An advisor plans his own retirement

When markets turn volatile, the industry talks about resilience. But language matters and understanding what a resilient portfolio and a resilient client actually look like can provide useful instruction for advisors navigating this moment. In this episode of WP Talk, Scott Starratt, Investment Advisor and Portfolio Manager at Starratt Wealth Management of Canaccord Genuity in Calgary, explains how he creates resilience and why the language advisors use can help improve client outcomes.

Robert Almeida, Portfolio Manager and Global Investment Strategist at MFS Investments explains the rise of AI in the context of past technological advancements. In past buildouts, including railroads, electrification, and the internet, value hasn't always gone to investors. He explains the sort of businesses that can capture value from AI in the long-term and weighs in on whether asset bubbles are how we build big things in capitalism.

Jeff Keller, Senior Financial Advisor at CI Assante, shares how he's getting ready to retire. Keller shares the technical details and emotional challenges of this process. From the arrangement he's made to sell his book, to how he'll keep working, to how he's mentally preparing for life without his work.

Michael Zagari, Investment Advisor & Associate Portfolio Manager at Wellington-Altus Private Wealth, explains why he's applying generative AI tools in his practice and how his use of those tools validate his belief in the investment theme.

This episode unpacks how alternatives can be used to manage portfolio volatility. Chad Larson, Partner and Senior Portfolio Manager with MLD Wealth of CG Wealth Management offers his insights into the space.

Learn why Michael Lee-Chin, billionaire chairman of Portland Holdings Inc. is now focused on two key issues facing mankind: clean energy and cancer.

Dr. Jim Thorne, Chief Investment Strategist at Wellington-Altus Private Wealth explains how advisors can use history to understand the current moment, especially with regards to US policy under President Donald Trump.

North America Home Finance is offering a new approach to real estate investment, built around giving Canadians access to homeownership. Learn how the model works and what it can do for advisors and their clients here.

WP Talk goes in depth on wholesaling, interviewing three members of the WP Top 50 Wholesalers List to discover what advisors expect from their wholesalers today.

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