Episode 3.2 with Mike Floyd Episode 3.2 with Mike Floyd

Canadian Advisor.cast

Episode 3.2 with Mike Floyd

Mike Floyd, CEO of ThinkForces Advisory Group, on how to get AI right in the Canadian wealth management industry. It is more than a technology shift, he says — it is an opportunity to rethink firm business models.

May 14, 2026

Canadian Advisor.cast

Episode 3.1 with Zayna Khayat

Health futurist and strategist Zayna Khayat talks about your client’s lifespan, healthspan and wealthspan. As our health-care system is transformed by technology and longevity, retirement planning has grown more complex than ever.

April 30, 2026

Canadian Advisor.cast

Episode 2.5 with Dan Hallett

Dan Hallett, vice-president, research & principal at HighView Financial Group talks about the product development process, alternative investments, title protection and his return to advocacy work.

March 26, 2026

Canadian Advisor.cast

Episode 2.4 with Preet Banerjee

Preet Banerjee joins us to talk about how technology and social media are reshaping the wealth management industry — as well as how financial advisors can use new tools to their advantage.

March 12, 2026

Episode 2.3 with Stephanie Wolfe Episode 2.3 with Stephanie Wolfe

Canadian Advisor.cast

Episode 2.3 with Stephanie Wolfe

Stephanie Wolfe shares research Global X Investments Canada commissioned on the popularity of financial influencers and what that means for advisor-client relationships.

February 26, 2026

Episode 2.2 with Dan Richards Episode 2.2 with Dan Richards

Canadian Advisor.cast

Episode 2.2 with Dan Richards

Canada’s pre-eminent advisor to advisors, and longtime Rotman School of Management marketing professor, talks about promoting your practice and using AI.

February 12, 2026

Episode 2.1 with David Chilton Episode 2.1 with David Chilton

Canadian Advisor.cast

Episode 2.1 with David Chilton

Canada's top personal finance author is back with The Wealthy Barber Returns. Chilton weighs in on Gen Z money troubles, total cost reporting and why it takes him so long to write a book.

January 29, 2026

Episode 1.4 with Tanya Staples Episode 1.4 with Tanya Staples

Canadian Advisor.cast

Episode 1.4 with Tanya Staples

Having earned her Ph.D. in financial planning, Prof T joins us to talk about how to make the business more woman-friendly, and better serve female clients in the process.

December 18, 2025