Discovery Series: Unplugged
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About
Welcome to the Discovery Series: Unplugged podcast! Join Reh Bhanji and David Lee from Desjardins Insurance as they dive deep into the stories of real people, real advisors, and real-life experiences. From navigating the highs and lows of the financial industry, to finding success and fulfilment in unexpected places, this podcast is for advisors who want to be inspired, informed, and engaged. So, whether you’re a seasoned professional or just starting out, tune in and join the community!
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Recent episodes
- Episode 134: A Health Plan for Your Retirement Portfolio - Aly Damji on Critical Illness, Wealth Preservation, and Planning Conversations
- Episode 133: Protecting the Protectors - Jesse Whalen on Injury, Purpose, and Building a Niche in Midwifery
- Episode 132: Becoming the Most Known Advisor in Your Market - Andrew McKeown on Events, COI Growth, and LinkedIn Storytelling
- Episode 131: The Velocity Game - Sean Downey on Giving Advisors Their Time Back, Insurance Technology, and the Future of Independent Advice
- Episode 130: The Gift of Time - Todd O'Donnell on Love, Loss, and Legacy
- Episode 129: From Scarcity to Social Capital - Kendall Harris on Health, Trust, and the Wealth Money Can't Measure
- Episode 128: Play the Long Game - Fred Pratt Jr. on Golf, Patterns, and the Planning Mindset
- Episode 127: The Human Algorithm - Romeo Vitagliano on Curiosity, Context, and the Soul of Underwriting
- Episode 126: The Architect of Purpose - Celebrating the Legacy of Yves L. Giroux
- Episode 125: Noise vs. Signal - Reading the 2026 CUSMA Review for Your Clients