Writing & Ideas
Two Substack publications, a monthly column here on the business of wealth management, a Globe & Mail personal finance column, five books, and a podcast—each exploring a different dimension of how we decide, lead, and build well in uncertain times.
New here? Start with these:
From the practice
Notes on building a wealth business
Every month I write here on the questions I work on with firms—talent, clients, systems, and how to compete as AI and commoditization reshape the industry.
The Third Act: The Growth Market AI Can't Automate
We spend decades preparing to retire, then treat the transition as a single Friday. The firms that coach the Third Act, not just the portfolio, will own the next decade.
The hard part of retirement isn't saving. It's spending.
EY says Canada's retirement problem is now decumulation, not saving. Against pension reforms in Germany, the Netherlands, France and Austria, that's the real frontier.
The Globe & Mail
24-8-2026
Notes on building a wealth business
Every month I write here on the questions I work on with firms—talent, clients, systems, and how to compete as AI and commoditization reshape the industry.
24-8-2026
Notes on building a wealth business
Every month I write here on the questions I work on with firms—talent, clients, systems, and how to compete as AI and commoditization reshape the industry.
24-8-2026
Notes on building a wealth business
Every month I write here on the questions I work on with firms—talent, clients, systems, and how to compete as AI and commoditization reshape the industry.
24-8-2026
Notes on building a wealth business
Every month I write here on the questions I work on with firms—talent, clients, systems, and how to compete as AI and commoditization reshape the industry.
The thinking behind the work.
Two Substack publications. Plus a monthly column here on the business of building a wealth firm.
Books
Five books on decision-making, behavioral finance, wealth, and the human side of leadership plus Sam’s debut novel.