Beyond The Bank

Fidelman & Company helps founders and funds raise capital, prepare for the sale of a business, or acquire a company.   Jeff discusses the evolution of family office and the competitive markets in Canada & U.S. 

Jean speaks with Erin Bury, about Willful, a company providing online wills for Canadians.

Join Sandra Henderson as she hears the journey to independence from Will & Keeley.

In this episode, Andrew Auerbach speaks with David Obront, a financial market expert, for a broad discussion covering world equity markets, the fixed income market, challenges for investors, and an overview of cryptocurrency.

 In this episode of Beyond the Bank, Jean Blacklock sits down with Ted Leckie, a registered psychotherapist specializing in couples therapy, to explore the intricate dynamics of relationships. Together, they delve into the challenges couples face around money, wealth management, and estate planning. Ted shares his journey from entrepreneur to psychotherapist, insights into the diversity of couples he works with, and the evolving landscape of relational dynamics. The conversation uncovers themes like vulnerability, communication, and the pivotal role of understanding in strengthening partnerships across all stages of life. 

In this episode of Beyond the Bank, Sandra Henderson and Andrew Auerbach sit down to discuss the core of Delisle Advisory Group’s approach to wealth management: their investment philosophy. Drawing from decades of experience, they explore the guiding principles that shape their portfolio construction process, the importance of tailoring solutions to each family’s unique goals, and the vital role of purpose-driven planning.

Sandra and Andrew emphasize the value of understanding client priorities, fostering transparent communication, and maintaining a dynamic planning process. From navigating market uncertainties to integrating family values into wealth strategies, this conversation highlights how Delisle’s philosophy ensures consistent, thoughtful performance. Whether you're a seasoned investor or exploring wealth management, this episode offers invaluable insights into creating financial plans that align with what truly matters.

 In this insightful episode, Jean Blacklock is joined by Bev Aron, founder of the Deep Dive Coach Institute, to explore the complexities of parenting adult children, including the often-overlooked dynamics around money. Bev shares her expertise in coaching high-net-worth women, offering fresh perspectives on navigating relationships, tackling ingrained beliefs, and fostering meaningful connections with adult children. From challenging conventional wisdom to emphasizing the power of curiosity and encouragement, this conversation provides valuable insights for building stronger family bonds and redefining traditional parenting roles. 

 In this episode of Beyond the Bank, Andrew Auerbach welcomes Michael Nairne, CEO of Tacita Capital, to discuss his remarkable journey in wealth management. From his early days navigating the transformative financial landscape of the 1980s to founding Tacita Capital, Michael shares insights into the evolution of wealth advisory services. They delve into his groundbreaking approach to client-centric fiduciary practices, his focus on integrated wealth management, and lessons learned from decades of leading the industry through constant change.