Smart Wealth™ with Thane Stenner: Insights from Pioneers & Leaders

Jul 14 2024 13
Smart Wealth™ with Thane Stenner: Insights from Pioneers & Leaders Podcast artwork

Award-winning portfolio manager and host Thane Stenner helps you understand why being wealthy is not the same as being rich. Join him on this podcast in having authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically and learn what they are currently doing to continue to stay wealthy, longer term. New episodes monthly. For more information visit: https://www.bnnbloomberg.ca/smart-wealth-with-thane-stenner

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Judi Cunningham

Jul 14 2024 56 mins  
Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. She holds a Master’s in Family Systems Counseling and over 25 years of experience working with complex enterprising families. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishin

Ben Rabidoux

Jun 04 2024 46 mins  
Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. North Cove Advisors is consistently ranked in the top 5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors. Ben also leads the research teams at Edge Realty Analytics, which provides simi

Lorne MacLean, K.C.

May 01 2024 52 mins  
Lorne MacLean, K.C. (King’s Counsel) is the founder of top-rated MacLean Law and one of Canada’s most experienced and highly rated family lawyers dedicated to family law and divorce in British Columbia. MacLean has been chosen as a top 25 Canadian Lawyer and a BC Leading Business BIV BC 500 winner in the field of complex and high net worth divorce and family law. His firm was j

Jennifer Risher

Apr 15 2024 45 mins  
Jennifer Risher is an author, speaker, philanthropist, and investor on a mission to move money out of the taboo category and help us have much-needed conversations. Her book, “We Need to Talk: A Memoir About Wealth,” explores the impact of wealth on identity and relationships. In sharing her story, Jennifer aims to validate the emotional complexities of money and help those wit

ANDREW CHAU

Mar 06 2024 40 mins  
Andrew is co-founder and Chief Executive Officer of Neo Financial — a leading Canadian fintech company that’s transforming how Canadians earn, save, and spend money. Founded in 2019, Neo has raised more than $299 million in funding, employs more than 700 people in Calgary and Winnipeg, and has been recognized as Canada’s top tech startup by LinkedIn. In addition to serving mo

KIM G C MOODY

Feb 07 2024 49 mins  
⦁ Kim is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the CEO / Director Canadian Tax Advisory with Moodys Private Client Law LLP / Moodys Private Client LLP and Moodys Tax (a division of Moodys Private Client Law LLP). ⦁ Kim also recently branched out through his professional corporation to put more energy into

TONY DWYER

Dec 20 2023 36 mins  
Tony serves as Canaccord’s Chief Market Strategist, and member of the Firm’s U.S. Operating Committee and has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spendin

BEN RABIDOUX

Dec 06 2023 48 mins  
Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. North Cove Advisors is consistently ranked in the top 5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors. Ben also leads the research teams at Edge Realty Analytics, which provides simi

JASON SARAI

Nov 01 2023 59 mins  
Jason Sarai is the Founder and Creative Director of SARAI Bespoke, a boutique lifestyle brand that creates custom luxury garments for a global clientele. The company’s sartorial vision combines old world craftsmanship with modern sensibility to produce clothing that stands the test of time. Founded in 2014, SARAI Bespoke is based in Vancouver, but serves clients across Canada, th

CINDY RADU

Oct 04 2023 51 mins  
· Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. As an integrated advisor, Cindy draws on over 35 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions, and family offices. She uses her skills to provide an objective perspe