The Ordered Life - Serviam Capital

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Can Business Be Good Without Maximizing Profit? | Rolando Islas Part 2

Épisode 40

mardi 9 juin 2026 • Durée 41:06

What is business for if profit is not the highest goal?

In this episode of The Ordered Life, Sean, AJ, and Anthony continue their conversation with Rolando Isals on purpose, AI, technology, and the moral responsibilities of business. Drawing from Aristotle, MacIntyre, and real examples from modern companies, Rolando argues that flourishing requires more than efficiency, growth, or financial success. It requires a clear understanding of what is worth pursuing.

The conversation explores how business leaders can resist the pull of fast profits, how technology can shape the people who use it, and why AI should be treated as a tool for reflection rather than a replacement for human judgment. Rolando also challenges listeners to think carefully about greed, dignity, conscious markets, and the future their decisions are helping to build.

For anyone trying to live and work with greater purpose, this episode is a thoughtful invitation to slow down, examine what success really means, and consider how business can serve people rather than reduce them to profit, efficiency, or data.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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Are We Losing the Ability to Think? Dr. Rolando Islas on AI, Social Media, and the Economy of Likes | Part 1

Épisode 39

mardi 26 mai 2026 • Durée 50:52

In this episode of The Ordered Life, Dr. Rolando Islas joins the conversation to examine what technology, social media, artificial intelligence, and consumer culture are doing to our ability to think clearly, reflect deeply, and live with purpose.

Rolando brings a rare combination of business experience and philosophical depth. After building and selling a technology company, he turned his attention to philosophy, ethics, complexity, and the human consequences of life in a digitally saturated world. His central concern is simple but urgent: we need to slow down.

The conversation explores the loss of attention, memory, creativity, and reflection in an age shaped by constant stimulation and the “economy of likes.” Rolando challenges the idea that more money, status, or consumption can make us happy, and invites listeners to recover the practices that form deeper human judgment, including reading, writing, contemplation, family life, and a more deliberate relationship with technology.

For parents, professionals, and anyone trying to live with greater coherence, this episode offers a thoughtful reflection on freedom, desire, social pressure, and what it means to remain human in a world that keeps accelerating.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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Can Markets Be Morally Bankrupt? Catholic Investing and Human Dignity | Mensuram Bonam Part 4

Épisode 38

mardi 12 mai 2026 • Durée 41:46

Can markets be morally bankrupt? In this episode of The Ordered Life, Sean, AJ, and Anthony continue their discussion of Mensuram Bonam and explore how Catholic Social Teaching can shape the way investors think about wealth, markets, and human dignity.

The conversation begins with a simple but challenging idea: faith and finance should not live in separate worlds. Financial decisions are moral decisions because money is never neutral. It either serves the human person, the common good, and the flourishing of life, or it can drift toward accumulation, speculation, and systems that put profit ahead of people.

The episode focuses on several core principles for Catholic investors, including the dignity of the human person, the common good, solidarity, and social justice. Sean, AJ, and Anthony consider how these ideas apply to real investment decisions, from coercive marketing and addictive technology to companies that profit from vice or reduce human freedom.

For Catholics who want to steward wealth without dividing their lives, this episode offers a thoughtful framework for asking better questions. What is investing actually for? Does wealth serve the person, the family, and the common good? And how can prudence and moral clarity work together in the way we allocate capital?

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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Why Kids Don’t Understand Money and How Parents Can Fix It Early

Épisode 37

mardi 28 avril 2026 • Durée 46:46

How do you actually teach kids about money in a way they understand?

In this episode, the team breaks down the real challenge parents face when talking to children about money, especially at a young age. From the instinct to spend immediately to the difficulty of grasping abstract concepts like saving and investing, they explore why most financial lessons don’t stick early on and what to focus on instead.

The conversation centers on practical ways to help children understand that money is finite, that choices involve trade-offs, and that spending should be intentional. Through personal stories and examples, they highlight how kids begin to connect money with effort, why experience and even failure are essential teachers, and how early habits shape long-term financial behavior.

They also explore deeper ideas around money, including the role of prioritization, the importance of earning before spending, and how parents can begin forming not just good habits, but strong money virtues.

If you’ve ever wondered how to raise children who are thoughtful, disciplined, and responsible with money, this episode offers a clear and practical starting point.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently

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What Faith Has to Do With Investing and the Problem With “Faith-Based Investing” | Mensuram Bonam Part 3

Épisode 36

mardi 14 avril 2026 • Durée 44:03

What does it really mean to invest?

In this episode, we move beyond the mechanics of investing and examine the responsibility behind it. Every investment is more than a financial decision. It is an act of entrusting capital, giving authority, and participating in outcomes that affect people, businesses, and the broader world.

Continuing our discussion of Mensuram Bonam, we explore why investing is never morally neutral and why separating faith from financial decisions creates a divided life. We also address the limits of common approaches to “faith-based investing” and what a more coherent approach requires.

For those who want to steward their wealth responsibly without compromising what they believe, this conversation offers a clearer framework for thinking about capital, responsibility, and the common good.

Key ideas discussed: • Investing as an act of moral responsibility • Why capital shapes the future, not just returns • The limits of conventional faith-based investing frameworks • Living with coherence between faith, work, and money

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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Beyond ESG The Real Question Behind Investing and Moral Responsibility | Mensuram Bonam Part 2

Épisode 35

mardi 31 mars 2026 • Durée 35:50

What does it actually mean to invest responsibly?

In Part 2 of our introduction to Mensuram Bonam, we move beyond surface-level frameworks like ESG and examine a deeper question: is investing itself a moral act? Drawing from Catholic Social Teaching, this conversation challenges the idea that finance can be separated from ethics, and instead reframes capital as something entrusted to us with purpose.

We explore the limits of modern “responsible investing,” the risk of using ethics as a marketing tool, and why discernment matters more than labels. The discussion centers on a more demanding but coherent vision: that every financial decision participates in shaping the world, and therefore carries real moral weight.

This episode is for those who want more than alignment in theory. It is for those seeking a disciplined, thoughtful approach to stewardship that respects both conscience and long-term responsibility.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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Catholic Investing and the Purpose of Capital | Mensuram Bonam Introduction

Épisode 34

mardi 24 mars 2026 • Durée 43:51

This episode explores a question most investors never stop to ask: what is investing actually for?

Drawing from Mensuram Bonum, a foundational document shaping how we think about capital, the conversation moves beyond portfolios and performance to something deeper. What is money for? What is capital for? And what responsibility comes with being entrusted to invest it?

The discussion challenges the common assumption that finance can operate independently of ethics. Every investment decision expresses a set of values and contributes to the kind of future we are building, whether intentionally or not. The hosts unpack the distinction between money and capital, the role of the investor as a moral agent, and the idea that finance itself can be a school of virtue.

This is not a technical conversation about markets. It is a foundational one about purpose, responsibility, and coherence. For those who want their financial decisions to reflect what they actually believe, this episode offers a framework for thinking clearly and acting with discipline.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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Is Investing Just Gambling? What’s the Moral Difference When It Comes to Money?

Épisode 33

mardi 17 mars 2026 • Durée 27:35

Is investing just another form of gambling? In this episode of The Ordered Life Podcast, we explore the key difference between investing and gambling and why intention, virtue, and stewardship matter when it comes to money.

The conversation unpacks how gambling is typically driven by entertainment and chance, while investing is meant to responsibly steward the capital entrusted to us. Through the lens of virtue, purpose, and Catholic moral thinking, we discuss how money should serve our goals, and how our goals should ultimately serve the good.

If you’ve ever wondered whether investing is morally different from speculation, or how faith and prudence should guide financial decisions, this episode offers a thoughtful framework for understanding money, risk, responsibility, and the pursuit of an ordered life.

Topics discussed:

The moral difference between investing and gambling
The role of intention in financial decisions
Stewardship and responsibility with money
How virtue guides investing and wealth building
Why money should serve your goals and the greater good

#OrderedLife #Virtue #Investing #MoneyAndMeaning #Stewardship #PurposeDrivenWealth

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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Rethinking Retirement: Why Income Optional Is Better Than Work Optional

Épisode 32

mardi 10 mars 2026 • Durée 20:40

Most people think of retirement as the moment when work finally ends. They think work is something to escape from, and retirement is the reward that brings decades of permanent leisure.

But what if that vision of retirement is actually backwards?

In this episode of The Ordered Life Podcast, we challenge the modern idea of retirement and propose a better framework:

Income optional, not work optional.

Work is not merely something to endure until you can stop. Meaningful work is part of living a virtuous and purposeful life. The real goal of financial planning should not be escaping work, but creating the freedom to choose work that serves the good.

You’ll learn:

Why the modern vision of retirement may undermine purpose and fulfillment
The difference between work optional and income optional
How financial independence can support a life of meaning
Why discipline, virtue, and intentional goals matter more than comfort
How your money should serve your goals, and your goals should serve the good

If you’re a professional, parent, or builder trying to align faith, money, and purpose, this episode offers a framework for thinking about retirement, work, and freedom in a more ordered way.

Because the goal of wealth isn’t escape, it’s freedom to pursue the good.

Keywords:

retirement, income optional, work optional, financial freedom, purpose driven wealth, money and meaning, virtue and finance, Catholic personal finance, disciplined life, ordered life

#OrderedLife #Retirement #IncomeOptional #WorkOptional #PurposeDrivenWealth #Virtue #FinancialFreedom #MoneyAndMeaning #CatholicLife

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

You Were Not Made for Comfort: Rediscovering the Purpose of Work

Épisode 31

mardi 3 mars 2026 • Durée 38:15

In a culture that treats work as something to escape, retire from, or merely endure, we’re asking a deeper question:

What if work is actually part of your purpose?

In this episode of The Ordered Life Podcast, we explore how the Catholic vision of work is more than a paycheck.

Drawing from Laborem Exercens and the Christian understanding of the human person, we discuss:

Why you were not created for comfort, but for greatness
How work forms your character and strengthens virtue
The difference between using work for money vs. seeing work as participation in the good
How work allows us to co-create with God
Why retirement cannot be the ultimate goal
How discipline in work leads to freedom and interior peace

If we reduce work to income, we miss its deeper meaning. But when we see work as participation in God’s creative action, everything changes, including how we approach ambition, career, and finance.

Whether you’re early in your career, raising a family, building a business, or discerning what comes next, this episode will challenge you to rethink comfort, responsibility, and purpose.

You were not made for comfort. You were made for greatness.

Keywords:

Purpose of work, dignity of work, Catholic teaching on work, virtue and career, faith and finances, ordered life, discipline brings freedom, money and meaning, co-creation with God.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

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Apple Podcasts

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