Smokin' Bulls

Get ready to elevate your investment strategy as we explore the world of the Unconstrained Bond Fund. This innovative fund offers the freedom to invest across a wide range of bond markets, unbound by traditional constraints. It's designed for investors seeking to diversify their portfolio and take advantage of opportunities in fluctuating interest rate environments.

Whether you're an investment veteran or just beginning to navigate the financial markets, this episode is packed with essential insights to enhance your understanding of bond investing. Dive deep with us and discover how the Unconstrained Bond Fund can add a dynamic component to your investment portfolio.

Make sure to hit that "Subscribe" button, give us a thumbs up, and ring that notification bell, so you don't miss out on this invaluable episode filled with expert advice on bond investing. Stay tuned for a deep dive that could reshape your approach to investing.

🎙️ Join us for another enlightening episode of Smokin Bulls, your go-to podcast for all things business, money, and lifestyle! In this episode, we have a very special guest: David Szybunka, CFA, Senior Portfolio Manager & Co-Managing Director of the Energy Team at Canoe Financial.

Get ready to ignite your investment knowledge as we delve deep into the Canoe Financial Energy Portfolio. Canoe Financial's Energy Portfolio provides diversified exposure across various energy sub-sectors, making it an ideal choice for those seeking to tap into the energy market's potential while spreading risk. 

Whether you're an experienced investor or just starting your financial journey, this episode promises valuable insights that can help power up your portfolio. Don't miss out on this opportunity to learn from a seasoned expert in the field. Hit that "Subscribe" button, give us a thumbs up, and ring that notification bell, so you won't miss this episode packed with investment wisdom from Canoe Financial. Stay tuned for a discussion that could supercharge your financial future. 

For more information on Canoe Financial: https://www.canoefinancial.com/mutual-funds/canoe-energy-class

In this episode, we explore the fascinating world of music royalties and learn all about the ICM-Crescendo Music Royalty Fund, a unique asset that's hitting all the right notes in the investment world, with our two special guests from ICM Asset Management: David Vankka, CEO and President, and Mike Baker, Director of Sales.

Whether you're a music enthusiast, an investor, or simply curious about unique investment opportunities, this episode is a must-listen! We'll explore the benefits and risks of investing in music royalties and how this asset class can add a new dimension to your portfolio. 

For more information, visit their website: https://www.icmassetmanagement.com/icm-crescendo-music-royalty-fund

Listen to the full music catalogue on Spotify: https://open.spotify.com/playlist/63WYMjza6mWHX2SrSeVKtz?si=k_Fvgz0gRwOhaJiqWp0TjA

In this episode, we sit down with Greg Romundt, the visionary CEO and President of Centurion Asset Management. Get ready to explore the world of real estate investments as Greg takes us on a journey through Centurion's remarkable success.

Centurion Apartment Real Estate Investment Trust (REIT) is the focus of this episode, boasting an impressive portfolio of over 20,000 multi-family apartment units, medical offices, and student housing beds across 46 cities in Canada and the United States. Discover how investors can seize the opportunity to participate in this diversified portfolio and benefit from mortgage and equity investments in property developments. Join us as we uncover the secrets behind Centurion Asset Management's mission and vision, aligning capital protection, regular cash flow, low volatility, and tax efficiencies for investors. Greg Romundt shares valuable insights on the strategies that have propelled Centurion to the forefront of the real estate investment industry. Stay ahead of the competition and gain exclusive insights.

Don't miss this opportunity to expand your knowledge and find new avenues for financial growth!

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Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind. 
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Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com
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DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable.  Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment.  The information does not provide financial, legal, tax or investment advice.  Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document.  Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.  WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

© 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.
www.wellington-altus.ca

In this episode, we have the privilege of interviewing Andrea Gruza, the brilliant Managing Partner of Bonnefield Financial—a Canadian finance company with a remarkable mission. Since 2009, Bonnefield has been creating long-term financial partnerships with Canadian farmers, empowering them to grow their businesses, reduce debt, and secure financing for retirement and succession planning. Bonnefield's unwavering commitment also extends to protecting Canadian farmland for farming, ensuring its preservation for future generations. Join us as we delve into a thought-provoking conversation with Andrea, exploring the innovative strategies employed by Bonnefield to support farmers and promote the sustainable growth of the agricultural sector. Get ready to gain invaluable insights into financial empowerment and the preservation of farmland, as we uncover the secrets to success in this exciting episode! Tune in now and be inspired to embark on your own journey towards financial prosperity while making a positive impact on the world around you.

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Subscribe to the Smokin’ Bulls Channel for more hot topics every week:
See the full video on YouTube

Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind. 
------------------------------------
Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com
------------------------------------

Follow us on our social media pages:

Instagram: Instagram
Facebook: Facebook
Website: https://smokinbulls.com/
Spotify
Apple Podcast
Google Podcast

---------------------------------------------

DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable.  Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment.  The information does not provide financial, legal, tax or investment advice.  Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document.  Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.  WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

© 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.
www.wellington-altus.ca

Join us for an exclusive interview with Peter Bowen, the VP, Tax Retirement Research at Fidelity Canada, as he gives us an inside look into 2023 Federal Budget.  Don't miss this opportunity to gain valuable insights from one of the industry's top experts.

------------------------------------
Subscribe to the Smokin’ Bulls Channel for more hot topics every week:
See the full video on YouTube

Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind. 
------------------------------------
Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com
------------------------------------

Follow us on our social media pages:

Instagram: Instagram
Facebook: Facebook
Website: https://smokinbulls.com/
Spotify
Apple Podcast
Google Podcast

---------------------------------------------

DISCLAIMER: The information contained herein has been provided for information purposes only, and it is solely the opinion of the guest speaker. The information has been drawn from sources believed to be reliable.  Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment.  The information does not provide financial, legal, tax or investment advice.  Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document.  Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include, without limitation, risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions, counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.  WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

© 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.
www.wellington-altus.ca

Join us for an exclusive interview with Dan Brintnell, Managing Director at Overbay Capital Partners, as he gives us an inside look into the world of private equity investing. In this video, you'll learn about the history and mission of Overbay Capital Partners, key challenges facing private equity investors, and the firm's approach to building successful funds.

Whether you're a seasoned investor or just curious about the world of finance, this video is a must-watch. Don't miss out on this opportunity to gain valuable insights from one of the industry's top experts.

Subscribe to the Smokin’ Bulls Channel for more hot topics every week: https://www.youtube.com/channel/UCNJMRWgouabGl4YfC8eoZbQ

Smokin’ Bulls delivers content on business, money, and lifestyle. Jump onboard into the wide, wild world of business, investment, finance trends, business strategies, and a lot more informative topics that are sure to fire up the curious mind. 

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Get ready for more smokin’ discussions in the next coming weeks! For more information about the Smokin’ Bulls podcast, please visit https://www.smokinbulls.com

Schedule a Meeting: https://towerwealth.com/book-a-meeting/

Subscribe to our mailing list to stay up-to-date on the latest financial news and insights from industry experts: https://eepurl.com/hRKReD

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Apple Podcast: https://podcasts.apple.com/us/podcast/smokin-bulls/id1564346943

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Coming out of a year dominated by inflation, will the narrative finally change in 2023?

In 2022, Wall Street and policymakers lost their patience with their response resulting in the most aggressive tightening cycle in modern history. Join Dave and Tyler listen in on Dr. James Thorne, Chief Market Strategist for Wellington-Altus, as he shares his insights on what will happen for the 2023 market.

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With bonds being as volatile as stocks, how can you manage your fixed income in this economic environment?

Dave and Tyler sit with Sandy Liang, Head of Fixed Income and Lead Portfolio Manager at Purpose Investments, as he talks about the current state of the fixed-income environment and how the dynamics of fixed-income investments are changing.

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Apple Podcast: https://podcasts.apple.com/us/podcast/smokin-bulls/id1564346943
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How can Canadian investors take advantage of the opportunities to invest in the infrastructure space?

Dave and Tyler are joined by Frank Latshaw, Vice President & Portfolio Manager of Dynamic Funds, to discuss the key themes driving infrastructure investing today.

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Follow us on our social media pages:

Instagram: https://www.instagram.com/smokin_bulls/
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Website: https://smokinbulls.com/
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How can business owners & high net worth individuals use insurance to manage their wealth and other problems? Dave and Tyler are joined again by special guest Neeraj Pardeshi of PPI in the second part of this two-part webinar to elaborate on the potential benefits of life insurance for high net-worth entrepreneurs.

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Follow us on our social media pages:

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Website: https://smokinbulls.com/
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Apple Podcast: https://podcasts.apple.com/us/podcast/smokin-bulls/id1564346943
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We sit down with Daniel Cohen, Director of Private Equity at Fiera Comox Partners to discuss how investing in private equity can help your portfolio.

Private equity is the largest alternative asset class, with over $6 trillion in assets under management as of March 2022. Private equity has become an important part of institutional portfolios, with leading pension plans and endowments allocating a significant portion of their total portfolios to the asset class. We believe private equity’s characteristics make it a valuable asset class for investors looking for long-term capital appreciation, portfolio diversification, and downside protection.

Find out how to add Private Equity to your portfolio in this podcast.

Follow us on our social media pages

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Apple Podcast: https://podcasts.apple.com/us/podcast/smokin-bulls/id1564346943
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Dave and Tyler are joined by Canoe Financial, sharing the importance of the Canadian Energy Market. With the growth in popularity and awareness of alternative and renewable energy sources, Canoe Financial covers the increasing opportunities for investment within the energy market.

You don't quit saving and stop planning once your hit retirement! Dave and Tyler delve into retirement planning and how to ensure that you are ready to take the big step.

How can business owners & high net worth individuals use insurance to manage this and other problems? Special guest Paul Fawcett of PPI joins Dave and Tyler to elaborate on the potential benefits of life insurance for high net worth entrepreneurs.

Planning to donate? Make your donations count! Join Dave and Tyler in discussing Charitable Giving Strategies when donating and giving.

Dave and Tyler delve into the world of Long Term Care Insurance by discussing the costs, planning, benefits, and more.

Is Oil still a worthy investment in modern day? Join Dave and Tyler as they discuss with Greg Bentz regarding Oil and its current place in a modern investment market.

What are Flow Through Shares and how can this be an asset to investors? Dave and Tyler dive into Flow-Through Shares, Limited Partnerships and how this can be beneficial during taxation.

Is it worth it to Incorporate your Business? Dave and Tyler are joined by Greg Bentz in discussing the importance of protecting your assets through incorporation.