The Ordered Life

Can markets be morally bankrupt? In this episode of The Ordered Life, Sean, AJ, and Anthony continue their discussion of Mensuram Bonam and explore how Catholic Social Teaching can shape the way investors think about wealth, markets, and human dignity. The conversation begins with a simple but challenging idea: faith and finance should not live in separate worlds. Financial decisions are moral decisions because money is never neutral. It either serves the human person, the common good, and the flourishing of life, or it can drift toward accumulation, speculation, and systems that put profit ahead of people. The episode focuses on several core principles for Catholic investors, including the dignity of the human person, the common good, solidarity, and social justice. Sean, AJ, and Anthony consider how these ideas apply to real investment decisions, from coercive marketing and addictive technology to companies that profit from vice or reduce human freedom. For Catholics who want to steward wealth without dividing their lives, this episode offers a thoughtful framework for asking better questions. What is investing actually for? Does wealth serve the person, the family, and the common good? And how can prudence and moral clarity work together in the way we allocate capital? 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.

What does it really mean to invest? In this episode, we move beyond the mechanics of investing and examine the responsibility behind it. Every investment is more than a financial decision. It is an act of entrusting capital, giving authority, and participating in outcomes that affect people, businesses, and the broader world. Continuing our discussion of Mensuram Bonam, we explore why investing is never morally neutral and why separating faith from financial decisions creates a divided life. We also address the limits of common approaches to “faith-based investing” and what a more coherent approach requires. For those who want to steward their wealth responsibly without compromising what they believe, this conversation offers a clearer framework for thinking about capital, responsibility, and the common good. Key ideas discussed:• Investing as an act of moral responsibility• Why capital shapes the future, not just returns• The limits of conventional faith-based investing frameworks• Living with coherence between faith, work, and money 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.

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.

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.

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

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.

What does it mean to live and lead with greatness? In this episode of The Ordered Life Podcast, we share a powerful interview with Alex Havard, founder of the Virtuous Leadership System, on discovering your life’s mission, cultivating humility, and choosing the influences that shape your freedom. This conversation challenges the idea that leadership is merely a skillset and instead presents it as a way of being rooted in virtue, purpose, and responsibility. Big thank you to Andrew Rebello who hosted this interview for a blog in Virtues at Work. You can check out his article here: Leadership Is Not a Skillset, It Is a Way of Beinghttps://www.virtuesatwork.ca/post/leadership-is-not-a-skillset-it-is-a-way-of-being If you’re seeking clarity, order, and a deeper understanding of virtuous leadership in your work, finances, and personal life 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.

In this episode of The Ordered Life Podcast, we are joined by Alex Havard, founder of the Virtuous Leadership System and one of the world’s leading voices on virtue-based leadership and human greatness. Alex explains why true greatness is not rooted in personality, power, or productivity, but in character and virtue. Drawing on psychology, he unpacks how understanding your temperament is not an end in itself, but a practical tool for identifying which virtues you are personally called to develop. We explore the difference between management and real leadership, why leadership without virtue falls short, and how growth happens when we focus on the key virtue we are challenged in rather than every virtue we are lacking. This conversation is a powerful framework for anyone seeking personal growth, stronger leadership, and a more ordered life at work, at home, and in their interior life. In this episode, we discuss: Why leadership without virtue is just management How temperament reveals your greatest growth opportunities The role of character in achieving authentic greatness Why virtue, not personality tests, is the path to lasting growth How self-mastery enables service and leadership Whether you are a leader, parent, professional, or someone striving to live with greater purpose, this episode offers a clear and practical vision: personal greatness is achieved by bringing out the greatness in others. 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 world obsessed with productivity, efficiency, and measurable results, it’s easy to believe that the value of our work is determined solely by what we produce. But what if that vision of work is incomplete and ultimately dehumanizing? In this episode of The Ordered Life Podcast, we explore the dignity of work through the lens of Laborem Exercens, focusing on a powerful but often overlooked truth: work is not primarily about output, but about who you become through it. Drawing on the teaching of Pope John Paul II, we unpack the distinction between the objective dimension of work (what is produced, earned, or achieved) and the subjective dimension of work (the interior reality of the person who works). Whether your labor is physical, intellectual, visible, or hidden, its deepest meaning lies in how it forms you in virtue, responsibility, and love of the good. We discuss why all work involves toil whether at a blast furnace or an intellectual workbench, and why that toil does not diminish human dignity, but can actually deepen it. When work is ordered toward a good purpose and grounded in the dignity of the human person, it becomes a means of growth, not merely a transaction for wages or status. This conversation challenges the modern tendency to reduce work to productivity metrics and reminds us that you are always more important than what you produce. Your job does not define your worth but your work can shape your character, discipline your desires, and help you become more fully human. If you’ve ever struggled with burnout, felt discouraged by unseen or uncelebrated work, or wondered how your daily labor fits into a life of purpose and virtue, this episode offers a deeper, more humane vision of work: one rooted in order, dignity, and meaning. Key themes include: The dignity of the human person in work Subjective vs. objective dimensions of labor Why productivity is not the ultimate measure of value How work forms virtue and character The Catholic understanding of work and human flourishing Order over excess in career and ambition The Ordered Life Podcast helps you integrate the virtues into your life and your finances so that your money can serve your goals, and your goals can serve 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 artificual intelligence. The advisor reviewed the critical information independently.

Why do we work? Is work merely a way to earn money? Or does it play a deeper role in shaping who we become and how we live? In this episode of The Ordered Life Podcast, Sean Gregory, Portfolio Manager, AJ Sanson, Associate Investment Advisor, and Anthony De Lazzari, Associate Investment Advisor, of Serviam Capital at iA Private Wealth, explore the true purpose of work and its connection to meaning, discipline, and order. Too often, modern culture frames work primarily around comfort, efficiency, or accumulation. When money becomes the sole objective, work can feel empty, exhausting, or disconnected from a larger purpose. This conversation challenges that mindset and proposes a more ordered approach: work as a means of personal growth, service, and contribution to the good. The hosts discuss the tension many professionals face working for a paycheck versus working with purpose and how discipline plays a central role in restoring dignity and fulfillment to our daily labor. They examine how ambition, when properly ordered, can lead not only to professional excellence but also to freedom, clarity, and peace. The episode also addresses modern realities such as technology and automation, including how tools like AI can either diminish the value of human work or elevate it depending on whether they are used to replace effort or to support excellence. Rather than seeking a life without work, the goal is to pursue work that is meaningful, intentional, and well-ordered. Throughout the conversation, work is connected to broader life questions around money, goals, family, and responsibility. How we work shapes how we provide, how we lead, and how we serve others. When aligned with purpose, work becomes a training ground for discipline and a path toward a more integrated life. This episode is especially relevant for professionals, parents, and young adults who feel caught between success and meaning—or who are seeking a framework for making career and financial decisions with greater intention. Key themes include: Why work matters beyond income and comfort Purpose-driven work versus money-driven ambition How discipline brings freedom and fulfillment The relationship between work, money, and the good Restoring dignity and order to everyday labor At The Ordered Life, we believe your money should serve your goals, and your goals should serve the good. This episode invites you to reconsider how your work fits into that hierarchy and how living with greater order can bring greater peace. 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 artificual intelligence. The advisor reviewed the critical information independently.

Modern finance tells us the goal of investing is simple: maximize returns and minimize risk. But what if this framework is completely backwards? In this episode of The Ordered Life Podcast, we explore why returns, while important, should never be the primary goal of your financial life. Drawing on practical experience and a deeper understanding of purpose, virtue, and human flourishing, we argue that return is a byproduct, not the end itself. When investors focus exclusively on performance metrics, back-tested models, or risk-adjusted returns, they risk losing sight of the real question: What is this money for? And how does it serve your life, your goals, and ultimately the good? Using stories, candid reflections, and a refreshing critique of modern financial thinking, our conversation conversation reframes investing through the lens of purpose, virtues, and the dignity of the human person. Instead of pursuing returns for their own sake, this episode helps listeners build a financial life ordered toward unity, purpose, and long-term freedom. If you’ve ever felt trapped in comparison, overwhelmed by performance metrics, or unsure whether you’re aiming at the right financial goals, this episode will help you rediscover clarity and peace. Learn how aligning your investments with a higher purpose transforms both the decisions you make and the person you become. 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 artificual intelligence. The advisor reviewed the critical information independently.

Discover why money only becomes meaningful when guided by purpose. This episode explores how goals rooted in purpose, not accumulation, lead to deeper happiness, clearer priorities, and a more ordered financial life. Learn how purpose reshapes the way you earn, spend, and give and listen to our other episodes to learn what virtues will be key to success!