In this episode, we bring you, Sylvanna Asia, to discuss the financial landscape under Donald Trump’s second term. As a key member of the Harbourfront Wealth Management team, Sylvanna provides a unique perspective on how Trump’s economic policies, including tariffs, deregulation, and government efficiency initiatives, could shape market dynamics and investor portfolios. The conversation offers actionable insights into how Harbourfront’s Watermark Private Portfolios team approaches uncertainty, emphasizing the importance of diversification and a disciplined investment strategy.

Sylvanna highlights the nuanced factors influencing various asset classes, from equities and fixed income to private market securities. The episode also explores themes such as sector rotation, inflationary risks, and the potential geopolitical impacts on global markets. By addressing both risks and opportunities, Sylvanna reassures investors that the firm’s data-driven approach and collaborative team efforts are designed to navigate market volatility and position portfolios for long-term success. Whether you’re a seasoned investor or just getting started, this episode provides clarity and confidence in uncertain times.

Adrian’s LinkedIn: https://ca.linkedin.com/in/adrianblake1

Trevor’s LinkedIn:https://ca.linkedin.com/in/millerwealthmanagement

Connect with Cherry Hill Private Wealth:

• Website: https://www.cherryhillprivatewealth.ca/

• Harbourfront Wealth Management: https://www.harbourfrontwealth.com

Sylvanna’s LinkedIn: https://www.linkedin.com/in/sylvannaasia/?originalSubdomain=ca

Timestamps:

• 00:00 – Introduction to Trump 2.0: What It Means for Investors

• 00:12 – Sylvanna Discusses Market Reactions Post-Election

• 01:03 – Equity Market Overview and Santa Claus vs. Trump Effect

• 02:48 – Key Risks in Trump’s Economic Policies

• 04:30 – Tariffs: Inflationary Pressures and Business Implications

• 08:00 – Geopolitical Tensions and Market Volatility

• 12:12 – Private Market Securities as a Hedge Against Volatility

• 18:45 – Diversification Strategies for Uncertain Times

• 25:00 – Sector Rotation: Tech to Value Stocks

• 32:00 – Final Thoughts on Trump 2.0 and Long-Term Investing Principles

  
  

Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.

Book a consultation call here:https://www.cherryhillprivatewealth.ca/contact

In this episode, we had the pleasure of sitting down with Lisa Drew, whose story is nothing short of inspiring. After more than 30 years as a radio journalist, Lisa made the bold decision to transition into flower farming—a career shift that combines her passion for the outdoors with her entrepreneurial drive. We talked about what motivated her to make such a significant change, the challenges she faced along the way, and the lessons she’s learned while building her flower farm business. Lisa’s story is a testament to the idea that it’s never too late to pursue something you truly love, and her insights about passion, adaptability, and community are incredibly valuable for anyone considering a big life change.

What struck us most was Lisa’s honesty about the ups and downs of entrepreneurship. From managing unexpected setbacks, like flooding her peony crops, to finding joy in running workshops and connecting with her local community, she’s all in. We also loved how she’s using her background in radio to connect with her customers through storytelling and social media. Whether you’re thinking about a second career, starting a small business, or just looking for inspiration, this episode is packed with valuable takeaways. Lisa truly shows how following your passion can lead to both fulfillment and success.

Adrian BlakeLinkedIn: https://ca.linkedin.com/in/adrianblake1

Trevor MillerLinkedIn: https://ca.linkedin.com/in/millerwealthmanagement

Connect with Cherry Hill Private Wealth

Website: https://www.cherryhillprivatewealth.ca/

Harbourfront Wealth Management: https://www.harbourfrontwealth.com

Lisa DrewLinkedIn:

https://www.linkedin.com/in/lisa-drew-a2ba6b20/?originalSubdomain=ca

Timestamps:

0:00 – Introduction: Lisa Drew’s Background and Career Shift

6:00 – Transitioning from Radio to Flower Farming

12:45 – Challenges in Starting a New Business

19:10 – The Role of Passion and Planning in Entrepreneurship

26:30 – Lessons Learned: Mistakes and Successes in Flower Farming

34:15 – Importance of Community and Mentorship

40:30 – Social Media Strategies and Event Marketing

46:20 – Upcoming Events and Winter Plans

50:00 – Advice for Aspiring Entrepreneurs

Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.

Book a consultation call here.

#Entrepreneurship #CareerChange #FlowerFarming #LisaDrew #SmallBusiness #WomenInBusiness #PassionToProfit #FinancialFreedom #RetirementPlanning #CherryHillPrivateWealth

Timestamps

In this episode, we had the pleasure of speaking with Kelso Beggs, a financial planning and relationship management specialist at PPI, to explore how life insurance can serve as more than just a protective tool but also as a powerful asset class for building wealth. Our conversation dove into the different types of life insurance, including participating and universal life policies, explaining their roles, benefits, and how they can be strategically used for wealth accumulation and estate planning. We also addressed common misconceptions around insurance and highlighted its applications for both high-net-worth business owners and everyday clients with surplus income.

Our chat with Kelso shed light on how life insurance can help with tax efficiency, asset diversification, and legacy planning, making it a crucial component of a well-rounded financial strategy. Whether you're a business owner with surplus cash flow or a retiree looking for tax-efficient ways to transfer wealth, life insurance offers solutions worth considering. We broke down complex concepts and real-life examples to show how insurance goes beyond simple protection and becomes an impactful financial tool. Stay tuned as we take you through strategies that could change how you view and utilize insurance in your financial planning journey.

Connect with our Hosts:Adrian’s LinkedIn:https://ca.linkedin.com/in/adrianblake1Trevor’s LinkedIn:https://ca.linkedin.com/in/millerwealthmanagementConnect with Cherry Hill Private Wealth, a trade name of Harbourfront Wealth Management Inc.https://www.cherryhillprivatewealth.ca/https://www.harbourfrontwealth.comConnect with our Guest:https://www.linkedin.com/in/kelsobeggs/

Timestamps:00:00 - Introduction to the episode and today's guest, Kelso Beggs.

02:01 - Kelso introduces himself, his role at PPI, and his background.

04:01 - Discussion on common misconceptions about life insurance.

09:01 - Exploring the differences between term life and cash value life insurance.

12:31 - How life insurance can be leveraged as an investment tool.

17:31 - Real-life examples of clients using life insurance for tax efficiency and retirement planning.

22:01 - Explanation of participating life insurance policies and cash value growth.

27:01 - Universal life insurance policies and differences from participating policies.

31:01 - Insurance strategies for older clients and estate planning benefits.

36:01 - Life insurance as part of a diversified investment portfolio.

40:01 - Recap of key takeaways and closing remarks.

Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you. Book a consultation call here.