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The comments and opinions expressed in this podcast are the results of work done by Stenner Wealth Partners+. They may differ from the opinion of Canaccord Genuity Corp., and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. The statements expressed herein are not intended to provide tax, legal or financial advice, and under no circumstances should be construed as a solicitation to act as a securities broker or dealer in any jurisdiction. All views are intended for general circulation only and do not have any regard to the specific investment objectives, financial situation, or general needs of any particular person, organization, or institution. Canaccord Genuity Corp. is a member of the CIPF.
Smart Wealth™: Bruce Linton
Bruce has a passion for entrepreneurship and making a positive difference in the world. He brings a wealth of experience in building strong technology-driven companies, developing world-class teams, and positioning his companies in sectors driven by waves of public policy change. Mr. Linton is Founder and served as the Chairman and Chief Executive Officer of Canopy Growth Corporation (Nasdaq: CGC/TMX: WEED). As Chairman and Chief Executive Officer of Canopy Growth Corporation, Mr. Linton led the Company through 31 acquisitions, and over 16 rounds of financing, $6 billion of capital raises, including a $5 billion investment by Constellation Brands, the largest beer import company in the United States.
Watch Episode 1 with Bruce Linton:
Episode 1: Part 1
Episode 1: Part 2
Episode 1: Part 3
Patricia Saputo is a certified wealth transition coach and the COO of Placements Italcan Inc. She helped pioneer the single family office, managing money on behalf of her family, which started Saputo Inc., one of the leading dairy and cheese producers in the world. In this role, she got more involved in the area of family governance and helping other families transition their wealth from one generation to the next. She also helped launch the Family Wealth Program at both Concordia University and at Queens University and is also the co-founder and executive chairperson of Crysalia, a company that helps enterprising families succeed across multiple generations.
Smart Wealth™: Patricia Saputo
Watch Episode 2 with Patricia Saputo:
Episode 2: Part 1
Episode 2: Part 2
Episode 2: Part 3
1
Episode
2
Episode
Award-winning portfolio manager and podcast host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly.
Thane has spent decades understanding and managing the unique financial complexities facing wealthy investors in North America. Since founding TIGER 21 Canada, an exclusive peer-to-peer network of ultra high net worth investors who collectively manage in excess of $90B USD in assets, Thane's insights have been sought and featured in BNN Bloomberg, CNBC, Financial Post, The Globe and Mail and many other prominent publications. Leave your comments or questions for Thane at swp@cgf.com or call toll-free at 1.833.STENNER (783-6637). Learn more about Thane here or follow him on LinkedIn here.
Thane and his team at Stenner Wealth Partners+ (SWP+) of CG Wealth Management provide investment management to those with a household investment account minimum portfolio size of at least $10M+. A virtual cross border boutique wealth management group, SWP+ currently has 43 key clients across Canada and the United States, with a range of net worth between $25M and $2B. SWP+ provides introductions to trusted financial colleagues in its network for those who have portfolios between $1-10M. Visit their website here or follow them on LinkedIn here.
Insights from Pioneers and Leaders
About Smart Wealth
About Smart Wealth
1
Episode
1
Episode
About Smart Wealth™
Award-winning portfolio manager and podcast host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly.
Thane has spent decades understanding and managing the unique financial complexities facing wealthy investors in North America. Since founding TIGER 21 Canada, an exclusive peer-to-peer network of ultra high net worth investors who collectively manage in excess of $90B USD in assets, Thane's insights have been sought and featured in BNN Bloomberg, CNBC, Financial Post, The Globe and Mail and many other prominent publications. Leave your comments or questions for Thane at swp@cgf.com or call toll-free at 1.833.STENNER (783-6637). Learn more about Thane here or follow him on LinkedIn here.
Thane and his team at Stenner Wealth Partners+ (SWP+) of Canaccord Genuity Wealth Management provide investment management to those with a household investment account minimum portfolio size of at least $10M+. A virtual cross border boutique wealth management group, SWP+ currently has 43 key clients across Canada and the United States, with a range of net worth between $25M and $2B. SWP+ provides introductions to trusted financial colleagues in its network for those who have portfolios between $1-10M. Visit their website here or follow them on LinkedIn here.
Insights from Pioneers and Leaders
Award-winning portfolio manager and podcast host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly.
Thane has spent decades understanding and managing the unique financial complexities facing wealthy investors in North America. Since founding TIGER 21 Canada, an exclusive peer-to-peer network of ultra high net worth investors who collectively manage in excess of $90B USD in assets, Thane's insights have been sought and featured in BNN Bloomberg, CNBC, Financial Post, The Globe and Mail and many other prominent publications. Leave your comments or questions for Thane at swp@cgf.com or call toll-free at 1.833.STENNER (783-6637). Learn more about Thane here or follow him on LinkedIn here.
Thane and his team at Stenner Wealth Partners+ (SWP+) of CG Wealth Management provide investment management to those with a household investment account minimum portfolio size of at least $10M+. A virtual cross border boutique wealth management group, SWP+ currently has 43 key clients across Canada and the United States, with a range of net worth between $25M and $2B. SWP+ provides introductions to trusted financial colleagues in its network for those who have portfolios between $1-10M. Visit their website here or follow them on LinkedIn here.
3
Episode
Smart Wealth™: John Ruffolo
Watch Episode 3 with John Ruffolo:
Episode 3: Part 1
Episode 3: Part 2
Episode 3: Part 3
John is the Founder and Managing Partner of Maverix Private Equity. John’s focus will is on guiding the strategy of the firm,
Chair of the Investment Committee and is deeply involved with sourcing and leading opportunities particularly within the technology industry. John is also the Founder of OMERS Ventures. Through John’s leadership as Chief Executive Officer, OMERS Ventures had invested over $500 million of capital in over 40 disruptive technology companies across North America, including growth investments in Shopify, Xanadu, Wattpad, Wave, Hootsuite, Rover, Desire 2 Learn, Hopper, DuckDuckGo, TouchBistro and League. During his tenure at OMERS, John also formed OMERS Platform Investments as its Executive Managing Director. He has led investments in Purpose Financial, PointNorth Capital, District Ventures, OneEleven and ArcTern Ventures. John is also the Co-founder and Vice Chair of the Council of Canadian Innovators, a non-profit organization dedicated to helping high-growth Canadian technology firms scale up globally. Further, John sits on a number of boards of leading innovative organizations in both the profit and non-for-profit sector.
John’s work has been recognized by numerous organizations. He has been selected as Canada’s Most Powerful Business Person
by Canadian Business Magazine and as one of Toronto’s most influential persons by Toronto Life Magazine. John has been awarded with the Outstanding Progress and Achievement Award by the Schulich School of Business, an award for outstanding career achievements in their respective field. In 2018, John was honored with the Order of Merit of the Italian Republic which made him
a 5th Class Knight. In 2020, John became a Fellow of the Chartered Professional Accountants of Ontario (FCPA).
Episode 3: Part 4
3
Episode
Smart Wealth™: John Ruffolo
4
Episode
Dr. Hasmukh Patel is the CEO and Co-Founder of AgeCare. Born and brought up in Kenya by his parents who immigrated to Kenya from India, Dr. Patel was sent to England at the age of seventeen to attend high school. He graduated from Aberdeen University Medical School in 1982. Following Family Practice residencyin England , Dr. Patel moved with his wife and two young sons to Canada in 1987. They first arrived and lived in rural Alberta, where he was the only physician in a farming and ranching community of about 1000 people.
Four years later they moved to Medicine Hat, Alberta where Dr. Patel practiced family medicine until 2004. One of his responsibilities as a practising family doctor was to attend to his patients who were in nursing homes. It was during this time that he observed two things: one, the nursing homes were built in the 1960’s and 1970’s, they were very institutional, poorly maintained and a depressing place to be in; secondly, there was a shortage of nursing home beds; seniors were staying longer than they needed to in the hospital beds. This was the nucleus of the idea to build a new, modern residential looking nursing home. Dr. Patel recognized the need to improve the quality of long-term care facilities and clinical care for seniors in Alberta and after convincing the local Health Region in Medicine Hat, Alberta, he was awarded a contract to design, build and operate an 86-bed nursing home under a P3 model in 1998. This was the beginning of AgeCare.
He then created a business case including a partnership funding and operational model to develop 86-bed “Aging in Place” facility,
and he raised required capital through bank debt and private equity from friends and family. This model has evolved to the creation
of multi-generational communities, that include seniors care, independent living for seniors and housing for individuals and young families. Since the first nursing home project in 1999, AgeCare has grown to 15 facilities across western Canada, operating about 2900 beds. The growth has been through new development and acquisition. AgeCare employs over 3100 staff and remained mostly
a family business owned and operated by the two founders until 2019 when Axium Infrastructure Fund, a Private Equity Fund out of Quebec acquired a majority equity partnership in AgeCare.
He is rooted in the importance of education and life-long learning. At the age of 62 years, Dr. Patel was accepted at Oxford University, Said School of Business for its Executive MBA program. The Oxford learning experience and its distinctive teaching approach to create next generation of global leaders inspired him to create an endowment Oxford Scholarship for EMBA candidates from Africa. Dr. Patel’s interests include outdoor activities. He has summited Mt. Kilimanjaro and done the Machu Pichu hike in Peru, and he also likes playing golf, traveling, and reading.
Smart Wealth™: Dr. Hasmukh Patel
Watch Episode 4 with Dr. Hasmukh Patel:
Episode 4: Part 1
Episode 4: Part 2
Episode 4: Part 3
Episode 4: Part 4
Watch Episode 4 with Dr. Hasmukh Patel:
4
Episode
Smart Wealth™: Dr. Hasmukh Patel
Episode 4: Part 1
Episode 4: Part 2
Episode 4: Part 3
Episode 4: Part 4
John is the Founder and Managing Partner of Maverix Private Equity.
John’s focus will is on guiding the strategy of the firm, Chair of the Investment Committee and is deeply involved with sourcing and leading opportunities particularly within the technology industry. John is also the Founder of OMERS Ventures. Through John’s leadership as Chief Executive Officer, OMERS Ventures had invested over $500 million of capital in over 40 disruptive technology companies across North America, including growth investments in Shopify, Xanadu, Wattpad, Wave, Hootsuite, Rover, Desire 2 Learn, Hopper, DuckDuckGo, TouchBistro and League. During his tenure at OMERS, John also formed OMERS Platform Investments as its Executive Managing Director. He has led investments in Purpose Financial, PointNorth Capital, District Ventures, OneEleven and ArcTern Ventures. John is also the Co-founder and Vice Chair of the Council of Canadian Innovators, a non-profit organization dedicated to helping high-growth Canadian technology firms scale up globally. Further, John sits on a
number of boards of leading innovative organizations in both the profit
and non-for-profit sector.
John’s work has been recognized by numerous organizations.
He has been selected as Canada’s Most Powerful Business Person by Canadian Business Magazine and as one of Toronto’s most influential persons by Toronto Life Magazine. John has been awarded with the Outstanding Progress and Achievement Award by the Schulich School
of Business, an award for outstanding career achievements in their respective field. In 2018, John was honored with the Order of Merit of the Italian Republic which made him a 5th Class Knight. In 2020, John became a Fellow of the Chartered Professional Accountants of Ontario (FCPA).
5
Episode
Michael Lee-Chin is widely regarded as a visionary entrepreneur whose philosophy of “doing well and doing good” has resulted in extraordinary business success and inspiring philanthropic initiatives.
Michael is Founder and Chairman of Portland Holdings, a privately held investment company that manages public equity and private equity, and has an ownership interest in a collection of diversified businesses operating globally in sectors including financial services, insurance, consumer goods, media, tourism, agriculture, real estate development and targeted radionuclide therapy.
Born in Port Antonio, Jamaica in 1951, Michael immigrated to Canada in 1970, to study Civil Engineering at McMaster University,
in Hamilton, Ontario. After beginning post‐graduate studies, Michael’s trajectory changed and, at the age of 26, he became a financial advisor, quickly progressing to the position of Branch Manager.
In 1983, at the age of 32, Michael borrowed money to purchase $500,000 worth of Mackenzie Financial Corporation stock.
Four years later, the stock appreciated sevenfold and Michael used the profits to make his first acquisition - a small Ontario-based investment firm, AIC Limited. At the time, Advantage Investment Counsel (a division of AIC Limited) had assets under management
of just $800,000. Within 20 years, AIC grew from less than $1 million in assets to more than $15 billion under management, at its business peak. In 2009, AIC’s retail investment fund business was sold to a leading Canadian financial services group.
Portland is committed to “building strong indigenous businesses” and, equally important, these businesses must also seek to
improve the social well being of the communities in which they operate.
Among his many personal accomplishments, Michael has received Doctor of Laws degrees from a number of distinguished universities in Canada and Jamaica. He has been profiled in Forbes, Fortune, Canadian Business, Black Enterprise and Time Magazine, to name a few. From 2011 – 2016, Michael held the esteemed position of Chancellor of Wilfrid Laurier University.
Michael is recipient of the Order of Jamaica and the Order of Ontario and, in 2016, he was appointed Chair of the Government
of Jamaica’s Economic Growth Council (“EGC”) in an effort to bolster economic development.
Smart Wealth™: Michael Lee-Chin
Watch Episode 5 with Michael Lee-Chin:
Episode 5: Part 1
Episode 5: Part 2
Episode 5: Part 3
Episode 5: Part 4
Dr. Hasmukh Patel is the CEO and Co-Founder of AgeCare. Born and brought up in Kenya by his parents who immigrated to Kenya from India,
Dr. Patel was sent to England at the age of seventeen to attend high school. He graduated from Aberdeen University Medical School in 1982. Following Family Practice residencyin England , Dr. Patel moved with his wife and two young sons to Canada in 1987. They first arrived and lived in rural Alberta, where he was the only physician in a farming and ranching community of about 1000 people.
Four years later they moved to Medicine Hat, Alberta where Dr. Patel practiced family medicine until 2004. One of his responsibilities as a practising family doctor was to attend to his patients who were in nursing homes. It was during this time that he observed two things: one, the nursing homes were built in the 1960’s and 1970’s, they were very institutional, poorly maintained and a depressing place to be in; secondly, there was
a shortage of nursing home beds; seniors were staying longer than they needed to in the hospital beds. This was the nucleus of the idea to build
a new, modern residential looking nursing home. Dr. Patel recognized the need to improve the quality of long-term care facilities and clinical care
for seniors in Alberta and after convincing the local Health Region in Medicine Hat, Alberta, he was awarded a contract to design, build and operate an 86-bed nursing home under a P3 model in 1998. This was
the beginning of AgeCare.
He then created a business case including a partnership funding and operational model to develop 86-bed “Aging in Place” facility, and he
raised required capital through bank debt and private equity from friends and family. This model has evolved to the creation of multi-generational communities, that include seniors care, independent living for seniors and housing for individuals and young families. Since the first nursing home project in 1999, AgeCare has grown to 15 facilities across western Canada, operating about 2900 beds. The growth has been through new development and acquisition. AgeCare employs over 3100 staff and remained mostly
a family business owned and operated by the two founders until 2019 when Axium Infrastructure Fund, a Private Equity Fund out of Quebec acquired
a majority equity partnership in AgeCare.
He is rooted in the importance of education and life-long learning. At the age of 62 years, Dr. Patel was accepted at Oxford University, Said School
of Business for its Executive MBA program. The Oxford learning experience and its distinctive teaching approach to create next generation of global leaders inspired him to create an endowment Oxford Scholarship for EMBA candidates from Africa. Dr. Patel’s interests include outdoor activities. He has summited Mt. Kilimanjaro and done the Machu Pichu hike in Peru, and he also likes playing golf, traveling, and reading.
Watch Episode 5 with Michael Lee-Chin:
5
Episode
Smart Wealth™: Michael Lee-Chin
Episode 5: Part 1
Episode 5: Part 2
Episode 5: Part 3
Episode 5: Part 4
6
Episode
John Bromley grew up with charity at the core of his family’s values. He started his career in corporate finance working with PwC and RBC Capital Markets, and then went to work with his father, Blake Bromley, one of the world’s foremost experts in charity law.
After developing an in-depth understanding of the complex world underpinning the charity sector, John recognized a need to make giving more accessible and more effective. He saw that while wanting to help others comes naturally, knowing how to make a difference through charitable giving does not.
With that in mind, John went on to launch Charitable Impact. Its mission? Nurture the generosity within each person, and bring the resources for creating change in the world to everyone.
Smart Wealth™: John Bromley
Watch Episode 6 with John Bromley:
Episode 6: Part 1
Episode 6: Part 2
Episode 6: Part 3
Michael Lee-Chin is widely regarded as a visionary entrepreneur whose philosophy of “doing well and doing good” has resulted in extraordinary business success and inspiring philanthropic initiatives.
Michael is Founder and Chairman of Portland Holdings, a privately held investment company that manages public equity and private equity, and has an ownership interest in a collection of diversified businesses operating globally in sectors including financial services, insurance, consumer goods, media, tourism, agriculture, real estate development and targeted radionuclide therapy.
Born in Port Antonio, Jamaica in 1951, Michael immigrated to Canada in 1970, to study Civil Engineering at McMaster University, in Hamilton, Ontario. After beginning post‐graduate studies, Michael’s trajectory changed and, at the age of 26, he became a financial advisor, quickly progressing to the position of Branch Manager.
In 1983, at the age of 32, Michael borrowed money to purchase $500,000 worth of Mackenzie Financial Corporation stock. Four years later, the stock appreciated sevenfold and Michael used the profits to make his first acquisition - a small Ontario-based investment firm, AIC Limited. At the time, Advantage Investment Counsel (a division of AIC Limited) had assets under management of just $800,000. Within 20 years, AIC grew from less than $1 million in assets to more than $15 billion under management, at its business peak. In 2009, AIC’s retail investment fund business was sold to a leading Canadian financial services group.
Portland is committed to “building strong indigenous businesses” and, equally important, these businesses must also seek to improve the social well being of the communities in which they operate.
Among his many personal accomplishments, Michael has received Doctor of Laws degrees from a number of distinguished universities in Canada and Jamaica. He has been profiled in Forbes, Fortune, Canadian Business, Black Enterprise and Time Magazine, to name a few. From 2011 – 2016, Michael held the esteemed position of Chancellor of Wilfrid Laurier University. Michael is recipient of the Order of Jamaica and the Order of Ontario and, in 2016, he was appointed Chair of the Government of Jamaica’s Economic Growth Council (“EGC”) in an effort to bolster economic development.
Watch Episode 6 with John Bromley:
6
Episode
Smart Wealth™: John Bromley
Episode 6: Part 1
Episode 6: Part 2
Episode 6: Part 3
Episode 5: Part 4
1
Bruce Linton
2
Patricia Saputo
3
John Ruffolo
4
Dr. Hasmukh Patel
Michael Lee-Chin
6
John Bromley
Previous Episodes
5
7
Episode
Som Seif is the Founder and Chief Executive Officer of Purpose Financial, which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012 and the Co-Founder of WealthSimple Technologies Inc. Prior to Claymore Investments, Som was an investment banker with RBC Capital Markets. He has a strong commitment to community and is currently a member of the AGO Foundation Board, Next Canada Board, Co-chair of the University of Toronto Defy Gravity Campaign and a member of their Industrial Engineering Advisory Committee.
Smart Wealth™: Som Seif
Watch Episode 7 with Som Seif:
Episode 7: Part 1
Episode 7: Part 2
Episode 7: Part 3
John Bromley grew up with charity at the core of his family’s values. He started his career in corporate finance working with PwC and RBC Capital Markets, and then went to work with his father, Blake Bromley, one of the world’s foremost experts in charity law.
After developing an in-depth understanding of the complex world underpinning the charity sector, John recognized a need to make giving more accessible and more effective. He saw that while wanting to help others comes naturally, knowing how to make a difference through charitable giving does not.
With that in mind, John went on to launch Charitable Impact. Its mission? Nurture the generosity within each person, and bring the resources for creating change in the world to everyone.
Watch Episode 7 with Som Seif:
7
Episode
Smart Wealth™: Som Seif
Episode 7: Part 1
Episode 7: Part 2
Episode 7: Part 3
6
John Bromley
8
Episode
Marcus New has an accomplished career in the private and public financial markets that spans over three decades and is a pioneer in the pre-IPO asset class. He is the Founder and Chief Executive Officer of InvestX Capital, a trading platform that delivers access and liquidity to the growth equity asset class and empowers the sell-side to invest and trade in institutional quality private equity.
InvestX investment portfolio includes: Palantir, Airbnb, Sofi, Lyft, Uber, Pinterest, Spotify, Dropbox, Docusign, 23&me, and other global category leaders. Through Mr. New’s family office, he has led more than 200 private placements into early stage private and public companies.
Marcus is also the Founder and Chairman (and previously the CEO) of Stockhouse Publishing – one of North America’s leading online financial communities and a global hub for accredited investors. Prior to launching Stockhouse, Marcus built Stockgroup Media, an online information company whose client base consisted of the top Canadian brokerage firms, global institutional sales desks, and hedge funds.
Marcus is passionate about entrepreneurship and has made it his life’s mission to be at the forefront of innovation and leadership in the financial markets. He has served as the past President of the Vancouver Chapter and Canadian Conference Chair for the Entrepreneurs Organization (EO) and was a finalist for Ernst & Young’s “Entrepreneur of the Year” Pacific Region.
Marcus is an alumni of MIT’s “Birthing of Giants” program and holds a B.A. with a Business Major from Trinity Western University.
Smart Wealth™: Marcus New
Watch Episode 5 with Marcus New:
Episode 8: Part 1
Episode 8: Part 2
Episode 8: Part 3
Episode 5: Part 4
8
Marcus New
Michael Lee-Chin is widely regarded as a visionary entrepreneur whose philosophy of “doing well and doing good” has resulted in extraordinary business success and inspiring philanthropic initiatives.
Michael is Founder and Chairman of Portland Holdings, a privately held investment company that manages public equity and private equity, and has an ownership interest in a collection of diversified businesses operating globally in sectors including financial services, insurance, consumer goods, media, tourism, agriculture, real estate development and targeted radionuclide therapy.
Born in Port Antonio, Jamaica in 1951, Michael immigrated to Canada in 1970, to study Civil Engineering at McMaster University, in Hamilton, Ontario. After beginning post‐graduate studies, Michael’s trajectory changed and, at the age of 26, he became a financial advisor, quickly progressing to the position of Branch Manager.
In 1983, at the age of 32, Michael borrowed money to purchase $500,000 worth of Mackenzie Financial Corporation stock. Four years later, the stock appreciated sevenfold and Michael used the profits to make his first acquisition - a small Ontario-based investment firm, AIC Limited. At the time, Advantage Investment Counsel (a division of AIC Limited) had assets under management of just $800,000. Within 20 years, AIC grew from less than $1 million in assets to more than $15 billion under management, at its business peak. In 2009, AIC’s retail investment fund business was sold to a leading Canadian financial services group.
Portland is committed to “building strong indigenous businesses” and, equally important, these businesses must also seek to improve the social well being of the communities in which they operate.
Among his many personal accomplishments, Michael has received Doctor of Laws degrees from a number of distinguished universities in Canada and Jamaica. He has been profiled in Forbes, Fortune, Canadian Business, Black Enterprise and Time Magazine, to name a few. From 2011 – 2016, Michael held the esteemed position of Chancellor of Wilfrid Laurier University. Michael is recipient of the Order of Jamaica and the Order of Ontario and, in 2016, he was appointed Chair of the Government of Jamaica’s Economic Growth Council (“EGC”) in an effort to bolster economic development.
Watch Episode 5 with Marcus New:
8
Episode
Smart Wealth™: Marcus New
Episode 8: Part 1
Episode 8: Part 2
Episode 8: Part 3
Episode 5: Part 4
7
Som Seif
8
Marcus New
7
Som Seif
9
Episode
David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help
them make well-informed investment decisions.
Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years in a row.
Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.
Smart Wealth™: David Rosenberg
Watch Episode 9 with David Rosenberg:
Episode 9: Part 1
Episode 9: Part 2
Episode 9: Part 3
Episode 9: Part 4
9
David Rosenberg
Marcus New has an accomplished career in the private and public financial markets that spans over three decades and is a pioneer in the pre-IPO asset class. He is the Founder and Chief Executive Officer of InvestX Capital, a trading platform that delivers access and liquidity to the growth equity asset class and empowers the sell-side to invest and trade in institutional quality private equity.
InvestX investment portfolio includes: Palantir, Airbnb, Sofi, Lyft, Uber, Pinterest, Spotify, Dropbox, Docusign, 23&me, and other global category leaders. Through Mr. New’s family office, he has led more than 200 private placements into early stage private and public companies.
Marcus is also the Founder and Chairman (and previously the CEO) of Stockhouse Publishing – one of North America’s leading online financial communities and a global hub for accredited investors. Prior to launching Stockhouse, Marcus built Stockgroup Media, an online information company whose client base consisted of the top Canadian brokerage firms, global institutional sales desks, and hedge funds.
Marcus is passionate about entrepreneurship and has made it his life’s mission to be at the forefront of innovation and leadership in the financial markets. He has served as the past President of the Vancouver Chapter and Canadian Conference Chair for the Entrepreneurs Organization (EO) and was a finalist for Ernst & Young’s “Entrepreneur of the Year” Pacific Region.
Marcus is an alumni of MIT’s “Birthing of Giants” program and holds a B.A. with a Business Major from Trinity Western University.
Watch Episode 9 with David Rosenberg:
9
Episode
Smart Wealth™: David Rosenberg
Episode 9: Part 1
Episode 9: Part 2
Episode 9: Part 3
Episode 9: Part 4
9
David Rosenberg
10
Episode
Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good.
As President of Watermark Philanthropic Counsel, Sharilyn works with leading philanthropists, generous families, and social
purpose organizations across Canada and the Caribbean. Drawing from the best global practices and knowledge in philanthropic strategy, governance, organizational development, and research, her client engagements result in confidence and clarity.
Sharilyn is an advisor with 21/64 to support multi-generational family philanthropy, and a faculty member of the Ultra High Net Worth Institute. A Chartered Director (C.Dir), Sharilyn is also a certified governance advisor and trainer with BoardSource, blending the best of corporate and family governance in her work with foundation and nonprofit boards.
Author and educator, Sharilyn’s doctoral research on family philanthropy governance produced a model that helps families approach their giving in a meaningful way that works. She recently completed a study exploring affluent philanthropy in the Caribbean, where she grew up and continues to work.
Smart Wealth™: Dr. Sharilyn Hale
Watch Episode 10 with Dr. Sharilyn Hale:
Episode 10: Part 1
Episode 10: Part 2
Episode 10: Part 3
Episode 10: Part 4
10
Dr. Sharilyn Hale
David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions.
Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Wood survey of Canadian economists for ten years
in a row.
Mr. Rosenberg is a frequent contributor to most major financial newspapers and publications in North America and makes regular TV appearances in the financial media. He received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto.
Watch Episode 10 with Dr. Sharilyn Hale:
10
Episode
Smart Wealth™: Dr. Sharilyn Hale
Episode 10: Part 1
Episode 10: Part 2
Episode 10: Part 3
Episode 9: Part 4
10
Dr. Sharilyn Hale
Presented by
Presented by
11
Episode
Duncan is the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the knowledge-for-profit sector. Duncan and his team of consultants work with professionals in a wide range
of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable,
and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.
As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact- rich presentations that have made him a popular spokesperson for the knowledge–for-profit industry.
Duncan’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the
high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.
Smart Wealth™: Duncan MacPherson
Watch Episode 11 with Duncan MacPherson:
Episode 11: Part 1
Episode 11: Part 2
Episode 11: Part 3
Episode 10: Part 4
11
Duncan MacPherson
Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good. As President of Watermark Philanthropic Counsel, Sharilyn works with leading philanthropists, generous families, and social purpose organizations across Canada and the Caribbean. Drawing from the best global practices and knowledge in philanthropic strategy, governance, organizational development, and research, her client engagements result in confidence and clarity.
Sharilyn is an advisor with 21/64 to support multi-generational family philanthropy, and a faculty member of the Ultra High Net Worth Institute. A Chartered Director (C.Dir), Sharilyn is also a certified governance advisor and trainer with BoardSource, blending the best of corporate and family governance in her work with foundation and nonprofit boards.
Author and educator, Sharilyn’s doctoral research on family philanthropy governance produced a model that helps families approach their giving in a meaningful way that works. She recently completed a study exploring affluent philanthropy in the Caribbean, where she grew up and continues to work.
Watch Episode 11 with Duncan MacPherson:
11
Episode
Smart Wealth™: Duncan MacPherson
Episode 11: Part 1
Episode 11: Part 2
Episode 11: Part 3
Episode 9: Part 4
11
Duncan MacPherson
Previous Episodes
12
Episode
Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. NCA is consistently ranked in the top-5 for Canadian economic research by Brendan Wood International,
as voted upon by institutional investors.
Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real
estate professionals.
He is a frequent commentator on all matters related to housing and household credit, having been featured in nearly every major Canadian media publication as well as a number of business publications internationally.
Smart Wealth™: Ben Rabidoux
Watch Episode 12 with Ben Rabidoux
Episode 12: Part 1
Episode 12: Part 2
Episode 12: Part 3
Episode 10: Part 4
12
Ben Rabidoux
Duncan is the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the knowledge-for-profit sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.
As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact- rich presentations that have made him a popular spokesperson for the knowledge–for-profit industry.
Duncan’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.
Watch Episode 12 with Ben Rabidoux:
12
Episode
Smart Wealth™: Ben Rabidoux
Episode 12: Part 1
Episode 12: Part 2
Episode 12: Part 3
Episode 9: Part 4
12
Ben Rabidoux
1
Episode
Ben is a founding Partner and CEO of Mogan Daniels Slager LLP, believed to be Western Canada’s leading M&A boutique in the private small to mid- market by deal volume. Ben has over 20 years’ experience representing clients in M&A, private equity, angel and venture capital transactions, and a host of other complex business law matters.
Best LawyersTM named Ben “Vancouver’s Venture Lawyer of the Year” for 2022, and he has been named in Best LawyersTM in the M&A and Venture Capital categories for a number of years.
Ben is also an active angel investor, and is currently invested in over 20 early-stage companies in Canada and the US (with an industrial health, and medical tech/device emphasis). Ben serves on the Board (and as Chair) of a couple of these companies, and serves as an informal Board Advisor to several.
Ben is also a Co-Chair of the Vancouver Community of Tiger 21 (North America’s preeminent peer learning group for successful, active entrepreneurs who are stewarding personal wealth of $20MM and greater), now with 30 Members in Vancouver and over 1,200 Members world-wide.
Smart Wealth™: Ben Slager
Watch Episode 1 with Ben Slager
Episode 1: Part 2
Episode 1: Part 1
Episode 1: Part 3
Season 1
Season 2
1
Ben Slager
Season 2
Season 1
6
John Bromley
Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. NCA is consistently ranked in the top-5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors.
Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real estate professionals.
He is a frequent commentator on all matters related to housing and household credit, having been featured in nearly every major Canadian media publication as well as a number of business publications internationally.
Watch Episode 1 with Ben Slager:
1
Episode
Smart Wealth™: Ben Slager
Episode 1: Part 1
Episode 1: Part 2
Episode 1: Part 3
Episode 9: Part 4
Season 2
Season 1
Season 1
Season 2
1
Ben Slager
2
Episode
Mike Woollatt is Managing Director and Head of Canada for Hamilton Lane.
Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Before that Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at a few major Canadian corporations.
Prior to entering the private sector, Mike worked for the Government of Canada, first as a research economist and then as a political and policy advisor to the Minister of Finance. Mike has also worked overseas as an economist on World Bank funded international development projects and taught economics at the university level. Mike is a frequent commentator on both broadcast and print media on the state of the Canadian private capital markets.
Mike holds a Masters in Economics from the University of British Columbia.
Smart Wealth™: Mike Woollatt
Watch Episode 2 with Mike Woollatt
Episode 2: Part 1
Episode 2: Part 2
Episode 2: Part 3
2
Mike Woollatt
Ben is a founding Partner and CEO of Mogan Daniels Slager LLP, believed to be Western Canada’s leading M&A boutique in the private small to mid- market by deal volume. Ben has over 20 years’ experience representing clients in M&A, private equity, angel and venture capital transactions, and a host of other complex business law matters.
Best LawyersTM named Ben “Vancouver’s Venture Lawyer of the Year” for 2022, and he has been named in Best LawyersTM in the M&A and Venture Capital categories for a number of years.
Ben is also an active angel investor, and is currently invested in over 20 early-stage companies in Canada and the US (with an industrial health, and medical tech/device emphasis). Ben serves on the Board (and as Chair) of a couple of these companies, and serves as an informal Board Advisor to several.
Ben is also a Co-Chair of the Vancouver Community of Tiger 21 (North America’s preeminent peer learning group for successful, active entrepreneurs who are stewarding personal wealth of $20MM and greater), now with 30 Members in Vancouver and over 1,200 Members world-wide.
Watch Episode 2 with Mike Woollatt:
2
Episode
Smart Wealth™: Mike Woollatt
Episode 2: Part 1
Episode 2: Part 2
Episode 2: Part 3
Episode 9: Part 4
2
Mike Woollatt
3
Episode
Jonathan Medved is the Founder and CEO of OurCrowd.
Named by the Washington Post as “one of Israel’s leading high tech venture capitalists” and by the New York Times among the “top 10 most influential Americans who have impacted Israel,” Jon is a serial entrepreneur and investor, and one of the pioneers of Israel’s venture capital industry.
Jon is a regular television guest on CNN, BBC, CNBC, Bloomberg TV and SkyNews, and is frequently quoted in major business publications. Start-up Nation, the best-selling book on Israel’s high-tech economy, describes him as “one of Israel’s legendary business ambassadors.”
A California native, Jon moved to Israel in his 20s where he successfully built and exited several startups. These include MERET Optical Communications, a fiber optics pioneer sold to Amoco; multilingual leader Accent Software (Nasdaq: ACNTF); and mobile video platform Vringo (NYSE:VRNG).
In 1994, Jon was a co-founder of Israel Seed Partners, one of Israel’s first venture capital funds. Including the OurCrowd portfolio, Jon has backed over 400 tech startups as a venture capitalist and angel investor.
Jon collects rare single malts and loud Hawaiian shirts and lives in Jerusalem with his wife Jane, his four children and twelve grandchildren.
Smart Wealth™: Jonathan Medved
Watch Episode 3 with Jonathan Medved
Episode 3: Part 1
Episode 3: Part 2
Episode 3: Part 3
3
Jonathan Medved
Mike Woollatt is Managing Director and Head of Canada for Hamilton Lane.
Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Before that Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at a few major Canadian corporations.
Prior to entering the private sector, Mike worked for the Government of Canada, first as a research economist and then as a political and policy advisor to the Minister of Finance. Mike has also worked overseas as an economist on World Bank funded international development projects and taught economics at the university level. Mike is a frequent commentator on both broadcast and print media on the state of the Canadian private capital markets.
Mike holds a Masters in Economics from the University of British Columbia.
Watch Episode 3 with Jonathan Medved:
3
Episode
Smart Wealth™: Jonathan Medved
Episode 3: Part 1
Episode 3: Part 2
Episode 3: Part 3
Episode 9: Part 4
3
Jonathan Medved
4
Episode
Stephen is a serial entrepreneur who has founded companies in various industries—including in manufacturing, retail, real estate, investment banking, healthy restaurants (LYFE Kitchen) and CPG food brands (Luvo)—raising over a billion dollars in the process.
He has been featured in business publications as an industry disrupter by Bloomberg, Fast Company, Fortune, NY Times, CNBC,
and Huffington Post among others.
Stephen is committed to creating a greener, healthier planet for future generations. His current mission is to revolutionize the global construction industry, using Nexii’s building technology to create a brighter future for people and the planet.
Smart Wealth™: Stephen Sidwell
Watch Episode 4 with Stephen Sidwell
Episode 4: Part 1
Episode 4: Part 2
Episode 4: Part 3
4
Stephen Sidwell
Jonathan Medved is the Founder and CEO of OurCrowd.
Named by the Washington Post as “one of Israel’s leading high tech venture capitalists” and by the New York Times among the “top 10 most influential Americans who have impacted Israel,” Jon is a serial entrepreneur and investor, and one of the pioneers of Israel’s venture capital industry.
Jon is a regular television guest on CNN, BBC, CNBC, Bloomberg TV and SkyNews, and is frequently quoted in major business publications. Start-up Nation, the best-selling book on Israel’s high-tech economy, describes him as “one of Israel’s legendary business ambassadors.”
A California native, Jon moved to Israel in his 20s where he successfully built and exited several startups. These include MERET Optical Communications, a fiber optics pioneer sold to Amoco; multilingual leader Accent Software (Nasdaq: ACNTF); and mobile video platform Vringo (NYSE:VRNG).
In 1994, Jon was a co-founder of Israel Seed Partners, one of Israel’s first venture capital funds. Including the OurCrowd portfolio, Jon has backed over 400 tech startups as a venture capitalist and angel investor.
Jon collects rare single malts and loud Hawaiian shirts and lives in Jerusalem with his wife Jane, his four children and twelve grandchildren.
Watch Episode 4 with Jonathan Medved:
4
Episode
Smart Wealth™: Stephen Sidwell
Episode 4: Part 1
Episode 4: Part 2
Episode 4: Part 3
Episode 9: Part 4
4
Stephen Sidwell