In this episode of the Flourish Feed podcast, host Gillian Stovel Rivers engages with Marc-André Lewis, PhD, President and CIO of CI Global Asset Management, to discuss how investors can navigate the complexities of today's financial landscape.

They explore the importance of a disciplined, scientifically informed investment process that prioritizes clarity over the noise of headlines about inflation, AI disruption, and market volatility. Marc-André shares insights from his background in theoretical physics, emphasizing the need for models, the ability to break down complex problems, and the importance of focusing on key drivers in investment decisions.

The conversation delves into the dangers of treating investing like gambling, especially among younger generations who may be swayed by the fast-paced flow of information. Marc-André advocates for a structured approach to investing, highlighting the significance of understanding one's objectives and maintaining a long-term perspective. He discusses the importance of metrics like growth and productivity, the role of rebalancing in portfolio management, and the need for investors to remain patient and disciplined amidst market fluctuations.

Ultimately, the episode underscores that while macroeconomic forces are important, a solid investment process is paramount for achieving financial goals.

Takeaways
💰Investing is about a process, not just returns.
🔬Focus on what you're solving for in your investments.
💰Understanding models is crucial for informed decision-making.
🔬Chunking complex problems into smaller parts makes them manageable.
💰Robustness in a portfolio is essential for long-term success.

Quotes
“Investing is first and foremost about a process — and you need to solve for something.”
“Nobody should be gambling on their retirement. It is a project of a lifetime.”
“A well-built portfolio isn’t designed to forecast the future — it’s built to withstand it.”
“News flow confuses people into reacting. Process frees them to think long-term.”
“If you don’t know whether a result came from skill or luck, it’s not repeatable.”
“Diversification is not a race against your neighbour’s portfolio or what you hear at the water cooler. It’s insurance on your life goals.”
“Politics are not the economy - and the economy is not the markets.”

Chapters
00:00 Introduction to Investment Clarity
02:18 The Intersection of Science and Markets
04:51 Decision-Making Frameworks in Investing
06:47 The Dangers of Emotional Trading
09:56 Understanding Signal vs Noise
12:43 The Role of Professional Money Management
16:02 Planning for Uncertainty in Investments
19:20 Key Metrics for Long-Term Investors
22:23 Designing Resilient Portfolios
29:51 The Importance of Diversification
32:29 Guiding Principles for the Next Decade

#flourish #wealth #wealthmanagement #investing #advisor #KnowThyWealthKnowThyself

Connect with Gillian:
https://www.linkedin.com/in/gillian-stovel-rivers-ma-cfp%C2%AE-cea-997094124/?originalSubdomain=ca
https://x.com/GillianStovelR
https://www.instagram.com/gillianstov...
https://flourishfamilywealth.com/

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In this powerful episode, coach and mentor Michael D’Angelo joins Gillian to explore what it truly takes to grow — not just in sport, but in life. Michael shares the mindsets that separate movement from momentum, talent from mastery, and intention from action. Together, they unpack the role of community, why “closer is better” beats perfection every time, and how discomfort becomes the gateway to transformation when we learn to sit with it instead of avoid it.

If you’re craving growth, clarity, or renewed belief in what’s possible for you, this conversation will light a spark — and hand you the tools to fan it.

Takeaways
🏋️‍♀️Discipline and focus from training translates to life skills.
🧬Community support enhances personal growth and achievement.
🏋️‍♀️Mindset is crucial for overcoming challenges in sports and life.
🧬Balancing multiple priorities is essential for well-being.
🏋️‍♀️The journey of self-discovery is as important as the goal.
🧬Neurochemistry plays a significant role in performance.
🏋️‍♀️You can learn from both wins and losses.
🧬Attention management is key to achieving flow state.
🏋️‍♀️Fitness should be accessible and adaptable to individual needs.
🧬Personal agency is vital for sustained motivation and growth.


Quotes
• "What a shame to quit learning."
• "The community is what keeps us there."
• "You choose your own hard."
• “Growth is seldom painless. Most of the time, it’s an internal struggle - and that’s where the real learning happens."
• “If you can’t get past the moment of not getting the outcome you want, there’s no opportunity to learn.”
• “Closer is better. You don’t need perfection; you just need to get closer.”
• “Mindset isn’t about pretending. It’s about having the tools to reset when things don’t go your way.”
• “If you don’t do anything about your stress, nothing changes. You can safely assume it will keep feeling the same.”
• “The highest performers aren’t always the most talented, they’re the most focused.”

Chapters
00:00 The Blueprint for Flourishing in Life
01:59 Michael D'Angelo: A Journey from Athlete to Coach
07:22 Accidental Purpose: Transitioning to Coaching
13:35 Balancing Priorities: The Five Buckets of Life
15:48 Mindset and Mental Shifts in Performance
24:48 Neurochemistry and High Performance
33:40 The Emotional Landscape of Winning and Losing
36:55 The Journey of Growth and Mindset
40:51 The Power of Attention in Performance
45:51 Emotional Arousal and Performance
50:49 The Evolution of Mindset Across Age Groups
55:27 The Paradox of Fitness Across Life Stages
01:00:03 The Future of Fitness and Community Engagement

#flourish #wealth #wealthmanagement #investing #advisor #KnowThyWealthKnowThyself

Connect with Gillian:
https://www.linkedin.com/in/gillian-stovel-rivers-ma-cfp%C2%AE-cea-997094124/?originalSubdomain=ca
https://x.com/GillianStovelR
https://www.instagram.com/gillianstov...
https://flourishfamilywealth.com/

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In this episode of the Flourish Feed podcast, Gillian Stovel Rivers speaks with Eleanor Beaton, Founder of SAFI Media, about how women founders can create business models that support their wellbeing. They discuss the importance of agency, the challenges of over functioning, and the need for women to navigate male-dominated structures.

Eleanor shares her personal stories and insights on leadership, time management, and the future of women in business, emphasizing the economic impact of women entrepreneurs and the role of AI in enhancing their success. One of the spiciest and most engaging episodes so far, you don’t want to miss it.


Takeaways
👑Women entrepreneurs can design businesses that support their flourishing.
🎤Agency and autonomy are essential for women building businesses today.
👑Over functioning can reduce ambition and energy levels for women leaders.
🎤Professionalizing women's entrepreneurship can advance wealth & well-being.
👑Women often internalize externalities in business, impacting their health and relationships.
🎤It's important for women to set boundaries around their time and energy.
👑Women should focus on their own business and not take on others' responsibilities.
🎤Humor and direct confrontation can help women shift from over functioning.
👑Investing in team development is crucial for leadership success.
🎤AI presents a tremendous opportunity for women entrepreneurs.


Quotes
On Overfunctioning
“When women overfunction, we start to reduce our ambition to match our energy levels — and nobody has unlimited energy.”

On the Global Impact of Women Entrepreneurs
“Fix gender equity in entrepreneurship and you lift global GDP by 20% — more than what AI promises.”

On Hollow Success
“Some women hit the ‘full send’ goal and think… is this it? There’s something missing.”

On Burnout as a Business Externality
“Pushing yourself so hard that it harms your relationships and wellbeing is pollution. Women leaders are done absorbing those costs.”

On Power and Money
“My mother once told me, furious in the car: ‘Money is power. Always make your own.’ That changed me.”

On Boundaries & Time
“I’ve trained myself not to be a fast responder. That’s how I protect my time and attention as a leader.”

On Delegation & Female Leadership
“Women often don’t get tough feedback. People soften it. But we’re tough — and direct truth is a breath of fresh air.”

On Critical Boundaries
“Remember, sister — that’s not your problem. That’s in Chad’s purview. Let him own it.”

On AI as a Feminist Tool
“AI is the work wife every woman needs — a senior employee in your pocket at all times.”

On Women Business Owners as an Economic Force
“Women entrepreneurs are one of the biggest employers in the country — not a cottage industry.”


Chapters
00:00 Designing Flourishing Business Models for Women Entrepreneurs
03:09 The Importance of Agency and Autonomy
06:01 Over Functioning: A Double-Edged Sword
08:58 The Role of Women in Wealth Dynamics
11:51 Navigating Male-Dominated Structures
15:03 Empowering Teams and Building Resilience
24:44 The Power of Supportive Questioning
25:43 Mastering Time Management
29:36 Raising Resilient Young Men
32:57 Navigating Attention in a Noisy World
37:23 The Future of Women in Business
39:11 Moments of Bliss

#flourish #wealth #wealthmanagement #investing #advisor #KnowThyWealthKnowThyself

Connect with Gillian:
https://www.linkedin.com/in/gillian-stovel-rivers-ma-cfp%C2%AE-cea-997094124

Send TFFP your thoughts!