In the Money with Amber Kanwar

Inflation is reshaping global markets, and Canada may be uniquely positioned to benefit. Veteran value investor Kim Shannon, Founder and Co-Chief Investment Officer of Sionna Investment Managers, believes we're only five years into an inflationary cycle that could last another 15 years or longer. History suggests Canadian stocks have a significant advantage in this environment. When inflation rises above 4%, Canada has historically outperformed the U.S. by an average of 8%. After correctly predicting the TSX would outperform the S&P 500 last year, Shannon explains why she believes the golden era for value investing is far from over, why rising bond yields could put pressure on expensive growth stocks, and where she's finding opportunities in Canadian equities despite the market's impressive rally.In the Mailbag, Shannon weighs in on whether Cenovus Energy (CVE.TO) still has room to run after doubling in value, whether Canadian energy stocks can continue their rally, and if Canadian banks like Bank of Nova Scotia (BNS.TO) and TD Bank (TD.TO) have become too expensive. She also discusses why Fairfax Financial (FFH.TO) could offer significant upside, whether Berkshire Hathaway (BRK.B) remains attractive, the AI disruption fears weighing on engineering firms WSP Global (WSP.TO) and Stantec (STN.TO), and whether rising bond yields are creating opportunities in pipelines and telecom stocks.In Pro Picks, Shannon reveals three Canadian stocks she believes offer significant upside in an inflationary world. She's sticking with Barrick Mining (ABX.TO), a pick from last year that's already gained 47%, but which she believes remains deeply undervalued thanks to one of the world's most promising gold discoveries. She's also finding opportunity in the wreckage of the AI-driven software selloff, making the case for CGI (GIB.A.TO), and sees a potential turnaround in beaten-down utility Algonquin Power & Utilities (AQN.TO), which she believes could climb from roughly $7 to $12 a share. Plus, we revisit her stellar picks from last year, including Bank of Nova Scotia (BNS.TO), up 52%, and Cenovus Energy (CVE.TO), which has doubled, to see what's behind those gains and whether there's still upside ahead.Timestamps0:00 Trailer 2:15 Intro2:55 Is it still a golden era for value investors? 6:27 How inflation affects value stocks and Canadian equities8:22 Is Canada still cheap after its recent gains?9:36 Bond yields, stagflation, and market risk12:48 Value investing, dividends, and income15:51 ITM Mailbag: Is Cenovus still a buy? (CVE)19:36 Cenovus, oil supply, and Canada’s energy outlook22:05 Canadian bank valuations and portfolio positioning (TD, BNS)26:13 Life insurers and Fairfax (FFH)29:10 Berkshire Hathaway and Kim’s Warren Buffett story (BRK.B)33:37 Engineering stocks, AI, and value traps (WSP, STN)37:11 Pipelines: opportunity or caution?38:53 Past & Pro Picks: (ABX, GIB.A, AQN)53:57 The Closing Bell: Kim’s favourite ways to unwind55:51 Episode wrap-up and what’s nextSponsorsThanks to our partners at Guardian Capital LP. Following Conviction, Not the Crowd.Contact your advisor today and ask about Guardian Capital’s Funds and ETFs and visit their website for more information at https://guardiancapital.comATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.comAll the charts you’ll see today are sponsored by Wealthsimple Trade. The self-directed trading platform built for active traders in Canada. Learn more at  https://app.wealthsimple.com/74rd/83ftma8xSupport for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Canada is on the cusp of what could be a generational investment opportunity. After years of underinvestment, billions of dollars are flowing toward infrastructure, defence, energy and data centres—and some of the biggest beneficiaries may still be overlooked by investors. Andrey Omelchak, President, CEO & CIO at LionGuard Capital, believes Canada's economic transformation is just getting started. After outperforming both the TSX and Nasdaq without relying on big tech or mining stocks, he explains why he's so bullish on Canada's future, where he's finding opportunities and which companies could deliver outsized returns. In the Mailbag, Andrey weighs in on whether the pullback in 5N Plus (VNP.TO) is a major buying opportunity, whether AI disruption fears are overblown for Stantec (STN.TO) and Lumine Group (LMN.V), and why he's excited about Electrovaya (ELVA.TO) despite its volatility. He also revisits Propel Holdings (PRL.TO) following the collapse in goeasy (GSY.TO), assesses the upside in Mattr (MATR.TO) after its massive rally and explains why he sees more growth ahead for Firan Technology Group (FTG.TO).In Pro Picks, Andrey reveals three stocks positioned to benefit from a surge in infrastructure, defence and data centre spending: Magellan Aerospace (MAL.TO), Enerflex (EFX.TO) and Badger Infrastructure Solutions (BDGI.TO). He also revisits his previous picks, including Calian Group (CGY.TO), Canaccord Genuity (CF.TO) and Bird Construction (BDT.TO), which has surged 155% since his last appearance. Is there still upside, or is it time to take profits?Timestamps00:00 Trailer01:55 Intro03:32 Investing Beyond the Broad Market04:08 How Andrey Chooses Investment Themes06:08 The Evidence Behind Canada’s Infrastructure Shift07:44 Is the Opportunity Still Under the Radar?09:23 Separating Investment Hype from Data12:26 ITM Mailbag: 5N Plus: Critical Metals and Space (VNP)15:44 Stantec: AI Fears and Valuation (STN)18:10 Electrovaya: Batteries, Data Centers, and Growth (ELVA)23:48 Lumine Group: AI Risks and Compounding (LMN)30:44 Propel Holdings: Why It’s Different from GoEasy (PRL)36:28 Matter: Infrastructure Demand and Recovery (MATR)38:06 Firan Technology : Aerospace and Defense Demand (FTG)41:00 Andrey’s Past & Pro Picks (CGY, BDT, CF, MAL, EFX, BDGI)60:04 Closing Bell: Family Time and Road TripsSponsorsThanks to our partners at Guardian Capital LP. Following Conviction, Not the Crowd. Contact your advisor today and ask about Guardian Capital’s Funds and ETFs and visit their website for more information at https://guardiancapital.comATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.comAll the charts you’ll see today are sponsored by Wealthsimple Trade. The self-directed trading platform built for active traders in Canada. Learn more at  https://app.wealthsimple.com/74rd/83ftma8xSupport for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Cole Smead got Canadian energy right when few investors wanted anything to do with the sector. Now, after some of his biggest stock picks have delivered enormous returns, is there still money to be made? Cole was one of the top-performing stock pickers in our mid-year review, claiming both the number one and number three spots thanks in large part to his winning Canadian energy bets. Now, he returns to explain why he believes the Canadian oil trade is far from over, even after a massive rally. While some of the biggest bargains in Canadian energy have disappeared, Smead believes the sector still has significant upside. But investors looking for the next big payoff may need patience rather than chasing quick gains.He breaks down why Cenovus Energy (CVE.TO) remains one of his highest-conviction holdings, what its acquisition of Athabasca Oil (ATH.TO) reveals about the value of Canadian oil sands assets, and why he thinks consolidation could eventually leave Canada with just three major oil producers. He also weighs in on the widening discount for Canadian crude, the outlook for oil prices amid geopolitical tensions, and why he's avoiding the AI spending boom in favour of businesses generating enormous free cash flow. Plus, why this outspoken American investor is expanding his business into Canada.In the Mailbag, Cole answers viewer questions about whether Athabasca Oil (ATH.TO) could attract a competing bid, whether Canadian Natural Resources (CNQ.TO) is falling behind its peers, and whether there's more upside in Whitecap Resources (WCP.TO) following its Veren acquisition. He also shares his outlook for Tamarack Valley Energy (TVE.TO), Baytex Energy (BTE.TO), Strathcona Resources (SCR.TO), and Birchcliff Energy (BIR.TO), explaining where he sees opportunities, where he's cautious, and why capital allocation matters more than ever.In Pro Picks, Cole revisits his previous recommendations, including Strathcona Resources (SCR.TO), Pandora (PNDORA.CO) and West Fraser Timber (WFG) before revealing three investment ideas: International Petroleum (IPCO.TO), a Canadian energy company with ambitious oil sands growth plans; Barclays (BARC.L), a European bank he believes could benefit from improving profitability and industry consolidation; and Auto Trader Group (AUTO.L), a beaten-down British business where he sees a potential opportunity for patient investors.Vote for us! https://vote.signalaward.com/PublicVoting#/2026/shows/genre/money-financehttps://vote.signalaward.com/PublicVoting#/2026/shows/genre/business-people-entrepreneurs-shaping-culture Timestamps0:00 Trailer2:03 Intro3:22 Cole Smead on expanding into Canada5:38 Speaking candidly about Canadian investing7:58 The H&R REIT deal and shareholder value11:37 Cole’s investment approach and portfolio13:10 Why he avoids big tech and capex cycles15:44 Canadian oil prices and pipeline constraints18:37 ITM Mailbag: Athabasca takeover offer, is another bid coming? (ATH)25:27 Greenfire, Strathcona, and oil consolidation28:03 Canadian Natural Resources and capital allocation (CNQ)30:22 Whitecap, gas assets, and oil investments (WCP)38:33 Tamarack Valley: patience and returns (TVE)39:55 Baytex Energy (BTE)43:17 Enbridge, and pipelines46:18 Birchcliff and the gas business48:00 Cole’s past picks: Strathcona, Pandora, West Fraser (SCR, PNDORA, WFG)1:00:17 Cole’s Pro Picks: International Petroleum, Barclays, Auto Trader (IPCO, BARC, AUTO)1:17:58 Closing Bell: Cole’s hobbies and closing conversationSponsorsThank you to our partners at ATB Financial. ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.comAll the charts you’ll see today are sponsored by Wealthsimple Trade. The self-directed trading platform built for active traders in Canada. Learn more at  https://app.wealthsimple.com/74rd/83ftma8xSupport for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Steve Eisman, the investor whose subprime bet inspired The Big Short, is cautiously bullish, not calling for a crash. He examines the market’s dependence on AI, hidden concentration from Nvidia to OpenAI, and risks to the spending boom. Eisman also discusses interest rates, safer U.S. banks, Canadian housing, his failed Canadian bank short, and stock picks including Nvidia and Eli Lilly.

Mike Vinokur, a value-oriented portfolio manager and market technician, sees a potential market washout just weeks away. He explains why the S&P 500’s gains conceal broad weakness, how higher rates and AI spending are reshaping risk, and where he finds value across banks, insurers, private equity, homebuilders and Fair Isaac. He also shares fresh picks including Amazon, Uber and Talen Energy.

Rising interest rates have punished real estate stocks and left investors wondering: Is real estate dead money?Jeff Olin, President & CEO and Portfolio Manager at Vision Capital Corporation, says absolutely not. While higher rates matter, he argues that supply and demand ultimately matter more—and that today’s disconnect between public and private real estate markets is creating opportunities. With billions of dollars of private capital still looking for deals, Olin expects the wave of M&A in real estate to continue.Olin explains why Vision has increased its net long exposure, where he sees the best supply-and-demand fundamentals and why investors need to stop treating real estate as one homogeneous sector. He breaks down the strength in grocery-anchored retail, why he’s becoming more constructive on industrial real estate again and where he sees opportunities in apartments, seniors housing and data centres.In the Mailbag, Olin tackles the controversial proposed transaction involving H&R REIT (HR.UN) and GO Residential REIT (GOR.UN), including why both stocks fell after the deal was announced, the potential value he still sees in GO and the questions surrounding H&R’s process and governance. He also revisits Allied Properties REIT (AP.UN) after warning about the company on his last appearance. Following a major distribution cut and equity raise, Olin argues Allied still has a distribution problem and says he would eliminate the dividend entirely—even as he acknowledges the company owns some great real estate.Plus, Olin weighs in on Dream Office REIT (D.UN), BSR REIT (HOM.U), Mainstreet Equity (MEQ), Nexus Industrial REIT (NXR.UN) and Plaza Retail REIT (PLZ.UN), including which names he thinks offer genuine value—and which apparent bargains could still be value traps.Before revealing his new Pro Picks, Olin revisits last year’s picks: Dream Industrial REIT (DIR.UN), First Capital REIT (FCR.UN) and Chartwell Retirement Residences (CSH.UN). First Capital was ultimately acquired after Olin had argued that its grocery-anchored portfolio was significantly undervalued, while Dream Industrial and Chartwell remain names he likes.For this year’s Pro Picks, Olin returns to Chartwell Retirement Residences (CSH.UN), pointing to powerful demographic tailwinds, limited new supply and rising occupancy. He also picks Brookdale Senior Living (BKD), the largest operator of retirement communities in the U.S., where he sees an occupancy and management turnaround story, and Csquare (CSQR), a newly public data-centre company he calls a “screaming value” with exposure to the less-hyped co-location side of the data-centre boom.Timestamps00:00 Trailer02:15 Intro03:20 Is Real Estate dead money? 05:23 U.S. REIT Balance Sheets and Debt06:42 Canadian REITs: Valuations and Leverage08:09 Why Vision Capital Is Net Long09:32 Real Estate M&A and Takeover Premiums11:01 How Higher Rates Affect Deal Flow11:47 Cap Rates Explained12:59 Why Retail Real Estate Is Not One-Size-Fits-All13:27 The Case for Grocery-Anchored Retail15:24 Slate Grocery REIT: What Went Wrong?16:39 Why the Slate Deal Angered Investors18:57 ITM Mailbag: H&R REIT and GO Residential: The Deal Explained (GO.U, HR.UN)27:32 Dream Office REIT and BSR REIT (D.UN, BSR)33:21 Main Street Equity’s Long-Term Growth Story (MEQ)37:41 Nexus Industrial REIT and Data Centre Claims (NXR)39:19 Allied Properties: Governance and Capital Allocation44:11 Should Allied Properties Eliminate Its Dividend? (AP.UN)46:17 Plaza REIT and Potential M&A (PLZ.UN)48:49 Jeff’s Past & Pro Picks ( DIR.UN, FCR.UN, CSH.UN, BKD, CSQR) 62:59 Closing Bell: Jeff Olin on Skiing and FamilySponsorsThank you to our partners at ATB Financial. ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.comAll the charts you’ll see today are sponsored by Wealthsimple Trade. The self-directed trading platform built for active traders in Canada. Learn more at  https://app.wealthsimple.com/74rd/83ftma8xSupport for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

David Szybunka, Canoe Financial’s senior energy portfolio manager, explores why the sector’s long cycle is evolving. He discusses the shift from large-cap oil to natural gas, mid-cap producers and oilfield services, plus AI-driven power demand, energy security and geopolitical risk. He also examines Canadian energy M&A, West White Rose, the Tamarack-Headwater deal, Abaxx, Tourmaline, Athabasca and SLB.

Caution isn’t stopping Gordon Reid from finding opportunities. The President & Chief Investment Officer of Goodreid Investment Counsel Corp. is getting more defensive as markets contend with higher interest rates, inflation and geopolitical uncertainty—but he’s not taking his chips off the table. One of the biggest changes is in financials. When Reid joined us last year, he was all-in on the sector, making Goldman Sachs, Morgan Stanley and Jackson Financial all three of his Pro Picks. After big gains, he’s now trimming that exposure, cutting Goldman Sachs by roughly a third and Morgan Stanley by 25%. Reid explains why taking profits can be an important defensive move, where he’s redeploying that money—including Verizon and healthcare—and walks us through 10 stocks he still likes as he looks for opportunities in a more challenging market.In the Mailbag, Reid weighs in on Nvidia (NVDA) and Qualcomm (QCOM) after the recent volatility in semiconductors, whether Lululemon (LULU) has fallen enough to become attractive, and the turnaround at Citigroup (C). He explains why he prefers General Motors (GM) over Ford (F), why Costco (COST) is still too expensive for him, why he’s staying away from Netflix (NFLX) but likes his exposure to YouTube through Google (GOOGL), and how he manages the risk of owning high-flying CrowdStrike (CRWD).Plus, as we mentioned, Reid’s past Pro Picks—Goldman Sachs (GS), Morgan Stanley (MS) and Jackson Financial (JXN)—have gained roughly 40%, 45% and 60%, respectively, since his last appearance. His three fresh Pro Picks are tied to the AI infrastructure buildout: Ciena (CIEN), EMCOR Group (EME) and MasTec (MTZ). Reid explains why their recent pullbacks could represent an opportunity and why he believes the AI buildout can continue even if the pace of spending slows.Timestamps00:00 Trailer02:13 Intro03:33 Interest rates, oil prices, and inflation05:43 Is the U.S. market too expensive?08:19 How high can interest rates go?09:37 AI spending and the race for capital10:42 Is AI threatening financial stocks?12:05 Why Gordon trimmed financials13:34 Why Verizon is the new defensive position14:02 How to defend a portfolio without selling everything15:07 Why Gordon is adding to healthcare17:11 The AI impact on tech valuations20:23 ITM Mailbag: Is it time to buy semiconductor stocks?21:12 Qualcomm’s role in the AI trade (QCOM)22:41 Is NVIDIA becoming a more stable investment? (NVDA)24:13 Why Gordon is avoiding Lululemon (LULU)27:56 Why Citi remains a turnaround opportunity (C)30:46 GM vs. Ford: Which stock does Gordon prefer? (GM, F)34:15 Is Costco still too expensive? (COST)36:16 Can Netflix recover? (NFLX)39:08 Is CrowdStrike still worth buying? (CRWD)44:07 Gordon’s Past & Pro Picks: GS, MS, JXN, CIEN, EME, MTZ 52:10 The Closing Bell: Gordon’s favourite ways to unwind53:54 Closing thoughts and next episodeSponsorsThank you to our partners at ATB Financial. ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.comAll the charts you’ll see today are sponsored by Wealthsimple Trade. The self-directed trading platform built for active traders in Canada. Learn more at  https://app.wealthsimple.com/74rd/83ftma8xSupport for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Ryan Bushell, CEO and portfolio manager at Newhaven Asset Management, specializes in long-term Canadian dividend investing. He explores how rising rates affect income stocks, why infrastructure and energy remain compelling, and whether Canada offers better value than the U.S. He also weighs TELUS, Aecon, WSP, Canadian REITs and CCL Industries, before unveiling picks including Tourmaline, Enbridge and AltaGas.

Ammar Al-Joundi, President and CEO of gold producer Agnico Eagle Mines, discusses Canada’s investment climate, faster project approvals and the value of jurisdictional certainty. He explores Agnico’s growth strategy, disciplined acquisitions, gold’s outlook, potential changes to Canada’s reserves and the company’s critical minerals ambitions. He also shares the culture behind Agnico’s performance and how a hobby farm helps him unwind.