Sep 18, 202632 min
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...
About this Podcast:
WP Talk is a podcast from Wealth Professional Canada, an online and print publication for financial advisors across the country. Go to www.wealthprofessional.ca for all the latest industry news and views or to subscribe to our daily newsletter.Financial Advice, Planning News & Resources | Wealth Professionalhttps://www.wealthprofessional.ca
Pitch Analysis
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
28%
Guest openness
Selective
80/100
Required Score
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What is WP Talk about?
WP Talk is a podcast from Wealth Professional Canada, an online and print publication for financial advisors across the country. Go to for all the latest industry news and views or to subscribe to our daily newsletter.
What has WP Talk covered recently?
Recent episodes include "What does resilience look like?" (18 September 2026, 32 minutes), "Who will capture value from AI long-term?" (29 July 2026, 32 minutes), and "An advisor plans his own retirement" (26 February 2026, 31 minutes).
How often does WP Talk publish?
WP Talk publishes roughly every few months, with episodes averaging 17 minutes across 500 episodes.
How hard is it to get booked on WP Talk?
Booking probability for WP Talk is 28%, and the host is rated Selective on guests. WP Talk requires a Pod Score of 80 or higher. WP Talk's contact route on record: verified email.
Who should pitch WP Talk?
The strongest fits for WP Talk are Investment Banking & Trading. WP Talk has a business audience.
About the host
WP Talk is a business podcast with 500 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.
- Jul 29, 202632 min
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...
- Feb 26, 202631 min
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...
- Nov 26, 202531 min
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...
- Oct 16, 202526 min
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.
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- Mar 28, 202529 minS0
Learn why Michael Lee-Chin, billionaire chairman of Portland Holdings Inc. is now focused on two key issues facing mankind: clean energy and cancer.
- Feb 26, 20251h 7mS0
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.
- Jul 24, 202412 minS0
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.
- Apr 30, 202441 minS0
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.
- Nov 7, 20234 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Nov 6, 20234 minS0
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- Nov 3, 20233 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Nov 2, 20234 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Nov 1, 20235 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Oct 31, 20234 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Oct 30, 20235 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Oct 27, 20234 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Oct 26, 20234 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Oct 25, 20235 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
- Oct 24, 20234 minS0
Our WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca
Recent guests
Recent guests on WP Talk. Study who booked and why before you pitch.
C
Chad Larson
Partner and Senior Portfolio Manager, Mel-O-Cream Donuts
M
Michael Lee-Chin
chairman, Portland Holdings Inc.
D
Dr. Jim Thorne
Chief Investment Strategist, Wellington-Altus Private Wealth
S
Scott Starratt
Starratt Wealth Management of Canaccord Genuity
Best industries to pitch WP Talk for
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