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From Paper to Pixels: Canada’s Fintech Transformation

Release Date: 10/29/2024

Double Vision: Investing in a Split-Screen World

Global Thinking

In this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are building — a Split-Screen World where optimism and fragility coexist. Tyler provides some insight into the annual Forstrong Super Trends report, Double Vision. From recession risk and cracks in credit to AI’s gap between investment and earnings. The conversation then shifts to the bigger forces shaping 2026: the rise of fiscal dominance, the return of the real economy, and the...

Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities

Global Thinking

In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging look at the realities of investing in today’s market environment. Barasch calls this one of the toughest years of his 25-year career — a market defined by narrow leadership, stubborn inflation, and a handful of tech and gold names carrying the load while everything else fights to keep up. But beneath the volatility, Barasch sees a shift taking shape. He argues the worst may be behind Canada, pointing to...

Don’t Stop Believin’: Why Global Markets Still Have Room to Run

Global Thinking

In this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since “Liberation Day,” momentum has moved decisively toward International and Emerging Markets, with Europe and Asia driving much of the advance. While U.S. equities have staged a recovery, they face mounting challenges — weakening dollar, government shutdowns, and a softening labor market. In contrast, International markets are showing renewed strength, supported by attractive...

Wired for Growth or Blown Fuse?

Global Thinking

Emerging Market equities are the year’s top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage? In this episode of the Global Thinking Podcast host, Rob Duncan, sits down with Forstrong's CEO/CIO, Tyler Mordy, to explore whether the bull market is wired for further growth or primed to blow a fuse. Tariffs, delayed AI profits, and stubborn interest rates loom as short-circuit risks. On the flip side, government spending, easing monetary...

From Generational Wealth Myths to Modern Advising: Wealth 3.0

Global Thinking

In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0. Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an approach that prioritizes family values, collaboration, and open conversations about legacy. Rob and Jamie explore why the “three generations myth” is often misunderstood, how advisors can move from dictating solutions to facilitating dialogue, and what it really takes to help families flourish across generations. ...

Flooding The Zone

Global Thinking

Steve Bannon once described Donald Trump’s media strategy as “flooding the zone” — overwhelming the airwaves with noise to confuse and distract. Recent months have offered a masterclass, leaving investors to sift through tariffs, trade wars, and endless headlines. In this mid-year edition of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong CEO & CIO Tyler Mordy to cut through the noise. They unpack why tariffs haven’t bitten markets harder, how a weakening US dollar is shifting capital flows, and what looming Fed rate cuts could mean for investors. With...

Guns, Gold, and Getting Paid: Global Investing in a Fractured World

Global Thinking

In this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X Investments Canada Inc., for a wide-ranging conversation on where global capital is moving, and why. Many of the themes Chris is tracking - rising defense spending, a potential commodities supercycle, renewed interest in international markets like EAFE and India - align closely with Forstrong’s own global investment roadmap. Both firms share a belief that in an increasingly...

Desensitized and Diversified: Investing Through Policy Whiplash

Global Thinking

In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong Portfolio Manager, Terry Shaunessy, to unpack how investors are navigating a world where political theatrics, including Trump’s tariff flip-flops, no longer move markets like they used to. They explore why the U.S. may need to consider a GST-style tax, why service-based economies could be the next big growth engine, and how market strategies need to adapt to volatility fatigue. The conversation also dives into the Canadian economic puzzle: a stable banking sector weighed down by real estate drag and...

Power Shifts, Trade Rifts, and Investment Lifts

Global Thinking

Global Thinking: Power Shifts, Trade Rifts, and Investment Lifts In this no-holds-barred episode of the Global Thinking Podcast, host Rob Duncan sits down with AGF Investments CEO and CIO, Kevin McCreadie, to unpack the chaos, clarity, and contradictions shaping markets in 2025. From political plot twists in Canada to the unpredictable theatre of Trump 2.0, they dive into how power moves and policy pivots are reshaping capital flows. Is U.S. exceptionalism running out of runway? Will Canada finally find its economic groove? And what does Europe’s fiscal awakening and China's...

Elbows Up – Time to Pivot and Rebalance

Global Thinking

In this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada’s recent election to Trump’s tariff tantrums, the conversation dives into how economic confidence has taken a hit on both sides of the border. But while Canada seems to be finding it’s way with new leadership and domestic competition; American markets wrestle with political uncertainty and slowing economic data. Capital is quietly on the move finding greener pastures in Europe and Asia. With European...

More Episodes

Financial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic has accelerated change, bringing digital solutions and smartphone-driven client experiences to the forefront.

In this episode of Global Thinking, Rob sits down with Oliver Yoon, Head of Harness Investment Management, to explore the rapidly evolving Canadian Fintech landscape. Together, they discuss Oliver's extensive experience in finance, Harness’s mission to empower advisors with independent investment solutions, and how technology is transforming client interactions. They also dive into the role of AI in financial services and the exciting future for advisors embracing innovation.

Chapters

00:00 Introduction

01:07 Oliver Career in Finance

06:24 Understanding Harness and Its Role

09:56 The Importance of Independence in Canada

13:02 A Fintech Solution for Advisors

18:29 AI's Role in Financial Services

20:29 Future Opportunities for Harness

22:24 Competition and Unique Offerings

24:33 Personal Insights and Closing Remarks

Disclosures: https://forstrong.com/disclosures/

Global Thinking Podcast Series - https://forstrong.com/podcast/