The Wealthy Barber Podcast
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About the show
Latest episodes
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#74 — Ted Cadsby: Index Funds and Investors’ Blind Spots
October 6, 2026 · 44 minOur guest this episode is Ted Cadsby — former President and CEO of CIBC Securities, bestselling author and one of Canada's earliest champions of index investing. Ted brought index funds to CIBC in the late 1990s, wrote "The Power of Index…
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#73 — Jason Heath (Returns): The Future of Financial Planning
September 29, 2026 · 47 minOur guest this episode is Jason Heath — Founder and Managing Director of Objective Financial Partners, one of Canada's largest advice-only financial planning firms. A Certified Financial Planner with more than 20 years in practice, Jason…
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#72 — Leanne Kauman (Returns): Trust & Estate Planning Advice
September 22, 2026 · 55 minOur guest this episode is Leanne Kaufman — President and CEO of RBC Royal Trust and one of Canada's leading voices on trust and estate planning. A lawyer by training, Leanne joined RBC Royal Trust in 1999 and has spent more than two…
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#71 — Jonathan Chevreau: Lessons from Decades as a Personal Finance Author & Journalist
September 15, 2026 · 39 minOur guest this episode is Jonathan Chevreau — veteran personal finance journalist, author and founder of the Financial Independence Hub. Jonathan spent nearly two decades as the National Post's personal finance columnist, served as…
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#70 — Chad Wiebe: Retirement Planning 101
September 1, 2026 · 55 minOur guest this episode is Chad Wiebe — Certified Financial Planner and Founder of Pathway Wealth, a virtual, advice-only financial planning firm based in Winnipeg serving clients across Canada. In this episode, Dave and Chad take a deep…
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#69 — Mike Lipkin: How to Find Purpose in Life and Retirement
August 25, 2026 · 46 minOur guest this episode is Mike Lipkin — motivational speaker, executive coach and founder of Environics/Lipkin, a Toronto-based research and motivation company. Mike has spoken to more than a million people across 43 countries, authored 18…
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#68 — Brian Portnoy: A Behavioural Finance Expert on How to Shape a Life of Money and Meaning
August 18, 2026 · 45 minOur guest this episode is Brian Portnoy — behavioural finance expert, founder and CEO of Shaping Wealth and author of "The Geometry of Wealth" and "The Investor's Paradox." Brian holds a PhD from the University of Chicago, is a CFA…
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#67 — Alexandra Macqueen: How Retirement Planning Has Changed Over the Years
August 11, 2026 · 48 minOur guest this episode is Alexandra Macqueen — CFP professional, Vice President of Learning, Development and Professional Practice at FP Canada and one of Canada's leading voices on retirement income planning. Alexandra has been a…