The Ordered Life

If a company you own does something that conflicts with your faith, should you use your voice as a shareholder or sell and move on? In Part 9 of our series on Mensuram Bonam, Sean, AJ and Anthony work through paragraphs 42 and 43, the document’s practical calls to engage and to enhance.

The hosts set out how they decide when engagement makes sense: whether the problem is a minor or central part of the business, whether change is realistic, how much weight the investor actually carries, and why every engagement needs a clear exit timeline. They also warn against a common trap, which is using engagement to excuse an investment you wanted to make for other reasons.

From there the conversation turns to positive criteria. Avoiding harm is only the first step. Faith-consistent investing also looks for good, useful and productive work, done with excellence. That is often found in ordinary businesses, from garbage collection to natural gas delivery. The hosts explain why investing should not be confused with charity, and why ESG is not a synonym for Catholic Social Teaching. As Mensuram Bonam puts it, the aim is a Catholic finance, not a finance that happens to be Catholic.

In this episode:

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.

Catholic investing often raises a difficult question: does bringing faith and ethics into the investment process mean accepting lower returns? In Mensuram Bonam Part 8, Sean, AJ, and Anthony examine that assumption and explore the relationship between investment performance, professional responsibility, and moral duty. The conversation challenges the idea that returns must always be the highest priority and asks what responsible stewardship looks like when financial goals and conscience are considered together.

The discussion also turns to the practical side of Catholic investing. The hosts consider direct ownership of individual companies, mutual funds, ETFs, and the importance of looking beyond a Catholic label to understand how an investment process is actually being applied. They discuss why some progress toward alignment can be better than abandoning the effort entirely, while also emphasizing the need for careful discernment, ongoing review, and clarity about what an investor is willing to own.

The episode also explores shareholder engagement, difficult gray areas, and a deeper question for investors: if a portfolio does underperform a market benchmark for a period of time, does that automatically mean the investment approach has failed? For Catholics seeking greater unity between faith and finance, this conversation offers a thoughtful look at prudence, performance, moral responsibility, and what it means to invest with a clear sense of 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 artificial intelligence. The advisor reviewed the critical information independently.

Many Catholics want their investments to reflect their faith, but the practical question remains: what do you actually own, and how do you know whether it aligns with your convictions?

In Mensuram Bonam Part 7, Sean, AJ, and Anthony move from principles into practice. They explore why Catholic investing requires more than simply avoiding certain companies, and why investors may need to reconsider assumptions around passive investing, portfolio construction, and the role of financial returns. The conversation also looks at how an investment policy statement can bring faith, prudence, risk, and financial goals into one coherent process.

The discussion considers how Catholic principles can shape investment selection from the beginning, rather than being added after the fact. It also addresses the importance of ongoing monitoring, since companies, business models, and an investor’s understanding of moral responsibility can change over time. For Catholics seeking greater unity between faith and finance, this episode offers a practical framework for thinking more deliberately about stewardship, ownership, and the purpose their capital is ultimately serving.

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.

Catholic investing is about more than avoiding certain companies. It begins with a deeper question: what does it mean to invest in a way that respects the dignity of the whole person?

In this episode, Sean, AJ, and Anthony continue their discussion of Mensuram Bonam by exploring two principles of Catholic Social Teaching: the inclusion of the most vulnerable and integral ecology. They consider why supporting vulnerable people cannot be reduced to material charity alone, and why meaningful participation, work, responsibility, and human dignity all matter.

The conversation also examines how investors should think about the broader effects of businesses on people, families, communities, and the environment. From employment opportunities to advertising, technology, globalization, and local economies, investment decisions can influence far more than financial returns.

They also discuss why faith should not be added to an investment process as an afterthought. Instead, moral principles can provide the foundation for evaluating what investments are good, useful, and productive while still applying financial discipline and prudence.

For Catholic investors seeking greater alignment between faith and finances, this episode offers a practical framework for thinking about stewardship, human flourishing, and the responsibility that comes with investing 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.

The collapse of the Situational Awareness hedge fund offers a clear lesson in leverage, portfolio discipline, and the danger of building an entire investment strategy around one powerful idea.

In this episode, Sean, AJ, and Anthony examine how a highly successful AI investment thesis unraveled when leverage and concentrated exposure turned a small market reversal into catastrophic loss. The discussion explores why being right about a long term trend is not enough, how correlated positions can create hidden risk, and why even a diversified portfolio can fail when every holding depends on the same underlying assumption.

They also consider the role of humility in investing, the importance of position sizing, and why avoiding financial ruin matters more than maximizing returns. For thoughtful investors, the lesson is simple but demanding: conviction must always be matched by prudence, limits, and a willingness to accept that markets can move against even the strongest thesis.

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 Part 5 of the Mensuram Bonam series, Sean, AJ, and Anthony explore three principles of Catholic Social Teaching that shape how Christians should think about business, investing, leadership, and stewardship: social justice, subsidiarity, and care for our common home.

The conversation begins with social justice and the need to look beyond what is merely legal or contractually permitted. A decision may increase profit and still fail the demands of human dignity, fairness, and the common good. The discussion then turns to subsidiarity, the principle that decisions should be made by the people closest to the situation whenever possible. In business and family life, this means giving real authority, respecting competence, and allowing people to take meaningful responsibility.

The episode closes with a practical discussion of stewardship, resource use, and responsible consumption. Caring for our common home is not about rejecting economic activity or resource development. It is about using creation prudently, protecting its productive capacity, and considering the needs of both present and future generations.

This episode offers a thoughtful framework for anyone seeking greater alignment between faith, finance, business, and daily 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 artificial intelligence. The advisor reviewed the critical information independently.

Many fathers work hard to lead, provide, and serve with excellence in their professional lives. But what happens when that same leadership does not fully carry into the home?

In this episode of The Ordered Life, Sean, AJ, and Anthony reflect on fatherhood, virtue, and the importance of living with unity of life. Drawing from James Stenson’s article A Father’s Unity of Life, the conversation explores why men are called not only to produce and lead at work, but also to serve, guide, and be present within their families.

The discussion moves beyond the idea of work life balance and asks a deeper question: are the virtues we practice in public also shaping the way we love and lead at home? From helping children with small daily needs to supporting a spouse with patience and intention, fatherhood becomes a place where leadership is tested, refined, and made real.

For fathers, husbands, and men preparing for family life, this episode offers a thoughtful look at service, responsibility, Catholic fatherhood, and the ordinary ways a man can help build a more ordered home.

***Read the Article Here: A Father's Unity of Life - James Stenson***

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 third part of the conversation with Dr. Rolando Islas, The Ordered Life explores how family, school, church, media, influencers, and algorithms shape who we become. Through the lens of relational ontology, Dr. Islas explains that identity is not formed in isolation. We become ourselves through the relationships, institutions, technologies, and moral influences that surround us.

The discussion traces a major cultural shift. Where family, school, and church once served as primary sources of moral formation, the internet and social media now often become the first place young people turn for answers about sexuality, drugs, success, beauty, freedom, and self understanding. The result is a world where algorithms can reinforce desire, narrow identity, and turn people inward rather than helping them grow toward truth, responsibility, and meaningful relationships.

The conversation also considers business ethics, moral power, Mother Teresa, employee trust, the limits of relativism, and the need to recover basic philosophical and ethical questions. For listeners seeking a more ordered life, this episode is a thoughtful reflection on identity, dignity, family, faith, technology, and the kind of relationships that help human beings flourish.

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 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.