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.