The Unlimited Podcast by Ginsler Wealth

Ginsler Wealth

The Unlimited Podcast is a Ginsler Wealth audio production. GW’s CEO, Brian Ginsler, provides his thoughts on investing and the markets, and speaks with a variety of investment managers and other non-investment specialists to discuss themes relevant to successful families. Ginsler Wealth is a new wealth management experience. We exist to serve successful families that embrace independence and the flexibility it provides; families that want unconstrained wealth management solutions; and families that expect a higher, more personal level of service. Think of it as your wealth…Unlimited. read less
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Episodes

E39: Small-Cap Equities with Jordan Zinberg
24-05-2024
E39: Small-Cap Equities with Jordan Zinberg
Small-capitalization ("small-cap") equity investing requires a specialized investment and trading skillset. Since its inception in 2018, Bedford Park Capital has proven its proficiency in this area. Bedford's President & CEO Jordan Zinberg joins Brian to explain what small-cap equities are, what it takes to be a successful small-cap investor, and why some of the risks of small-cap investing may actually be opportunities in disguise. Jordan Zinberg is the President and CEO of Bedford Park Capital Corporation. Jordan has over 20 years of investment industry experience, including portfolio management and trading, and has served as a director of both private and public companies.  Before founding Bedford Park Capital, Jordan was a Managing Director and Portfolio Manager at a prominent Toronto-based investment management firm.  Prior to that role, Jordan spent 7 years at one of Canada’s largest investment dealers.  He holds an MBA from the Schulich School of Business as well as several industry licenses and certifications. He also holds the Chartered Investment Manager designation and is a fellow of the Canadian Securities Institute. Timestamps 0:00 Disclaimer & Intro 4:11 Jordan's journey to founding Bedford Park 7:57 What are "small-cap" equities? 12:19 What makes small-cap equities attractive? 16:02 Finding companies that meet Bedford's criteria 19:02 Difficulties purchasing small-cap equities 21:59 Positives & negatives of small-cap equities 26:59 How Bedford found one of their best holdings 33:03 Jordan's outlook on the economy and stock market 35:48 Behind the scenes at BNN 38:42 If Jordan could do anything, what would it be? 39:57 Outro
E38: Federal Budget Breakdown with Ali Spinner
19-04-2024
E38: Federal Budget Breakdown with Ali Spinner
On Tuesday, April 16, the government of Canada revealed its 2024 Federal Budget with major changes that impact investors, savers and business builders - most significant of which being an increase to the capital gains inclusion rate. In this "breaking news" episode of The Unlimited Podcast, we bring back the "Tax Ninja", Alexandra (Ali) Spinner, to help break down the key changes and provide some guidance for immediate and long-term actions and plans. Ali can also be seen discussing the Federal Budget changes on BNN Bloomberg. Key changes covered include: The increase to the capital gains inclusion rateThe increase to the Lifetime Capital Gains ExemptionThe introduction of the Canadian Entrepreneurs IncentiveChanges to the Alternative Minimum Tax (AMT) Ali is a Partner in Crowe Soberman’s Tax Group, a member of the firm’s Management Committee, and leader of the High-Net-Worth tax practice. Ali has more than 20 years of experience in public accounting and tax and estate planning. Her practice focuses on helping wealthy families and high-performance professionals structure their affairs in a tax-efficient manner. Ali’s broad technical expertise includes domestic, cross-border, and international tax matters for individuals, trusts, estates, and corporations. She is experienced in complex estate and trust planning, post-mortem planning, corporate reorganizations, and the preparation of Canadian tax returns and compliance forms. In 2022, she was elected as a Fellow of the Chartered Professional Accountants of Ontario. Timestamps 0:00 Disclaimer & Intro 2:15 Highlights of the budget changes 13:00 Why change capital gains tax rates? 20:54 Impacts on the general public 29:44 Who will feel the largest impact? 34:01 Canadian departure tax 36:11 Exemptions, incentives, and philanthropy 42:21 Outro 43:33 Ginsler Wealth's full theme song
E36: Insurance 201 with Sterling Park
03-04-2024
E36: Insurance 201 with Sterling Park
As a follow-up to Episode 33: Insurance 101 with Simon Kay, this episode features Zak Goldman and Jonah Mayles from Sterling Park providing an "Insurance 201" lesson for our listeners, with a focus on the tax and wealth creation advantages of whole life insurance. Whole life insurance is a permanent insurance policy that grows in value over time by participating in distributions from the insurance company’s pool of investments. This type of policy offers a significant opportunity to boost wealth and estate value, for two key reasons: The policy's value grows tax-free and is typically distributed tax-free[i] upon death, andWhen held within a corporation, the proceeds can be paid to your estate on a tax-free basis[ii] without being subject to additional taxes like most other corporate assets. For someone with a corporation, the additional after-tax value of dollars invested in a whole life insurance policy can be potentially double what could be achieved without the use of insurance.[iii] Brian and the "Dynamic Duo" of Zak and Jonah explain whole life insurance and how it works, compare the after-tax result of using insurance vs. not, and provide insight into how to know if an insurance policy is right for you. Zak is a founding partner of Sterling Park. He has advised affluent clients and business owners for over 20 years. He holds the Family Enterprise Advisor™ (FEA) designation and an MBA from the Rotman School of Business at the University of Toronto. Jonah is a partner at Sterling Park and is the tax, legal and estate planning guru in the firm. Before joining Sterling Park, Jonah was a tax lawyer at Fraser Milner Casgrain and Torkin Manes where his practice focused on business succession planning, estate planning, advising on and drafting family trusts and structuring/implementing tax-efficient sales and purchases of businesses. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. This episode is brought to you by Ginsler Wealth Financial Services Inc., a FSRAO licensed insurance agent corporation. Nothing in this podcast should be deemed to be insurance or financial advice, and is for informational purposes only. [i] The tax-free nature of whole life insurance may not be absolute under certain circumstances, including in shorter duration insurance policies. This letter is meant only to provide a high-level overview of the benefits of whole life insurance and is not comprehensive. Please speak with Ginsler Wealth Financial Services Inc., a FSRA licensed insurance agency, or your own insurance advisors for more specific details. [ii] Ibid. [iii] The precise outcome of utilizing these types of insurance policies will depend on the age, gender and medical profile of the insured(s) at time of entering into the policy and the age of death of the unsured(s) amongst other factors. Talk to Ginsler Wealth Financial Services Inc. or you own insurance advisor for more precise details. Timestamps 0:00 Disclaimer & Intro 5:00 How Zak & Jonah entered the insurance industry 10:42 Term insurance vs. whole life 12:40 Whole life insurance & how it works 22:16 Using insurance to transfer wealth 41:55 Tips for prospective insurance buyers 44:48 Simplifying insurance buying 51:31 If Zak & Jonah could do anything, what would it be? 53:18 Outro & Disclaimer
E35: The Luxury Car Business with Francesco Policaro
08-03-2024
E35: The Luxury Car Business with Francesco Policaro
The automotive industry is undergoing a transformation with the rise of electric vehicles and the introduction of new technologies and new ways of interacting with car buyers--all while operating in a challenging economic environment. Luxury auto dealers are at the forefront of many of these changes. On this episode of The Unlimited Podcast, Brian speaks with Francesco Policaro, CEO of Policaro Group, a luxury auto retailer in the GTA and southern Ontario. Brian and Francesco discuss automotive industry trends, what a prospective car buyer should know, managing a multi-generational family business, the current state of the economy, and more! Founded in 1979 by Francesco's father and two uncles, Policaro Group has emerged as a prominent automotive retail group in the GTA and Southern Ontario. Currently, their expansive group encompasses Acura, BMW, Jaguar, Land Rover, Lexus, Porsche, and Volvo. Policaro Group is involved of many aspects of the automotive experience, ranging from helping customers purchase their first car, sourcing exotic super sports cars, and supporting professional racing, all with an incredible focus on the customer experience. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. Timestamps: 0:00 Disclaimer & Intro 4:21 Policaro Group's history 8:22 Sourcing luxury cars 15:00 Making the customer experience exceptional 20:16 Technology evolving the automotive industry 27:41 Improving the typical "car buying" experience 36:51 Francesco's favourite cars & super sports division 40:51 Managing a multi-generation family business 44:42 Francesco's economic outlook 48:08 If Francesco could do anything, what would it be? 50:18 Outro
E33: Insurance 101 with Simon Kay
31-01-2024
E33: Insurance 101 with Simon Kay
As long as humans have been taking risks, we have been looking for ways to mitigate those risks. Insurance, while a very popular risk transfer tool, can be complex and easily misunderstood. On this episode of The Unlimited Podcast, Brian speaks with Simon Kay of IPS insurance, who provides an Insurance 101 lesson, focusing on insurance for individuals and families. Brian and Simon discuss different types of insurance, how to determine how much insurance you need, individual vs. group coverage, and more. Simon is the President of IPS Insurance, a specialized insurance advisory firm with a very unique private underwriting approach to determine insurability. Simon is an insurance industry veteran, having started his insurance career back in 1988 as an insurance agent at London Life. More recently, Simon is a founding investor in Fairgrounds, a free-to-join racquet club focusing on Pickelball and Padel – some of the fastest growing sports in the word. And COMING SOON...The Unlimited Podcast goes back to school for Insurance 201, where we explore the use of insurance for tax-efficient wealth accumulation. Timestamps 0:00 Disclaimer, History of Insurance, & Intro 8:58 Needs & Efficiencies 14:22 What is insurance? 18:23 How do insurance companies work? 24:06 permanent vs. term insurance 34:38 Tax benefits of insurance 39:01 Who is each type of insurance for? 45:23 The importance of disability insurance 53:22 Individual vs. group insurance 56:44 What is Fairgrounds? 1:02:25 if Simon could do anything, what would it be? 1:05:07 Outro & disclaimer The original article for Brian's summary of the history of insurance can be found here. This episode is brought to you by Ginsler Wealth Financial Services Inc., a FSRAO licensed insurance agent corporation. Nothing in this podcast should be deemed to be insurance or financial advice, and is for informational purposes only. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know.
E31: The State of Real Estate with Rob Kumer
22-12-2023
E31: The State of Real Estate with Rob Kumer
Real estate is a hot topic for Canadians, especially in the current housing-challenged environment. Rob Kumer, incoming CEO of KingSett Capital, describes what he's seeing now and what Canadians might expect from the real estate market and the economy in 2024 and beyond. Brian and Rob discuss Rob's path to CEO of KingSett, KingSett's investment process, various real estate sectors, affordable housing, government policies, the path to environmentally sustainable real estate, and more! Rob graduated with an HBA degree from the Ivey Business School. He joined KingSett in 2004 as an analyst and is currently President & Chief Investment Officer, as well as incoming CEO, effective January 2024. Rob is also a director of the Sinai Health System foundation in Toronto. Founded in 2002, KingSett is one of Canada's leading real estate private equity firms, managing approximately $18 billion across real estate asset classes including office, industrial, residential & affordable housing, retail, urban, hotel and development. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. Timestamps 0:00 Disclaimer & Intro 2:56 Rob's beginning at Ivey 7:00 KingSett's evolution 9:28 Rob's history in real estate 14:56 How does KingSett evaluate investment opportunities? 18:31 The economy through KingSett's lens 25:00 KingSett's mortgage lending 32:38 How does Rob view the housing shortage? 41:55 The economics of affordable housing 47:19 KingSett's zero carbon initiatives 50:05 The results of working from home 58:33 Lessons Rob is taking into the role of CEO 1:02:50 If Rob could do anything, what would it be? 1:05:12 Outro 1:06:34 Year in Review
E30: The Wisest Investment with Robin Taub
10-11-2023
E30: The Wisest Investment with Robin Taub
November is Financial Literacy month in Canada, so as part of Ginsler Wealth's ongoing efforts to promote financial literacy, Brian speaks with Robin Taub, CPA, CA, the author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life. Brian and Robin discuss her path to writing the book on financial literacy, the 5 Pillars of Money, her 11 Healthy Habits of Financial Management, and how parents can overcome the challenges of teaching their children about money. Robin is a Chartered Professional Accountant (CPA, CA), keynote speaker, and bestselling author recognized for her expertise in personal finance and financial literacy. Her award-winning book, The Wisest Investment, has received accolades, including praise from David Chilton, the star of Dragons' Den and author of The Wealthy Barber. With a unique ability to simplify complex money topics, Robin acts as the "Google Translate" for personal finance, making it accessible to all. Her background includes roles in audit, taxation, and derivatives marketing at leading Canadian firms. She is also a passionate advocate for advancing women CPAs into leadership roles. Robin holds a Bachelor of Commerce degree with High Distinction from the Rotman School of Management at the University of Toronto and is a lifelong learner, having completed the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. Residing in Toronto, Robin and her husband have raised two (mostly) money-smart young adults. Besides her financial expertise, she enjoys snowboarding, cycling, and attending concerts, including a memorable backstage encounter with Bruce Springsteen. For more about Robin and to purchase a copy of The Wisest Investment, click here. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. Timestamps: 0:00 Intro & Disclaimer 3:42 Robin's financial journey 9:23 Why should parents teach their kids financial management? 11:45 Robin's Five Pillars of Money 17:01 How should an allowance work? 20:58 11 Healthy Habits of Financial Management 27:45 How can parents actually teach financial literacy? 34:39 Fraud, phishing, and cybersecurity 37:36 Robin's Key Tip 38:16 Meeting Bruce Springsteen 40:50 If Robin could do anything, what would it be? 41:57 Outro and disclaimer
E28: Private Equity Secondaries with Robert McGrath
29-09-2023
E28: Private Equity Secondaries with Robert McGrath
The private equity asset class is often absent from the portfolios of the everyday investor. For those that do invest in private equity, they experience large capital requirements, long holding periods, and often higher risk - albeit in the pursuit of higher returns. Private equity secondaries may mitigate some of the challenges noted above. In this episode of The Unlimited Podcast, Brian speaks with Robert McGrath, Founder and Managing Director of Overbay Capital Partners, who will explain what private equity is, introduce private equity secondaries, and share the backstory of how he and his brother became early leaders in this space. Overbay Capital Partners, is a private equity secondaries firm managing almost $2 billion in assets on behalf of institutions and private investors. Robert leads Overbay's investment team and is responsible for the overall management of the firm. Rob began working in secondaries almost 20 years ago when the secondary market was still in its infancy and a tiny fraction of its size today. He has had a front row seat on the secondary market as it grew from obscurity to the prominent investment strategy it is today. Prior to forming Overbay, Rob worked for 12 years as an intermediary in the secondary market at Setter Capital where he advised institutions on buying and selling private equity funds. Over that period, Rob was one of the most prolific secondary deal makers in the world, completing over 700 transactions, representing more than $20 billion in value. Robert holds a Bachelor of Arts degree from Queen's University and a Master of Science degree in Accounting & Finance from the London School of Economics. If you like what you hear, please don't hesitate to rate us kindly. And if there are particular topics you'd like covered, please let us know. Timestamps: 0:00 Intro & Disclaimer 4:13 What is private equity? 10:37 Where does private equity fit in a portfolio? 14:13 Barriers to accessing private equity 17:18 Private equity experience and the "J" curve 25:21 Robert's history with private equity 28:16 Why would an institution want to sell private equity? 31:08 Why buy private equity secondaries? 34:57 Founding Overbay 41:32 How do private equity secondaries differ from regular private equity? 45:33 How does Overbay pick the secondaries to buy? 48:57 Returns on private equity secondaries 53:42 If Robert could do anything, what would it be? 55:41 Outro
E27: Leading Champions with Frank Dancevic
12-09-2023
E27: Leading Champions with Frank Dancevic
While the U.S. Open ended on Sunday, the World Championships of Tennis – known as The Davis Cup – is on! And Team Canada is back to defend their championship title after winning last year’s tournament. On this episode of The Unlimited Podcast Brian speaks with Frank Dancevic, former professional tennis player and current Captain of Canada’s Davis Cup team. We were lucky to catch Frank just hours before he joined his team in Bologna, Italy for the start of Canada’s defending run. Hailing from Niagara Falls, Ontario, Frank Dancevic is a retired Canadian professional tennis player. He first became the country's top singles player, according to ATP rankings, on February 10, 2003, as an 18-year-old, and achieved a career-high singles ranking of world No. 65 in September 2007. He has been the captain of Canada's Davis Cup team since 2017 and continues to lead top-ranked Canadian tennis players Felix Auger-Aliassime, Vasek Pospisil, and Denis Shapovalov, among others, in this year’s Davis Cup. In this episode, Brian speaks with Frank about his experience as a professional tennis player, what it takes to be a world-class athlete, and how to lead and coach high performers. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. Timestamps 0:00 Disclaimer & Intro 3:44 Frank's journey to professional tennis 12:55 Where did "Frank the Tank" come from? 14:34 Being your best as a professional athlete? 21:15 Different stressors of singles and doubles tennis 25:40 Transitioning from player to captain & leadership strategies 28:57 How to get the best out of your team 32:10 Frank's highlights against Rafael Nadal and Novak Djokovic 37:05 If Frank wasn't a pro tennis player, what would he be? 39:01 Outro & Disclaimer
E26: Everything is Sales with Darren Rabie
25-08-2023
E26: Everything is Sales with Darren Rabie
Brian believes that everyone needs to understand sales because ultimately, "everything is sales". What does this mean? Sales expert Darren Rabie joins Brian on this episode of The Unlimited Podcast to help answer that question, and discuss how sales can be applied to more aspects of life than you may think. Darren Rabie was born in Cape Town, South Africa. His father owned successful clothing stores and his mother was a teacher. Along with his two brothers, he lived a wonderful life. But the fears and injustice of Apartheid drove the family to immigrate to Toronto in 1977. In Canada, with no money or connections, Darren’s father started a clothing import business and his mom became a travel agent. He grew up learning from two hard-working, never complaining, dedicated and loving parents who sacrificed for their kids. As a teenager, Darren had lots of jobs but quickly realized that he was more entrepreneur than employee. After graduating from Ivey Business School in 1996, Darren co-founded his first company – The Results Group (TRG) – an outsourced lead-generation firm for B2B businesses. By 2003 Darren realized that many of TRG’s clients lacked the sales leadership, structure and tools to succeed, no matter how many leads were generated for them. So, he sold TRG and founded Focus Sales Management – initially renting himself, then others, out as part-time sales managers for small B2B companies. In 2010 another division was born – Focus CRM – to provide ongoing support and training contracts for companies struggling with salesforce.com. In 2018, Darren decided to make his next life change and sold Focus to his partners in the firm. Brian and Darren discuss human nature, applying sales concepts in your personal life, Darren's "12 C's" (characteristics) of effective (sales)people, and more. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. Timestamps 0:00 Disclaimer & Intro 1:28 Brian's 15 Year Harvard Reunion 5:48 Darren introducing sales courses to Ivey 7:44 Darren's sales background 11:38 Is "sales" a dirty word? 20:13 Sales & human nature 36:59 Applying sales to success in everyday life 49:13 Darren's "12 C's" of successful (sales)people 53:56 How have sales tools changed? 58:24 Is sales a good start to your career? 1:00:52 If Darren could do anything, what would it be? 1:03:36 Outro & disclaimer
E25: The Perfect Cup with Andrea Chiaramello of Lavazza Canada
21-07-2023
E25: The Perfect Cup with Andrea Chiaramello of Lavazza Canada
At Ginsler Wealth, we love coffee. Recently, Brian spoke with Lavazza Canada President, Andrea Chiaramello, at the Truffle Kings media preview event, for a special live recorded episode of The Unlimited Podcast. Andrea Chiaramello was born and raised in Turin, Italy, hometown of Lavazza. He has been a coffee “addict” for decades, after spending most of his working life as an export manager, specializing in Route-To-Market projects, bringing Italian products into international markets (Europe, North and South America, Middle East). Andrea joined Lavazza and moved to Toronto in 2017 leading the Canadian operations across all channels. Lavazza, also known as Luigi Lavazza S.p.A., is an Italian coffee manufacturer that was founded in Turin in 1895 by Luigi Lavazza. It started as a small grocery store on Via San Tommaso 10 and is currently managed by the third and fourth generations of the Lavazza family. The company imports coffee from various countries, including Brazil, Colombia, Guatemala, Costa Rica, Honduras, Uganda, Indonesia, the United States, and Mexico. Lavazza was introduced to Canada in 1971. The company expanded its presence internationally and began exporting its coffee products to various countries, including Canada. Since then, Lavazza has established a presence in the Canadian market and offers its range of coffee products to Canadian consumers. Brian and Andrea discuss the history of Lavazza, Italian coffee culture, how to make the perfect cup of coffee at home, and much more. Make sure to stay tuned to the very end of the episode for a special offer! If you like what you hear, please don't hesitate to rate us kindly. And if there are particular topics you'd like covered, please let us know. The full video can also be found on YouTube. Timestamps 0:00 Disclaimer & intro 3:15 History of Andrea & Lavazza 6:26 Comparing coffee and wine 8:11 Lavazza's operations in Canada and abroad 10:05 Italian coffee culture 11:44 What it takes to make coffee 15:28 Where do the best coffee beans come from? 20:58 Making the perfect coffee at home 25:51 The rules of coffee in different cultures 30:51 Inflation in coffee prices 35:01 Investing in the coffee industry 37:11 Lavazza & tennis sponsorships 38:47 If Andrea could do anything, what would it be? 40:42 Outro and a special treat
E23: What is SPAC Arbitrage? with Jamie Wise from Periscope Capital
16-06-2023
E23: What is SPAC Arbitrage? with Jamie Wise from Periscope Capital
SPAC Arbitrage. While it may sound complicated, we are lucky to have Jamie Wise, President & CEO of Periscope Capital, as our guest on The Unlimited Podcast to explain. In fact, we'll go all the way back to basics to understand what "arbitrage" is and why investors have been trying to find arbitrage opportunities forever. Prior to launching Periscope Capital in 2009, Jamie was a managing director at Moore Capital Advisors Canada, a multi-strategy Canadian-focused hedge fund. Prior to Moore Capital, Jamie was a Managing Director and Portfolio Manager at BMO Capital Markets where he led an internal proprietary trading group (we'll explain what that means as well). At BMO, Jamie was appointed the youngest Managing Director in the firm’s history. He has an undergraduate business degree (hons.), graduating first in his class from the Ivey School of Business at the University of Western Ontario in 1998 and holds a Chartered Financial Analyst (CFA) designation. Jamie is also the founder of Buzz Indexes, creators of the BUZZ index (NYSE:BUZZ), also known as the VanEck Social Sentiment ETF. BUZZ uses AI to measure investor sentiment across millions of social media posts each month, ranking the top 75 stocks in the BUZZ NextGen AI US Sentiment Leaders Index™. Brian and Jamie discuss what it takes to be successful as a young professional, SPACs 101, the beauty of asymmetric returns, how AI is being used in markets today, and much more. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. Timestamps 0:00 Disclaimer & Intro 5:02 Jamie's journey to founding Periscope 11:43 Entering the finance industry as a young professional 15:01 What does "arbitrage" mean? 19:46 Developing investment strategies using AI 29:05 SPACs 101 39:02 SPACs in today's market 44:09 What's the arbitrage opportunity in the SPAC structure? 51:24 How does Periscope decide which SPACs go into the fund? 57:01 Where does this strategy fit in an investor's portfolio? 59:11 Outro & Disclaimer
E22: Business News Anchor Jon Erlichman
19-05-2023
E22: Business News Anchor Jon Erlichman
On this episode of The Unlimited Podcast, BNN Bloomberg news anchor Jon Erlichman joins Brian for an interesting "behind-the-scenes" look at what it's like to be a business journalist. Brian and Jon discuss what it takes to be "on" all the time, what makes a great interview, some stories from Jon's celebrity interviews, and much more! Jon Erlichman anchors BNN Bloomberg’s morning program, The Open, which airs every weekday. He also serves as co-host of Bloomberg’s global program "Bloomberg Markets,” which airs weekdays as well. Erlichman has a background as a scoop-oriented reporter, an accomplished interviewer of top global CEOs and a digital innovator. On BNN he has interviewed too many high profile Canadian CEOs and business leaders to name. Erlichman has interviewed athletes such as Connor McDavid, entertainers such as Robert DeNiro, Ice Cube, Dan Aykroyd and Charli XCX, and entertainment industry players including Brian Grazer, Jerry Bruckheimer, Disney’s Michael Eisner, Ron Howard and Jon Favreau, leading investors such as David Einhorn and Michael Burry, and media and tech leaders including Barry Diller and Jimmy Iovine. Among other roles, Erlichman previously served as a correspondent for ABC News in Los Angeles, an anchor and reporter for Bloomberg Television in New York, and in San Francisco with “Bloomberg Technology”. Beyond his traditional news experience, Erlichman is passionate about digital media. In 2015, he helped launch Parachute TV, the first live streaming TV channel on Twitter’s Periscope app and he himself has more than 100,000 followers across all social media platforms. Click here for Jon's full bio from BNN Bloomberg. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. Timestamps 0:00 Intro & Disclaimer 3:34 Jon's career path 6:28 How does Jon get ready to be 'On Air'? 13:58 What broadcasting from home during COVID was like 18:35 How does rapid information accessibility affect the newsroom environment? 22:37 What is the role of the media in sharing information? 25:25 Balancing short-term and long-term market reporting 29:15 Jon's tips for a good interview 34:44 Jon's experience interviewing Kobe Bryant 40:13 When has Jon been 'Starstruck'? Hint..."are you talkin' to me?" 43:03 Dealing with 'bloopers' in the newsroom 46:03 If Jon could do anything, what would it be? 47:48 Outro
E21: Tax-Effective Giving with Ali Spinner
24-04-2023
E21: Tax-Effective Giving with Ali Spinner
Even though this tax season is coming to a close, it's never too late to start planning for next year! On this episode of The Unlimited Podcast, Alexandra (Ali) Spinner joins Brian to share some tips and tricks for maximizing your charitable donations. Brian and Ali discuss Ali's "Three W" framework for giving, alternative donation methods, different avenues for philanthropy, how Ali became known as the Tax Ninja, and much more! Ali is a Partner in Crowe Soberman’s Tax Group, a member of the firm’s Management Committee, and leader of the High-Net-Worth tax practice. Her practice focuses on helping wealthy families and high-performance professionals structure their affairs in a tax-efficient manner. She works closely with her clients to ensure that their short and long term personal, financial, estate, and philanthropic goals are carefully considered in their planning. Ali brings a high level of passion and warmth to her practice and enjoys building deep relationships with her clients across generations. Ali’s broad technical expertise includes domestic, cross-border, and international tax matters for individuals, trusts, estates, and corporations. She is experienced in complex estate and trust planning, post-mortem planning, corporate reorganizations, and the preparation of Canadian tax returns and compliance forms. Her transaction advisory experience includes tax due diligence and business purchase and sale structuring. She has testified in Ontario court and has been recognized by the court as an expert in taxation matters. Ali has more than 20 years of experience in public accounting and tax and estate planning. In 2022, she was elected as a Fellow of the Chartered Professional Accountants of Ontario. The distinction of Fellow formally recognizes her exceptional service to the professional and to the broader community. Ali is a past lecturer in the Commerce Program at the University of Toronto’s Rotman School of Management, CPA Canada’s In-Depth Tax Program, and the School of Accountancy Tax Program administered by CPA Ontario. In 2020, Ali was the recipient of the Award of Excellence presented by the Jewish Foundation’s Professional Advisory Committee. In 2016, she was a winner of the M&A Advisor Emerging Leaders Award (Top 40 Under 40). In 2015, she received the CPA Ontario and the Institute for Management & Innovation at the University of Toronto’s Alumni Award. She is also a 2002 recipient of the Gordon Cressy Student Leadership Award from the University of Toronto. If you like what you hear, please don’t hesitate to rate us kindly. And if there are particular topics you’d like covered, please let us know. Timestamps: 0:00 Intro and Disclaimer 3:02 How did Ali become the Tax Ninja? 5:15 How does Ali balance conservative vs. aggressive tax strategies? 7:54 What's happening inside the CRA? 11:53 What is tax-effective charitable giving? 16:04 The first W: What? 27:54 The second W: Where? 30:06 The third W: When? 32:40 Setting up private foundations 39:30 Donor Advised Funds 45:36 If Ali could do anything, what would it be? 46:47 Outro