Delisle Advisory Group

Don't miss Episode 30 of Beyond the Bank, where Jean Blacklock and Bev Aron, founder of the Deep Dive Coach Institute, delve into parenting adult children and the nuanced role of money in these relationships. Bev shares expert insights on fostering connection, challenging ingrained beliefs, and strengthening family bonds through curiosity and encouragement. https://spoti.fi/49yJX4I #BeyondTheBankPodcast #ParentingAdults #FamilyWealth #RelationshipCoaching #FinancialDynamics

Tune in to Episode 29 of Beyond the Bank as Andrew Auerbach sits down with Michael Nairne, CEO of Tacita Capital. Discover Michael's journey through the dynamic financial landscape of the 1980s, the founding of Tacita Capital, and his visionary approach to fiduciary and integrated wealth management. Learn from decades of insights on client-centric practices and leading through change. https://spoti.fi/3D5CvBP #BeyondTheBankPodcast #WealthManagement #FiduciaryDuty #ClientCentric #FinancialPlanning #PodcastEpisode

At Delisle Advisory, we specialize in working with families who value transparency, conflict-free advice, and a trusted fiduciary relationship. Our unique approach focuses on thoughtful planning, meaningful connections, and a robust investment process designed to align with your long-term goals. #IndependentAdvisors #FamilyWealth #FiduciaryDuty #TransparentAdvice #WealthManagement #FinancialPlanning

Join Andrew Auerbach as he chats with Colin White, co-founder of Verecan, about transforming the Canadian financial services industry. From navigating the leap to independence to fostering trust in a concentrated market, this episode delves deep into fiduciary duty, client-first principles, and breaking free from corporate norms. Don't miss this inspiring conversation on how innovation and authenticity are reshaping the future of financial advice. 🎧 Listen now! https://spoti.fi/4f3sySJ #BeyondTheBank #PodcastEpisode #FinancialServices #ClientFirst #FiduciaryDuty #Innovation #WealthManagement #Verecan #IndependentAdvisors

Join Sandra Henderson as she sits down with Mike Moodie, Head of Canada and Senior Partner at Stonehage Fleming, to explore his 40-year career in wealth management. Mike shares invaluable insights on managing cross-border wealth, navigating global mobility for families, and the importance of trusted advisory teams. Whether you're navigating multi-jurisdictional challenges or curious about the future of global family wealth, this episode is packed with wisdom and perspective. 🎧 Listen now on your favorite podcast platform! https://spoti.fi/3BkyQzs #BeyondTheBank #WealthManagement #FamilyOffice #GlobalWealth #CrossBorderFinance #FinancialAdvisors #FamilyAdvisory #PodcastEpisode #FinancialWisdom #TrustedAdvisors #delisle

Rubin Miller shares his vision of running a boutique advisory firm built on radical authenticity, client-centricity, and the freedom to operate independently. In a world where AI and technology are reshaping industries, Rubin emphasizes the irreplaceable value of genuine human connection and a tailored, conflict-free approach to financial advice. #WealthManagement #FinancialPlanning #RadicalAuthenticity #IndependentAdvisors #BoutiqueFirms #ClientFocused #HumanConnection #FinancialFreedom #AI #TechInFinance

Episode 26 of Beyond the Bank is here! Andrew Auerbach sits down with Rubin Miller, Co-Founder of Peltoma Capital.They dive into the shift toward flat-fee models, the rise of independent advisory firms, and the importance of aligning investment strategies with client goals. Don’t miss this insightful look into the future of wealth management! Listen now on your favorite podcast platform. https://spoti.fi/499UgvG #BeyondTheBank #Podcast #WealthManagement #IndependentAdvisors #InvestmentStrategies #FlatFeeModel #ClientFirst #AndrewAuerbach #RubinMiller #PeltomaCapital

Andrew Auerbach on Delisle Advisory's Tailored Investment Approach: Andrew Auerbach, Co-Founder of Delisle Advisory, shares the firm’s innovative investment philosophy. By blending efficient market principles, active asset allocation, and client-focused customization, Delisle creates resilient portfolios designed for long-term success. #WealthManagement #InvestmentStrategies #PortfolioManagement #FinancialPlanning #EfficientMarkets #EvidenceBasedInvesting #AndrewAuerbach #DelisleAdvisory

At Delisle, we're excited to embrace innovative technology that transforms how advisors work. By partnering with Purpose, we've streamlined onboarding, financial planning, and client communication into a seamless, integrated system. Say goodbye to inefficiencies and hello to more meaningful client engagement. It's intuitive, efficient, and designed to give advisors more time where it matters most—with their clients. #WealthManagement #Innovation #ClientFirst #FinancialPlanning #AdvisoryEfficiency #PurposeBuilt #DelisleAdvisory #FutureOfFinance

Equity markets tell a story of resilience and long-term growth, unaffected by political shifts. At Delisle Advisory, we rely on evidence-based strategies to navigate volatility and build portfolios for lasting success. 📈 #InvestmentStrategies #MarketInsights #WealthManagement #EvidenceBasedInvesting #LongTermGrowth #DelisleAdvisory #FinancialWisdom