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Critical Illness insurance - Executive Health Plan | Smokin' Bulls Podcast

Release Date: 10/31/2024

🎙 Canada’s Big AI Opportunity: Energy, Innovation & Investing | Smokin' Bulls Podcast

Smokin' Bulls

Is Canada ready to lead the global AI revolution? In this episode of the Smokin' Bulls Podcast, we explore how Canada's rich energy resources, innovation-driven mindset, and evolving investment landscape can position the country as a global powerhouse in AI development. From nuclear energy to diversified tech giants, we discuss: ✔ The power demand surge driven by AI ✔ Why Canada’s slow infrastructure could be holding us back ✔ Lessons from Tesla, the dot-com bubble, and how tech giants are adapting ✔ How investors can capitalize on Canada’s emerging AI sector 💡 If you're an...

October Market Insights: Canada, the U.S. & The Western Reawakening

Smokin' Bulls

Canada is at a turning point — are you ready for the Western Awakening? In this episode of Smokin' Bulls, Tyler and Dave break down Dr. Jim Thorne's October Market Insights from Wellington-Altus. From Canada's deep-rooted economic ties with the U.S. to the emerging opportunity in gold, Bitcoin, and natural resources — we cover what investors and business owners in Western Canada need to know right now. 🔥 Is this Canada’s last chance to build a stronger, self-sufficient economy? 💼 What does it mean for your portfolio? 📉 How should you position for the coming shift in private...

🚀 Technology Bull Market: Navigating Growth Opportunities with Maple Leaf Funds

Smokin' Bulls

In this episode of Smokin’ Bulls, we sit down with Scott Jeffery and Shane Doyle of Maple Leaf Funds to unpack the **massive growth potential in Canada’s critical minerals sector** and how investors can capitalize through **flow-through shares**. We explore the **history and future of flow-through investing**, why the Canadian government is offering **up to 166% in tax incentives**, and how this impacts your portfolio — especially as Canada moves to secure its place in the global resource race. Whether you’re an investor looking for **smart tax strategies**, or simply curious about the...

Technology Bull Market Outlook 2025 | Growth Strategies from Dr. Jim Thorne

Smokin' Bulls

In this episode of Smokin’ Bulls, Dave and Tyler break down the latest **Market Insights newsletter** by **Dr. Jim Thorne**, Chief Market Strategist at Wellington-Altus. We dive deep into the idea of the **“peace dividend”**, explore the **AI and crypto-driven bull run**, and examine how investors should position themselves for long-term growth — despite short-term market fear, corrections, and political uncertainty. Dr. Thorne compares today's market setup to the **tech boom of the 1990s**, but with a twist: this time it's AI, crypto, and innovation across energy, infrastructure, and...

Legacy Moves: Turning Life Insurance into a Million Dollar Gift

Smokin' Bulls

💸 The $1.9M Secret to Protecting Your Family's Future (That Most Canadians Overlook!) 💸 Think you're leaving a fortune behind for your family? Think again. In this eye-opening episode of Smokin' Bulls, we break down how estate taxes, legal fees, and hidden costs can quietly drain MILLIONS from your hard-earned wealth. 💡 Special Guest: Lori Hartrey, Regional Sales Director at Desjardins Insurance, reveals how smart Canadians turn life insurance into a tax-saving, legacy-building strategy — transforming a modest policy into a $1.9M gift for family or charity. 🔑 What You'll Learn:...

June Market Insights Discussion With Tyler and Dave 2025

Smokin' Bulls

In this Market Insights episode, we break down Jim Thorne’s latest newsletter and explore the shifting global landscape—from U.S. economic nationalism to Canada’s potential as a resource superpower under new leadership. 🇺🇸🇨🇦 🔍 Topics we cover: U.S. manufacturing reshoring & global trade implications Mark Carney's vision for Canada's energy future Interest rate outlook & American debt risks Demographic shifts: Millennials stepping up How to invest through uncertainty & media noise The role of AI and long-term strategy in portfolio planning 👉 Tune in for...

Estate Planning Mistakes to Avoid: Why Corporate Executors Make Sense | Smokin' Bulls

Smokin' Bulls

⚖️ How do smart Canadians avoid costly family fights over inheritance? ✅ The answer: choosing the right executor — and in many cases, that means hiring a corporate executor. In this power-packed Smokin’ Bulls episode, we talk with Jandy John from Concentra Trust to uncover the inside secrets of corporate executors — how they work, when to hire them, and how they can protect your legacy. 💰 Don’t let your loved ones fight over your estate. Learn how proper estate planning and corporate executors can save your family years of stress and legal fees. 👉 In this episode, you’ll...

Why the 60/40 Portfolio Is Dead: Inside the Future of Wealth with Mark Rarog | Smoking Bulls Podcast

Smokin' Bulls

Join us in this explosive episode of Smokin' Bulls as we sit down with Mark Rarog, Chief Investment Officer at Independent Advisor Solutions (Wellington-Altus Private Wealth), to unpack what’s really happening in today’s investment landscape. 🔍 What we cover: ✅ Why the traditional 60/40 portfolio is outdated ✅ The rise of alternative investments (alts) ✅ How institutions like CPP are investing ✅ Passive vs. active strategies: what actually works ✅ What retail investors need to know about private markets ✅ How to protect your wealth in volatile markets 🔥...

How to Generate Wealth with Alternative Investments | Smoking Bulls Podcast

Smokin' Bulls

Are traditional investments still cutting it in today’s volatile market? In this episode of Smokin' Bulls, we dive deep into wealth generation through alternative investments with Robin Finlay, Managing Director at Arrow Capital. Learn how Robin’s team leverages liquid alternatives, credit spreads, and innovative fixed income strategies to create consistent wealth without the rollercoaster of stock and bond markets. If you’re looking to build long-term wealth and diversify your portfolio, this is a must-watch! 📈 Whether you're an investor in Edmonton, Alberta, or anywhere across...

Market Volatility, Trump, and Trading Opportunities 📉📈

Smokin' Bulls

The markets are moving, and emotions are running high! With Trump back in the headlines, investors are reacting, creating market volatility that may present both risks and trading opportunities. But is this reaction driven by fundamentals or just media hype?

More Episodes

Join us in this Smokin' Bulls episode as Lori Hartery from Desjardins Financial Insurance discusses the Executive Health Plan—a powerful strategy designed to protect corporations while offering significant tax savings for business owners. Whether you’re a small or medium-sized business owner, this conversation highlights essential steps to safeguard your business, ensure tax efficiency, and maximize financial security for the future.

Subscribe to our channel for more insightful episodes. Follow us on our social media platforms to stay updated on upcoming episodes and more. Thank you for watching, and don't forget to like, comment, and share if you found this episode informative! For more information on Canoe Financial: https://www.canoefinancial.com/mutual-funds/canoe-energy-class

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Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com

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DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.

Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.

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