Canadian Wealth Wisdom
Q1 2026 Market Update
Apr 21, 202616 minS0
In this quarterly market update, Portfolio Manager's Kyle Taylor and Cameron Winser discuss Iran war developments and AI disruption impacting markets and investor decision making.
business
Canadian Wealth Wisdom
Hosted by TriDelta Private Wealth · business · EN
About this Podcast:
You can now listen to our library of podcast recordings which tackle varying financial planning and investment related topics as well as an opportunity to better get to know your TriDelta team.
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Contact path
Verified email
Booking probability
30%
Guest openness
Selective
80/100
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Signup to Generate a PitchQuestions about Canadian Wealth Wisdom
What is Canadian Wealth Wisdom about?
You can now listen to our library of podcast recordings which tackle varying financial planning and investment related topics as well as an opportunity to better get to know your TriDelta team.
Who hosts Canadian Wealth Wisdom?
Canadian Wealth Wisdom is hosted by TriDelta Private Wealth. The show has published 22 episodes to date.
What has Canadian Wealth Wisdom covered recently?
Recent episodes include "Q1 2026 Market Update" (21 April 2026, 16 minutes), "Investing in Music Royalties" (12 February 2026, 15 minutes), and "Q4 2025 Market Update" (14 January 2026, 27 minutes).
How often does Canadian Wealth Wisdom publish?
Canadian Wealth Wisdom publishes roughly every few months, with episodes averaging 21 minutes across 22 episodes.
How hard is it to get booked on Canadian Wealth Wisdom?
Booking probability for Canadian Wealth Wisdom is 30%, and the host is rated Selective on guests. Canadian Wealth Wisdom requires a Pod Score of 80 or higher. Canadian Wealth Wisdom's contact route on record: verified email.
Who should pitch Canadian Wealth Wisdom?
The strongest fits for Canadian Wealth Wisdom are Investing & Wealth Management and Insurance Agencies & Brokers. Canadian Wealth Wisdom has a business audience.
About the host
TriDelta Private Wealth hosts Canadian Wealth Wisdom, a business podcast with 22 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Canadian Wealth Wisdom
Investing in Music Royalties
Feb 12, 202615 minS0Host Kyle Taylor discusses opportunities investing in music royalties with featured guest, Kevin Geiger.
Canadian Wealth Wisdom
Q4 2025 Market Update
Jan 14, 202627 minS0Kyle Taylor and Paul Simon look at the final months of 2025 and what's ahead for investors in 2026. Paul and Kyle discuss the AI "bubble", interest rates, and Fed independence, among other topical issues giving...
Canadian Wealth Wisdom
Q3 2025 Market Update
Oct 29, 202520 minS0Cam Winser, Portfolio Manager & Head of Equities at TriDelta discusses the 2025 stock market rally and his thoughts on if the momentum can continue.
Canadian Wealth Wisdom
Q2 2025 Market Update
Jul 17, 202518 minS0Paul Simon, Portfolio Manager and Head of Fixed Income at TriDelta discusses recent U.S. policy uncertainty, the declining U.S. dollar, and debt sustainability among global governments.
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Canadian Wealth Wisdom
TriDelta Celebrates 20 Years
May 1, 202518 minS02025 marks 20 years since the TriDelta team began working with Canadians. Kyle Taylor and TriDelta founder, Ted Rechtshaffen discuss how wealth management has changed over the prior two decades and our vision for the...
Canadian Wealth Wisdom
Q1 2025 Market Update
Apr 10, 202529 minS0Cameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses the impact of global tariffs and which companies are well positioned heading into the remainder of 2025.
Canadian Wealth Wisdom
Q4 2024 Market Update
Jan 30, 202517 minS0Paul Simon & Kyle Taylor discuss market returns in 2024, what to look for in 2025 and picks for Canadian preferred shares.
Canadian Wealth Wisdom
Maximizing Your Retirement: CPP & OAS
Oct 30, 202412 minS0Advisor and Portfolio Manager, Kyle Taylor provides an overview of CPP, OAS, and strategies for maximizing your retirement benefits while minimizing tax.
Canadian Wealth Wisdom
Q3 2024 Market Update
Oct 30, 202424 minS0Portfolio Manager's Kyle Taylor and Cameron Winser sit down to discuss interest rates, new market leaders, and what investors can expect from the U.S. election.
Canadian Wealth Wisdom
Q2 2024 Market Review
Jul 18, 202428 minS0Paul Simon & Kyle Taylor discuss rising correlations among stocks and bonds, how to position your bond portfolio into 2025, and what to expect from interest rates moving forward.
Canadian Wealth Wisdom
Tax Saving Strategies for Your Corporation
Jul 16, 202434 minS0Asher Tward and Kyle Taylor sit down to discuss the role insurance can play in protecting Canadian business owners from unnecessary tax and how to properly utilize insurance to maximize your estate.
Canadian Wealth Wisdom
Navigating Insurance Throughout Your Life
Jul 16, 202423 minS0Jay Bernbaum and Kyle Taylor discuss the importance of insurance throughout our lives, examine how our needs change as we get older, and how best to integrate insurance into your financial plan.
Canadian Wealth Wisdom
What is Critical Illness Insurance?
Jul 16, 202410 minS0Josh Tward and Kyle Taylor discuss the importance of critical illness insurance for Canadians and how to determine the best policy to fit your needs.
Canadian Wealth Wisdom
Q1 2024 Market Update
May 2, 202427 minS0Cameron Winser, Portfolio Manager and Head of Equities at TriDelta discusses key investment developments from the first three months of 2024 and where he sees opportunities into the rest of the year.
Canadian Wealth Wisdom
Financial Facelift with Matt Ardrey – Meet David & Greta
May 2, 202423 minS0Originally published in the Globe & Mail February 2nd, 2024, Matt Ardrey discusses the real financial plan he developed for David and Greta. Matt answers several important questions such as: When David and Greta should...
Canadian Wealth Wisdom
Financial Facelift with Matt Ardrey – Meet Margaret & Norman
May 2, 202416 minS0Originally published in the Globe & Mail December 8th, 2023, Matt Ardrey discusses the real financial plan he developed for Margaret and Norman. Matt answers several important questions such as: Can Norman retire now...
Canadian Wealth Wisdom
Planning for Retirement as a Single Parent
May 2, 202416 minS0Michelle Hung discusses a real planning scenario and the challenges facing single parents looking to retire and help their kids.
Canadian Wealth Wisdom
Transitioning to Retirement as a High Income Earner
May 2, 202422 minS0Brad Mol discusses a real planning scenario on how a high-income professional can transition into retirement and meet their spending goals while saving on tax.
Canadian Wealth Wisdom
What is the Value of a Financial Advisor?
May 2, 202420 minS0Is there value in working with a wealth advisor? Matt Ardrey and Kyle Taylor discuss ways in which advisors can help avoid acting on impulse, ensuring Canadians have a well thought out plan for what’s next in life, and...
Recent guests
Recent guests on Canadian Wealth Wisdom. Study who booked and why before you pitch.
P
Paul Simon
Portfolio Manager and Head of Fixed Income, Hedgepeth Heredia
C
Cam Winser
TriDelta
C
Cameron Winser
TriDelta
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