Wealthsimple claims to have started the end of banking in Canada. Beyond bold claims and statements, we explore the new reality unfolding with the company's foray into banking, and all that it entails for Canada's uniquely consolidated banking industry.

Oaken Financial offers attractive deposit rates, but its true significance lies in its contribution to Fairstone Bank's net interest margin. This episode unpacks how Oaken's "no fees" and "no minimum balance" approach strategically gathers cost-effective, stable deposits, fueling Fairstone's higher-yield alternative lending operations.

For informational and entertainment purposes only—not formal financial advice.

EQB Inc. balances ambitious growth with a strong capital position, evident in its 14.1% CET1 ratio as of Q1 2025. "Canada's Challenger Bank" manages rapid expansion in lending alongside prudent risk management, including recent increases in impaired loans. Its "fortress balance sheet" is key for navigating economic uncertainties and sustaining growth.For informational and entertainment purposes only—not formal financial advice.

This podcast delves into Sylogist's strategic shift towards a SaaS-driven business model, analyzing the challenges and opportunities of this transition.

For informational and entertainment purposes only—not formal financial advice.

This podcast delves into Robinhood's acquisition of WonderFi, analyzing the deal's terms, the strategic rationale for both companies, and the implications for investors and the Canadian cryptocurrency market.

For informational and entertainment purposes only—not formal financial advice.

This podcast explores the ins and outs of Mogo Inc., a Canadian fintech company. We delve into their business lines - Wealth, Lending, and Payments - and analyze their strategic moves in the ever-evolving fintech landscape.For informational and entertainment purposes only—not formal financial advice.

This podcast delves into Nuvei's transition from a publicly traded company to a private entity, examining the motivations behind the move, the implications for its future, and what it means for the fintech industry.

For informational and entertainment purposes only—not formal financial advice.

This podcast explores Snowflake's evolution from a cloud data warehouse to a broader data platform, including its expansion into AI, applications, and data collaboration.

For informational and entertainment purposes only—not formal financial advice.

This podcast explores Lightspeed's focus on serving sophisticated small and medium-sized businesses, analyzing the unique needs of these merchants and how Lightspeed's platform and strategic direction are tailored to capture this valuable market segment.

For informational and entertainment purposes only—not formal financial advice.

This podcast focuses on CrowdStrike's use of artificial intelligence and machine learning to enhance threat detection and prevention, including an exploration of its generative AI assistant, Charlotte AI.For informational and entertainment purposes only—not formal financial advice.

This podcast explores Softchoice's successful transition from a traditional IT hardware reseller to a leading provider of software and cloud solutions, analyzing the strategic decisions and financial impacts of this transformation

For informational and entertainment purposes only—not formal financial advice.

This podcast delves into TC Energy's strategic focus on natural gas and power generation, its growth prospects in the LNG export market, and the challenges of managing a highly leveraged balance sheet.

For informational and entertainment purposes only—not formal financial advice.

This podcast delves into the story of Copperleaf Technologies Inc., a company that revolutionized decision-making in asset-heavy industries. We explore their innovative AI-powered software, consistent revenue growth, and the factors that led to its acquisition by IFS AB, arguing that Copperleaf's true value was not fully recognized by the market.

For informational and entertainment purposes only—not formal financial advice.

This podcast delves into Enghouse Systems, a Canadian enterprise software company, examining its strong financial health, consistent profitability, and high dividend yield. We discuss why it appeals to value-oriented investors and the balance between its acquisition-driven growth strategy and concerns about organic growth in a competitive tech landscape.

For informational and entertainment purposes only—not formal financial advice.

This podcast explores Avalon's high-stakes strategy to develop a vertically integrated lithium supply chain in Ontario, Canada. It examines the potential rewards and significant risks involved in this ambitious venture.

For informational and entertainment purposes only—not formal financial advice.

This podcast discusses Celestica's strategic shift from lower-margin electronics manufacturing to higher-value, complex solutions. We analyze the company's growth, profitability, and future outlook in the context of this transformation.

For informational and entertainment purposes only—not formal financial advice.

This podcast explores the rise of CATL as a global leader in EV battery manufacturing. We delve into their innovative technologies, market dominance, and strategies for navigating the rapidly evolving electric vehicle landscape.

For informational and entertainment purposes only—not formal financial advice.

This podcast delves into Propel Holdings' innovative use of AI to transform lending for underserved consumers. We explore their business model, growth strategies in North America and the UK, and the competitive landscape of fintech lending.For informational and entertainment purposes only—not formal financial advice.

This podcast analyzes the risks that ServiceNow faces from global economic conditions, including macroeconomic slowdowns, trade tensions, and evolving regulations. It assesses the company's resilience to these challenges and the potential impact on its financial performance.

For informational and entertainment purposes only—not formal financial advice.

Palantir's valuation multiples are sky-high, even for a growth stock. We dissect the key metrics, compare them to historical data and peers, and ask: What would it take for Palantir to actually grow into its valuation?For informational and entertainment purposes only—not formal financial advice.