Explore every episode of the podcast The Ordered Life

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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.

Markets are volatile. Headlines are loud. Fear spreads quickly.

But is volatility really risk? And how should investors respond when uncertainty rises?

In this episode of The Ordered Life Podcast, we explore the virtue of fortitude and why it is essential in investing, especially during turbulent markets.

We unpack:

• The difference between volatility and permanent loss

• Why fear leads to poor investment decisions

• The danger of herd mentality in markets

• How humility and prudence support disciplined action

• Why courageous investing often feels uncomfortable

• The risks professional investors face and how incentives shape behavior

• How virtue forms the foundation of long-term financial stewardship

Fortitude is not recklessness. It is the strength to act according to reason despite fear. In investing, and in life, disciplined courage allows you to pursue long-term goals instead of reacting emotionally to short-term noise.

If you want to build an ordered life rooted in clarity, purpose, and resilient financial decision-making, this episode is for you.

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.

#OrderedLife #Fortitude #Investing #Volatility #RiskManagement #Discipline #MoneyAndMeaning #PurposeDrivenWealth

What is work really for?

In Part 4 of our series on Laborem Exercens, we dive into one of the most misunderstood realities in modern life: the dignity of work and the proper relationship between labor and capital.

Work is not merely a paycheck. It is not just economic output. It is not reducible to productivity.

The Church teaches that work is an obligation and a source of rights for the worker. When someone who is capable of work cannot find it, it is not just inconvenient, it is a tragedy. 

In this episode, we explore:

• Why unemployment is a moral issue, not just an economic one

• The right to just wages and safe working conditions

• Why capital must serve labor, not the other way around

• The injustice faced by agricultural and manual workers

• Why man is meant for greater things than material prosperity

We examine what it means for employers, investors, and workers to act justly, and how Catholics should think about economic order in light of human dignity.

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.

In this episode of The Ordered Life Podcast, we challenge one of the most common pieces of modern career advice: “Find work you love.”

Instead, we argue that work is not primarily about passion or self-fulfillment, but about justice, humility, and responsibility.

We explore why meaningful work begins with justice: rendering what is due to God, to others, and to society through the honest use of our talents. Discovering your mission isn’t about chasing feelings or prestige, but about humility: truthfully recognizing your strengths, limits, and where you are most needed.

Finally, we confront the uncomfortable truth that greatness does not come from comfort. Purposeful work always involves challenge, sacrifice, and perseverance. When work is ordered toward service and excellence rather than ease, it becomes a powerful path to freedom, dignity, and growth.

If you’ve ever felt restless, unmotivated, or confused about your career path, this episode offers a clearer framework rooted in virtue, order, and the pursuit of the good.

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.

Most conversations about leadership focus on results. This one focuses on formation.

In this episode of The Ordered Life Podcast we reflect on our discussions with Alex Havard and talk about what leadership is actually for. Not managing people more efficiently but helping bring out what is best in them. And just as importantly allowing the work itself to shape who we are becoming.

We reflect on why virtue is formed through action rather than intention, why productivity is an incomplete measure of success, and why friendship responsibility and example matter more than control. Leadership is not just about what gets done but about whether the work is making us more virtuous.

This episode is for anyone trying to lead in a way that is coherent with their faith, values, and long term goals, especially in work, family, and financial life.

If you want your career and responsibilities to serve something higher than output alone, this conversation offers a clearer and more human framework for leadership.

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.

What does it mean to live and lead with greatness? In this episode of The Ordered Life Podcast, we share a powerful interview with Alex Havard, founder of the Virtuous Leadership System, on discovering your life’s mission, cultivating humility, and choosing the influences that shape your freedom. This conversation challenges the idea that leadership is merely a skillset and instead presents it as a way of being rooted in virtue, purpose, and responsibility.

Big thank you to Andrew Rebello who hosted this interview for a blog in Virtues at Work. You can check out his article here: 

Leadership Is Not a Skillset, It Is a Way of Being https://www.virtuesatwork.ca/post/leadership-is-not-a-skillset-it-is-a-way-of-being

If you’re seeking clarity, order, and a deeper understanding of virtuous leadership in your work, finances, and personal life this episode is for you.

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.

In this final part of our conversation with Alex Havard, founder of Virtuous Leadership, we explore what true greatness really means and why it has nothing to do with status, wealth, or achievement alone.

Alex explains why greatness is fundamentally spiritual, how motive shapes every meaningful decision, and why leadership is ultimately measured by the growth of the people entrusted to us: our families, teams, and communities. We discuss virtue as the foundation of leadership, the danger of workaholism, and why success without justice leads to disorder in life and relationships.

This episode is for anyone striving to live an ordered life by integrating virtue, purpose, leadership, and responsibility into their life so that ambition serves the good rather than replaces it.

Topics covered:

• What defines true greatness

• Why motive matters more than outcomes

• Virtue, leadership, and personal growth

• Family, justice, and responsibility

• Success, legacy, and the spiritual life

Keywords: Virtue, Leadership, Ordered Life, Purpose, Greatness, Catholic Leadership, Virtue Ethics, Personal Growth, Meaningful Life, Spiritual Growth, Servant Leadership

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.

In this episode of The Ordered Life Podcast, we are joined by Alex Havard, founder of the Virtuous Leadership System and one of the world’s leading voices on virtue-based leadership and human greatness.

Alex explains why true greatness is not rooted in personality, power, or productivity, but in character and virtue. Drawing on psychology, he unpacks how understanding your temperament is not an end in itself, but a practical tool for identifying which virtues you are personally called to develop.

We explore the difference between management and real leadership, why leadership without virtue falls short, and how growth happens when we focus on the key virtue we are challenged in rather than every virtue we are lacking. This conversation is a powerful framework for anyone seeking personal growth, stronger leadership, and a more ordered life at work, at home, and in their interior life.

In this episode, we discuss:

• Why leadership without virtue is just management

• How temperament reveals your greatest growth opportunities

• The role of character in achieving authentic greatness

• Why virtue, not personality tests, is the path to lasting growth

• How self-mastery enables service and leadership

Whether you are a leader, parent, professional, or someone striving to live with greater purpose, this episode offers a clear and practical vision: personal greatness is achieved by bringing out the greatness in others.

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.

In this episode of The Ordered Life Podcast, we are joined by Alex Havard, founder of the Virtuous Leadership System, to explore the true purpose of business and leadership. Alex challenges the modern fixation on profit and efficiency, arguing that money is necessary but never the goal. Instead, business exists for personal and organizational greatness, formed through virtue, mission, and service.

We discuss leadership as a way of being, not a role; why magnanimity requires both contemplation and action; and how mission must always come before objectives. This conversation reframes work, ambition, and finance through a richer, more human lens: one ordered toward growth, responsibility, and the good.

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.

In a world obsessed with productivity, efficiency, and measurable results, it’s easy to believe that the value of our work is determined solely by what we produce. But what if that vision of work is incomplete and ultimately dehumanizing?

In this episode of The Ordered Life Podcast, we explore the dignity of work through the lens of Laborem Exercens, focusing on a powerful but often overlooked truth: work is not primarily about output, but about who you become through it.

Drawing on the teaching of Pope John Paul II, we unpack the distinction between the objective dimension of work (what is produced, earned, or achieved) and the subjective dimension of work (the interior reality of the person who works). Whether your labor is physical, intellectual, visible, or hidden, its deepest meaning lies in how it forms you in virtue, responsibility, and love of the good.

We discuss why all work involves toil whether at a blast furnace or an intellectual workbench, and why that toil does not diminish human dignity, but can actually deepen it. When work is ordered toward a good purpose and grounded in the dignity of the human person, it becomes a means of growth, not merely a transaction for wages or status.

This conversation challenges the modern tendency to reduce work to productivity metrics and reminds us that you are always more important than what you produce. Your job does not define your worth but your work can shape your character, discipline your desires, and help you become more fully human.

If you’ve ever struggled with burnout, felt discouraged by unseen or uncelebrated work, or wondered how your daily labor fits into a life of purpose and virtue, this episode offers a deeper, more humane vision of work: one rooted in order, dignity, and meaning.

Key themes include:

• The dignity of the human person in work

• Subjective vs. objective dimensions of labor

• Why productivity is not the ultimate measure of value

• How work forms virtue and character

• The Catholic understanding of work and human flourishing

• Order over excess in career and ambition

The Ordered Life Podcast helps you integrate the virtues into your life and your finances so that your money can serve your goals, and your goals can serve the good.

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 artificual intelligence. The advisor reviewed the critical information independently.

In this episode of the The Ordered Life Podcast, we return to Laborem Exercens to ask a question many people feel but rarely articulate: what is work actually for?

In a world shaped by automation, artificial intelligence, and a growing obsession with comfort and efficiency, it’s easy to reduce work to income, or to see it as nothing more than necessary toil. But the Catholic tradition offers a far richer vision. Drawing on the thought of St. John Paul II, we explore how work is not only a means of providing for material needs, but a profound expression of human dignity, participation in creation, and a contributor to the moral and cultural development of society.

We also wrestle with one of the defining tensions of modern life: Is technology serving the human person or quietly replacing him? When does innovation elevate human labor, and when does it diminish it? From historical examples of automation to today’s AI revolution, this conversation challenges listeners to think clearly about the relationship between productivity, virtue, and the human soul.

Ultimately, this episode reframes work as an arena for growth rather than mere comfort. The Christian worldview does not see difficulty and effort as evils to be eliminated at all costs, but as opportunities for virtue, meaning, and freedom. If you’ve ever felt restless, burned out, or uncertain about the purpose of your work, this episode invites you to step back—and recover a more ordered vision of labor, technology, and the good life.

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 artificual intelligence. The advisor reviewed the critical information independently.

Why do we work? Is work merely a way to earn money? Or does it play a deeper role in shaping who we become and how we live?

In this episode of The Ordered Life Podcast, Sean Gregory, Portfolio Manager, AJ Sanson, Associate Investment Advisor, and Anthony De Lazzari, Associate Investment Advisor, of Serviam Capital at iA Private Wealth, explore the true purpose of work and its connection to meaning, discipline, and order.

Too often, modern culture frames work primarily around comfort, efficiency, or accumulation. When money becomes the sole objective, work can feel empty, exhausting, or disconnected from a larger purpose. This conversation challenges that mindset and proposes a more ordered approach: work as a means of personal growth, service, and contribution to the good.

The hosts discuss the tension many professionals face working for a paycheck versus working with purpose and how discipline plays a central role in restoring dignity and fulfillment to our daily labor. They examine how ambition, when properly ordered, can lead not only to professional excellence but also to freedom, clarity, and peace.

The episode also addresses modern realities such as technology and automation, including how tools like AI can either diminish the value of human work or elevate it depending on whether they are used to replace effort or to support excellence. Rather than seeking a life without work, the goal is to pursue work that is meaningful, intentional, and well-ordered.

Throughout the conversation, work is connected to broader life questions around money, goals, family, and responsibility. How we work shapes how we provide, how we lead, and how we serve others. When aligned with purpose, work becomes a training ground for discipline and a path toward a more integrated life.

This episode is especially relevant for professionals, parents, and young adults who feel caught between success and meaning—or who are seeking a framework for making career and financial decisions with greater intention.

Key themes include:

• Why work matters beyond income and comfort

• Purpose-driven work versus money-driven ambition

• How discipline brings freedom and fulfillment

• The relationship between work, money, and the good

• Restoring dignity and order to everyday labor

At The Ordered Life, we believe your money should serve your goals, and your goals should serve the good. This episode invites you to reconsider how your work fits into that hierarchy and how living with greater order can bring greater peace.

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 artificual intelligence. The advisor reviewed the critical information independently.

Can you invest without compromising your faith or does your portfolio quietly shape what you accept and ignore?

In this episode of The Ordered Life Podcast, Sean Gregory (Portfolio Manager), AJ Sanson, and Anthony De Lazzari (Investment Advisors) Serviam Capital at iA Private Wealth address a tension many faith-driven professionals feel but rarely articulate: what responsibility do you bear for what your money supports?

This is not a discussion about trends or performance alone. It is a conversation about faith-based investing, moral responsibility, and whether investing can truly be neutral. We begin with a simple but demanding standard: asking whether a company is good, useful, and productive, and build from there.

You’ll hear how virtue, stewardship, and moral order apply to real investment decisions, why pursuing returns without reflection leads to compromise over time, and how investing with values requires more than labels or exclusions. This episode offers a clear alternative to shallow ethical screens and challenges the assumption that money operates outside the moral life.

If your faith informs how you live, work, and lead, it must also inform how you invest. Listen to hear how we turn what is typically a restriction into a framework.

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 artificual intelligence. The advisor reviewed the critical information independently.

Modern finance tells us the goal of investing is simple: maximize returns and minimize risk. But what if this framework is completely backwards? In this episode of The Ordered Life Podcast, we explore why returns, while important, should never be the primary goal of your financial life.

Drawing on practical experience and a deeper understanding of purpose, virtue, and human flourishing, we  argue that return is a byproduct, not the end itself. When investors focus exclusively on performance metrics, back-tested models, or risk-adjusted returns, they risk losing sight of the real question: What is this money for? And how does it serve your life, your goals, and ultimately the good?

Using stories, candid reflections, and a refreshing critique of modern financial thinking, our conversation conversation reframes investing through the lens of purpose, virtues, and the dignity of the human person. Instead of pursuing returns for their own sake, this episode helps listeners build a financial life ordered toward unity, purpose, and long-term freedom.

If you’ve ever felt trapped in comparison, overwhelmed by performance metrics, or unsure whether you’re aiming at the right financial goals, this episode will help you rediscover clarity and peace. Learn how aligning your investments with a higher purpose transforms both the decisions you make and the person you become.

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 artificual intelligence. The advisor reviewed the critical information independently.

How do you know when it’s time to stop managing your finances alone and start working with an advisor? In this episode we break down the real signs that you’re ready for professional guidance.

Drawing on stories about DIY culture, avalanche safety, and investing overconfidence, we explore:

• Why “a little bit of information” can be dangerous in investing

• The difference between DIY learning, speculation, and responsible planning

• How life changes  (marriage, kids, growing responsibilities) signal the need for a team

• Why humility, accountability, and conversation lead to better long-term decisions

• The value of a second set of eyes on your goals, risk, and portfolio

Whether you're early in your financial journey or managing new family responsibilities, this episode gives you a clear framework for when DIY investing should transition to professional support.

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 artificual intelligence. The advisor reviewed the critical information independently.

In this episode of The Ordered Life Podcast, we explore what it means to set purpose-oriented financial goals and why a life aimed at meaning will always outperform a life aimed at accumulation.

Drawing from philosophy, Catholic wisdom, and real financial experience, we contrast the temptation to measure life by net worth with the deeper call to seek the good. As Anthony puts it, “When it comes to setting goals for money, they should be linked to our purpose as opposed to just being for the sake of accumulation.”

Sean pushes the conversation further, reminding listeners that purpose-driven money starts with the right questions: “Purpose-driven goals… come back to the question of ‘What is this for?’ and ‘What’s important for me in how I live my life?’”

AJ grounds the message in a challenge that sits at the heart of this episode—and the heart of an ordered life: “You were not created for comfort; you were created for greatness.”

From here, we explore:

• Why wealth is instrumental, not ultimate

• How pleasure, happiness, and joy differ, and why that matters

• The dangers of equating identity with income

• Why meaning requires actualization, not endless potential

• How the virtues, especially prudence, magnanimity, and humility, shape healthier financial decisions

• Why “more money” is not a purpose, but a tool

• How great goals stretch us, form us, and call us to become more

They share frameworks rooted in Aquinas, Augustine, John Paul II, and Stoic insight, unpacking how an ordered life demands both clarity of purpose and the courage to pursue it. Whether you’re setting long-term goals, reevaluating your relationship with money, or simply looking to live with greater intention, this episode offers a hopeful, practical, and deeply human perspective.

Money is a tool. Purpose is a compass. Virtue is the path. This episode shows how aligning all three leads not just to financial success—but to a life rooted in meaning, identity, and the good.

In this episode of The Ordered Life Podcast, we explore what it truly means to be a good steward in life, relationships, and finances. Drawing on insights from John Paul II and the Catholic virtue tradition, we unpack how our sense of identity shapes the way we use money, and why detaching self-worth from wealth is essential for living with freedom and purpose.

We consider how easily money becomes a proxy for value and how difficult generosity becomes when giving feels like “giving away yourself.” We contrast this with the ordered life: a life grounded not in accumulation, but in who we are and the good we choose to pursue. Stewardship, we argue, is not merely about budgeting or managing resources; it’s the habit of seeing every financial decision as an opportunity for virtue, responsibility, and service.

Through practical examples and relatable stories (including an unexpected lesson from Monopoly), we outline how the virtues of prudence, justice, temperance, and fortitude guide decision-making and help shape money into a tool that supports the good. We discuss how to pursue financial goals without falling into excess, how to resist comparing our worth to others, and how to cultivate generosity that flows from interior freedom.

Listeners seeking clarity, purpose, and an integrated approach to personal growth and finances will find this conversation both grounding and inspiring. Whether you’re early in your career, raising a family, or rethinking your relationship with money, this episode offers a hopeful and practical path toward living with greater discipline, balance, and intention.

What if money isn’t just a tool for exchange, but a classroom for the soul? In this episode of The Ordered Life Podcast, we explore how money can become a school for stewardship and virtue. Drawing from the wisdom of St. Thomas Aquinas who said “the excess of riches is granted by God to some in order that they may obtain the merits of good stewardship,” the hosts unpack how finances, when rightly ordered, form character and reveal our purpose.

Money, we argue, measures not only value but intention. It reflects what we love and how we live. By practicing the virtues of prudence in decision-making, justice in relationships, temperance in desire, and fortitude in challenge, we transform wealth from something that controls us into something that serves the good.

You’ll hear real conversations about how to raise children with a healthy view of money, how to resist the modern fixation on success, and how to find freedom through self-mastery. Whether you’re a young professional seeking purpose or a family striving for order, this episode will help you see money not as a burden or idol, but as a daily opportunity to grow in wisdom, discipline, and gratitude.

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 artificual intelligence. The advisor reviewed the critical information independently.

Freedom is one of life’s greatest gifts but without a clear understanding of the good, it easily becomes confused with self-indulgence. In this episode of The Ordered Life Podcast, we explore the deeper meaning of freedom and its essential connection to charity.

Modern culture often defines freedom as “doing whatever you want.” Yet, as St. Thomas Aquinas reminds us that freedom is the ability to do what is best. Freedom without a moral framework becomes chaos, where feelings take the place of truth. But freedom ordered toward charity (the love of other above self) fulfills our humanity and aligns us with the highest good.

The hosts unpack the reality that freedom is not about the ability to choose, rather it is about love: the choice to will the good of the other. True freedom requires discipline, virtue, and a sense of responsibility for others. As one discussion point highlights: “If I am left to my own devices, I end up doing what is easy, not what is good.”

Charity, then, facilitates the proper use of freedom. It directs our will outward, grounding our choices in love and service. Freedom used for self collapses into comfort; freedom used for love transforms us into our fullest selves.

This episode offers a countercultural reflection on what it means to live freely, wisely, and well, integrating moral clarity, virtue, and love into everyday life.

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 artificual intelligence. The advisor reviewed the critical information independently.

Is it uncharitable to invest?

Many people wrestle with this question, especially when profit seems to come at someone else’s expense. If you sell an investment because you think it will go down, are you giving someone a bad deal? If you buy something undervalued, are you taking advantage of another person’s misjudgment?

This episode takes a thoughtful look at these moral tensions and explores what charity, justice, and prudence really mean in the world of finance. At its heart, charity is not about avoiding gain but about willing the good of the other. Investing itself is not an act of selfishness—it’s an act of stewardship. But like any act, it can be distorted when detached from virtue and the proper ordering of ends.

Through the lens of the moral virtues, we explore how intention defines the ethical nature of investment decisions. The discussion considers how markets function, why a fair exchange can still lead to profit, and how virtuous investing respects both the dignity of others and the purpose of wealth.

Listeners are invited to rethink what it means to act “charitably” with money; to move beyond guilt or hesitation, and toward generosity rooted in order and clarity. Investing, rightly understood, can serve as a form of participation in creation: aligning skill, capital, and prudence toward the flourishing of others.

Key takeaways:

• How intention, not mere outcome, defines the morality of a financial act.

• What it means to see profit as stewardship rather than self-gain.

• The importance of justice and reciprocity in all exchanges.

• How ordered investing can build both personal freedom and the common good.

Order over excess. Integrity over impulse. Purpose over profit. This is The Ordered Life

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 artificual intelligence. The advisor reviewed the critical information independently.

What if your financial goals were built not on fear or ambition, but on faith, hope, and love?

In this episode of The Ordered Life Podcast, Sean Gregory (Portfolio Manager) AJ Sanson (Associate Investment Advisor) and Anthony De Lazzari (Associate Investment Advisor) at Serviam Capital at iA Private Wealth, explore how faith, hope, and charity shape a truly ordered approach to life, purpose, and wealth.

Faith gives us vision when circumstances blur the path ahead. Hope keeps us steady when results take longer than we expect. Charity (love in action) grounds everything in self-giving purpose; redirecting our desire for gain toward the good of others. Without charity, even success feels hollow; with it, our goals become part of something enduring and meaningful.

Through thoughtful conversation, humor, and real-life moments, the hosts show that virtue isn’t abstract. It’s the most practical framework for living with clarity, peace, and purpose.

Key Takeaways:

• Why hope is the enabling virtue that fuels resilience and generosity.

• How charity transforms ambition into service and wealth into purpose.

• The difference between pursuing money for its own sake vs. using money as a tool for the good.

• How faith, hope, and charity together create balance between freedom and responsibility.

• Why order, not excess, leads to peace.

Whether you’re a professional managing goals or a parent striving for purpose in the everyday, this episode will help you integrate faith, hope, and charity into your financial and personal life so that your money serves your goals, and your goals serve the good.

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 artificual intelligence. The advisor reviewed the critical information independently.

Humility is one of the most misunderstood virtues often mistaken for weakness or low self-esteem. But as St. Thomas Aquinas teaches, humility is a twofold virtue: it moderates pride by pulling us down from being too high, but also lifts us up when we bring ourselves too low. In other words, humility keeps us grounded in truth about ourselves, our gifts, and our talents.

In this episode of The Ordered Life Podcast, Sean Gregory (Portfolio Manager), AJ Sanson (Associate Investment Advisor), and Anthony De Lazzari (Associate Investment Advisor) explore humility not as self-deprecation, but as the foundation for all growth. Drawing from Aquinas, St. Augustine, and leadership thinkers like Alexander Havard, they discuss humility as the key to authentic strength: the ability to live in truth and to order our actions toward the good.

The hosts connect this virtue to modern life and decision-making, especially in areas of leadership, finance, and personal development. How do we practice humility when making investment decisions? When leading teams or raising families? When we succeed or fail? The conversation turns from philosophy to practicality, showing that humility isn’t about thinking less of yourself, but thinking of yourself truthfully and rightly.

Through stories, laughter, and honest reflection, Sean, AJ and Anthony explore how humility brings balance in a world obsessed with status and performance. It frees us to receive correction, to learn continuously, and to pursue greatness without vanity. In leadership and in money alike, humility is what allows us to see clearly, act wisely, and serve others generously.

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 artificual intelligence. The advisor reviewed the critical information independently.

You don’t need patience when things are easy. It’s forged in the moments that test us most.

In this episode of The Ordered Life Podcast, Sean Gregory (Portfolio Manager), AJ Sanson (Associate Investment Advisor), and Anthony De Lazzari (Associate Investment Advisor) discuss the virtue of patience and how it helps us endure difficulty, stay faithful to purpose, and remain steady when progress feels slow.

They explore how patience is more than waiting; it’s the strength to hold firm in the pursuit of the good, especially when emotions and circumstances push us toward frustration or haste. Drawing from St. Thomas Aquinas, the hosts reflect on how patience “safeguards the good of reason against sorrow,” allowing us to act with composure rather than reaction.

The conversation connects patience to prudence, showing how these two virtues work together: patience steadies the heart so prudence can guide the mind. From financial goals to family life, this episode looks at how learning to “wait well” helps us grow in wisdom, discipline, and peace.

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 artificual intelligence. The advisor reviewed the critical information independently.

What does it mean to live magnificently? In this episode of The Ordered Life Podcast, we explore the virtue of magnificence: the habit of directing resources toward great and noble purposes. Unlike liberality, which governs everyday generosity, magnificence is about doing something extraordinary: building, creating, or supporting efforts that extend far beyond the ordinary.

Sean Gregory (Portfolio Manager), AJ Sanson (Associate Investment Advisor) and Anthony De Lazzari (Associate Investment Advisor) of Serviam Capital discuss how magnificence applies to both money and meaning. Drawing from timeless wisdom, they ask:

• How can we set our sights on goals worthy of greatness?

• What magnificent things would we want our money to serve?

• How do marketing, culture, and examples from the world around us point to the human longing for something beyond the ordinary?

From Red Bull’s daring stunts to questions of legacy and impact, this conversation blends practical financial insight with the deeper call to order our lives toward the good.

Whether you’re a growth-minded professional, a parent seeking purpose, or simply curious about how virtue can guide your financial decisions, this episode invites you to think not just about wealth, but about the meaning and direction of your life.

Subscribe for weekly insights on virtue, money, and living with discipline. Share this episode with someone who inspires you to dream and build boldly.

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 artificual intelligence. The advisor reviewed the critical information independently.

What makes a gift truly rich? In this episode of The Ordered Life Podcast, Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore the virtue of liberality, a way of giving that brings freedom, balance, and purpose to your finances and your life.

Drawing from the wisdom of St. Thomas Aquinas, the hosts highlight how liberality is more than generosity:

• It’s accessible to everyone, no matter your income.

• It emphasizes frequency over amount. The habit of giving shapes us more than the size of a single gift.

• It reframes money as capital for the good, not just savings to hoard.

• It distinguishes true liberality from excess (prodigality) and deficiency (miserliness).

• It offers practical lessons for parenting, including teaching kids delayed gratification and the value of hard work.

You’ll also hear stories, wrestling metaphors, and reflections on how suffering with purpose becomes love itself.

If you’ve ever asked yourself how to give wisely, raise financially grounded kids, or balance ambition with generosity, this conversation will help you practice order over excess in daily life.

Question for listeners: What’s one small step you can take this week to make your giving more intentional?

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 artificual intelligence. The advisor reviewed the critical information independently.

What does it mean to live temperance in a culture built on overconsumption? In this episode of The Ordered Life Podcast, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore how temperance, the virtue of balance and self-mastery, frees us from excess so we can live with clarity, discipline, and peace.

Temperance isn’t about rigid denial; it’s about ordering our desires so they serve us, not control us. The hosts share practical stories, from the Olive Garden “breadsticks” analogy to lessons in family spending and financial planning, showing how temperance helps us choose what is truly good over what merely feels available.

• Why temperance is about balance and degree, not avoidance.

• How overindulgence in money, work, or habits keeps us enslaved to our appetites.

• The link between financial discipline and the freedom to serve others.

• Practical ways to build temperance: accountability, structured limits, and expense awareness.

• Why temperance is the enabling virtue for prudence, justice, and fortitude.

Whether you’re a young professional facing career pressures or a parent raising kids in a world of endless options, this episode connects timeless wisdom with modern financial realities.

Learn how practicing temperance can bring order over desires—so your money can serve your goals, and your goals can serve the good.

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 artificual intelligence. The advisor reviewed the critical information independently.

In this episode of The Ordered Life Podcast, hosts Anthony De Lazzari, Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore the deep connection between justice, relationships, and the Serviam ethos. What does it mean to move from a mindset of use to one of self-giving? And why is “Serviam” I will serve, the right foundation for both life and finance?

You’ll learn:

• Why justice is more than fairness — it’s about ordering relationships rightly

• The difference between using others for good vs. truly willing the good of the other

• How money, goals, and service must be placed in their proper hierarchy

• Practical examples of spending and saving well as acts of justice for family and community

If you’ve ever asked how to order your money, goals, and purpose toward something higher, this conversation shows why Serviam, service rooted in love, is the only way to live justly.

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 artificual intelligence. The advisor reviewed the critical information independently.

In this episode of The Ordered Life Podcast, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore fortitude — the virtue of courage and perseverance. Fortitude is more than physical bravery; it is the moral strength to pursue the good even when fear, setbacks, or sacrifice stand in the way.

You’ll learn:

• How fortitude helps overcome fear of loss, risk, or failure in finance and life

• Why true courage sometimes means patient inaction, not reckless activity

• The link between prudence and fortitude in making and holding to wise decisions

• Practical ways to persevere in long-term financial goals, family commitments, and personal growth

Whether you struggle with fear of missing out, resisting reckless risk-taking, or simply staying the course through hardship, this conversation shows how fortitude keeps you steady in pursuit of the good.

Subscribe to The Ordered Life Podcast for weekly episodes on virtue, money, and living with purpose.

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 artificual intelligence. The advisor reviewed the critical information independently.

In this episode of The Ordered Life Podcast, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) explore prudence: the queen of all virtues. Prudence is more than caution; it is the virtue of practical wisdom, guiding us to make the best possible decisions by aligning intellect, will, and heart.

You’ll learn:

• Why prudence directs all other virtues in both life and finances

• The difference between the “right” decision and the “best” decision in uncertain situations

• How prudence helps avoid rashness, overthinking, or paralysis in financial planning

• Practical ways to be a better steward of your resources by applying prudence to money, family, and career choices

If you’ve ever asked how to make wiser choices when you don’t have all the information, or how to balance reason with action, this episode will give you a roadmap.

Subscribe to The Ordered Life Podcast for more on virtue, money, and living with purpose.

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 artificual intelligence. The advisor reviewed the critical information independently.

Welcome to The Ordered Life Podcast, a show about living with purpose, virtue, and financial wisdom. In this introductory episode, hosts Sean Gregory (Portfolio Manager), and AJ Sanson (Associate Investment Advisor) of Serviam Capital at iA Private Wealth explain what it means to live an ordered life and why money must be seen as a tool that serves the good, not an end in itself.

Drawing on the timeless insights of Aristotle, Thomas Aquinas, and the classical virtues, this conversation explores how prudence, justice, fortitude, and temperance can guide everyday choices. You’ll learn:

• Why aligning money with values is key to lasting fulfillment

• How the virtues provide a practical roadmap for becoming the best version of yourself

• The dangers of chasing pleasure or wealth for their own sake

• How to order your finances so they serve your goals and your goals serve the good

If you’ve ever asked how to connect faith, philosophy, and finance, or how to live with greater meaning in a noisy world, this episode lays the foundation.

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 artificual intelligence. The advisor reviewed the critical information independently.