Smokin' Bulls

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 shoot the curious mind. Are you ready for a smokin’ discussion?

Why the 60/40 Portfolio Is Dead: Inside the Future of Wealth with Mark Rarog | Smoking Bulls Podcast 05/21/2025

Why the 60/40 Portfolio Is Dead: Inside the Future of Wealth with Mark Rarog | Smoking Bulls Podcast 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 🔍 What we cover: ✅ Why the traditional 60/40 portfolio is outdated ✅ The rise of alternative investments (alts) ✅ How institutions like CPP are investing ✅ Passive vs. active strategies: what actually works ✅ What retail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 🔥 Whether you're a serious investor or just starting to think about your financial future, this episode will open your eyes to smarter, modern portfolio strategies. 💬 Got questions or thoughts? Drop them in the comments below! #AlternativeInvestments #MarkRarog #WealthManagement #6040Portfolio #FinancialFreedom #WellingtonAltus #CanadianInvesting #EdmontonFinance #PrivateWealth #SmokinBullsPodcast #FinancialEducation 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. © 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/36645900

How to Generate Wealth with Alternative Investments | Smoking Bulls Podcast 04/24/2025

Market Volatility, Trump, and Trading Opportunities 📉📈 03/18/2025

Biggest Economic Shift in 50 Years- Jim Thorne's Bold Predictions for 2025 | Smoking Bulls Podcast 01/29/2025

Biggest Economic Shift in 50 Years- Jim Thorne's Bold Predictions for 2025 | Smoking Bulls Podcast 🌎 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 development, and trade barriers. 🔹 Why the S&P 500 could see a 20% surge in 2025. 🔹 Modernized investment strategies, including the 50-30-20 portfolio framework. 🔹 The future of energy: natural gas, nuclear, and why infrastructure matters. 🔹 Bitcoin as “Digital Gold” and its role in the new financial era. 🔹 How demographics and innovation are fueling the current secular bull market. 💡 Don’t miss out on Dr. Thorne’s pragmatic approach to navigating the markets and maximizing opportunities during this transformative time! 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. © 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/35072740

Canoe Defensive Questions | Smoking Bulls Podcast with Nicolas Papageorgiou 01/03/2025

Canoe Defensive Questions | Smoking Bulls Podcast with Nicolas Papageorgiou 🌟 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 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. © 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/34700740

December Market Insights Resilience, Inflation, and 2025 Predictions 12/06/2024

Critical Illness insurance - Executive Health Plan | Smokin' Bulls Podcast 10/31/2024

Critical Illness insurance - Executive Health Plan | Smokin' Bulls Podcast 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: ------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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. ------------------------------------ Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit ------------------------------------ Follow us on our social media pages: Instagram: Facebook: Website: https://smokinbulls.com/ Spotify: Apple Podcast: --------------------------------------------- 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 /episode/index/show/smokinbulls/id/33695747

Farm Succession Alyssa Mitha Mackenzie Investments | Smokin' Bulls Podcast 10/24/2024

Farm Succession Alyssa Mitha Mackenzie Investments | Smokin' Bulls Podcast 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 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: ------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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. ------------------------------------ Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit ------------------------------------ Follow us on our social media pages: Instagram: Facebook: Website: https://smokinbulls.com/ Spotify: Apple Podcast: --------------------------------------------- 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 /episode/index/show/smokinbulls/id/33589622

Market Insights with Dr. James Thorne | Smokin' Bulls Podcast 07/08/2024

Market Insights with Dr. James Thorne | Smokin' Bulls Podcast 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 market updates! #MarketInsights #Investing #FinancialAdvice #Economy #InvestmentStrategy #WealthManagement #Podcast #JimThorne #StockMarket #InvestmentTips #FinancialPlanning #SmokinBulls 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: ------------------------------------ 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. ------------------------------------ Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit ------------------------------------ Follow us on our social media pages: Instagram: https://www.instagram.com/smokin_bulls/ Facebook: https://www.facebook.com/smokinbullspodcast/ Website: https://smokinbulls.com/ Spotify: https://spoti.fi/3aGoLg1 Apple Podcast: https://podcasts.apple.com/us/podcast/smokin-bulls/id1564346943 Google Podcast: --------------------------------------------- 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 /episode/index/show/smokinbulls/id/32051447

Exploring Private Markets with James Cowan 05/29/2024

Exploring Private Markets with James Cowan 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 accessible to a broader audience. James also discusses the significant role of asset allocation, manager selection, and the impact of macroeconomic factors on investment strategies. Whether you're an investor looking to diversify your portfolio or simply curious about the private markets, this episode offers valuable perspectives and expert advice to help you navigate this complex landscape. #northleaf #financialeducation #financialfreedom #privatemarkets #jamescowan #smokinbulls 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! or more information on Canoe Financial: ------------------------------------ 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. ------------------------------------ Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit ------------------------------------ Follow us on our social media pages: Instagram: https://www.instagram.com/smokin_bulls/ Facebook: https://www.facebook.com/smokinbullspodcast/ Website: https://smokinbulls.com/ Spotify: https://spoti.fi/3aGoLg1 Apple Podcast: https://podcasts.apple.com/us/podcast/smokin-bulls/id1564346943 Google Podcast: --------------------------------------------- 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 /episode/index/show/smokinbulls/id/31522067

Unlocking High Net-Worth Financial Solutions with National Bank's Private Banking 1859 05/28/2024

Unlocking High Net-Worth Financial Solutions with National Bank's Private Banking 1859 Discover 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: ------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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 /episode/index/show/smokinbulls/id/34141796

Unlocking Wealth's Future: Pioneering Investment Strategies 03/22/2024

Unlocking Wealth's Future: Pioneering Investment Strategies In this enlightening episode of "Smokin' Bulls," we dive deep into the future of wealth management with financial innovator, Som Seif. As the founder and CEO of Purpose Investments, Som shares his journey in the financial sector, shedding light on creating cutting-edge investment solutions tailored for today's investors. From the inception of Purpose Investments to launching the world's first Bitcoin and Ethereum ETFs, get ready to explore how traditional investment paradigms are being reshaped. #bitcoin #smokinbulls #ethereum #crypto #cryptocurrency #SomSeif Whether you're an experienced investor or just starting your financial journey, this episode promises valuable insights that can help power up your portfolio. Don't miss out on this opportunity to learn from a seasoned expert in the field. Hit that "Subscribe" button, give us a thumbs up, and ring that notification bell, so you won't miss this episode packed with investment wisdom from Canoe Financial. Stay tuned for a discussion that could supercharge your financial future. ------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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. ------------------------------------ Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit ------------------------------------ Follow us on our social media pages: Instagram: Facebook: Website: Spotify: Apple Podcast: --------------------------------------------- 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. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/30505643

Unconstrained Bond Fund with Dimitri Silva - SMOKIN' BULLS PODCAST 03/06/2024

Unconstrained Bond Fund with Dimitri Silva - SMOKIN' BULLS PODCAST Get ready to elevate your investment strategy as we explore the world of the Unconstrained Bond Fund. This innovative fund offers the freedom to invest across a wide range of bond markets, unbound by traditional constraints. It's designed for investors seeking to diversify their portfolio and take advantage of opportunities in fluctuating interest rate environments. Whether you're an investment veteran or just beginning to navigate the financial markets, this episode is packed with essential insights to enhance your understanding of bond investing. Dive deep with us and discover how the Unconstrained Bond Fund can add a dynamic component to your investment portfolio. Make sure to hit that "Subscribe" button, give us a thumbs up, and ring that notification bell, so you don't miss out on this invaluable episode filled with expert advice on bond investing. Stay tuned for a deep dive that could reshape your approach to investing. #InvestmentFreedom #BondFund #FinancialGrowth ------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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. ------------------------------------ Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit ------------------------------------ Follow us on our social media pages: Instagram: instagram.com/smokin_bulls Facebook: facebook.com/smokinbullspodcast Website: https://smokinbulls.com/ Spotify: Apple Podcast: --------------------------------------------- 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. © 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/30246118

Navigating the Energy Market with Dave Szybunka - SMOKIN' BULLS PODCAST 11/28/2023

Navigating the Energy Market with Dave Szybunka - SMOKIN' BULLS PODCAST 🎙️ Join us for another enlightening episode of Smokin Bulls, your go-to podcast for all things business, money, and lifestyle! In this episode, we have a very special guest: David Szybunka, CFA, Senior Portfolio Manager & Co-Managing Director of the Energy Team at Canoe Financial. Get ready to ignite your investment knowledge as we delve deep into the Canoe Financial Energy Portfolio. Canoe Financial's Energy Portfolio provides diversified exposure across various energy sub-sectors, making it an ideal choice for those seeking to tap into the energy market's potential while spreading risk. Whether you're an experienced investor or just starting your financial journey, this episode promises valuable insights that can help power up your portfolio. Don't miss out on this opportunity to learn from a seasoned expert in the field. Hit that "Subscribe" button, give us a thumbs up, and ring that notification bell, so you won't miss this episode packed with investment wisdom from Canoe Financial. Stay tuned for a discussion that could supercharge your financial future. For more information on Canoe Financial: ----------------------------------- Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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. ------------------------------------ Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit ------------------------------------ Follow us on our social media pages: Instagram: Facebook: Website: Spotify: Apple Podcast: --------------------------------------------- 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. © 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/28826123

Investing in Music Royalties: A Unique Asset with David Vankka 10/31/2023

Investing in Music Royalties: A Unique Asset with David Vankka In this episode, we explore the fascinating world of music royalties and learn all about the ICM-Crescendo Music Royalty Fund, a unique asset that's hitting all the right notes in the investment world, with our two special guests from ICM Asset Management: David Vankka, CEO and President, and Mike Baker, Director of Sales. Whether you're a music enthusiast, an investor, or simply curious about unique investment opportunities, this episode is a must-listen! We'll explore the benefits and risks of investing in music royalties and how this asset class can add a new dimension to your portfolio. For more information, visit their website: Listen to the full music catalogue on Spotify: 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. © 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/28480376

Unveiling the Secrets of Real Estate Investments with Greg Romundt 06/16/2023

Unveiling the Secrets of Real Estate Investments with Greg Romundt In this episode, we sit down with Greg Romundt, the visionary CEO and President of Centurion Asset Management. Get ready to explore the world of real estate investments as Greg takes us on a journey through Centurion's remarkable success. Centurion Apartment Real Estate Investment Trust (REIT) is the focus of this episode, boasting an impressive portfolio of over 20,000 multi-family apartment units, medical offices, and student housing beds across 46 cities in Canada and the United States. Discover how investors can seize the opportunity to participate in this diversified portfolio and benefit from mortgage and equity investments in property developments. Join us as we uncover the secrets behind Centurion Asset Management's mission and vision, aligning capital protection, regular cash flow, low volatility, and tax efficiencies for investors. Greg Romundt shares valuable insights on the strategies that have propelled Centurion to the forefront of the real estate investment industry. Stay ahead of the competition and gain exclusive insights. Don't miss this opportunity to expand your knowledge and find new avenues for financial growth! ------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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. ------------------------------------ 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 ------------------------------------ Follow us on our social media pages: Instagram: Facebook: Website: --------------------------------------------- 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. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/27172512

Land lease Financing for Farmers with Andrea Gruza 06/16/2023

Land lease Financing for Farmers with Andrea Gruza In this episode, we have the privilege of interviewing Andrea Gruza, the brilliant Managing Partner of Bonnefield Financial—a Canadian finance company with a remarkable mission. Since 2009, Bonnefield has been creating long-term financial partnerships with Canadian farmers, empowering them to grow their businesses, reduce debt, and secure financing for retirement and succession planning. Bonnefield's unwavering commitment also extends to protecting Canadian farmland for farming, ensuring its preservation for future generations. Join us as we delve into a thought-provoking conversation with Andrea, exploring the innovative strategies employed by Bonnefield to support farmers and promote the sustainable growth of the agricultural sector. Get ready to gain invaluable insights into financial empowerment and the preservation of farmland, as we uncover the secrets to success in this exciting episode! Tune in now and be inspired to embark on your own journey towards financial prosperity while making a positive impact on the world around you. ------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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. ------------------------------------ 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 ------------------------------------ Follow us on our social media pages: Instagram: Facebook: Website: --------------------------------------------- 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. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/27171225

2023 Federal Budget with Peter Bowen of Fidelity Canada 04/19/2023

2023 Federal Budget with Peter Bowen of Fidelity Canada Join us for an exclusive interview with Peter Bowen, the VP, Tax Retirement Research at Fidelity Canada, as he gives us an inside look into 2023 Federal Budget. Don't miss this opportunity to gain valuable insights from one of the industry's top experts. ------------------------------------ Subscribe to the Smokin’ Bulls Channel for more hot topics every week: 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. ------------------------------------ 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 ------------------------------------ Follow us on our social media pages: Instagram: Facebook: Website: --------------------------------------------- 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. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca /episode/index/show/smokinbulls/id/26590779