In this episode of Beyond the Bank, Jean Blacklock welcomes Megan Janzen, a Toronto-based registered psychotherapist, to discuss the value of therapy and how wealth professionals can help clients navigate life’s challenges. Megan shares her experiences, explains the basics of relational therapy, and offers insights on how therapy can foster self-aw…

In this episode, Andrew Auerbach welcomes Fred Pinto, CEO of CFA Society Toronto, for an insightful conversation on building a career marked by resilience, strategic risk-taking, and leadership in financial services. Fred shares his journey from the Bay Street investment world to leading the world’s largest CFA society. They discuss the evolution o…

In this episode of Beyond the Bank, Jean Blacklock is joined by Sandra Corelli, Founder and CEO of Humanicity Consulting Group, to discuss the human side of leadership in wealth management. Sandra shares her journey from financial services to leading a boutique leadership development firm, offering insights into effective communication, psychologic…

In this insightful episode of Beyond the Bank, Andrew Auerbach sits down with longtime friend and industry veteran Terry Jenkins, who has held senior executive roles in both Canadian and U.S. wealth management. Terry shares his extensive career journey, from leading teams at KeyBank Wealth Management and BMO Harris Wealth Management to his advisory…

In Episode 19 of Beyond the Bank, Andrew Auerbach is joined by Jason Streicher, Senior Legal Counsel at AUM Law, to discuss the intricacies of compliance and registration in wealth management. Drawing on over 25 years of experience, Jason delves into the evolving regulatory landscape, emphasizing the critical role of chief compliance officers and t…

In this insightful episode of Beyond the Bank, Andrew Auerbach welcomes Patrick Keeley, a wealth management leader with over 30 years of industry experience. Patrick shares his unique journey, starting as an investment advisor at Nesbitt Burns, progressing through leadership roles at institutions like BMO and RBC, and eventually leading his own bou…

In this episode of Beyond the Bank, Sandra Henderson 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 importanc…

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…

In this episode we talk about the scale that permaculture needs to get to get to in order to shift the planetary situation. This episode is different from previous ones, because the interview is conducted by a guest, Andrew Toth, and Andrew Millison is the one being interviewed. Andrew weaves the story of how he found himself teaching permaculture …

This episode explores ways to grow urban food security with permaculture design. Marisha Auerbach describes how she established her thriving and abundant urban permaculture food forest in Portland Oregon. We discuss methods of food production, fertility systems, economic opportunities and more in the context of the Covid-19 pandemic. This episode i…

This episode examines permaculture responses to the Coronavirus Pandemic. We discuss techniques to jumpstart food production, soil fertility, and many other ways that permaculture design can assist in the process of home-based survival. We also discuss how to keep kids engaged and active while your all stuck at home during quarantine. Matt and I bo…

Ayana Young shares her planetary perspective on climate change, Redwood forests, and the Coronavirus pandemic. We talk about her "MIllion Redwoods" project, where she is working to preserve and propagate the biodiversity of the old growth Redwood forest. We then journey into the soul of the Coronavirus pandemic, where Ayana has some words of realit…

The captains sit down in a Virginian hotel to discuss the philosophy of colors, underrated teammates, and more in a special edition of the Cherry & Ice Podcast.

Hear what life is like for a farmer, teacher, and father practicing permaculture under military occupation. Murad Al-khuffash is the founder of Marda Permaculture Farm, which is an internationally recognized NGO, a permaculture demonstration site, and his ancestral home, located in the Palestinian West Bank town of Marda. As a permaculture teacher,…

In the season premiere of the Cherry & Ice Podcast, Will Green discusses his favorite soap scent, what his personality is like, and movies.

In this episode we talk with Raya Cole about her work with permaculture and water harvesting in many villages of rural India. Raya has worked with Aranya Agricultural Alternatives for five years on the ground teaching, designing, and organizing community efforts to restore water tables and improve nutrition. Raya has a lot of insight into the compl…

This episode weaves through a number of stories of rainwater harvesting from around the world. This episode focuses more on the community aspect of water harvesting and addresses the question of how large scale water harvesting projects involving multiple stakeholders and communities actually happen? Brad has initiated his own extensive projects, a…

In this episode we dive into the social aspects of using design to repair the fragmented social fabric of the urban landscape. The City Repair Project in Portland, Oregon has been working for a quarter century on making places within the city that help to bring together communities and establish new rituals and celebrations around community empower…

Defenseman Ian Bolles joins Dylan Coyle and Jay Neemeyer to talk about his pizza, sing All Star by Smash Mouth, and more in the sixth episode of the Cherry & Ice Podcast and final episode of season one.

Freshmen Andrew Kaeser and Kyle Smedley join Dylan Coyle and Jay Neemeyer to talk about their relationship in the Newlywed game in the fifth episode of the Cherry & Ice Podcast.

All-Star goaltender Ben Auerbach and forward Jack Pearce join Dylan Coyle and Jay Neemeyer to talk about Auerbach's love of trash cans, Pearce's lake home boredom, and more in the fourth episode of the Cherry & Ice Podcast.

Freshman Austin Mower joins Dylan Coyle and Jay Neemeyer to talk about who from the Owls he'd swipe left on, his "fun" fact (more like horrific fact), and his guesses on the NHLPA Players Poll.

In this episode we dive deeply into the genetic history of life on Earth, and how biodiversity can be encouraged through garden-based plant breeding. Dr. Alan 'Mushroom' Kapuler is a world renowned plant breeder and is considered one of the fathers of the organic seed movement in the USA. This episode reveals some of the background science of evolu…

Jared Giovan joins hosts Dylan Coyle and Jay Neemeyer to talk about the time he played Hugh Hefner in a high school film, how he messed with Dylan when they went to high school together, and more.

In this episode, we dive deep into the global water cycle, and how repairing degraded landscapes and increasing water retention can help to stabilize global temperatures. We talk about Zach's work, where he has worked on projects in over twenty countries, and about the practical nuts and bolts of assessing, planning, and installing large scale perm…

Connor Lordi joins hosts Dylan Coyle and Jay Neemeyer to talk about his favorite GIF from the Owls' Twitter account, his love for Jared Giovan, and more.

In this episode we talk to elder of the permaculture movement, MIchael "Skeeter" Pilarski about his life, and the upcoming Global Earth Repair Conference that will be help May 2-5, 2019 in Port Townsend, Washington, USA. Michael has the wisdom of years and experience as someone who has dedicated himself to serving humanity and nature for 50 years. …

SUBSCRIBE: WWW.EARTHREPAIRRADIO.COMIn this episode we hear firsthand about the ongoing grassroots transformation of a Jordanian village into a resilient food and water secure settlement. Elham Abbadi has been working within her village and the surrounding region with a group of women since 2012 to bring back regenerative agricultural practices to a…

SUBSCRIBE: WWW.EARTHREPAIRRADIO.COMThis episode explores the new movement to regenerate the planet with "Ecosystem Restoration Camps", where groups of people set up temporary camps on degraded lands for education and implementation of ecological rehabilitation and permaculture. The first camp is now up and running in Spain, with many more in the wo…

SUBSCRIBE: WWW.EARTHREPAIRRADIO.COMThis episode looks at a new economic system being developed using cryptocurrency to promote regenerative agricultural practices. Gregory Landua first guides the listener through a "Cryptocurrency and Blockchain 101" for all of those unfamiliar with these new technologies. (for those listeners who are really famili…

SUBSCRIBE: WWW.EARTHREPAIRRADIO.COMThis episode looks at the successful and ongoing story of the Ghana Permaculture Institute and their work in creating region-wide economic development using permaculture strategies. Dr. Paul Yeboah has not only restored the fertility and the water table of his 30 acre demonstration site, but he has created a proce…

SUBSCRIBE: WWW.EARTHREPAIRRADIO.COMThis episode takes a hard look at the conditions of refugees and how permaculture is being used to improve their lives in a number of situations. Natalie Topa is the Regional Resilience and Livelihoods Coordinator for East Africa and Yemen for the Danish Refugee Council, with 13 years of experience in East Africa …

SUBSCRIBE: WWW.EARTHREPAIRRADIO.COMIn this episode we dive deep into climate change projections for sea level rise and insightful solutions to this complex problem. Much of the conversation is focussed on the San Francisco Bay Area and lessons learned from a massive design challenge to address future sea level rise along that area of coastline. But…

SUBSCRIBE: WWW.EARTHREPAIRRADIO.COMIn this episode we explore the impacts of tropical superstorms and the permaculture design strategies for mitigating their effects. Between massive winds that defoliate entire islands, flash flooding from torrential rains, and storm surges that devastate coastlines, the damage from category 5 hurricanes, typhoons …

SUBSCRIBE: WWW.EARTHREPAIRRADIO.COMDONATE TO GHANA PERMACULTURE CENTER: https://www.gofundme.com/ghanapdpIn this episode we explore life in Ghana and the amazing attributes of the Moringa tree, Moringa oleifera, which is helping to reverse childhood malnutrition throughout Ghana. Aaron Justice Tsatsaku is a regional representative of the Global Eco…