Episode 59 – Investments and Independence

Guest: Jason Levey, Chief Executive Officer of Canterbury Consulting

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jason Levey – Chief Executive Officer of Canterbury Consulting – to discuss the evolving landscape of investment consulting, family wealth planning, and independent advice.

Jason shares how Canterbury has remained independent since its founding in 1988, reflecting many of the same principles that have guided Bridgeford’s growth. The discussion explores why a conflict-free advisory model continues to matter as the financial services industry becomes increasingly consolidated.

The conversation addresses the challenges facing today’s ultra-high-net-worth families, including multi-generational wealth transfer, governance, philanthropy, and the often-overlooked “3%” of wealth planning that extends beyond investment performance. David and Jason also discuss artificial intelligence, cryptocurrency, geopolitical uncertainty, and the importance of helping families navigate change while maintaining a long-term perspective.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!