Tips and tech for Canadian professionals in solo private practice. Explore proven strategies to attract ideal clients, reduce admin overhead, protect client privacy, and foster sustainable growth. All without leaning on aggressive marketing and hustle-culture tactics. Join host Greg Mount on the quest for a calm, more organized business in a chaotic, digital world.
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Canadian Practice Compliance Podcasts
The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.
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The BC Safety Briefing is an AI-generated podcast exploring the world of occupational health and safety in British Columbia. Each episode dives into real case studies, WCAT decisions, new regulations, standards, and legislative updates that impact employers, workers, and safety professionals across the province. This show is designed as an educational resource to spark discussion, raise awareness, and keep listeners up to date with the evolving OHS landscape in BC. Because it is AI-generated ...
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Hold on to your suction, it’s about to get viscous. Irene, aka @Toothlife.Irene, on social media is the first (and only) Canadian Restorative Dental Hygienist with a podcast. Sharing her story surrounding her career, practice ownership, social media and, of course, dental-related content. On Tooth or Dare, she gives mic-dropping solutions to your dental questions and problems as a dental professional. With guests like top hygienists, dentists, researchers, product developers and more, this s ...
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Immigration Compliance Group provides US and global visa services to individuals and employers throughout the USA and abroad. We specialize in business immigration and have a depth of experience in the IT, healthcare, arts/entertainment and sports industries, amongst others. Our talented staff of attorneys and case managers handle business visas for investors, multinational managers and executives, skilled and specialized knowledge professionals, outstanding individuals in science, technolog ...
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AI Evidence in WorkSafeBC Appeals: How Review Officers Weigh ChatGPT and Other AI-Generated Material
7:46
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7:46In this episode of The BC Safety Briefing, we examine how AI tools like ChatGPT are being used in workers' compensation appeals and how review officers actually weigh this evidence. Through analysis of recent Review Division decisions, we explore why AI-generated wage data and medical research carry little weight without proper source attribution. …
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Qualified vs. Competent: The Confined Space Assessment Case (R0103636)
6:50
6:50
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6:50What happens when a Professional Engineer with a Master's in Industrial Safety is deemed not qualified by WorkSafeBC? In this episode, Michael Chen breaks down the 2009 Review Division Decision R0103636, a case that examines the quality of two confined space hazard assessments. We explore the deficiencies found by the OSO, the employer's successful…
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When Coordination Fails: Lessons for BC Prime Contractors
10:19
10:19
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10:19In this gripping episode of The BC Safety Briefing, Michael Chen examines WCAT Decision A1607091—a landmark 2020 case where a natural gas company faced a $64,235 penalty after a worker was crushed between an excavator bucket and a metal tank during a produced water spill cleanup. This episode reveals how the 1998 BC Legislative debates about prime …
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How to determine if Bone Loss Is due to Perio, Malocclusion, Or Something Else? | Tooth Or Dare Podcast with Toothlife.Irene
15:36
15:36
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15:36How do you determine if someone truly has bacterial-induced bone loss? When a patient presents with bone loss, periodontal disease is one of the most common causes, but not always. What else could it be? In this episode, we discuss various factors contributing to bone loss and recession, with malocclusion being a significant one. We discuss: How a …
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ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders
49:44
49:44
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49:44Canada invented ETFs — but how did they grow into a trillion-dollar force, and where are they headed next? Pierre Daillie sits down with BMO ETF leaders Alain Desbiens and Tammy Cash to reveal the untold stories, the lessons learned, and what the future holds for advisors and investors.Episode SummaryIn this in-depth conversation, Pierre Daillie is…
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Teacher's Right to Refuse Unsafe Work - Review Division Decision R0300589
5:58
5:58
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5:58A BC teacher was being hit almost daily by a special needs student, leaving work with bruises. When does workplace violence become an undue hazard? In this episode of The BC Safety Briefing, host Michael Chen examines WorkSafeBC Review Division Decisions R0300589 & R0300609 from July 2023, where Review Officer Tony Fletcher overturned a prevention …
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@BrushwithBritt: Content Creation & DH Advocacy. How to handle the social media spotlight | Tooth Or Dare Podcast with Toothlife.Irene
43:04
43:04
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43:04Your girl Irene sits down with Britt Glauz, better known online as @brushwithbritt, to talk all things content creation, dental hygiene advocacy, and what it’s really like to step into (and stay in) the spotlight. Britt shares her journey from clinical practice to becoming an influential voice in the dental community, how she balances patient care …
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Episode 6: The Blues of Safety Professionals
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11:11Welcome to a special milestone episode of The BC Safety Briefing - our first deep dive into academic research that shapes our profession. Featured Paper "Investigating the 'blues' of safety professionals" Authors: Didier Delaitre, Justin Larouzée, Jean-Christophe Le Coze, Aurélien Portelli, Eric Rigaud Presented at the 35th European Safety and Reli…
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Part 3 of 3: Serious Injury and Due Diligence Analysis
9:45
9:45
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9:45Welcome to Part Three of our series examining WCAT decisions involving a BC sawmill company. In this concluding episode, we analyze the most serious case in the series—WCAT Decision A2001896 (2021), where a workplace injury led to a $129,460 administrative penalty that was ultimately cancelled based on due diligence. **Case Overview:** - WCAT Decis…
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Part 2 of 3: Lockout and Confined Space Defense Strategies
10:10
10:10
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10:10Welcome to Part Two of our three-part series examining WCAT decisions involving a BC sawmill company. In this episode, we analyze two significant cases involving lockout procedures and confined space entry requirements that resulted in penalties totaling over $200,000. **Cases Covered:** - WCAT Decision A1703150 (2019): $75,000 lockout penalty - Th…
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The 4th Turning of Markets: Paradigm C, Inflation, Debt & Investing in 2025 with Darius Dale
1:06:05
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1:06:05What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.📖 Episode S…
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Part 1 of 3: WCAT Success Stories and Due Diligence Lessons
8:59
8:59
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8:59Welcome to Part One of our three-part series examining a BC sawmill company's remarkable track record at the Workers' Compensation Appeal Tribunal. In this episode, we analyze two key WCAT decisions that provide valuable insights into how due diligence is assessed at the appeal level. **Cases Covered:** - WCAT Decision A1605590 (2018): $15,000 comb…
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CRM3 (TCR) - More than compliance - It's a chance to define your value
33:35
33:35
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33:35CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest shift in cost transparency Canadian advisors have ever faced, and how you handle it could define your client relationships for years to come.In this episode of Insight is Capital, host Pierre Daillie sits down with three leading voices to unpack the realities—an…
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WCAT Decision A2200622: When "High Risk" Isn't So Simple
7:43
7:43
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7:43In this episode of The BC Safety Briefing, host Michael Chen examines WCAT Decision A2200622, a pivotal case that challenges how WorkSafeBC automatically classifies certain safety violations as "high risk." Episode Highlights: The case of a 3x3 foot excavation that resulted in a $15,911.90 penalty How Policy P2-95-2 mandates automatic "high risk" d…
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Episode 1: Proposed OHSR Amendments - Critical Equipment Safety Updates
9:39
9:39
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9:39In this episode of The BC Safety Briefing, Michael Chen breaks down major proposed amendments to the BC Occupational Health and Safety Regulation that could impact thousands of workplaces across the province. Episode Transcript: [00:00 - Cold Open] A recent wave of proposed amendments to BC's Occupational Health and Safety Regulation could fundamen…
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Ric Edelman - A Real Risk - Not owning bitcoin
1:22:14
1:22:14
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1:22:14What if the riskiest move in your portfolio isn’t owning crypto—but ignoring it?In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with legendary advisor, founder of the largest US RIA firm, author, and futurist Ric Edelman, Founder of DACFP (Digital Assets Council of Financial Professionals). Edelman, long know…
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Alfred Lee: Constructive But Cautious—Navigating the market's crosscurrents
51:58
51:58
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51:58In a market climbing a wall of worry, Alfred Lee, Deputy CIO at Q Wealth Partners, breaks down what’s really driving resilience in equities, the pitfalls of the 60/40 portfolio, and why private markets may hold the key to asymmetric opportunities. Summary Alfred Lee, Deputy Chief Investment Officer at Q Wealth Partners, joins us for a deep dive int…
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Stacking Strategic Gold and Bitcoin with RSSX with ReSolve's Mike Philbrick
25:34
25:34
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25:34In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if you could keep your core equity exposure and add the asymmetric upside of Bitcoin and the timeless stability of gold—without triggering investor panic or selling winners?In this episode, host Pierre Daillie sits down with Mike Philbrick, CEO at ReS…
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Does creative ownership still exist when every platform claims broad rights to your uploads? In this departure from our usual tips and tech, Greg Mount explores how the erosion of digital ownership affects professionals who share their expertise online. Through stories from the music industry's digital transformation and a parable about a fictional…
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Dental Hygiene Degree Recap, so now what? | Tooth Or Dare Podcast with Toothlife.Irene
16:36
16:36
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16:36Bachelor of Dental Hygiene Recap with Irene & Vic as Madam Vic has new credentials, but what will Irene do now that their plan to graduate together was crushed? Vic graduated from the Honours Bachelor of Science in Dental Hygiene Degree Completion program from George Brown College (yes, the same one Irene was denied admission to, despite a lengthy …
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The Sh*tty Leader Inside Us All: Mark Robinson's Lessons in Real Leadership
1:08:59
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1:08:59In this episode of 'Insight is Capital,' Mark Robinson, the 'sh*tty leadership guy', and founder of The Sh*tty Leadership Series, joins us for a terrific conversation. With over 30 years of experience in leadership, Mark discusses the pitfalls of ego-driven management and the importance of honest, reflective leadership. We dive into the impact of f…
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Top Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap with Ahmed Farooq
1:09:49
1:09:49
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1:09:49What do advisors do when markets feel like a giant game of Jenga—top-heavy, fragile, and unpredictable with every move?Ahmed Farooq, Senior VP and Head of ETF Distribution at Franklin Templeton Canada joins us to explore how smart ETF design, active fixed income, and global diversification are helping advisors rebuild sturdier portfolios for an inc…
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Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro
22:23
22:23
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22:23🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be Okay?’"In this episode of Insight is Capital, we're joined by Sam Febbraro, SVP of Wealth Solutions at Canada Life and President & CEO of Canada Life Investment Management Ltd.. With fresh insights from Canada Life’s 2025 Abacus Data survey in hand, Sam offers a compell…
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ETFs That Overlay Carry: Adding Alpha to Portfolios Without Subtracting Core Exposure with Adam Butler
41:52
41:52
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41:52Chances are, you're already using carry strategies in your portfolio—without even realizing it. Problem is, if you’re not doing it deliberately, it might be doing more harm than good. 🔍 Episode Summary In this special episode of Raise Your Average, Pierre is joined by Adam Butler, Chief Investment Officer at ReSolve Asset Management, co-creators al…
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Dental Hygienist needs glasses: What Dentistry & Ophthalmology have in common | Tooth Or Dare Podcast with Toothlife.Irene
19:13
19:13
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19:13WAIT... AM I GOING BLIND? "Irene, If things continue, you'll have vision loss." "I thought I was here to get a cleaning... I mean, new glasses!" After a routine eye exam, I left with more than just a new prescription; I walked out with a moment of clarity and panic. While I was distracted wondering how much my insurance would cover for new sunglass…
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How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo
29:15
29:15
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29:15🎯 What if you could protect your portfolio during market crashes, boost returns, and still keep your core investments intact? That’s not a fantasy—it’s the power of trend following / managed futures via return stacking, and it's finally accessible to everyday investors. 🎙️ In this episode of Raise Your Average, Pierre Daillie sits down with Rodrigo…
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Easy Client Onboarding for Busy Solo Professionals
17:43
17:43
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17:43Your clients can order pizza in two minutes. How long does it take them to book their first appointment with you? If the answer makes you uncomfortable, you're not alone. In this episode, Greg Mount reveals why most Canadian professionals are losing clients to outdated onboarding processes and shares three battle-tested solutions for creating seaml…
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Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It
20:08
20:08
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20:08Forget what you thought about merger arbitrage — it’s no longer out of reach for individual investors and advisors. In this episode, Corey Hoffstein, CIO at Newfound Research and co-creator of Return Stacked ETFs, joins us for a deep dive into merger arbitrage — a long-used institutional strategy that’s now accessible to retail and advisor portfoli…
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Canada built the ETF—now it risks losing the industry to the U.S. — How CETFA means to reverse the trend
45:34
45:34
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45:34In this episode, Pierre Daillie sit down with Eli Yufest, Executive Director of The Canadian ETF Association (CETFA), for a sharp and revealing conversation about the future of Canada’s ETF industry. Yufest gets right down to it: beyond the Canadian ETF industry's assets under management, more than $230 billion of Canadian investor capital has left…
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Outsmart the 60/40 Trap: How Return Stacking Changes the Game
18:17
18:17
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18:17In this episode, Mike Philbrick, CEO, ReSolve Asset Management (which jointly innovated Return Stacked Portfolio Solutions with Newfound Research) breaks down how systematic macro strategies can offer powerful diversification benefits—and how Return Stacked™ portfolios make it possible for investors to keep their traditional equity and bond allocat…
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Elevated SRP- How RDH's can get better outcomes | Tooth Or Dare Podcast with Toothlife.Irene
30:49
30:49
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30:49Dear Dental Hygienists, Respectfully, if you're scaling alone during your SRP, you likely could be doing it better... In this episode, Irene and Vic go 5-7mm deep into the Perio Rabbit Hole, sharing the why behind a standardized SRP protocol and how shifting your mindset can improve both clinical consistency and patient care. Have you ever found yo…
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Cultivating Client Connections in a Sea of AI Content
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18:53
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18:53Ever wonder why unqualified influencers and AI-generated content dominate search results while actual professionals stay silent? The answer lies in five research-backed barriers that prevent qualified experts from sharing their knowledge online. In this episode, Greg Mount explores why Canadian solo professionals struggle with content creation desp…
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Xylitol - Making Patient Compliance Taste Great - Donald & Monica Bailey, Part 2 | Tooth Or Dare Podcast with Toothlife.Irene
24:48
24:48
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24:48Xylitol does it all—at least when it comes to fighting cavity-causing bacteria! In Part 2 of Irene’s chat with Epic Dental’s Donald and Monica Bailey, they dive into the science of how xylitol targets Streptococcus mutans while sparing good bacteria. The Baileys also discuss their commitment to education, product transparency, and making it easier …
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Breaking Into the Oral Care Business with Gum - Donald & Monica Bailey, Part 1 | Tooth Or Dare Podcast with Toothlife.Irene
23:05
23:05
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23:05Can gum and mints really help with cavities? Science says yes, if they contain xylitol like the ones from Epic Dental! Joining Irene this week on the podcast are Donald and Monica Bailey, the husband and wife team behind the business. In Part 1 of this interview, hear the story of how Donald started the company, how he met Monica when she was using…
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“SRP” Treatments Perio Progress and Treatment Frequency| Tooth Or Dare Podcast with Toothlife.Irene
19:16
19:16
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19:16In this episode of Op Talk, Irene and Vic discuss Scaling and Root Planning (SRPs) and how to effectively monitor periodontal disease progression in patients. This complex condition can be challenging to manage, but having a clear clinical protocol helps simplify treatment planning and patient education. We explore key questions, such as: When is p…
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Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong
1:06:27
1:06:27
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1:06:27Pierre Daillie and Mike Philbrick welcome Tony Dong—Lead ETF Analyst at ETF Central and founder of ETF Portfolio Blueprint— to the show to explore why investors may need to rethink their reliance on traditional portfolio diversifiers like long-term bonds. Dong pulls no punches, calling out the pitfalls of covered call ETFs, explaining how to think …
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Innovation and Trends in the Canadian ETF Market with Ronald Landry
30:09
30:09
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30:09Canadian ETFs are booming—and behind the scenes, a quiet revolution is reshaping how advisors and investors build smarter, more efficient portfolios. In this episode, ETF industry leader Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon joins us to explore what’s driving record ETF flows, the rise of …
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Why Your Canadian Solo Practice Needs Canadian Web Hosting
20:58
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20:58If you're a Canadian professional, where your website is hosted has serious legal and practical implications. This isn't just about patriotism—it's about regulatory compliance, client privacy, and practice efficiency. In this episode, Greg Mount explains why Canadian web hosting matters for professionals in regulated industries and outlines a frame…
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The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter
49:49
49:49
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49:49The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation, Kevin Carter, founder of EMQQ Global, reveals why India’s digital transformation, powered by the India Stack, is not only revolutionary—it’s investable.We dive deep into the megatrends fueling I…
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EMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University
1:07:14
1:07:14
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1:07:14🔥 You’ve heard of index funds… but what if the real revolution in investing started with fractional shares, a phone call to Dr. Burton Malkiel, and a vision for emerging markets that no one saw coming?In Part 1 of this fireside chat on Insight is Capital host Pierre Daillie sits down with Kevin Carter, Founder and CIO of EMQQ Global, for a wide-ran…
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The Trump Put & How ETFs are Shaping Wild Markets with Eric Balchunas
1:08:56
1:08:56
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1:08:56Can one word from a U.S. president really move markets by 8% in two hours? Bloomberg’s Eric Balchunas calls it the "Trump Put"—and that's just for starters. Episode Summary: In this episode, Raise Your Average hosts Pierre and Mike welcome back Bloomberg Senior ETF Analyst Eric Balchunas, and co-host of Trillions, for a dynamic conversation that pe…
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Appeal results to complete my degree at George Brown | Tooth Or Dare Podcast with Toothlife.Irene
18:27
18:27
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18:27Well, I didn't see this one coming... In this deeply personal episode, I share the whole story behind my recent academic appeal to George Brown College after being declined admission to the S305 Honours Bachelor of Science in Dental Hygiene Degree Completion program in October 2024. The original reasoning was that 21-year-old Irene went to the "wro…
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Is Botox a TMD Scam? - Dr. Tony Urbanek, Part 2 | Tooth Or Dare Podcast with Toothlife.Irene
41:44
41:44
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41:44"I have TMJ" - Yes, patient... you have two actually. If you are a practising dental clinician, chances are you’ve encountered patients with temporomandibular joint dysfunction - TMD. In Part 2 of this interview, Irene discusses this tricky disorder with Dr. Tony Urbanek, who specializes in its treatment using wearable custom-made devices. Why is i…
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"Hold my Beer" with Aviator OMF Surgeon - Dr. Tony Urbanek Part 1 | Tooth Or Dare Podcast with Toothlife.Irene
40:06
40:06
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40:06Meet Dr. Tony Urbanek, an oral-maxillofacial surgeon with a list of wild tales as long and varied as his accomplishments in the dental field. How do you find a surgical laser in 1978 Tennessee? What does a quarter of an airplane cost, and how much medical gear can you fit inside a whole one? How do you establish a medical clinic in Jamaica? You’ll …
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Doomberg: Policy Uncertainty is The New Systemic Risk
1:28:45
1:28:45
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1:28:45What happens when political ambition trumps economic reality? Doomberg lays it bare.In this episode, Doomberg returns to unpack the dangerous disconnect between Washington’s four-year campaign cycle and the multi-decade timelines required for industrial and energy investments. From Trump’s tariff threats to the fragility of global auto supply chain…
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Periodontal Probing & Billing by Procedure vs. Time | Tooth Or Dare Podcast with Toothlife.Irene
14:02
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14:02Periodontal Probing and Billing deep dive in this episode. Irene and Vic address probing - a non-invasive, deceptively simple yet fundamental tool for monitoring oral health. Does it matter whether it’s done by a dentist or hygienist? When is it time for a full-mouth probe, and how does it fit into a patient’s treatment plan? How appointments are b…
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Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet
53:59
53:59
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53:59Summary In this timely episode of Insight is Capital, Pierre sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments, to unpack Fidelity’s latest macro outlook and strategic asset allocation decisions—just as the world braces for another wave of geopolitical and trade disruption. Drawing from Fidelity’s latest research pi…
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Return Stacking: Diversification Without Sacrifice
1:02:06
1:02:06
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1:02:06Is it possible to enhance diversification without sacrificing returns?In this episode of Raise Your Average, Pierre Daillie sits down with Rodrigo Gordillo of ReSolve Asset Management and Corey Hoffstein of Newfound Research to discuss the game-changing concept of return stacking and the launch of the Return Stacked Global Balanced & Macro ETF (RGB…
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Helping General Dentists Treatment Clear Aligner Cases with an Orthodontist Dr. Amanda Wilson | Tooth Or Dare Podcast with Toothlife.Irene
33:30
33:30
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33:30"The more popular you are on social media, the fewer friends you have." In this episode of the Tooth Order Podcast, Dr. Amanda Wilson returns to share insights on helping general dentists with clear aligner therapy and virtual consultations. From her journey in orthodontics to educating dentists on how to handle mild to moderate cases, Dr. Wilson…
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ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong
35:56
35:56
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35:56In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit produc…
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