Reviewing 2022 Predictions & 2023 Market Outlook
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
2w ago
The year 2022 will be remembered as one of the worst ever in terms of market performance. Since the Great Depression began in 1929, there were only six years where the S&P 500 performed worse than this year. Three of those years were prior to World War II. So, while it would be nice to turn the page and forget about last year, we do need to be held accountable. Returning to the podcast is one of our favourite guests, Drummond Brodeur (Senior VP & Global Strategist, CI Global Asset Management). We hold Drummond's feet to the fire and review his predictions for the last calendar year. Mo ..read more
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Opportunities in Fixed Income? Say It Ain’t So
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
1M ago
For the most part, investors choose fixed income products (such as bonds) primarily to protect from market downside. Of course, that downside protection aspect of fixed income was flipped on its head this year. Due to unforeseen circumstances such as the Russia/Ukraine war and China effectively halting production across the country, we’ve endured the highest inflation seen in 40 years. The interest rate increases that have ensued have hammered bond returns in the process. However, there could be some intriguing investment opportunities in fixed income on the horizon. To talk about this and mor ..read more
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5 Tips for Effective Charitable Giving
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
2M ago
Giving back is good for the heart, but are you giving back in a way that’s best for your wallet? Because generally speaking, Canadians aren’t donating to charities in the most efficient way possible. On this episode of the Wealth Wisdom Podcast, I’m joined by my fellow co-founding member of Sana Family Office, Josh Dyck (BA, CFP, Senior Wealth Advisor, Assante Capital Management Ltd.), to help touch on five tips and tricks for effective charitable giving ..read more
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5 things you need to do before selling your business
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
5M ago
To borrow a phrase from our last podcast guest Cecilia Mannella, an entrepreneur’s greatest strength can sometimes be a weakness too.   In this context, a business owner’s work ethic can often cloud the bigger picture.   We’ve seen it time and time again, but it’s an easy trap for entrepreneurs to get caught up working in the business instead of working on the business.   If you’re a business owner caught up working in the business, this podcast will be a crucial refresher to focus on the long-term plan.   On the latest episode of the Wealth Wisdom Podcast, I’m joined by Bo ..read more
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Debunking 3 Mental Health Myths with Therapist Cecilia Mannella
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
6M ago
When was the last time you took action to take care of your mental health? The stigma surrounding mental health has slowly dissipated over the past few years. In fact, the acceleration of mental health stigmas ending might be one of the only positives to come from the pandemic. From social isolation to being overworked in a blurred work from home environment, the pandemic brought mental health into focus more than ever. However, now that the pandemic is (hopefully) in the rear-view mirror, that doesn’t mean we should stop talking about the impact that deteriorating mental health can have on yo ..read more
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Why Panic from The Feds Leads to Self-Inflicted Recessions
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
7M ago
June 2022 will not be remembered as a stellar month for your portfolio. With the current calendar year already being a challenging one for the markets, the US Federal Reserve added to the chaos by hiking interest rates to 75 basis points, which was above previous expectations. Interest rates are up. Inflation is up. Returns in both the stock markets and bond markets are down. So, what the heck is going on? To help decipher the current investment landscape, I'm joined by returning guest Drummond Brodeur (Senior VP & Global Strategist, CI GAM) to touch on what happened in June. We also talk ..read more
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Cautionary HR Tales and Tips for Business Owners
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
8M ago
Are you prepared to handle hard times within your business? Human Resources has been thrust into the spotlight since the pandemic hit. Whether it's failing to successfully retain younger employees, or navigating through staff challenges in a post-COVID world, it's abundantly clear that every small business owner should have some sort of HR plan in place. To gain insight on some of the biggest HR challenges facing small business owners today, we're joined on this episode of the Wealth Wisdom Podcast by Pierre Bourbonnais (Employment Relations Consultant, Peninsula Canada). Here are some of the ..read more
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Inflation , interest rate hikes and war: what does it mean for your portfolio?
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
11M ago
Throughout history, we tend to have longer periods of moderate normalcy in the markets. That hasn't been the case so far in the 2020s. To make sense of the chaos, we're joined by Alfred Lam, Senior VP and Chief Investment Officer at CI Global Asset Management. Alfred and his team oversee over $40 billion worth of investments among Assante clients. I consider him a good friend, and a trusted source of information pertaining to investments and the markets. Here are some key moments from the episode. The problem with Zoom and Moderna (5:30) Thoughts on interest rate hikes moving forward (10:30 ..read more
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Claire Newell gives her 2022 ”Travel Best Bets” with restrictions easing
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
1y ago
As the pandemic (hopefully) moves to an endemic, a slew of families will likely be booking trips for 2022.   That is, if they haven’t done so already.   To prep you for your next vacation, we’re joined on the Wealth Wisdom Podcast by Claire Newell, owner of Travel Best Bets and frequent guests on Global TV and CKNW radio, among other platforms.   We touch on what you need to know about COVID and traveling, trending destinations, cruise ship intel, and more ..read more
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2022 Market Outlook & The Omicron Effect (feat. Drummond Brodeur)
Wealth Wisdom Podcast
by Sana Family Office (Assante Capital Management Ltd.)
1y ago
After above-average returns for the equity markets in 2021, what's in store for 2022?   And, how will the presence of Omicron affect the 2022 outlook?   To help answer these questions, we bring back Drummond Brodeur (Senior VP and Global Strategist at CI Global Asset Management) to the Wealth Wisdom Podcast.   We also reflect on his 2021 predictions and whether they came true ..read more
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