Wealth Wisdom Podcast

By Sana Family Office (Assante Capital Management Ltd.)Business Investing

Wealth Wisdom Podcast episodes

September 30, 2020 How to Create Magic Through Philanthropic Giving
Paul Nazareth (Senior VP of Education & Development, Canadian Association of Gift Planners) talks to host John Lawson (Senior Wealth Advisor, Assante Wealth Management) about the power of philanthropic giving, avenues for doing so, and some of the mistakes that business owners make when it comes to making charitable donations.
40 min
September 08, 2020 Bungee Jumping into a Recession & Open Heart Surgery
Drummond Brodeur (Senior Vice President & Global Strategist, Signature Asset Management), joins host John Lawson (Senior Wealth Advisor, Assante Capital Management Ltd.) the inaugural edition of The Wealth Wisdom Podcast to give his insight on why he thinks we're "bungee jumping into a recession."
Any questions or comments based on the discussion? Email us at [email protected]
54 min
July 30, 2020Bear Market Perspective (2020 Q2 Investment Review)
Thanks for checking out our 2020 second-quarter investment review. Here's a rundown of the episode.
Equity and fixed income market review (0:15)
The best equity market sector (4:00)
Bear market perspective (4:45)
Where does the US market stand going into the 2020s? (5:45)
The future of fixed income (7:00)
Our investment allocation (8:00)
12 min
April 29, 2020Why the First Bear Market in a Decade was Unique (2020 Q1 Investment Review)
Worldwide market overview (0:00)
What’s unique about this bear market (3:30)
Our Asset Allocation Strategy (5:30)
How We’re Investing (10:00)
16 min

About Wealth Wisdom Podcast

From the publisher's feed

Wealth isn‘t all about increasing your net worth. On the Wealth Wisdom Podcast, you‘ll be treated to deep discussions with industry experts in finance, health, real estate, and more.

Share Wealth Wisdom Podcast

Sign up to save your podcasts

Wealth Wisdom Podcast

Wealth Wisdom Podcast episodes

About Wealth Wisdom Podcast