The Unlimited Podcast was ranked by Spotify in the Top 20% of Most Followed and Most Shared podcasts globally in 2022.
Hosted by Ginsler Wealth’s CEO, Brian Ginsler, The Unlimited Podcast features interviews with investment managers we may work with, along with a variety of investing, financial and other experts, discussing topics relevant to successful families.
In addition to interviews, the podcast also features audio versions of our quarterly letters and other key publications.
You can listen on your favourite podcast app or directly from our website below. Reach out to us if you have ideas for podcast topics or guests.
EPISODES
The Unlimited Podcast is a Ginsler Wealth audio production. GW’s CEO, Brian Ginsler, provides his thoughts on investing and the markets, and speaks with a variety of investment managers and other non-investment specialists to discuss themes relevant to successful families.
Ginsler Wealth is a new wealth management experience. We exist to serve successful families that embrace independence and the flexibility it provides; families that want unconstrained wealth management solutions; and families that expect a higher, more personal level of service. Think of it as your wealth…Unlimited.
In this episode in our Lessons with Legends series, on The Unlimited Podcast, we welcome David Kassie, Chairman of Outcome Asset Management and Chairman Emeritus of Canaccord Genuity. Brian and David discuss David's journey to becoming Chairman and CEO of CIBC World Markets, the founding of Genuity, some of his most significant deals, and more.
David Kassie has held key leadership roles in the financial industry for decades. He served as Chairman or Executive Chairman of Canaccord Genuity Group Inc. since May 2010 and was Chairman and CEO from April to October 2015. Previously, he was Principal, Chairman, and CEO of Genuity Capital Markets from November 2004 to May 2010, leading the firm until its acquisition by Canaccord Financial. Before that, he served as Chairman and CEO of CIBC World Markets and Vice Chairman of CIBC from 1979 to 2004.
With extensive experience as an advisor, underwriter, and principal, David has played a crucial role in major financial transactions and serves on multiple corporate boards. Beyond finance, he is deeply committed to community and charitable initiatives. He is a Director and former Chairman of Baycrest Health Sciences, where he also led its commercialization efforts. He has previously served on the boards of the Toronto International Film Festival Group, the Hospital for Sick Children, and Ivey Business School.
David holds a B.Comm. (Honours) in Economics from McGill University (1977) and an MBA from the University of Western Ontario (1979).
Timestamps
0:00 Disclaimer and Intro
3:43 Investment Banking & Merchant Banks
10:28 Outcome's history & performance
15:55 Banking in the 80s and 90s
20:14 Leading bankers
26:46 Building the team at Genuity
34:13 Markers of success in interviews
37:33 David's transformative deals
41:01 David's angel investing
44:04 Thoughts on Canadian leadership & trade
49:11 David's best career advice
51:36 If David could do anything, what would it be?
53:48 Outro