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15: Entrepreneurship in Wealth Management: A Conversation with Som Seif
Episode 15
Friday, September 20, 2024 • Duration 48:44
In this episode of Beyond the Bank, Andrew Auerbach welcomes Som Seif, the visionary Founder and CEO of Purpose Unlimited, for an in-depth conversation about entrepreneurship in the wealth management space. Som shares insights from his journey of founding Claymore Investments, which he sold to BlackRock Inc. in 2012, co-founding WealthSimple, and his current role at Purpose Unlimited.
With a background in investment banking at RBC Capital Markets and a degree in engineering from the University of Toronto, Som has consistently demonstrated a commitment to innovation, customer-centricity, and creating lasting impact in the financial sector. He also serves as Co-Chair of the University of Toronto’s Defy Gravity Campaign and is active on the AGO Foundation and Next Canada boards.
Som and Andrew explore the entrepreneurial mindset in the wealth management industry, how Som has built multi-billion-dollar platforms by listening to customer needs, and his passion for creating solutions that put customers first. They also discuss the evolution of advice in the financial industry and Som’s belief that the future belongs to those who focus on delivering value through personalized, outcome-oriented approaches.
Tune in to hear how Som Seif has reshaped the wealth management industry and what lessons he believes can guide future entrepreneurs in this space.
14: Rate Cuts: What It Means for Investors
Episode 14
Thursday, September 19, 2024 • Duration 11:05
Andrew Auerbach provides a detailed market overview as the Fed prepares to announce a potential rate cut. Andrew discusses the significance of this decision, the continued strength of gold, and the role of long-term financial planning in navigating market volatility. He also highlights Warren Buffett's recent strategies, the concentration of tech stocks in global markets, and insights on government debt. Stay informed on these critical financial topics and understand how they impact your investment strategy.
13: With such high economic costs of alcohol, why is Ontario loosening liquor sales?
Episode 13
Tuesday, September 17, 2024 • Duration 23:43
In this insightful episode of Beyond the Bank, Andrew Auerbach and Jean Blacklock dive into their latest Globe and Mail column, discussing the staggering economic and societal costs of alcohol and tobacco. Jean shares her extensive research from the Canadian Substance Use Costs and Harms Report, shedding light on how tobacco’s net societal cost pales in comparison to that of alcohol. They explore the contrasting societal reactions to public health guidance on tobacco in the past versus alcohol today, while also touching on the broader impacts of processed foods and junk food advertising. The episode offers a nuanced perspective on individual choices and their far-reaching financial implications for society.
12: Shaping Your Legacy: An In-Depth Conversation with Sara Plant
Episode 12
Friday, September 13, 2024 • Duration 43:13
In this episode of Beyond the Bank, Jean Blacklock welcomes esteemed estate planning expert Sara Plant to discuss the intricacies of wills, powers of attorney, and navigating difficult family dynamics in estate planning. Sara shares her expertise from decades of experience, offering valuable insights on key topics like powers of attorney, guardianship, and planning for family cottages. A must-listen for anyone looking to create a sound and thoughtful estate plan.
11: Generational Insights and Wealth Management Trends With Rob Carrick
Episode 11
Wednesday, September 11, 2024 • Duration 41:36
In this episode of Beyond The Bank, Jean Blacklock sits down with Rob Carrick, renowned Globe and Mail columnist, to discuss his 30-year career in personal finance journalism. Rob shares his perspectives on how financial planning has evolved, the unique challenges faced by different generations, and the impact of consumerism on saving. Tune in for a deep dive into trends in wealth management, the importance of estate planning, and how families can navigate financial conversations across generations.
10: Insights from Mike Stritch, CEO of Bulletproof Capital
Episode 10
Friday, August 30, 2024 • Duration 55:11
In this episode, Andrew Auerbach sits down with Mike Stritch, CEO of Bulletproof Capital, to explore his 25-year journey in the investment industry. Mike shares his experiences transitioning from institutional investment management to leading a single-family office, offering valuable insights on career development, wealth management, and navigating market crises.
9: Jean Blacklock’s 7-Step Approach to Estate Planning
Episode 9
Thursday, August 29, 2024 • Duration 47:17
In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Jean Blacklock sits down with Andrew Auerbach to share the journey of writing her latest book, From the Heart: Bringing Your Full Self to Estate Planning. Jean delves into the meticulous process behind the book's creation, offering insights into the 7-step framework that guides her approach. This discussion unveils how her unique method integrates relational principles with the technicalities of estate planning, providing a comprehensive guide for those looking to navigate the emotional and legal complexities of legacy planning.
8: August 2024 Market Update: Navigating Volatility and Emerging Trends
Episode 8
Wednesday, August 28, 2024 • Duration 08:59
In this episode, Andrew Auerbach provides a comprehensive market update for August 2024. He delves into the current state of major indices, discusses recent volatility, and examines the impact of inflation data . Andrew also explores historical precedents for recessions, the ongoing strength of gold, and the challenges facing Canadian banks. Whether you’re an investor or simply interested in market dynamics, this episode offers valuable insights into the economic landscape.
7: Hidden Conflicts: Uncovering the Real Costs Behind Financial Advice
Episode 7
Wednesday, August 21, 2024 • Duration 31:51
In this episode, Andrew and Jean explore the hidden conflicts of interest that can arise in the financial services industry, particularly focusing on referral fees and advisor compensation structures. They also discuss the ethical implications of advisors switching firms for financial gain and how these practices can affect client trust.
6: Fiduciary Standards and the Evolution of Wealth Management
Episode 6
Friday, August 16, 2024 • Duration 29:59
Introduction: Jean and Andrew discuss the Globe column on fiduciary standards in investment management. Discretionary vs. Brokerage Relationships: Examination of how discretionary investment management differs from traditional brokerage relationships. Evolving Industry Standards: Discussion on how the lines between discretionary and brokerage relationships have blurred over the past 20 years. Case Study: Reflection on Claire O'Hara’s article about a potential conflict of interest at a Canadian firm. Fiduciary Standards: Importance of maintaining high standards of care and transparency in fiduciary relationships. Compensation Models: Analysis of how compensation structures impact client interests and industry practices. Regulatory and Industry Alignment: The need for industry-wide conversations and alignment on fiduciary standards and compensation transparency. Conclusion: Andrew’s call to action for industry-wide improvement and ongoing dialogue to benefit clients and firms alike.
