Shows
The Andrew Carter PodcastThe Andrew Carter Morning Show with Ken Connors (Monday, July 14, 2025)Ken Connors hosted today's CJAD Morning Show. Joining Ken this morning were entertainment reporter John Moore, ScotiaMcLeod senior wealth advisor Arnie Zwaig, University of Toronto Professor Daniel Wigdor, Dr. Mitch Shulman with his two minute checkup and Marie G. Pilon, the Vice President of Québec Réunifié.2025-07-1429 min
The Andrew Carter PodcastThe Andrew Carter Morning Show with Ken Connors (Tuesday July 1, 2025)Ken Connors hosted the Canada Day edition of the CJAD 800 Morning Show. Ken was joined by Pierrefonds Mayor Jim Beis, ScotiaMcLeod senior wealth advisor Arnie Zwaig, the Montreal Gazette's Bill Brownstein, the owner of BE WTR Mike Hecker, Dr. Mitch Shulman with his two minute checkup, Stéphanie Barabé, the Founder of StéZen and Pattie Lovett Reid, the chief financial commentator for Home Equity Bank and former chief finance correspondent at CTV.2025-07-0143 min
The Andrew Carter PodcastThe Andrew Carter Morning Show (Tuesday, June 24 2025)Ken Connors hosted the holiday edition of the CJAD Morning Show. Joining Ken this morning were entertainment reporter John Moore, Old Mission Brewery CEO James Hughes, Dr. Mitch Shulman with his two minute checkup, ScotiaMcLeod senior wealth advisor Arnie Zwaig and John Rennie Teacher Craig Hodgson & his award winning music students, William Grenier-McDermott (senior band) and Rhiannon Shanks (junior band).2025-06-2431 min
Market CallGreg Newman's outlook: North American Equities and Dividend Stocks (May 30, 2025)Greg Newman, senior wealth advisor and portfolio manager at Newman Group - ScotiaMcLeod, shares his outlook on North American equities and dividend stocks.2025-05-3046 min
The Andrew Carter PodcastThe Andrew Carter Morning Show with Ken Connors (Friday May 23, 2025)Ken Connors hosted The CJAD 800 Morning Show. Joining Ken were political insider Tom Mulcair, Dr. Mitch Shulman with his two minute checkup, Virgin Radio's Kelly Alexander, ScotiaMcLeod's Arnie Zwaig, joblo.com's Chris Bumbray and Samuel Trottier Lapointe, president of the Quebec Association of Physiotherapists.2025-05-2326 min
Competent Man PodcastJaime Carrasco – The Art of Making Big Decisions
Jaime Carrasco’s background is in finance and wealth management. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch.
Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies.
Jaime’s insights highlight the importance of w...2025-05-091h 29Market CallGreg Newman: March 28, 2025Greg Newman, senior wealth advisor and portfolio manager at Newman Group ScotiaMcLeod, shares his outlook on North American equities and dividend stocks.2025-03-2846 minMarket CallGreg Newman: Feb. 27, 2025Greg Newman, senior wealth advisor and portfolio manager at ScotiaMcLeod's the Newman Group, shares his outlook on North American equities & market protection strategies.2025-02-2745 min
Geopolitics & EmpireMaryann Gebauer: Expatriating to Latin America & Escaping the Great ResetMaryann Gebauer discusses how she inadvertently ended up escaping Canada for Costa Rica during COVID1984, how we are in the world government endgame to implement totalitarian technological controls, how their focus is on Western developed nations and less on second or third world countries for the moment, the financial coup, Latin America as an expat destination, and how to prepare for the coming storm.
Watch on BitChute / Brighteon / Rokfin / Rumble / Substack
Geopolitics & Empire · Maryann Gebauer: Expatriating to Latin America & Escaping the Great Reset #497
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Maryann GebauerMelissa Ciummei | How to prepare for the financial endgameMaryann Gebauer and Melissa Ciummei discuss money, investments, CBDCs, and digital currency. Melissa Ciummei is a native of Ireland and has been outspoken about the financial endgame. Maryann Gebauer is a former Canadian investment advisor with Nesbitt Burns and ScotiaMcLeod.
https://www.maryanngebauer.com
2023-06-0419 minMaryann GebauerMaryann Gebauer | How to protect yourself when selling a propertyMaryann Gebauer is a former investment broker with ScotiaMcLeod and Nesbitt Burns. Maryann shares some tips on how to reduce your risk when selling property and working with the bank.
https://www.maryanngebauer.com2023-02-0903 minMaryann GebauerMaryann Gebauer | Investing in Unprecedented TimesMaryann Pousette Gebauer, BSc MBA, former Investment Advisor Nesbitt Burns and ScotiaMcLeod, presents to Canadian Covid Care Alliance (CCCA) on the topic of investing. Canada and the world are in uncharted territory. Maryann addresses investments, inflation hedges, central banks, managing debt, pensions, registered accounts, investing in gold, CBDCs, universal basic income, real estate, capital gains taxes and shares some defensive strategies. Includes Q&A.
https://www.maryanngebauer.com2022-02-193h 08
What Has Changed PodcastHow Do You Cover Your Risk and Maximize Your Estate Value?Darren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast. Maddalena (Maddy) Marchese is an insurance and estate planning expert w...2020-11-1838 minWhat Has Changed PodcastHow to Shockproof Your IncomeDarren Farwell is the Founder of The Farwell Group and the Senior Wealth Advisor and Director at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs. Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast. Leslie McCormick is the Senior Wealth Advisor for The Farwell G...2020-09-3000 min
The Andrew Bilak ShowJustin Lacchin: Wealth Building Strategies & Mastering Your Finances‘The people that you think don’t need advice, need advice the most’Who Is Justin Lacchin (IPC Investment Corp., Mowbray Wright Financial Inc.):Justin joined Mowbray, Wright Financial in 2018 as a valued Partner and Financial Advisor. He began his career in financial services in 2012 at ScotiaMcLeod, developing his skills in wealth management, financial planning and client services. At the core of Justin’s planning philosophy, is the belief that individuals should use a long-term, holistic approach to evaluating their personal financial decisions as if they were running their own business. Drawing from his own backg...2020-02-1852 min
Hospice Quinte: Changing Lives PodcastHeart to Heart: Gifting SecuritiesWelcome to Heart to Heart with Hospice Quinte. Each episode we have important and worthwhile conversations about hospice palliative care and end of life issues. Your host, Jennifer May-Anderson, tackles the tough issues with tenderness and the difficult discussions with dignity. This episode, Jennifer is joined by Julie Lange, Portfolio Manager and Director of Wealth Management, and Branch Manager of ScotiaMcLeod Belleville, to talk about her personal experience with Hospice Quinte and discuss gifting securities. About Hospice Quinte Hospice Quinte assists terminally ill individuals and their caregivers by offering them support and co...2019-11-2515 min
The Wealth Navigator Podcast with Richard Dri#030: Saving Strategies with Ashley & LoraBiography: Ashley and Lora have returned to the Richard Dri Podcast! Last episode they discussed some key methods for getting your personal finances in order, and this time around they want to dive even deeper into specific strategies that will allow you to save money. You’ll be amazed at how much less you’ll spend just by taking a closer look at your credit card statement and realizing how little is necessary. In this episode, Ashley and Lora explain how coffee shops and subscription services make our expenses skyrocket, make a case for modern-day coupon clipping, and suggest some cons...2019-11-0628 minThe Wealth Navigator Podcast with Richard Dri#017: Developing Land and Opportunities with Nicholas FideiBiography: Nicholas Fidei is the president of Treasure Hill Corporation and Treasure Hill Commercial, which develop land and build commercial homes throughout the Greater Toronto Area. He’s also part of a cycling team called the CycleWarriors that raises money every summer for cancer research at Princess Margaret Hospital, in which Richard participates. Nicholas believes that a strong work ethic is essential to making your mark and creating opportunities that allow you to succeed. In this episode, Nicholas discusses the impact his father on his entrepreneurial spirit, explains what exactly Treasure Hill does to stand out from the competition, and la...2019-06-1932 minThe Wealth Navigator Podcast with Richard Dri#016: Finding Your Niche and Internet Marketing with Josh SchachnowBiography: Josh Schachnow is a corporate immigration lawyer based in Toronto who assists tech companies in bringing in new talent from beyond Canada’s borders. Josh is also a solo entrepreneur—solopreneur for short—which allows him to work remotely, flexibly, and be almost entirely self-reliant. In this episode, Josh discusses how he came to work in the field of immigration law, argues how online marketing allows you to do more with less, and explains what led him to launch his own networking group. Richard Dri, is a Portfolio Manager and founder of Dri Financial Group at Scotia Wealth Management. By lis...2019-06-0751 minThe Wealth Navigator Podcast with Richard Dri#015: Community and Small Business with Eran GurvichBiography: Eran Gurvich is the young and wise beyond his years co-owner of FC Locksmith Ltd., which provides a variety of locksmithing services to the Greater Toronto Area. Eram’s path to where he is now is very unique, having been raised in a kibbutz—a kind of commune—in his native Israel, done a tour in the Israeli Defence Force, and then moved to Canada to start his own business. Each stage in Eram’s life has provided him with important lessons that shape his current success. In this episode, Eran discusses his upbringing in a kibbutz, explains why his mili...2019-05-291h 06The Wealth Navigator Podcast with Richard Dri#014: Families, Business and Family Businesses with Steve LeglerBiography: Steve Legler is a family enterprise advisor designate, CFA charter holder, and family legacy advisor based out of Montreal. Steve is the founder of Shift Your Family Business, as well as the author of the book of the same name. The Alberta Business Family Institute estimated that family businesses generate approximately 60% of Canada’s GDP, hiring 6 million part- and full-time employees and creating 70% of new jobs. However, a large majority of these family businesses never persist longer than a single generation. At Shift Your Family Business, Steve works with these small business owners to ensure that their companies’ legacies last...2019-05-2354 minThe Wealth Navigator Podcast with Richard Dri#013: Insurance Defense and Cyber Security with Frank BenedettoBiography: Frank Benedetto is a managing partner of GTA law firm Flaherty McCarthy, LLP. Frank has been practicing law for two decades now and occasionally lectures with other members of his practice at Queen’s University. As an insurance defence lawyer, he represents insurance companies in the aftermath of accidents, and occasionally those who have been injured. In this episode, Frank explains how insurance defence ties into your average traffic accident, reveals what lecturing has taught him about his own work, and discusses some of the insurance complications that will likely come with self-driving cars. Richard Dri, is a Portfolio Ma...2019-05-0348 minThe Wealth Navigator Podcast with Richard Dri#012: Healthy Entrepreneurship with Dr. Greg WellsBiography: Dr. Greg Wells is the founder and CEO of The Wells Group, an author, and a retired associate professor at the University of Toronto. For the past 25 years, Dr. Wells has researched the human physical performance, examined how the body reacts when pushed to its limits, and trained numerous athletes including Olympic champions. He believes that strong business leadership comes hand in hand with a heathy body and a healthy mind. In this episode, Dr. Wells discusses his career change from academia to business, how an entrepreneur can make their company more successful through health initiatives, and what can...2019-04-1858 minThe Wealth Navigator Podcast with Richard Dri#011: Being a Lifelong Entrepreneur and Surviving Recessions with Kyle KotackRichard Dri, is a Portfolio Manager and founder of Dri Financial Group at Scotia Wealth Management. By listening to Dri’s podcasts, you will learn the strategies that successful investors use to become financially independent. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. For more information visit www.scotiawealthmanagement.com. Dri Financial Group is a personal trade name of Richard Dri. Biography: Kyle Kotack is the president and co-owner of the Vaughan-based Skylar Me...2019-04-1041 minThe Wealth Navigator Podcast with Richard Dri#010: Culturally Sensitive Care with Pal Di IulioBiography: Pal Di Iulio is the associated editor of Panoram Italia, a culture magazine aimed at Italian-Canadians in the Greater Toronto, Montreal and National Capital regions. Paul previously worked for Villa Charities, Inc. in the Greater Toronto Area for over 35 years, providing the local Italian community with long-term care. In his nearly four decades of work with Villa, he oversaw the development of Villa Colombo in Toronto, Vita Community Services, and several other important programs, working his way up to CEO. In this episode, Pal discusses how he and Villa Colombo have provided seniors with “culturally sensitive care,” suggests how to t...2019-03-2955 minThe Wealth Navigator Podcast with Richard Dri#009: Barrier-Free Real Estate with Jeffrey KerrBiography: Jeffrey Kerr is a licenced RE/MAX realtor and Vice President of Winwood Country Homes, Inc. In his time as a broker, Jeffrey has come to realize how the vast majority of homes—especially in the Greater Toronto Area—do not accommodate for residents with physical disabilities or other accessibility issues. His experiences working with differently abled clients in this market led him to publish the book Barrier Free Real Estate - Achieving Freedom at Home, which he discusses at length with Richard today. In this episode, Jeffrey discusses what inspired him to focus on accessible homes and real esta...2019-03-2235 minThe Wealth Navigator Podcast with Richard Dri#008: CPMS and Investment Discipline with Ian TamBiography: Ian Tam is a chartered financial analyst (CFA), relationship manager at Morningstar Research, Inc. and a financial columnist for The Globe & Mail. He specializes in Morningstar’s Computerized Portfolio Management Services (CPMS), which Richard has been using with his own clients for over 15 years. CPMS provides a consistent, historical database that investors can use to make evidence-based decisions without having to rely on intuition. In this episode, Ian lays out a brief history of CPMS and how it functions, explains why it’s much more reliable than going with your gut instinct, and argues that smaller investors may be in a...2019-03-1543 minThe Wealth Navigator Podcast with Richard Dri#007: Staycations and Stock Options with Paul and CathyBiography: Paul and Cathy have been married for four decades and have been Richard’s clients for over half of that time. Veterans of the broadcast industry and teaching—with Cathy having recently retired from the latter—they are Torontonians through and through. Their comfortable lifestyle is the result of years of careful planning, saving and spending, traits which they have instilled in their equally financially responsible children. In this episode, Paul and Cathy make their case for prioritizing frugality over luxury, offer advice for putting together a will, and explain how the partial school loans their children took out and pa...2019-03-0848 minThe Wealth Navigator Podcast with Richard Dri#006: Investing In Yourself with Bill and KateBiography: Bill and Kate have been married for 42 years and are the parents of two daughters who, thanks to setting a good example, have developed healthy financial habits. Following their wedding, Bill and Kate leveraged their mortgage to move from a smaller townhouse to a large detached home, though now as retirees they’ve opted to downsize. Along the way They’ve also had their share of fruitful and not-so-fruitful business ventures, taking away important financial and life lessons from both the ups and downs. In this episode, Bill and Kate discuss how their financial habits were shaped by parental busi...2019-03-0147 minThe Wealth Navigator Podcast with Richard DriCareful Spending and Pension Planning with Anne-MariaBiography: Anne-Maria is a retired chemical engineer who worked for the Ontario Ministry of the Environment for nearly four decades. Born and raised in a small forestry community in Finland, she immigrated to Canada with her family in 1976 and over the course of a nearly 37-year career was able to secure a sizeable and healthy retirement fund through her pension and careful spending. In this episode, Anne-Maria discusses the benefit of the ministry’s defined pension plan, how she ended up overstretching herself in the early days of her retirement, and why she thinks younger people don’t look towa...2019-02-2241 minThe Wealth Navigator Podcast with Richard Dri#004: Navigating Trendy Investments and Stock Options with JohnBiography: John is a retired Canadian oil company executive who’s spent the last six work-free years travelling from one warm climate to another in what he considers his “endless summer vacation.” A client of Richard’s for nearly three decades, he’s keenly aware of what different companies’ benefits packages have to offer and prefers steady long-term investments over big booms. In this episode, John discusses his valuable learning experiences working for Ford, explains why he retired as early as he did, and outlines the difference between sound and risky investments. Visit richarddri.ca/news/podcasts/ for the full show notes...2019-02-151h 02The Wealth Navigator Podcast with Richard Dri#003: Investing in Real Estate Early and Often with BobBiography: Bob is a physician who’s done his rounds both in a general hospital and at clinics he opened up himself. He’s also built up a lucrative side-career in real estate, taking advantage of the market shift from buying to renting. Now comfortably wealthy, he stresses the importance of saving up and living frugally to live securely later in life, even if it means cheaper living arrangements for the time being. In this episode, Bob discusses his surprisingly early forays into the real estate market, reveals a large oversight many doctors have, and makes his case for using cred...2019-02-0850 minThe Wealth Navigator Podcast with Richard Dri#002: Raising Kids and Retiring Responsibly with Anne and RonBiography: Anne and Ron are married retired teachers who have been clients of Richard for over 25 years. While they came from different economic backgrounds—upper-middle class for Anne and lower-middle class for Ron—they both learned the value of saving money and spending it wisely early on. Decades later, they’ve built a comfortable life for themselves, owning multiple real estate properties and taking eye-opening trips, while being able to pass their ethos onto their children and grandchildren. In this episode, Anne and Ron discuss how diving headfirst into work at a young age taught them financial responsibility, speak highly of the...2019-02-0147 minThe Wealth Navigator Podcast with Richard Dri#001: Spending Wisely and Living Frugally with MiriamMiriam grew up in very modest circumstances, with her family living in the basement of a synagogue during her early years and her mother having to get by on credit and good will. While Miriam’s parents were able to to provide for their family, their ups and downs pushed her to live frugally and invest her money. Thanks to an accelerated track in high school, spending wisely, and jobs in insurance and the Canada-Israel Committee, she was able to put her daughter through private school and comfortably retire. In our first episode, Miriam describes how her experiences growing up co...2019-01-2924 min
From a Woman's Perspective with Marilyn Wetston2015-07-04FROMAWOMANSPERSPECTIVEIn this episode - start July by hearing what's coming to Flato Markham Theatre,then learn what's happening at Flato Developments from president Shakir Rehmatullah.Get an update of the latest in home modifications to keep you safe in your home from Reliable Living Centre.Discover how to make your money work for you tax effectively from Darren Farwell of ScotiaMcLeod.Plus learn about achieving your best hearing from Edmond of Hearing Aid Source Centres and best sight from Bruce Prouty of Pearle Vision.2016-10-1355 min