Jun 11, 2025
In this episode, we sit down with Margaret Franklin, CFA, President & CEO of the CFA Institute, for a wide-ranging conversation on the evolving landscape of the investment profession. Margaret shares how the CFA Program has adapted in the wake of COVID-19, the responsibility of Charterholders to their clients and...
May 1, 2025
Today, we’re speaking with Chris Ritchie, President of SilverCrest Metals.
Chris Ritchie is a financial markets professional with 15 years of experience in resource-based capital markets, including investment banking, marketing, corporate strategy, network and risk management. Mr. Ritchie earned a B.A from Miami...
Apr 7, 2025
Join Calgary Connects for a special episode featuring Lew Lukens in a follow-up discussion on the Trump administration. Host Matthew Andrade presents a recording of a live webinar from February 25, 2025, where Lukens offers expert insights on the post-inauguration landscape of Trump's second term. This episode builds...
Dec 6, 2024
Today we speak with Clint Davis, CEO of Cedar Leaf financial, the first majority Indigenous-owned investment dealer in Canada. He discusses his Inuit background, the creation of Cedar Leaf, and how Scotiabank is partnering with indigenous communities.
Clint has more than 20 years of experience with financial...
May 31, 2021
This episode brings Franco Lombardo, founder of Veritage Family Office, whose mission is to serve business families by promoting the culture of Safe Space and supporting clients in their development of a living Family Wealth Constitution, to the podcast.
Franco is a leading expert on the emotional impact money...