In this episode of the Canadian Podcast, Zak speaks with Tracey Lundell, Senior Investment Advisor and wealth management specialist with over 31 years of experience helping clients build, protect and transfer wealth with intention.Tracey works closely with business owners, executives, nonprofit organizations and pre retired and retired individuals who need advanced investment strategies, tax planning, fixed income expertise and long term wealth and philanthropic planning. She explains how personalized financial planning and disciplined investing create stability across market cycles.Based in British Columbia and serving clients across BC, Alberta, Ontario and Nova Scotia, Tracey shares insights on navigating complex financial decisions, preserving capital, planning for retirement and aligning wealth with values. She also discusses how innovation and client experience shape modern wealth management.The conversation explores Tracey’s background, including her education at UBC, her Chartered Investment Manager designation, and why continuous learning matters in today’s financial landscape. Tracey also highlights her lifelong commitment to community involvement and charitable leadership across Canada.This episode is ideal for anyone interested in wealth management, investing strategies, retirement planning, tax efficiency, legacy planning and using financial success to create long term impact.Learn More about Tracey by visiting: https://www.harbourfrontwealth.com/team-members/tracey-lundell/

The Canadian Podcast brings Zak and Gilbert Bong together for an honest conversation about discipline, money and the choices that shape a meaningful life.They explore how leaders make decisions that influence families, entrepreneurs and communities and what it takes to stay grounded while carrying that responsibility.Gilbert has spent years helping people face decisions that matter. Money. Direction. Legacy. His work asks for patience and clarity and he has built both through experience and steady discipline.The conversation moves through themes that many leaders think about.• How entrepreneurs approach long term wealth• Why discipline shapes better financial decisions• How martial arts informed his sense of character and control• What community work taught him about purpose• Why building a school in Guatemala stayed with him• What he has learned from guiding families during uncertain momentsThis is not theory.

It is real experience from someone who works closely with people when life becomes complex.

Listeners who want a clearer understanding of leadership, wealth and purpose will find something here that stays with them.Follow Gilbert at @gilbert.bong and learn more at Zelos Global and his co-founded podcast with Hafiz Mitha called, Between Two Dots.

Carlamay Sheremata is a retired police officer from Calgary with more than twenty years in law enforcement.

Her work included years in schools as a school resource officer supporting students, families and staff.Her experience shaped her book Youth Truth Engaging in Conversations That Can Change Lives, an award winning guide for parents, educators and mentors who want better communication with young people.In this conversation she talks about what she learned through her work with youth and why honest dialogue matters.

She explains why many young people shut down, why listening is harder than people admit and how small changes in communication can shift a relationship.

She shares insights from her time in schools and from writing Youth Truth.This episode gives you a grounded view of the challenges young people face and the role adults play in creating better conversations.Connect with CarlamayWebsite:https://www.carlamaysheremata.comInstagram: / carlamaysheremata Facebook: / carlamaysheremataauthor Her book Youth Truth and her workshops are linked on her site.