In this insightful episode of Beyond the Bank, Andrew Auerbach welcomes Patrick Keeley, a wealth management leader with over 30 years of industry experience. Patrick shares his unique journey, starting as an investment advisor at Nesbitt Burns, progressing through leadership roles at institutions like BMO and RBC, and eventually leading his own boutique firm, Seven Hills Capital.

The conversation dives deep into Patrick’s philosophy on the integration of personal wellness and professional success. He reflects on how overcoming adversity, including his battle with cancer, shaped his approach to leadership and life. Patrick highlights the importance of balance in mental, physical, and spiritual health, and how this holistic perspective has informed not only his personal life but also his relationships with clients. This episode provides a thoughtful exploration of leadership, wellness, and the evolving landscape of wealth management.

 In this episode of Beyond the Bank, Sandra Henderson sits down with Susan St. Amand, Founder and President of The Sirius Group Inc. and Sirius Financial Services. With over 30 years of experience in finance, governance, and strategy, Susan shares her insights on continuity planning for business and philanthropic families. They discuss the importance of aligning family values with financial strategies, building long-term trust, and navigating the complexities of wealth transfer across generations. Tune in to hear Susan’s unique approach to advising families and the key lessons she’s learned from her extensive career in leadership and family enterprise consulting. 

 In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Andrew Auerbach sits down with Paul Harris, co-founder of Harris Douglas Asset Management, to explore his extensive career in asset management. Paul shares insights from his time as Senior Portfolio Manager at TD Asset Management, where he managed major bond and equity portfolios, to his leadership roles at Fiduciary Trust International and Avenue Investment Management. The conversation delves into how Paul and Stephanie Douglas founded Harris Douglas Asset Management, growing it into a client-focused firm that blends investment expertise with personalized financial planning. They also discuss the evolution of wealth management, including Paul's views on the role of portfolio managers, investment strategies, and client servicing in today’s financial landscape. As a past chair of the Portfolio Management Association of Canada and a regular contributor on BNN Bloomberg, Paul offers valuable perspectives on the industry's future. 

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.

 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. 

 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. 

 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 estate planning . A must-listen for anyone looking to create a sound and thoughtful estate plan. 

 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. 

 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. 

 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.