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James Rockwood
Frontier Of FinanceEpisodes
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Frontier Of Finance
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Episodes of Frontier Of Finance
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*Please read the disclaimer below*Personalization is no longer the exception when it comes to investors’ financial goals—it’s imperative. Investment flexibility is critical to addressing an investor’s unique needs, but the drive for personaliza
Why The Balanced Portfolio is Here to Stay with Benjamin Creary and Vanguard Investments Canada Inc.
Vanguard may be a household name, but it stays true to its humble beginnings and longstanding mission: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. In this episode, Ben Creary
Dividends often get a reputation as something to consider during retirement, but they can be helpful in a portfolio from day 1. Boncana Maiga, Managing Director, Portfolio Manager at Manulife Investment Management, joins the Frontier of Finance
Over her career, Ingrid Macintosh has had a front-row seat in watching how the industry acknowledges and addresses women investors. The VP Wealth, Head of Sales Enablement, Marketing and Digital Strategy at TD, says we’ve come a long way, but d
Saving for retirement can be more personalized than you think. For many years, company-sponsored retirement plans were limited to a pre-selected list of mutual funds and annuity contracts. But now, thousands of employers have enhanced their ret
A business development company, aka BDC, provides financing to small-and-midsized private companies. Investing in a BDC means you have a unique opportunity to participate in funding your local economy with the chance of an attractive return. Of
Wealth management marketing has changed a lot over the years. No one knows this better than April Rudin, Founder and CEO of The Rudin Group. A pioneer of wealth management marketing, Rudin started her career in one of the most tumultuous times
You might have heard the saying, “Time in the market beats timing the market.” But what if there was another market that, until recently, accredited investors didn’t have much access to? Private Markets. Consisting of four major groups: Private
In March 2023, Silicon Valley Bank, a respected regional bank heavily involved in the start-up and tech ecosystem, collapsed. Online chatter about the bank’s standing sparked a bank run and resulted in the largest financial crisis since 2008. T
New season, new format, new co-host. Season 3 of the Frontier of Finance podcast starts now. Before we look ahead, we’re looking to the past. That’s right, we’re going back to the beginning. CapIntel CEO and Founder James Rockwood is back in th
In this episode, James sits down with Jacques Prevost, First VP at CIBC Global Asset Management, who specializes in active corporate bond management, applied to both asset-only and asset liability portfolios. Hear about current events affecting
Planning for retirement is taking on a whole new meaning as a third ‘act’ in our lives – one which involves reframing retirement planning in income terms. In this episode, James welcomes back Fraser Stark, President of the Longevity Retirement
With so much volatility in today’s market, it’s more important than ever for investors to understand how their investments are working for them. In this episode, James sits down with an ETF expert and veteran guest on our show, Jonathan Needham
In this episode, James returns from a brief mid-season break to kick off the second half of the season. For the first time ever on Frontier of Finance, he sits down with Ben Reeves, the Chief Investment Officer at Wealthsimple. In the past, Ben
U.S. equity is often viewed as the powerhouse of long-term potential for capital growth, but in recent years, we've seen a fair share of volatility across the market. In this episode of Frontier of Finance, James explores U.S. equities and the
In this episode, James explores a new strategy that shines a spotlight on the infrastructure behind the massive data boom. He sits down with real estate investment specialist, Matthew Wenman, Director on the Public Securities Group’s Real Estat
In this episode, James explores the latest developments and fundamental changes happening in the world of investing thanks to cryptocurrency’s growing popularity. He sits down with guests Jennifer Sinopoli, SVP & Head of Distribution for Centra
In the first episode of season two, James sits down with the Head of Alternative Investments at Mackenzie Investments, Michael Schnitman, to discuss a new product in the company’s alternatives business. Michaels offers insights about what the a
On the final episode of season one of the Frontier of Finance, we’ve brought in a special guest to speak about an area of investing that has seen tremendous growth. As we head into the new year, clients may be thinking about setting goals relat
In this episode of the Frontier of Finance, James welcomes guests from TD Asset Management (TDAM) back to the show to explore a sector that’s been making headlines since the start of the pandemic – technology. Together with our guests, James ex
In this episode of the Frontier of Finance, James dives into the world of alternative funds or “alts”. Over the course of 2020, assets in Canadian alt funds grew from $5.8 billion to $12.2 billion, according to the IFC. Also known as “liquid al
With the recession of 2008 and the ongoing COVID-19 pandemic, this generation of investors knows to expect market volatility today. While some volatility is unavoidable, most people aren’t big fans of losing money, and making rash calls on your
Diversitification theory is one of the most pervasive investment strategies in the game. With the goal of minimizing the risk of one unfortunate event wiping out your client's entire portfolio, portfolio managers still need to take advantage of
As Canada’s population grows older, it’s becoming increasingly crucial for wealth advisors to discuss the options for accumulating retirement income with their clients. In this episode of the Frontier of Finance, James explores the topic of ret
Given the pandemic we’ve all been living through these past 18 months, the healthcare industry has never been more important. This is why it is crucial for investors to stay abreast of new trends in healthcare to make informed decisions. On thi
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