiration into action. Whether it’s searching for travel ideas, planning out a home reno, discovering a new recipe, shopping for a new outfit for anything in between. They’…

1
A Guide to Bull Market Investing 25:54

4d ago25:54

25:54

Stocks have been rallying for a year and a half — and that’s making some investors nervous. On this week’s TLDR, we explore the wisdom behind investing in a bull market. Plus, a look at why Canadian home insurance prices have been soaring. And, a long strange trip through the finances of Las Vegas’s Sphere. This episode was hosted by Devin Friedman…

1
32: How a Two-Time Tech Founder Thinks About AI with Deeded's Reuven Gorsht 34:04

22d ago34:04

34:04

In this episode, we're joined by Reuven Gorsht. Reuven is CEO of Deeded from Toronto, Ontario, who's an entrepreneur with a passion for solving big, challenging problems. Deeded is a technology platform that provides a virtual real estate and mortgage closing experience, who's mission it is to make real estate transactions frictionless, affordable,…

1
The Cheat Sheet: Keeping Your Cool This Summer 14:28

14d ago14:28

14:28

🥵 In the fourth episode of our mini-series “The Cheat Sheet”, we share tips for all of the university students out there on how to how to keep your cool in the summer. We get it, the summer can get pretty heated. You might be trying to make a strong first impression at your internship, feeling the pressure of not having one or just feeling the upco…

1
31: Internet Phone - Do You Need One? 26:18

1M ago26:18

26:18

In this episode, Massimo and I discuss internet phones and why you should consider using one for your business. In this episode we cover: → How internet phones work, what to look for in an internet phone, and if you should be using one. → The importance of integration with CRM systems, call quality, and ease of use. → Pricing models of various comp…

1
How Your Credit Card Makes Money 20:57

19d ago20:57

20:57

On this week’s TLDR, what one bad bet from Wells Fargo can teach us about how credit card companies make all their money. And, the children of the ultra-rich are getting their inheritances soon. How do they plan to invest their fortunes? Plus, Canada’s most storied comedy festival is cancelled — maybe forever? What this not-so-funny development tel…

1
30: How to Run Top-Notch Webinars 25:11

1M ago25:11

25:11

In this episode, Massimo and I discuss how you can go about executing a client-centric webinar, and different ways you can use a webinar in your business. In this episode we cover: → What to look for in a webinar application. → The differences between webinar applications like Zoom, Zoho Webinar, and other softwares. → The intersection of quality, …

1
How the NHL Can Win 23:40

26d ago23:40

23:40

What's been a better investment than Apple stock? Buying a professional sports team. This week, TLDR looks at the incredible returns on sports ownership, and why the NHL is trying to goose its numbers by... casting itself in a reality series. Plus, the Fed isn't doing the same thing as the BOC anymore — should we be worried? And, why we can't take …

1
29: How Ryan Wiley "Burned the Boats" to Become a Top Provider in the Mortgage Industry 42:28

2M ago42:28

42:28

In this episode, we're joined by Canadian mortgage titan Ryan Wiley. Ryan is a Co-Owner of Strategy Hub from Kelowna, BC, and a Co-Founder of The VIP Club. Ryan spent 15 years being a Mortgage Broker, and refined his business to do tens of millions of dollars in volume while working only 12 hours a week. Ryan is also the host of "The Mortgage Game"…

1
The Big Rate Cut Question 25:50

1M ago25:50

25:50

Last week, the Bank of Canada finally gave investors a bit of relief… in the form of a .25% interest rate cut. On this week's TLDR, what this cut means for investors, savers and anyone trying to make sense of the global economy. And, how a memestocker sent GameStop soaring — and, for a brief moment, looked like he was possibly on course to become a…

1
Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10

2M ago54:10

54:10

In this episode, Alfonso Peccatiello, a renowned macro investor, joins the ReSolve team to delve into the macro end game, the impact of leverage on the financial system, and the potential paths forward. They also discuss the role of politicians in managing fiscal interventions and the increasing volatility in the macro environment. Topics Discussed…

1
28: How to Optimize Your Website For Your Mortgage Business 27:04

2M ago27:04

27:04

In this episode, Massimo and I discuss how you can optimize your website based on the type of business you run, and how they're very important for your business and credibility. In this episode we cover: → Websites provided to Brokers from their brokerage, rate shop website optimization, and referral based website optimization. → The cost of buildi…

1
#11: "You're The Host Of The Party" | Kelley Tessier (Canadian Olympic Committee) 1:01:18

1M ago1:01:18

1:01:18

🏅Ahead of the 2024 Olympic Summer Games - we had the pleasure of chatting with Kelley Tessier who is the Director of Marketing Partnerships at the Canadian Olympic Committee (COC). The COC has been on a mission to transform Canada through the power of sport. They’ve brought this mission to life by supporting athletes to compete on the biggest stage…

1
A 2024 Stock Loser 21:11

2M ago21:11

21:11

The market’s been booming for months — but not everyone’s getting in on the action. On this week’s TLDR, what we can learn about investing from a sector that’s been left out of the rally. Plus, Indigo Books, Music and More was once one of the most trusted brands in Canada. Why did they fall so far, so fast? And finally, it’s book release week! Kyla…

1
Navigating Market Volatility: Mastering Managed Futures and Carry Strategies 1:18:55

2M ago1:18:55

1:18:55

In this episode, ReSolve team members Adam Butler and Rodrigo Gordillo discuss the concept of market volatility and its implications for investment strategies. They delve into the intricacies of Carry strategies, their impact on portfolio returns, and how to navigate market volatility effectively. Topics Discussed • The concept of Carry in the inve…

1
27: How an Award-Winning Broker Disrupted a Mortgage Tech Monopoly with Indi Mortgage's Doug Adlam 35:40

2M ago35:40

35:40

In this episode, we're joined by Canadian mortgage expert Doug Adlam. Doug is one of the Founders of Finmo from Guelph, Ontario, a fintech company which disrupted the Canadian mortgage industry in 2017, and was bought by Lendesk in 2020. An entrepreneur and public speaker, Doug started as a Mortgage Agent in 2008 at Champion Mortgage, and growing b…

1
Should Sarah Buy a House Right Now? 22:25

2M ago22:25

22:25

With home values and interest rates through the roof, who in their right mind would buy a house right now? Sarah Rieger, that’s who. On this week’s TLDR, fixed rates, variable rates, and the dream of sipping wine on your very own front porch. Plus, the AI gold rush has led to huge valuations for computing and tech companies. But who else is making …

1
Roger King: Building a Franchise Empire: The Story of Supplement King 1:01:13

2M ago1:01:13

1:01:13

In this episode, we have an engaging conversation with Roger King, the mastermind behind the successful Supplement King franchise. Roger shares his journey from starting as a local supplement provider to becoming a renowned name in the industry. He discusses his business strategies, the importance of understanding the market, and the challenges he …

1
26: How a Top 25 Broker is Sharing His "Secret Sauce" with All Brokers with Origin Mortgage's Kyle Green 39:03

2M ago39:03

39:03

In this episode, we're joined by Kyle Green. Kyle is the Owner of both DLC Origin Mortgages and The Green Mortgage Team from Vancouver, BC, and has been a Top 25 Broker in Canada since 2017 (volume funded), and a Top 10 Broker in DLC. Kyle is also the Founder of Greenwealth Capital, which helps people grow their real estate portfolio, and his newes…

1
Welcome Back to 2021?! 22:23

2M ago22:23

22:23

The central character of the 2021 GameStop frenzy tweeted a meme and the market went bananas. On this week’s TLDR, was the latest rally a sign that memestocks are alive and well? Or was it the last paroxysm of a bygone era? Plus, what the Canada-U.S. battle over softwood tariffs tells us about the trading relationship between the two countries. And…

1
Value Investing is BACK - with Tobias Carlisle 1:08:51

2M ago1:08:51

1:08:51

In this episode, we delve into the world of value investing with Tobias Carlisle, the founder of The Acquirer's Multiple and author of the book 'The Acquirer's Multiple'. From his journey from a lawyer in Australia to a value funds manager in California, to his unique approach towards value investing, this conversation is a treasure trove of insigh…

1
25: How to Go From a Solopreneur to a $100M+ Broker with BrokerSquared's Christian Amurao 29:31

3M ago29:31

29:31

In this episode, we're joined by Christian Amurao. Christian is the Founder and Executive Director of the Open Doors Mortgage Team from Surrey, BC, and has been in the mortgage industry for over 15 years. Christian is also a Co-Founder of the brokerage BrokerSquared, a collaborative brokerage that prioritizes the growth and success of its brokers. …

1
Why Are Earnings So Strong? 22:27

2M ago22:27

22:27

The stock market has approached all-time highs thanks to white-hot earnings reports. On this week’s TLDR, a look at what’s behind the good news. Plus, how regulators are — and aren’t — making sense of “Buy Now, Pay Later” apps. And, what the latest announcement from Nintendo tells us about the gaming industry — and Nintendo’s future. This episode w…

1
#10: "Take A Leap of Irrationality" | Carlos Moreno (Broken Heart Love Affair) 1:06:14

2M ago1:06:14

1:06:14

In this episode, we stepped into the mind of one of Canada’s most celebrated creative leaders: Carlos Moreno, a Partner & Chief Creative Officer at Broken Heart Love Affair. Over the past three decades work, Carlos has helped brands of all sizes win over the hearts and minds of consumers across the country. This work has not gone unnoticed and has …

1
24: Most Under-Rated Social Media Hacks with BluMortgage's Maryah Diulia 25:49

3M ago25:49

25:49

In this episode, we're joined by Maryah Diulia. Maryah is a Sales and Marketing Lead at BluMortgage from Toronto, Ontario, who's done a little bit of everything at BluMortgage in her 2.5 years at the company. In this episode we cover: → The new trend of social media sites as search engines and the benefits of narrowing down to a niche. → Improving …

1
How Hedge Funds Bet On Death 21:58

3M ago21:58

21:58

A new lawsuit accuses Apollo Global Management of making “death bets” on senior citizens. On this week’s TLDR, the tangled — and at times unsavory — world of life insurance. Plus, why the only place left to buy a home might be P.E.I. And, the technology powering Domino’s Pizza’s supercharged earnings. This episode was hosted by Devin Friedman, busi…

1
23: Numbers Don't Lie with Vetter Consulting's Craig Vetter 34:47

3M ago34:47

34:47

In this episode, we're joined by Craig Vetter. Craig is the Owner of Vetter Consulting from Delta, BC, which has been helping Mortgage Brokers build better businesses with 1-on-1 coaching since 2014. In 2023, Craig's clients funded over $650 million, while also improving their client service, systems, and processes. In this episode we cover: → Bala…

1
E1: Enter the New World of Return Stacking - Inaugural Episode! 1:14:05

2M ago1:14:05

1:14:05

In today’s ReSolve Riffs we’re taking the opportunity to introduce the inaugural episode of a brand new podcast channel called the Get Stacked Investment Podcast. In this series, we dive deep into the world of Return Stacking, exploring the latest projects, content, and insights from the www.returnstacked.com website. Co-hosted by Corey Hosteen, CI…

1
#9: "Don't Just Talk About Impact, Show It" | Harry Hothi (Wealthsimple) 1:05:29

2M ago1:05:29

1:05:29

We recently chatted with Harry Hothi who is a Product Marketing Lead at Wealthsimple. 💸 Wealthsimple has been on an incredible run since they were founded a decade ago. What started off as a robo-advisor has blossomed into one of Canada’s leading fintechs that enables everything from filing taxes to trading crypto. From their witty campaigns to aff…

1
The Investing Strategy That Makes (and Loses) Billions 22:34

3M ago22:34

22:34

Elon Musk has lost an eye-popping amount of money this year. On this week’s TLDR, a look at the investment strategy that made him all those billions of dollars in the first place. (Hint: it’s the opposite of what your financial advisor would recommend.) Plus, a look at StatCan’s new income exploration tool, which shows you how your salary ranks aga…

1
Jared Dillian: The Hidden Dangers in the Global Economy 55:24

3M ago55:24

55:24

In this episode, the ReSolve team is joined by Jared Dillian, the editor of The Daily Dirtnap and author of the book No Worries: How to Live a Stress-Free Financial Life. They delve into a variety of topics, including the power of diversification, the importance of understanding financial stress, and the current state of global financial markets. T…

1
22: 5 Tools to Help You Take Time Off 24:27

3M ago24:27

24:27

In this episode, Massimo and I discuss quick wins you can implement into your business to be able to take a proper vacation and not have to be attached to your phone. In this episode we cover: → Setting expectations for referral partners, clients, and co-workers for while you are away. → Email inbox management and the bigger push from brokerages to…

1
How Monster Won the Stock Market 24:17

3M ago24:17

24:17

One of the best performing stocks of the past 25 years probably isn’t one you’d expect. On this week's TLDR, a deep dive into Monster, the energy drink company delivering caffeinated returns. Plus, a look at Amazon's distribution network and the disgruntled drivers who power it. And, why the Fed's not cutting rates any time soon and what it might m…

1
Andy Constan: Are You Ready for Act 3? This is Mission Control: Ready for Takeoff! 1:18:25

3M ago1:18:25

1:18:25

In this episode, Andy Constan, a veteran Wall Street professional, joins the ReSolve team to discuss the intricacies of the Federal Reserve's interest rate policies, the impact of long-term borrowing rates on the economy, and the role of financial advisors in the investment industry. They delve into a wide array of topics, shedding light on the com…

1
21: Browser Extensions - Pain Killers or Vitamins? 17:26

4M ago17:26

17:26

In this episode, Massimo and I discuss how browser extensions can impact your web browser experience, their practical benefits, and how they could become more essential moving forward. In this episode we cover: → Popular browser extensions we use that could benefit Brokers including screen shots and phone diallers. → How a password managing extensi…

1
Why Gold Is Going Up 20:21

3M ago20:21

20:21

Gold prices are soaring and nobody’s totally sure why. On this week’s TLDR, a primer on the gold market and some theories about why it’s so hot right now. Plus: why it’s never been more expensive to own a car, and how Ozempic could transform medicine — and the snack food aisle. This episode was hosted by Devin Friedman, business reporter Sarah Rieg…

1
The Cheat Sheet: The (Career) Path of Least Resistance 13:35

3M ago13:35

13:35

In the third episode of our mini-series "The Cheat Sheet", we tackle the daunting task of choosing a career path. This is especially tricky when you're just starting out in your career and are trying to deal with so much noise. Today - we share some thought starters to consider as you map out the next move. The aim is to find a role at the intersec…

1
Jeff Weniger-Pension Wars: Why Everything is About to Change and How to Profit 1:10:26

4M ago1:10:26

1:10:26

Introduction In this episode, we are thrilled to have Jeff Weniger, the Chief U.S. Strategist for WisdomTree ETFs, back on the show. Jeff shares his insights on a range of topics, including the 'pension wars' concept, the potential for a domino effect in global equity markets, and the role of financial engineering in shaping investment strategies. …

1
20: Pushing the Limits of Broker Tech with BluMortgage Power User Stephen Green 27:29

4M ago27:29

27:29

In this episode, we're joined by Stephen Green. Stephen is the Owner of Stephen Green Mortgages and the Leader of The Financial Collective from Kitchener, Ontario, who spent 25 years at the bank before become a Broker in January of 2023. Stephen has also hosted "The Green Effect" podcast since 2018, and is a power user of BluMortgage, integrating t…

1
How to Understand This Bull Market 19:59

4M ago19:59

19:59

Congratulations on making it to the end of the fiscal quarter! To commemorate, we explain how markets soared, whether investors are crazed, and what might happen next. Oh, and we bring back the FOMO news quiz. See if you're smarter than our panel of TLDR news experts. And finally: help us win a Webby! Vote for the TLDR newsletter in the Business, T…

1
19: The Journey of Building the #1 Finance App on the App Store with Canadian Mortgage App Founder Ben Salami 31:20

4M ago31:20

31:20

In this episode, we're joined by our very first guest, Ben Salami! Ben is the Founder and CEO of Bendigi Technologies and the Canadian Mortgage App (CMA). The Canadian Mortgage App is a mobile app that helps home buyers, homeowners, real estate agents, and mortgage brokers easily navigate the complexity of mortgages, and has been downloaded over a …

1
The Art of the Meme Stock 20:45

4M ago20:45

20:45

This week on TLDR: Donald Trump’s media company (home of Truth Social) went public last week and the stock price went wild, rising by nearly 60 percent.* So why do investors think $DJT is a good buy? And what happens if Trump tries to sell his shares? Plus: sports betting takes off in Ontario, and the story behind chocolate’s big meltdown. This epi…

1
18: Should You Build Your Own Software Product? 22:26

4M ago22:26

22:26

In this episode, Massimo and I discuss building your own proprietary software, either on the brokerage, team, or individual level, and if it's something you should consider or if it's a shiny object. In this episode we cover: → Why brokerages build their own software products and if they're successful. → Successful known software that started out b…

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