Canadian Advisor.cast is a podcast dedicated to financial advisors and those who work with them. Host Kevin Press goes in-depth with guests from inside and outside the industry.
The independent life insurance consultant talks product and financial planning with the co-host of the Financial BS Podcast. Let this be the last word on the term vs. perm debate.
11 Jun 2026
Episode 3.4 with John De Goey
The Designed Securities portfolio manager is concerned about equity valuations, political risk, alternatives and more.
28 May 2026
Episode 3.3 with Kelly MacDonald and Matt Saunders
Kelly McDonald and Matt Saunders sit down for a candid conversation about the use of AI tools and AI-related risks in the financial services industry.
14 May 2026
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.
30 Apr 2026
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.
26 Mar 2026
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.
12 Mar 2026
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.
26 Feb 2026
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.
11 Feb 2026
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 how to use AI.
29 Jan 2026
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.
18 Dec 2025
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.
4 Dec 2025
Episode 1.3 with Ben Felix
A look back at the year from heck. Ben Felix on passive investing, sticking to your beliefs and ETF excess. “Higher-fee, more complex products don’t tend to be great for investors.”
20 Nov 2025
Episode 1.2 with Simon Chan
Longevity is redefining financial planning, careers and retirement for millions of Canadians. Simon Chan says, “Not all clients will live to be 100, but there’s good reason for planning to do so.”
7 Nov 2025
Episode 1.1 with Rob Carrick
Canada's personal finance editor-in-chief talks about financial advice, finfluencers and his unretirement plan. (Hint: it includes writing for The Globe and Mail.)
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