Podcasts by The Wealth Navigator Podcast with Richard Dri
The Wealth Navigator Podcast with Richard Dri discusses current investment strategies and personal finance tools used by the most successful investors, business owners and incorporated professionals in Canada. You will learn how people like you live and interact with money, make smart investment decisions and are able to live rich and fulfilling lives, while achieving financial freedom.
The Wealth Navigator Podcast is hosted by Richard Dri, financial blogger, media personality, portfolio manager and founder of Dri Financial Group at Scotia Wealth Management.
Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of Scotia Capital Inc. For more information visit www.scotiawealthmanagement.com. Dri Financial Group is a personal trade name of Richard Dri.
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89: Evolving the digital landscape for entrepreneurs with Mark Petch from 2021-08-31T06:30
Entrepreneur, early stage investor, and Founder of Relative, Mark Petch, joins me for an intriguing conversation on the podcast today. A consultancy that helps bu...
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88: Taking the cryptic out of Cryptocurrency with Jean Desgagne from 2021-08-24T06:30
Jean Desgagne, retired banking executive and CEO of Stablecorp, joins me on the podcast today. Created as a partnership between 3iQ, Canada’s leading crypto asse...
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87: Building a Real Estate and Development Empire with Lamont Wiltshire from 2021-08-17T06:30
Joining me on the podcast this week is Lamont Wiltshire, Chief Executive Officer at the Wiltshire Group, a group of companies that delivers construction, real est...
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86: A Business Match Made in Heaven with Sam Moorcroft from 2021-08-10T06:30
My very special guest on the podcast this week is ChristianCafe.com President and Co-founder, Sam Moorcraft. After receiving his MBA, Sam engaged in a variety of ...
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85: Standing out from the crowd with Elias Anderson from 2021-08-03T06:30
Founder and CEO of Hear Me Cheer, Elias Anderson, joins me on the podcast this week. Having left his university Engineering program to pursue entrepreneurship ful...
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84: Great Ideas Become Booming Businesses with Kevin Mako from 2021-07-27T06:30
Kevin Mako, President of Mako Design and Invent, joins me today for a fascinating discussion about his equally fascinating business and so much more. Built by Kev...
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83: Clearing the Air About Succeeding as a Lifelong Entrepreneur with Stephen Worrall from 2021-07-20T06:30
My special guest on the podcast today is Stephen Worrall, founder of Integrated Clean Air Services, and industry expert in the field of HVAC hygiene and Indoor Ai...
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82: Making Your Passion Your Business with Marc Wilson from 2021-07-13T06:30
Marc Wilson, Founder and Lead Advisor at Athletic Venture Advisors, a firm supporting the sports & sports technology industry by focusing on emerging startups, sm...
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81: The Formidable Combination of CPA and Tax Lawyer Expertise with Josh Kumar from 2021-07-06T06:30
Joining me on the podcast this week is Josh Kumar, Partner at Aird & Berlis LLP. A member of the firm’s Tax Group, Josh’s practice focuses on litigation and dispu...
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80: Starting a Law Firm to Serve Corporations and Individuals Alike with Sara Erskine from 2021-06-29T06:30
Sara Erskine, Partner at Weintraub Erskine Huang LLP, is my guest on the podcast this week. Sara’s practice is focused on commercial disputes, bankruptcy and inso...
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79: Bringing a Cosmopolitan Mindset to Trade Law, Government Procurement, and Life with Robert Glasgow from 2021-06-22T06:30
Joining me this week on the podcast is Robert Glasgow, Partner in the International Trade and Disputes Group at McCarthy Tetrault. In this role, Robert regularly ...
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78: Corporate Dispute and Financial Planning Resolutions with Garth Dingwall from 2021-06-15T06:30
Garth Dingwall, a partner at Abrahams LLP, is my guest on the podcast this week. Garth has a broad practice focusing primarily on commercial and civil litigation,...
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77: Tax Law and Preserving Wealth with Mahyar Makki from 2021-06-08T06:30
Joining me this week on the podcast is Mahyar Makki, Partner - Tax, Corporate & Commercial Litigation, Class Action Litigation, at Quantum Business Law. In additi...
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76: The Legal and Personal Aspects of Estate Administration with Susannah Roth from 2021-06-01T06:30
This week, my guest on the podcast is Susannah Roth, a Partner at O’Sullivan Estate Lawyers. Susannah’s practice focuses on...
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75: From Rock Star to Founding Partner with Ryan Martin from 2021-05-25T06:30
Ryan Martin, founding partner of Aura LLP, joins me on the podcast this week. Once a full-time gigging and session musician and singer/songwriter, Ryan is now an ...
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74: Enjoying a Long Career and Still Growing with Corporate Immigration Law Expert Joel Guberman from 2021-05-18T06:30
Joining me on the podcast today is Joel Guberman, Senior Immigration Counsel at CILF-Caruso, Guberman, Appleby. For over 35 years, Joel has Listen
73: Finding Success Through Building a Collective Legacy with Mohamad Fakih from 2021-05-11T06:30
My thoroughly fascinating guest today is Mohamad Fakih, CEO of Paramount Fine Foods. Originally from Lebanon, Mohamad eventually made his way to Canada with very ...
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73: Finding Success Through Building a Collective Legacy with Mohamad Fakih from 2021-05-11T06:30
My thoroughly fascinating guest today is Mohamad Fakih, CEO of Paramount Fine Foods. Originally from Lebanon, Mohamad eventually made his way to Canada with very ...
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72: The Business of Esports and Gaming with Evan Kubes from 2021-05-04T06:30
Joining me on the podcast this week is Evan Kubes, President of Rumble Gaming and co-founder of MKM Group. Heading Canada’s first, and one of the world’s most inf...
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71: Disrupting the Real Estate Industry with Robert Price from 2021-04-27T06:30
On this week’s episode, I am joined by Robert Price, Founder and CEO of Bode Canada, an online real estate brokerage that is really disrupting the industry as it ...
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70: From Lawyer to Drug Discovery Entrepreneur with Christina Barbato from 2021-04-20T06:30
SP Nutraceuticals Co-founder, Christina Barbato, joins me on the podcast this week. Once a lawyer working in downtown Toron...
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69: Guiding Growth in Business and Life with Jayson Schwarz from 2021-04-13T06:30
Joining me for a dynamic conversation on the podcast today is Jayson Schwarz, Senior Lawyer at Schwarz Law LLP. Since being called to the Bar of Ontario in 1978, ...
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68: Raising a Successful Family Law Practice with Sarah Boulby from 2021-04-06T06:30
Sarah Boulby, partner in Boulby Weinberg LLP, joins me on the podcast this week. A practicing family lawyer since 1993, Sarah advises clients located in Ontario a...
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67: Construction Law and Real Estate Investing with Josh Strub from 2021-03-30T06:30
Construction lawyer, Josh Strub, joins me on today’s episode for a discussion about construction law and so much more. A skilled lawyer with both private practice...
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66: Making the Legal Profession Faster, Better, and Cheaper with Aaron Baer from 2021-03-23T06:30
This week, I am joined by Aaron Baer, partner of the law firm of Aird and Berlis LLL, for a conversation about ways to make the legal profession faster, better, a...
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65: Building Franchising Success with John Evans from 2021-03-16T06:30
John Evans, Founder and CEO of Everline Coatings and Services, is my very special guest on the podcast today. After working and learning about franchising at Coll...
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64: Building Community Through Canadian Clothing with Local Laundry’s Connor Curran from 2021-03-09T07:30
Founder and CEO of Local Laundry, Connor Curran, joins me for a truly fascinating conversation here today. Somewhat of an anomaly in business today, Connor has ma...
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63: Simplifying Canada’s Tax Code with The Grumpy Accountant, Neal Winokur from 2021-03-02T07:30
Neal Winokur, CPA, and author of The Grumpy Accountant, is my guest on the ...
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62: Connecting Local Producers to Consumers with truLOCAL’s Marc Lafleur from 2021-02-23T07:30
Today, I am joined by Marc Lafleur, CEO and Co-Founder at truLOCAL, a consumer platform that helps people access locally-sourced meat products that are 100% grass...
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61: Serial Entrepreneurism and Financial Feminism with Shelley Kuipers from 2021-02-16T07:30
Shelley Kuipers, Co-Founder and C0-CEO of The 51, joins me for today’s episode. Shelley represents the truest form of the serial entrepreneur as she envisions new...
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60: Investing and Entrepreneurship with Dooma Wendschuh from 2021-02-09T07:30
Dooma Wendschuh is the co-founder and shareholder of Province Brands of Canada, a Canadian company located in Grimsby, Ontario, who has developed a proprietary te...
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59: Jeff Adamson Co Founder of SkipTheDishes on Disrupting the Financial Sector from 2021-02-02T07:30
Jeff Adamson, Co-Founder of NEO Financial, is my very special guest on the podcast today. As the Co-Founder of SkipTheDishes, Jeff disrupted the food delivery bus...
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58: Avoiding COVID Burnout with Irene Cop from 2020-07-30T15:56:42
Dr. Irene Cop is the Founder of the ‘Clear the B.S.’ Program – a program which actually stands for clearing the things that block your success. She focuses on hel...
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#057: Dental Business Management with Mark Gaylard from 2020-07-06T16:32:03
Mark Gaylard is a Director of Business Development for Enterprise Dental Management System (EDMS), and the cofounder of Dental Leadership Organization (DLO). Mark...
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#056: Running a Law Firm in the Age of COVID-19 from 2020-06-26T12:53:22
Russell Alexander is the owner and founder of Russell Alexander Family Lawyers, and he is my first second time guest, having previously appeared on Episode 26 of the podcast. Since so much has chan...
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#055: Investment Policy Statements - Why are they important? from 2020-06-12T13:26:35
On today’s episode, Richard is his own guest once more for a discussion about investment policy statements (IPS). In addition to explaining just what an IPS is, what’s in it, and why it’s so import...
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#054: Dental Coaching with Angie Drinic from 2020-06-05T18:16:27
Angie Drinic is the founder and owner of Dent-Cents, a dental coaching office in Toronto's West End, which she incorporated more than 25 years ago. Currently, her firm focuses on the challenges of ...
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#053: Summer Work For Students from 2020-05-28T15:19:40
Richard is his own guest yet again today as he discusses summer jobs for students, the financial lessons they offer, and the prospect of such jobs in 2020 given the fallout from the pandemic. He al...
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#052: Seven Tips to Handle a Bear Market from 2020-05-19T17:42:08
Today’s episode features Richard acting as his own guest once more and this time he is offering advice on how to handle a bear market. He begins by first outlining just what constitutes a bear mark...
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#051: Financial Planning and the COVID-19 Pandemic: A Conversation with David Victor from 2020-05-07T21:35:37
David Victor is a colleague of Richard’s at Scotia Wealth who prepares financial plans for clients with larger portfolios and complex issues. He is a former tax lawyer with work experience at some ...
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#050: My Disaster Plan from 2020-05-01T17:31:51
Richard, once again, is taking the opportunity to respond to client concerns rather than interviewing a guest on the podcast today. In this episode, he looks at Disaster Plans, the important role t...
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#049: Canada’s Emergency Assistance for Businesses from 2020-04-23T21:01:07
Once again, Richard is his own guest as he continues his series of episodes exploring topics of vital interest to investors in light of the economic impact of COVID-19. Today, he looks at just what...
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#048: What to do if you lose your job from 2020-04-09T19:17:06
Given the impact of the COVID-19 pandemic on all aspects of life these days, Richard has decided that, rather than have a guest today, he will instead outline for listeners the details of the Canad...
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#046: Falling into Entrepreneurship with Josephine Kwan from 2020-04-01T21:15
Josephine Kwan is the Founder and CEO of Flow 2 Freedom, an e-commerce apparel company which specializes in activewear that can absorb up to 2 tampons worth of liquid so that women can focus on the...
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#047: The Dri Financial Group and the COVID-19 Pandemic from 2020-03-24T15:46:55
In today’s special episode, Richard discusses the COVID-19 Pandemic, Dri Financial Group’s preparation for both good and bad markets, the overall success of its portfolios over its 35 years, and ho...
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#045: Starting Your Own Leadership and Executive Coaching Business with Jenn Lofgren from 2020-03-12T15:29:55
Jenn Lofgren is the founder and CEO of Incito, a firm providing leadership and executive coaching, whose professional journey is an unexpected one filled with courage, conviction, and resilience. W...
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#044: Getting Your Site on the Front Page of Google with Doug Lacombe from 2020-03-05T13:41:51
Doug Lacombe is the founder and CEO of Communicatto, a firm that provides advocacy groups in western Canada with top of the line digital marketing services that include social media strategies, SEO...
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#043: Keeping Cash Flow Consistent with Sara Forbes from 2020-02-27T16:41:52
Sara Forbes is the founder and CEO of KaroTech Consulting, a firm that allows smaller businesses to outsource IT services if their budgets are unable to afford these resources full-time. KaroTech’s...
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#042: Outsourcing Human Resources with Wendy Giuffre from 2020-02-19T21:21:43
Wendy Giuffre is the founder and CEO of Wendy Ellen Inc., a human resources firm specializing in personalized consultation for smaller businesses. An “outsourced resource,” Wendy Ellen uses a team ...
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#041: Bringing Healthcare Into the Workplace with Mike Gaspar from 2020-02-13T14:01:19
Mike Gaspar is the founder and chief operating officer (COO) of HealthCasa, a Toronto-based firm that provides on-site corporate health and wellness solutions as well as in-home podiatry and orthot...
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#040: Forging Personal Connections Through Social Media with Tara Clark from 2020-02-06T14:27:15
Tara Clark is the founder and CEO of Social T., a “one-stop shop” company that specializes in building a comprehensive and effective social media strategy for business, especially newer startups wh...
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#039: Smartly Selling Your Business with Eric Gilboord from 2020-01-30T13:56:23
Eric Gilboord is the founder and CEO of Warren Business Development Centre, which assists business owners in maximizing how much their companies are worth while finding the right people to purchase...
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#038: Taking a "Softer" Approach to Hiring with Antonio Aleman from 2020-01-23T13:54:58
Antonio Aleman is the CEO and co-founder of Hyumeet (How You Meet), an online human resources company based in Quebec City. The app takes an innovative “soft skills” approach to hiring, highlightin...
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#037: Finding Your Physical and Professional Balance with Louis Stack from 2020-01-15T21:29:59
Louis Stack is the founder and CEO of Fitter International Inc., which is known for its line of exercise equipment and ergonomic office products. While attending Western University, a knee injury e...
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#036: How Good Marketing Tells a Story with Robert Sanchez from 2020-01-08T21:53:08
Robert Sanchez is the founder and CEO of Digital Empathy, a marketing firm servicing the needs of the veterinary industry that specializes in website development, targeted ads and content writing. ...
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#035 Rethinking the Veterinary Business with Bash Halow from 2020-01-02T19:42:17
Bash Halow is the founder and owner of Halow Consulting, a firm that assesses the financial state of veterinary offices and provides them with practical strategies for maximizing their profits and ...
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#034 Balancing the Books with Drew Tetz from 2019-12-18T20:37:57
Drew Tetz is the senior manager of Edmonton-based Brad Tetz Chartered Professional Accountants, a firm founded by his father and which has become a family business—Drew’s mother and fiancée also wo...
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#033: Podcasting From Coast to Coast with Robert Szmigiel from 2019-12-11T20:35:38
Robert Szmigiel is the co-founder of Canada’s Podcast, a nation-wide podcast network that connects entrepreneurs from coast to coast. A Vancouver native, he became involved in podcasting as a means...
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#032: A Smarter Approach to Networking with Edwin Frondozo from 2019-12-05T18:13:48
Edwin Frondozo is a tech entrepreneur and founder of Slingshot VoIP, a Canadian communications service provider. Slingshot simplifies the needs of businesses that have multiple locations to their n...
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#031: Frequently Asked Finance Questions with Richard Dri from 2019-11-27T16:58:16
For a change of pace, Richard has dipped into his mailbag to answer questions sent in by listeners. Among the most frequently asked are which traits you should look for in a reliable financial advi...
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#030: Saving Strategies with Ashley&Lora from 2019-11-06T22:38:38
Biography: Ashley and Lora have returned to the Richard Dri Podcast! Last episode they discussed some key methods for getting your personal finances in order, and this time around they want to dive...
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#029: Mastering Personal Finance with Ashley&Lora from 2019-11-06T22:37:54
In a change from the Richard Dri podcast’s usual proceedings, today Richard’s colleagues Ashley and Lora are having an enlightening chat about what you can do to get your finances in order. The vas...
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#028: Fighting Food Addiction with Sandra Elia from 2019-11-06T14:46:37
Sandra Elia is a food addiction counsellor who is concerned with the obesity and overweight epidemic that affects over six million Canadians today. Formerly overweight herself, Sandra was able to t...
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#027: Finding Your Ideal Client with Dr. Joe Vomvas from 2019-10-30T19:39:50
Dr. Joe Vomvas is a chiropractor and the founder and director of Modus Health & Performance Clinic. Based in Leaside Village, Modus operates on the principle of “Heal, Move, Perform,” taking a comp...
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#026: Making Family Law Collaborative with Russell Alexander from 2019-10-23T14:31:20
Russell Alexander is the owner of Russell Alexander Family Lawyers, a firm specializing in family law that has several locations throughout the Greater Toronto Area and beyond. Russell has been a l...
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#025: Keeping Your Visit to the Vet Pleasant with Dr. Chris O'Toole from 2019-10-16T20:48:03
Chris O’Toole is a doctor of veterinary medicine and the owner of Bloor West Village Animal Hospital near High Park in Toronto. Chris is still in charge of the day-to-day operations at his practice...
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#024: Healthy Body, Healthy World with Dr. Suzee Camilleri from 2019-10-10T18:22:11
Suzee Camilleri is a Doctor of Veterinary Medicine based in the Greater Toronto Area. Unlike many veterinarians, Suzee works in a hospital for humans—Mount Sinai, specifically—focusing on pathology...
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#023: The how, what, why and when of writing a Will—with Nathan Bender from 2019-10-04T13:47:49
Nathan Bender is a certified financial planner and an estate and trust consultant who Richard has worked with for many years. He provides advice and consultation for preparation of wills and as...
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#023: The how, what, why and when of writing a Will—with Nathan Bender from 2019-10-04T13:47:49
Nathan Bender is a certified financial planner and an estate and trust consultant who Richard has worked with for many years. He provides advice and consultation for preparation of wills and as...
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#022: Digital Marketing and Website Design with Chris Crocker from 2019-09-26T16:43:17
Chris Crocker is the co-founder and co-founder of Iconic Group, a team of digital marketing experts based in the Greater Toronto Area. Chris and his business partner Darcy Darbyson founded Iconic G...
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#021: Investing in Your Employees with Dr. Ramin Saram from 2019-09-06T16:25:03
Dr. Ramin Saram is a veterinarian, entrepreneur and “DIY” investor based in the Greater Toronto Area. An Iranian immigrant, he had to requalify for his veterinarian’s credentials after arriving in ...
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#020: Emergency and Financial Care with Dr. Paul Perlon from 2019-09-06T16:23:55
Dr. Paul Perlon is an emergency medical physician specializing in chronic pain management who works at a hospital located in the Greater Toronto Area. On the side, Paul is also medical director of ...
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#019 Building a Breakfast Business with Tony Cappellano from 2019-07-23T21:10:18
Tony Cappellano is a Toronto-based entrepreneur and restaurant owner who founded the Boom breakfast chain throughout the Greater Toronto Area. Tony is a veteran of the food industry, invests in rea...
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#018: Understanding Dividend Stocks with Richard Dri from 2019-06-28T13:05:16
A big change is coming to the Richard Dri Podcast: once a month Richard will host a special solo episode where he answers one of the listener questions he’s frequently asked. This first FAQ episode...
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#017: Developing Land and Opportunities with Nicholas Fidei from 2019-06-19T12:45:55
Biography: Nicholas Fidei is the president of Treasure Hill Corporation and Treasure Hill Commercial, which develop land and build commercial homes throughout the Greater Toronto Area. He’s also pa...
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#016: Finding Your Niche and Internet Marketing with Josh Schachnow from 2019-06-07T13:06:01
Biography: Josh Schachnow is a corporate immigration lawyer based in Toronto who assists tech companies in bringing in new talent from beyond Canada’s borders. Josh is also a solo entrepreneur—solo...
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#015: Community and Small Business with Eran Gurvich from 2019-05-29T15:11:25
Biography: Eran Gurvich is the young and wise beyond his years co-owner of FC Locksmith Ltd., which provides a variety of locksmithing services to the Greater Toronto Area. Eram’s path to where he ...
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#014: Families, Business and Family Businesses with Steve Legler from 2019-05-23T13:49:38
Biography: Steve Legler is a family enterprise advisor designate, CFA charter holder, and family legacy advisor based out of Montreal. Steve is the founder of Shift Your Family Business, as well as...
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#013: Insurance Defense and Cyber Security with Frank Benedetto from 2019-05-03T04:01:29
Biography: Frank Benedetto is a managing partner of GTA law firm Flaherty McCarthy, LLP. Frank has been practicing law for two decades now and occasionally lectures with other members of his practi...
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#012: Healthy Entrepreneurship with Dr. Greg Wells from 2019-04-18T04:00:14
Biography: Dr. Greg Wells is the founder and CEO of The Wells Group, an author, and a retired associate professor at the University of Toronto. For the past 25 years, Dr. Wells has researched the h...
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#011: Being a Lifelong Entrepreneur and Surviving Recessions with Kyle Kotack from 2019-04-10T18:52:24
Richard Dri, is a Portfolio Manager and founder of Dri Financial Group at Scotia Wealth Management. By listening to Dri’s podcasts, you will learn the strategies that successful investors use to be...
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#010: Culturally Sensitive Care with Pal Di Iulio from 2019-03-29T04:00:29
Biography: Pal Di Iulio is the associated editor of Panoram Italia, a culture magazine aimed at Italian-Canadians in the Greater Toronto, Montreal and National Capital regions. Paul previously work...
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#009: Barrier-Free Real Estate with Jeffrey Kerr from 2019-03-22T04:00:49
Biography: Jeffrey Kerr is a licenced RE/MAX realtor and Vice President of Winwood Country Homes, Inc. In his time as a broker, Jeffrey has come to realize how the vast majority of homes—especially...
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#008: CPMS and Investment Discipline with Ian Tam from 2019-03-15T04:00:38
Biography: Ian Tam is a chartered financial analyst (CFA), relationship manager at Morningstar Research, Inc. and a financial columnist for The Globe & Mail. He specializes in Morningstar’s Compute...
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#007: Staycations and Stock Options with Paul and Cathy from 2019-03-08T05:00:38
Biography: Paul and Cathy have been married for four decades and have been Richard’s clients for over half of that time. Veterans of the broadcast industry and teaching—with Cathy having recently r...
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#006: Investing In Yourself with Bill and Kate from 2019-03-01T05:00:33
Biography: Bill and Kate have been married for 42 years and are the parents of two daughters who, thanks to setting a good example, have developed healthy financial habits. Following their wedding,...
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#005: Careful Spending and Pension Planning with Anne-Maria from 2019-02-22T05:00:15
Biography: Anne-Maria is a retired chemical engineer who worked for the Ontario Ministry of the Environment for nearly four decades. Born and raised in a small forestry community in Finland, she...
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#005: Careful Spending and Pension Planning with Anne-Maria from 2019-02-22T05:00:15
Biography: Anne-Maria is a retired chemical engineer who worked for the Ontario Ministry of the Environment for nearly four decades. Born and raised in a small forestry community in Finland, she...
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#004: Navigating Trendy Investments and Stock Options with John from 2019-02-15T16:08:05
Biography: John is a retired Canadian oil company executive who’s spent the last six work-free years travelling from one warm climate to another in what he considers his “endless summer vacation.” ...
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#003: Investing in Real Estate Early and Often with Bob from 2019-02-08T05:00:35
Biography: Bob is a physician who’s done his rounds both in a general hospital and at clinics he opened up himself. He’s also built up a lucrative side-career in real estate, taking advantage of th...
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#002: Raising Kids and Retiring Responsibly with Anne and Ron from 2019-02-01T05:01:45
Biography: Anne and Ron are married retired teachers who have been clients of Richard for over 25 years. While they came from different economic backgrounds—upper-middle class for Anne and lower-mi...
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#001: Spending Wisely and Living Frugally with Miriam from 2019-01-29T14:23:53
Miriam grew up in very modest circumstances, with her family living in the basement of a synagogue during her early years and her mother having to get by on credit and good will. While Miriam’s par...
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