This episode explores a question most investors never stop to ask: what is investing actually for?

Drawing from Mensuram Bonum, a foundational document shaping how we think about capital, the conversation moves beyond portfolios and performance to something deeper. What is money for? What is capital for? And what responsibility comes with being entrusted to invest it?

The discussion challenges the common assumption that finance can operate independently of ethics. Every investment decision expresses a set of values and contributes to the kind of future we are building, whether intentionally or not. The hosts unpack the distinction between money and capital, the role of the investor as a moral agent, and the idea that finance itself can be a school of virtue.

This is not a technical conversation about markets. It is a foundational one about purpose, responsibility, and coherence. For those who want their financial decisions to reflect what they actually believe, this episode offers a framework for thinking clearly and acting with discipline.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

Is investing just another form of gambling? In this episode of The Ordered Life Podcast, we explore the key difference between investing and gambling and why intention, virtue, and stewardship matter when it comes to money.

The conversation unpacks how gambling is typically driven by entertainment and chance, while investing is meant to responsibly steward the capital entrusted to us. Through the lens of virtue, purpose, and Catholic moral thinking, we discuss how money should serve our goals, and how our goals should ultimately serve the good.

If you’ve ever wondered whether investing is morally different from speculation, or how faith and prudence should guide financial decisions, this episode offers a thoughtful framework for understanding money, risk, responsibility, and the pursuit of an ordered life.

Topics discussed:

• The moral difference between investing and gambling

• The role of intention in financial decisions

• Stewardship and responsibility with money

• How virtue guides investing and wealth building

• Why money should serve your goals and the greater good

#OrderedLife #Virtue #Investing #MoneyAndMeaning #Stewardship #PurposeDrivenWealth

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

Most people think of retirement as the moment when work finally ends. They think work is something to escape from, and retirement is the reward that brings decades of permanent leisure.

But what if that vision of retirement is actually backwards?

In this episode of The Ordered Life Podcast, we challenge the modern idea of retirement and propose a better framework:

Income optional, not work optional.

Work is not merely something to endure until you can stop. Meaningful work is part of living a virtuous and purposeful life. The real goal of financial planning should not be escaping work, but creating the freedom to choose work that serves the good.

You’ll learn:

• Why the modern vision of retirement may undermine purpose and fulfillment

• The difference between work optional and income optional

• How financial independence can support a life of meaning

• Why discipline, virtue, and intentional goals matter more than comfort

• How your money should serve your goals, and your goals should serve the good

If you’re a professional, parent, or builder trying to align faith, money, and purpose, this episode offers a framework for thinking about retirement, work, and freedom in a more ordered way.

Because the goal of wealth isn’t escape, it’s freedom to pursue the good.

Keywords:

retirement, income optional, work optional, financial freedom, purpose driven wealth, money and meaning, virtue and finance, Catholic personal finance, disciplined life, ordered life

#OrderedLife #Retirement #IncomeOptional #WorkOptional #PurposeDrivenWealth #Virtue #FinancialFreedom #MoneyAndMeaning #CatholicLife

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

In a culture that treats work as something to escape, retire from, or merely endure, we’re asking a deeper question:

What if work is actually part of your purpose?

In this episode of The Ordered Life Podcast, we explore how the Catholic vision of work is more than a paycheck.

Drawing from Laborem Exercens and the Christian understanding of the human person, we discuss:

• Why you were not created for comfort, but for greatness

• How work forms your character and strengthens virtue

• The difference between using work for money vs. seeing work as participation in the good

• How work allows us to co-create with God

• Why retirement cannot be the ultimate goal

• How discipline in work leads to freedom and interior peace

If we reduce work to income, we miss its deeper meaning. But when we see work as participation in God’s creative action, everything changes, including how we approach ambition, career, and finance.

Whether you’re early in your career, raising a family, building a business, or discerning what comes next, this episode will challenge you to rethink comfort, responsibility, and purpose.

You were not made for comfort. You were made for greatness.

Keywords:

Purpose of work, dignity of work, Catholic teaching on work, virtue and career, faith and finances, ordered life, discipline brings freedom, money and meaning, co-creation with God.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

Markets are volatile. Headlines are loud. Fear spreads quickly.

But is volatility really risk? And how should investors respond when uncertainty rises?

In this episode of The Ordered Life Podcast, we explore the virtue of fortitude and why it is essential in investing, especially during turbulent markets.

We unpack:

• The difference between volatility and permanent loss

• Why fear leads to poor investment decisions

• The danger of herd mentality in markets

• How humility and prudence support disciplined action

• Why courageous investing often feels uncomfortable

• The risks professional investors face and how incentives shape behavior

• How virtue forms the foundation of long-term financial stewardship

Fortitude is not recklessness. It is the strength to act according to reason despite fear. In investing, and in life, disciplined courage allows you to pursue long-term goals instead of reacting emotionally to short-term noise.

If you want to build an ordered life rooted in clarity, purpose, and resilient financial decision-making, this episode is for you.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

#OrderedLife #Fortitude #Investing #Volatility #RiskManagement #Discipline #MoneyAndMeaning #PurposeDrivenWealth

What is work really for?

In Part 4 of our series on Laborem Exercens, we dive into one of the most misunderstood realities in modern life: the dignity of work and the proper relationship between labor and capital.

Work is not merely a paycheck. It is not just economic output. It is not reducible to productivity.

The Church teaches that work is an obligation and a source of rights for the worker. When someone who is capable of work cannot find it, it is not just inconvenient, it is a tragedy.

In this episode, we explore:

• Why unemployment is a moral issue, not just an economic one

• The right to just wages and safe working conditions

• Why capital must serve labor, not the other way around

• The injustice faced by agricultural and manual workers

• Why man is meant for greater things than material prosperity

We examine what it means for employers, investors, and workers to act justly, and how Catholics should think about economic order in light of human dignity.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

In this episode of The Ordered Life Podcast, we challenge one of the most common pieces of modern career advice: “Find work you love.”

Instead, we argue that work is not primarily about passion or self-fulfillment, but about justice, humility, and responsibility.

We explore why meaningful work begins with justice: rendering what is due to God, to others, and to society through the honest use of our talents. Discovering your mission isn’t about chasing feelings or prestige, but about humility: truthfully recognizing your strengths, limits, and where you are most needed.

Finally, we confront the uncomfortable truth that greatness does not come from comfort. Purposeful work always involves challenge, sacrifice, and perseverance. When work is ordered toward service and excellence rather than ease, it becomes a powerful path to freedom, dignity, and growth.

If you’ve ever felt restless, unmotivated, or confused about your career path, this episode offers a clearer framework rooted in virtue, order, and the pursuit of the good.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.

Most conversations about leadership focus on results. This one focuses on formation.

In this episode of The Ordered Life Podcast we reflect on our discussions with Alex Havard and talk about what leadership is actually for. Not managing people more efficiently but helping bring out what is best in them. And just as importantly allowing the work itself to shape who we are becoming.

We reflect on why virtue is formed through action rather than intention, why productivity is an incomplete measure of success, and why friendship responsibility and example matter more than control. Leadership is not just about what gets done but about whether the work is making us more virtuous.

This episode is for anyone trying to lead in a way that is coherent with their faith, values, and long term goals, especially in work, family, and financial life.

If you want your career and responsibilities to serve something higher than output alone, this conversation offers a clearer and more human framework for leadership.

Disclaimer: Sean Gregory is a Portfolio Manager and AJ Sanson and Anthony De Lazzari are Investment Advisors with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.

This content was fully or partially generated by artificial intelligence. The advisor reviewed the critical information independently.