Free Lunch

Hosted by Canvas Wealth

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Aug 2026

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About the show

Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approach -Fear and Greed Degrade Portfolio Returns -Costs Make a Difference -Portfolio Diversification Reduces Risk To learn more about Canvas Wealth, visit our website https://www.canvaswealth.ca/ and listen to our podcast every Wednesday.

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60 recent

August 19, 202618 min

The Energy Professional’s Financial Playbook – Episode 1 of 3 Building Wealth in a Cyclical Industry

What if you had to pay someone to take your oil off your hands? It actually happened, and Colin opens this episode with that story, along with the eerie Tuesday layoffs that became a running fear across Calgary's oil patch. This kicks off a new series, the Energy Professionals Financial Playbook, looking at why so many people unknowingly tie their salary, investments, home value, and employer stock to the same cyclical industry. Colin also breaks down the real difference between rich and wealthy, and shares one simple question he asks clients that almost never gets answered with a number.

August 12, 202633 min

Ag in Motion: A Farming Experience

What happens when three siblings from different marriages all believe they're getting the family farm? Trish Tate has seen it firsthand, and it rarely ends simply. On this episode of The Free Lunch Podcast, Colin sits down with Trish, a fourth generation farmer and Canvas Wealth's newest advisor, fresh off a week at Ag in Motion in Saskatoon. They talk drones, giant seed carts, and how technology is quietly reshaping farm operations. Then the conversation turns to a number that surprised even Colin, the percentage of Canadian farms with a legally written succession plan, and why so many families put that conversation off until it is too late. They close on how compounding and tax free savings accounts fit into the plan, because the land can only carry so much.

August 5, 202621 min

Summer Reading Series

What's the best investment move you can make this summer? According to Colin, it's nothing. Or almost nothing. In this solo episode, Colin trades market talk for a summer reading list: seven books he believes can make you a better investor, and most of them aren't really about investing at all. From why doing well with money has more to do with behaviour than intelligence, to the concept of memory dividends and why some experiences come with expiration dates, Colin makes the case that the best investors are lifelong learners. He wraps with a simple summer challenge: read one book that makes you think differently. Because in Colin's words, successful investing isn't about predicting the future. It's about becoming the kind of person who's prepared for it.

July 29, 202635 min

Lori Curtiss – Financial Planning Faux Pa’s

What if the biggest financial planning mistake has nothing to do with your investments? This week on The Free Lunch Podcast, Colin sits down with Lori Curtiss, a fee based financial planner with a master's in financial psychology, to dig into the money story playing in your head and how it quietly shapes every decision you make, from the grocery aisle to your retirement plan. Colin and Lori get into the debt traps that are easier to fall into than ever (wait until you hear the rolled over car loan numbers), the real answer to "should I pay down my mortgage or invest," and why the questions you're too embarrassed to ask are far more common than you think. Because knowing you're going to be okay starts with being willing to look.

July 22, 202627 min

"Yeehaw" Chuckwagon Marketing

What does a $175,000 chuckwagon tarp have to do with your portfolio? More than you'd think. Fresh off Stampede season, Colin and Jacob take on one of Calgary's flashiest marketing traditions and ask the question nobody at the rodeo is asking: where does that money actually come from? Colin runs the math on what a six figure sponsorship might really require in revenue to support it, and the number will surprise you. From there, the conversation gets bigger. Why do some of the wealthiest people drive modest cars? What can Costco's concrete floors teach us about building real value? And why does Colin believe every dollar in a business, just like every dollar in a portfolio, has a job to do? It's a fun one with a serious point: looking successful and being successful are not the same thing, and knowing the difference might be the most valuable skill in investing.

July 15, 202632 min

Philip McInnis – How to invest for the next 30 years…

Get rich quick and get skinny quick have a lot in common. Neither one works. This week on The Free Lunch Podcast, Colin and Greg welcome Phil McInnis, Chief Investment Strategist at Avantis Investors, who compares building wealth to building fitness. In his view, it's not the shortcuts that matter, it's the boring basics done consistently over decades. From goal setting to factor investing to why your brain isn't wired for market swings, Phil shares what he thinks investors with 10, 20, or 30 years ahead of them should focus on.

July 8, 202632 min

Why Great Investors Think Like Great Coaches - World Cup Edition!

The World Cup isn't just great TV, it's one of the best crash courses in investing you'll ever get. In this solo episode, Colin breaks down what championship soccer teams can teach us about building a championship portfolio: why the best team doesn't always win on any given day, why bonds are the unsung goalkeeper of your portfolio, and why chasing last year's hottest stock is a lot like betting on last year's Golden Boot winner. Plus, why "home field advantage" might be quietly costing Canadian investors returns. Whether you're watching every match or don't know a striker from a midfielder, this episode will change how you think about risk, discipline, and playing the long game.

July 1, 202621 min

Why the AI is there a tech sell off??

Great companies do not always make great investments With AI stocks grabbing headlines lately, Colin and Greg ask the question a lot of investors skip: what are you actually paying for that future growth? In this episode of The Free Lunch Podcast, they talk through market concentration, the Magnificent Seven, and why a diversified portfolio usually beats chasing the next big theme, whether that's AI today or dot coms back in 2000.

June 24, 202621 min

A New Fed Chair

What if "higher for longer" just means normal? That's the question Colin and Jacob dig into on this week's episode of The Free Lunch Podcast, and it's one worth sitting with. For most of the last decade, ultra-low interest rates felt like the baseline. But historically? They were the anomaly. Colin and Jacob talk through what the new Fed chair's first meeting signals, why the bond market matters more than most people think, and what today's rate environment actually means for retirees, homeowners, and long-term investors.

June 17, 202626 min

IPO Mania!

Colin and Greg had one of their most honest conversations yet on The Free Lunch Podcast this week, talking through IPO mania, the current wave of AI and space company offerings, and why the strategies that sound disciplined on paper often fall apart in practice. Their take? If you want to put a small slice of your portfolio into something speculative because you find it interesting, that's very different from betting your future on it.