Discovery Series: Unplugged

By: Podcast Desjardins
  • Summary

  • 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!
    Podcast Desjardins
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Episodes
  • Episode 88: Bridging the Risk - Rudy Pineda on Legacy, Loss, and the Power of Planning
    May 6 2025

    In this powerful and deeply personal episode, Rudy Pineda—Chartered Life Underwriter, Certified Health Specialist, and Director of Advanced Sales at PPI—shares his journey from Guatemala to Canada, and the life-changing events that shaped his purpose in the insurance industry. Rudy opens up about navigating a contested inheritance, the emotional toll of caregiving, and the financial realities of funding life-saving cancer treatment. Together with host Reh Bhanji, Rudy explores how insurance can bridge the gap between life’s unpredictable turns and long-term financial well-being—and why holistic risk planning is more essential than ever.

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    1 hr and 11 mins
  • Episode 87: Building Leaders: Ted Girard on Growth, Strategy, and a Coach’s Mindset
    Apr 29 2025

    Great leadership isn’t born—it’s coached.


    In this episode of Discovery Series: Unplugged, Ted Girard, Senior Director of DFSIN Ontario Central, shares lessons learned from years of coaching—both on the field and in the financial services industry. Drawing inspiration from his early baseball coaching days, Ted discusses how strategy, execution, and mindset shape high-performing advisor teams.


    Whether you’re building your book of business or leading others, Ted’s insights into growth, leadership, and change management offer a practical blueprint for success.


    Tune in for:

    • How coaching principles apply to advisor development

    • Growth strategies that drive lasting success

    • Leading change through execution and teamwork

    • Building resilient, high-impact teams

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    44 mins
  • Episode 86: Arrow Forward - Paula Andreychuk on Grief, Growth, and Giving Back
    Apr 15 2025

    How do we accelerate action when life throws us loss, grief, and the unexpected? In this special live episode of the Discovery Series: Unplugged, financial security advisor and volunteer firefighter Paula Andreychuk shares her powerful personal story—one that begins in professional sports, turns through tragic loss, and lands in a place of purpose.

    Recorded at the Advocis Toronto International Women’s Day event, this conversation covers:

    • A life insurance claim that didn’t pay—and why

    • How grief shaped Paula’s mission to protect others

    • Turning trauma into advocacy through peer counselling and firefighting

    • Lessons for advisors navigating conversations around life, loss, and legacy

    With honesty, resilience, and a dash of grit, Paula reminds us what it means to serve with empathy—and to move through life with intention.

    Her symbol? An arrow. Because no matter how far she’s pulled back, she always fires forward.

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    32 mins
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