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SmartWealthTM with Thane Stenner Podcast

Produced by BNN Bloomberg Brand Studio in partnership with Stenner Wealth Partners+ of Canaccord Genuity Wealth Management

Award-winning senior portfolio manager, senior wealth advisor and podcast host Thane Stenner (PFP®, CIM®, FCSI®) helps you understand why being wealthy is not the same as being rich. Join him as he has authentic conversations about success with the most brilliant and fascinating leaders who have built their wealth smartly and strategically. Discover their methods and strategies to maintain their wealth for the long term.

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Podcast Episode 6 with John Bromley

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With guest: John Bromley

Founder of Charitable Impact

John grew up with charity at the core of his family’s values. He took his professional background in corporate finance, working with PwC and later RBC Capital Markets, and co-founded a charity services boutique with his father, one of the world's foremost experts in charity law, and the pioneer of charitable law and gifting in Canada. After developing an in-depth understanding of the complex world underpinning the charity sector, John went on to launch Charitable Impact, an organization built to help people create the change they want to see in the world, no matter what causes they choose to support, how much they give, or how experienced they are with charitable giving. To date, Charitable Impact has facilitated over $1 billion in donations from donors ranging in size from $5 to $70M. John has helped shape, structure and negotiate well over $2 Billion worth of giving on behalf of people, corporations, and existing foundations.

John is also a two-time TEDx speaker, a Forty Under 40 winner, a self-professed “wannabe” athlete, a former ‘90s hip-hop DJ, and a proud father of two kids.

EPISODE TIME STAMPS:

00:00 Introduction

04:07 John's thoughts on passing over $1B worth of charitable donations being facilitated by Charitable Impact

05:24 How did John get into the charitable donation sector?

11:37 Where does John like to see Charitable Impact Foundation grow to over the next decade?

13:50 Range of donations that have flowed through Charitable Impact

16:31 Differences between "chequebook" philanthropy versus the systematic, easy two-step process that Charitable Impact has

21:21 How high net worth donors plan their philanthropic endeavors, and best examples

26:38 Concept of "matching"/performance philanthropy

35:36 What does Charitable Impact do for donors as far as tax administration to make it easy for donors?

38:09 The future of charitable giving; has philanthropic passions changed now vs. 5 years ago?

Podcast Episode 5 with Dr. Hasmukh Patel

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With guest: Dr. Hasmukh Patel

CEO and Co-Founder of AgeCare

Dr. Hasmukh Patel is the CEO and Co-Founder of AgeCare. Born and brought up in Kenya by his parents who immigrated to Kenya from India, Dr. Patel was sent to England at the age of seventeen to attend high school. He graduated from Aberdeen University Medical School in 1982. Following Family Practice residency in England , Dr. Patel moved with his wife and two young sons to Canada in 1987. They first arrived and lived in rural Alberta, where he was the only physician in a farming and ranching community of about 1000 people.

Four years later they moved to Medicine Hat, Alberta where Dr. Patel practiced family medicine until 2004. One of his responsibilities as a practising family doctor was to attend to his patients who were in nursing homes. It was during this time that he observed two things: one, the nursing homes were built in the 1960’s and 1970’s, secondly, there was a shortage of nursing home beds. Dr. Patel recognized the need to improve the quality of long-term care facilities and clinical care for seniors in Alberta and after convincing the local Health Region in Medicine Hat, Alberta, he was awarded a contract to design, build and operate an 86-bed nursing home under a P3 model in 1998. This was the beginning of AgeCare.

Since the first nursing home project in 1999, AgeCare has grown to 15 facilities across western Canada, operating about 2900 beds. The growth has been through new development and acquisition. AgeCare employs over 3100 staff and remained mostly a family business owned and operated by the two founders until 2019 when Axium Infrastructure Fund, a Private Equity Fund out of Quebec acquired a majority equity partnership in AgeCare.

He is rooted in the importance of education and life-long learning. At the age of 62 years, Dr. Patel was accepted at Oxford University, Said School of Business for its Executive MBA program. The Oxford learning experience and its distinctive teaching approach to create next generation of global leaders inspired him to create an endowment Oxford Scholarship for EMBA candidates from Africa.

Dr. Patel’s interests include outdoor activities. He has summited Mt. Kilimanjaro and done the Machu Pichu hike in Peru, and he also likes playing golf, traveling, and reading.

Podcast Episode 2 with Patricia Saputo

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With guest: Patricia Saputo, FCPA, FCA, ICD.D, TEP,  DTax

Certified Wealth Transition Coach and Financial Coach of COO Placements Italcan Inc.

Growing up with the “SAPUTO” name was both a blessing and a challenge for Patricia: a blessing because the name was very reputable in the province of Quebec where she grew up, and a challenge because people just assumed that coming from a successful and wealthy family, life was easy and full of opportunities.

Her parents, Francesco and Lia Saputo, advocated that education was very important and that it would make his daughters self-reliant and not be taken advantage of by others.  With that advice, Patricia became a CPA, and furthered her education in tax, investments, Estate and succession planning.

After leaving Deloitte in 1998, she began a new path that allowed her to manage the patrimony of her immediate family in pioneering the startup of the family’s “Family Office” that further developed into the areas of family governance, managing wealth as it is transitioned to future generations, so they become responsible stewards of their own wealth.  This has led her to become a co-founder and Executive Chairperson of Crysalia Inc., a Chief Learning & Development Office for enterprising families.

She is very generous with her time as she serves in key leadership roles on a variety of boards and advisory committees. She is also a regular speaker at a number of International Forums.  She has been invited to speak on numerous occasions in the areas of family wealth, women and wealth, education, philanthropy and financial literacy.  She believes that education is an incomplete process which is why she considers herself a “life-learner”. 

She recently married Angelo Caparelli and is the proud mother of her 3 boys, Francesco (1996), Lorenzo (1998) and Tommaso (2005).

Podcast Episode 5 with Michael Lee-Chin

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With guest: Michael Lee-Chin

Founder and Chairman of Portland Holdings

Michael Lee-Chin is widely regarded as a visionary entrepreneur whose philosophy of “doing well and doing good” has resulted in extraordinary business success and inspiring philanthropic initiatives. Michael is Founder and Chairman of Portland Holdings, a privately held investment company that manages public equity and private equity, and has an ownership interest in a collection of diversified businesses operating globally in sectors including financial services, insurance, consumer goods, media, tourism, agriculture, real estate development and targeted radionuclide therapy.

Born in Port Antonio, Jamaica in 1951, Michael immigrated to Canada in 1970, to study Civil Engineering at McMaster University, in Hamilton, Ontario. After beginning post‑graduate studies, Michael’s trajectory changed and, at the age of 26, he became a financial advisor, quickly progressing to the position of Branch Manager.

In 1983, at the age of 32, Michael borrowed money to purchase $500,000 worth of Mackenzie Financial Corporation stock. Four years later, the stock appreciated sevenfold and Michael used the profits to make his first acquisition - a small Ontario-based investment firm, AIC Limited. At the time, Advantage Investment Counsel (a division of AIC Limited) had assets under management of just $800,000. Within 20 years, AIC grew from less than $1 million in assets to more than $15 billion under management, at its business peak. In 2009, AIC’s retail investment fund business was sold to a leading Canadian financial services group.

Portland is committed to “building strong indigenous businesses” and, equally important, these businesses must also seek to improve the social well being of the communities in which they operate.

Among his many personal accomplishments, Michael has received Doctor of Laws degrees from a number of distinguished universities in Canada and Jamaica. He has been profiled in Forbes, Fortune, Canadian Business, Black Enterprise and Time Magazine, to name a few. From 2011 – 2016, Michael held the esteemed position of Chancellor of Wilfrid Laurier University. Michael is recipient of the Order of Jamaica and the Order of Ontario and, in 2016, he was appointed Chair of the Government of Jamaica’s Economic Growth Council (“EGC”) in an effort to bolster economic development.

 
 

Podcast Episode 3 with John Ruffolo

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With guest: John Ruffolo

Founder and Managing Partner of Maverix Private Equity

John is the Founder and Managing Partner of Maverix Private Equity. John’s focus will is on guiding the strategy of the firm, Chair of the Investment Committee and is deeply involved with sourcing and leading opportunities particularly within the technology industry. John is also the Founder of OMERS Ventures. Through John’s leadership as Chief Executive Officer, OMERS Ventures had invested over $500 million of capital in over 40 disruptive technology companies across North America, including growth investments in Shopify, Xanadu, Wattpad, Wave, Hootsuite, Rover, Desire 2 Learn, Hopper, DuckDuckGo, TouchBistro and League. During his tenure at OMERS, John also formed OMERS Platform Investments as its Executive Managing Director. He has led investments in Purpose Financial, PointNorth Capital, District Ventures, OneEleven and ArcTern Ventures. John is also the Co-founder and Vice Chair of the Council of Canadian Innovators, a non-profit organization dedicated to helping high-growth Canadian technology firms scale up globally. Further, John sits on a number of boards of leading innovative organizations in both the profit and non-for-profit sector. John’s work has been recognized by numerous organizations. He has been selected as Canada’s Most Powerful Business Person by Canadian Business Magazine and as one of Toronto’s most influential persons by Toronto Life Magazine. John has been awarded with the Outstanding Progress and Achievement Award by the Schulich School of Business, an award for outstanding career achievements in their respective field. In 2018, John was honored with the Order of Merit of the Italian Republic which made him a 5th Class Knight. In 2020, John became a Fellow of the Chartered Professional Accountants of Ontario (FCPA).

 
 
 

 

 

 

 

Podcast Episode 1 with Bruce Linton

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With guest: Bruce Linton

Founder and Former Chairman and CEO of Canopy Growth Corporation

Bruce has a passion for entrepreneurship and making a positive difference in the world. He brings a wealth of experience in building strong technology-driven companies, developing world-class teams, and positioning his companies in sectors driven by waves of public policy change. Mr. Linton is Founder and served as the Chairman and Chief Executive Officer of Canopy Growth Corporation (Nasdaq: CGC/TMX: WEED). As Chairman and Chief Executive Officer of Canopy Growth Corporation, Mr. Linton led the Company through 31 acquisitions, and over 16 rounds of financing, $6 billion of capital raises, including a $5 billion investment by Constellation Brands, the largest beer import company in the United States.

Bruce serves as the founding Executive Chairman of Gage Growth Corp. (CSE: GAGE); which announced on Sept 1, 2021, an agreement to be acquired by TerrAscend Corp (CSE: TER), (OTCQX: TRSSF), a leading North cannabis multi-state operator. He is a founding Board of Director member of Mind Medicine Inc. (NEO: MMED), and Chairman of the Governance and Compensation Committee; the psychedelic-inspired medicine biotech company. Co‐Founder and Chair of the Board of Ruckify Inc., Co-Chairman and former Chief Executive Officer of Martello Technologies Group Inc. (TSXV: MTLO). He is also currently the Chairman of the Advisory Board for Red Light Holland Corp., (CSE: TRIP), Creso Pharma (ASX: CPH), and Above Foods. Is Co-Founder and Non-Executive Chairman of Óskare Capital, and an active investor with Slang Worldwide Inc. (CSE: SLNG) and with OG DNA Genetics Inc. Bruce also sits on the Board of Directors of the Canadian Olympic Foundation and is an active member of The Ottawa Hospital Foundation, Campaign Executive Committee. Bruce was also Chairman and Chief Executive Officer of Collective Growth Corporation; a special purpose acquisition company which went public on NASDAQ on May 1, 2020, and completed its business combination transaction with Innoviz Technologies Ltd. (NASDAQ: INVZ) in April 2021.

 

Disclaimer

The comments and opinions expressed in this podcast are the results of work done by Stenner Wealth Partners+. They may differ from the opinion of Canaccord Genuity Corp., and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. The statements expressed herein are not intended to provide tax, legal or financial advice, and under no circumstances should be construed as a solicitation to act as a securities broker or dealer in any jurisdiction. All views are intended for general circulation only and do not have any regard to the specific investment objectives, financial situation, or general needs of any particular person, organization, or institution. Canaccord is a member of the CIPF.