Unlocking High Net-Worth Financial Solutions with National Bank's Private Banking 1859
Release Date: 05/28/2024
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 🔍 What we cover: ✅ Why the traditional 60/40 portfolio is outdated ✅ The rise of alternative investments (alts) ✅ How institutions like CPP are investing ✅ Passive vs. active strategies: what actually works ✅ What retail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 🔥...
info_outlineSmokin' 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...
info_outlineSmokin' 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?
info_outlineSmokin' Bulls
🌎 The Biggest Economic Shift in 50 Years! 📈 In this compelling episode of Smoking Bulls, we dive deep into the unprecedented economic and political pivots reshaping the global landscape with Dr. Jim Thorne, Chief Market Strategist at Wellington Altus. From U.S. energy independence to Canada’s missed opportunities, discover the strategies, insights, and predictions that could define your financial future. 🚀 🎯 Key Topics Covered: 🔹 The U.S. leading a bold pivot toward small government and private sector growth. 🔹 Canada's economic hurdles: regulatory challenges, resource...
info_outlineSmokin' Bulls
🌟 Learn the secrets to mitigating investment risks while staying fully invested in the market! 🌟 In this episode of the Smoking Bulls Podcast, we’re joined by Nicolas Papageorgiou, a seasoned portfolio manager at Canoe Financial, and Wayne Myers, District Vice President for Calgary and Edmonton. Together, they dive into Canoe’s defensive investment strategies designed to manage market volatility while preserving long-term growth potential. #RiskManagement #Investing #MarketVolatility #CanoeFinancial #FinancialPlanning #Edmonton #Calgary #InvestmentStrategy #SmokingBullsPodcast...
info_outlineSmokin' Bulls
Discover Dr. James Thorne's "December Market Insights: The Best of Times, The Worst of Times," where we explore the defining characteristics of 2023 and predictions for 2025. Learn about market resilience, inflation trends, and the effects of high interest rates, along with bold forecasts for Bitcoin, gold, and the future of AI in the economy. Gain valuable insights into navigating today's complex financial landscape with foresight and strategy. 📊 Topics covered: The resilience of global markets Inflation and interest rate dynamics Bold calls on Bitcoin and gold The impact of AI and...
info_outlineSmokin' Bulls
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...
info_outlineSmokin' Bulls
In this episode of the Smokin' Bulls Podcast, we discuss farm succession planning with experts from Wellington-Altus Private Wealth and Mackenzie Investments. Join Portfolio Managers Tyler Cockbain and Dave Cooper, along with Director of Tax and Estate Planning Alyssa Mitha, as they dive into strategies, tips, and insights for successfully passing on family farms to the next generation. Don't forget to subscribe for more insightful discussions on finance, investments, and wealth planning! Subscribe to our channel for more insightful episodes. Follow us on our social media platforms to stay...
info_outlineSmokin' Bulls
Welcome to the Smokin Bulls Podcast! In this episode, hosts Tyler and Dave are joined by Dr. James Thorne, Chief Market Strategist at Wellington Altus Private Wealth. They discuss market strategies, economic forecasts, and investment tips. Dr. Thorne shares his expert insights on navigating the financial landscape, making informed investment decisions, and preparing for future market trends. Whether you're a seasoned investor or new to the world of finance, this episode offers valuable knowledge to help you succeed. Don't forget to like, comment, and subscribe for more financial insights and...
info_outlineSmokin' Bulls
Join Dave and Tyler on the Smokin Bulls Podcast as we delve into the fascinating world of private markets with special guest James Cowan, Lead Portfolio Manager at Northleaf Investments. In this episode, James shares his insights on the intricacies of private equity, private credit, and private infrastructure investment, highlighting the unique opportunities and challenges these asset classes present. Listeners will gain a deeper understanding of how Northleaf Capital has carved a niche in mid-market investments and their partnership with Mackenzie Financial to make these opportunities...
info_outlineDiscover the exclusive world of National Bank's Private Banking 1859. In this episode of Small Convos, we dive into the services and benefits of private banking, tailored for high net-worth individuals. Learn from Senior Private Banker Jubril Adesina about the red carpet service, custom solutions, and who qualifies for these exceptional financial services. Don't miss out on expert insights into sophisticated planning, banking, and credit needs. Subscribe for more in-depth discussions on business, money, and lifestyle.
Connect with Us: 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
------------------------------------
Subscribe to the Smokin’ Bulls Channel for more hot topics every week: https://www.youtube.com/channel/UCNJMRWgouabGl4YfC8eoZbQ
Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind.
------------------------------------
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.
© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca