Brian Ginsler's videos and podcasts

Plus you can find out why I've been eating so many avocados lately... Commenting on post from: Gins...

How much do you manage today?

How much do you allocate to equities/fixed income/ alternatives give me an average across all clients

Tax effective income

Real estate

What type of alternative investments do you have

AI is rapidly making its way into healthcare. But as hospitals adopt more and more AI tools, a new challenge is emerging: how do they manage, monitor and govern all of it?

I always sat beside the smartest person in my class throughout my time in grade school. That person ...

It's just that it's a difficult area to succeed in, and so I was wondering how you got your start and what you've done to make a success from that point onwards.

I have these brokerage accounts at Schwab… Is that what you mean by nonregistered?

What other retirement accounts can I use with my wife’s limited net income?

i'm afraid not, but my wife has some scheduled C income but generally, it's not much on the net side after deductions… We're pretty aggressive with deducting expenses against income

have sep account but haven't contributed to it for a while… If I have schedule E income, but my net income is always a loss based on deductions maybe I can't contribute anything to that account

im a usa resident

Thank you — I appreciate the straightforward response. The direct involvement and client-size fit both sound very much like what I’m looking for. On the New Brunswick issue, I’d be interested in understanding what you mean by working through different structures. My preference would be for a fully compliant discretionary portfolio-management relationship rather than having to compromise materially on the service model, so it would be helpful to understand whether there is a legitimate path to that for a New Brunswick resident, or whether the available alternatives would be more limited in scope. If there is a workable route, I’d certainly be open to a conversation. And if the licensing issue ultimately makes the fit impractical, I’d also be very interested in any New Brunswick-licensed portfolio managers or firms you think operate with a similar independent, high-touch model.

I’m currently reviewing my investment and wealth-management arrangements and came across Ginsler Wealth while researching independent discretionary portfolio managers. I have approximately $1.34 million in investable assets across non-registered, RRSP and TFSA accounts and live in New Brunswick. Before arranging a broader discussion, I wanted to confirm whether Ginsler Wealth is currently registered to provide its full discretionary portfolio-management and wealth-planning service to New Brunswick residents, and whether a relationship of approximately my size would fall within the firm’s target clientele. Brian’s combination of portfolio-management, family-office and alternative-investment experience was one of the reasons the firm caught my attention. If my situation is a fit, I’d also be interested to know whether Brian would personally lead or be directly involved in a relationship of this size. Thank you,

How would you feel if she were to play footsie with you and knock your penny loper off?

What size shoe do you think you wear?

Yeah. I was intimidated, though. That was a big ass foot.

Dude, I was feeling overwhelmed when I was massaging her foot because her foot was huge.