WealthChat Presented by CGI

In this episode, Lubna speaks with Wayne Farmer, Managing Partner at Islemount Capital Advisors. They discuss the Canadian ASEAN Business Council, what Asia was like in the 1990s, how the Covid pandemic impacted business in Asia, and the lessons that North America can learn from ...  Show more

In this episode Lubna speak with Jamie Read, CEO of BriteBirch Collective. They discuss the methods firms and individuals can employ to establish and maintain their brands in the current environment. They also speak about social media, VR, GenAI, data literacy, changing consumer ...  Show more

Lubna speaks with Murtaza Haider, professor at Toronto Metropolitan University. They speak about Gen AI; what it is and how it's currently impacting our everyday lives. Murtaza shares his thoughts on the risk of AI, and how it can be used to solve some of the big problems we're c ...  Show more

In this episode Lubna speaks with Jamie Holland, Senior Vice-President of Canada Industry Solutions at CGI. They discuss the major wealth trends for 2023, the Voice Of The Advisor survey, the launch of myAutoPlus, and Jamie's expectations for 2024. What does the future hold for d ...  Show more

In this episode Lubna speaks with Dan Richards, professor of marketing at University of Toronto, Rotman School of Management. They discuss effective strategies advisors utilize to establish trust with their clients, the new era of expectations being ushered in by tech firms, case ...  Show more