Coaching & Consulting

After Years at the CRA, Susan O’Brien Took a Leap and Started Her Own Tax-Consulting Firm

After years in the tax world working at both the Canada Revenue Agency and in the private sector, Susan O’Brien took a leap and started her own tax-consulting firm. While her business was successful, she had a gnawing feeling that she wanted more.

Finding her heart was in wealth management, she started her next venture, the Susan O’Brien Group, with a large global Canadian bank in 1998. It has grown to become a nationally recognized wealth advisory practice.

Now, having found her place, her focus is on an innovative and collaborative approach to wealth management. She is a sought-after speaker, facilitator, and planner working with C-suite executives and wealthy families who want more from their financial advisory relationships.

Susan uses a net worth thinking lens to align all aspects of each client’s financial life. As an entrepreneur and mother of four children, she has a passion for helping her clients not only build their own net worth but also ensure that their wealth passes on to future generations.

Susan has been featured in the Globe and Mail, and on CTV News and Global News. She was a 2018 finalist in the Women in Wealth Management Awards in the categories of “Women-Led Advisory Team of the Year” and “Excellence in Philanthropy and CSR.” In 2019, she was a finalist in the Wealth Professional Awards for Excellence in Philanthropy and Community Service.

Always guided by helping others and giving back to her community, she sits on advisory boards for the Calgary Foundation and United Way. She is also a member of the Women Presidents’ Organization (WPO), a global organization of top women entrepreneurs, where she offers peer-to-peer mentoring. Susan lives with her family in Calgary, Alberta, Canada.

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Andréann Duquet Présidente fondatrice de Yoga Élévation, elle a récemment lancé la Station BE

Découvrez Andréann Duquet, présidente fondatrice de Yoga Élévation, elle a récemment lancé la Station BE (www.yogaelevation.ca/stationbe) – bien-être & yoga en télétravail. Cette coach de yoga internationale souhaite accompagner et guider les télétravailleurs du Québec . Elle nous parle ici de son parcours, ses défis et du meilleur conseil qu’elle a reçue. Elle discute avec notre hote Sylvie Bougie.

Entrepreneure dans les domaines du bien-être et de l’enseignement de langues secondes, Andréann Duquet a su trouver le positif et rebondir très rapidement depuis la pandémie afin de poursuivre la mission de ses deux entreprises. Cette femme créative et déterminée a innové et adapté son offre de service afin de répondre aux besoins de sa clientèle corporative. Ayant récemment lancé la Station BE – bien-être & yoga en télétravail, cette coach de yoga internationale souhaite accompagner et guider les télétravailleurs du Québec dans la prise en charge de leur bien-être pour favoriser une meilleure santé mentale et physique dans leur milieu de travail. Andréann a adopté le télétravail en 2018 en faisant son 3e tour du monde pour approfondir sa pratique ce qui lui a permis de très bien comprendre les enjeux de cette réalité. Venez rencontrer cette femme passionnée et inspirante!

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Laura Burden is a South-African Born Vancouver-Based Entrepreneur Focused on Social Media Marketing

Laura Burden is a South-African born Vancouver-based entrepreneur focused on social media marketing. Her entrepreneurial spirit led to her leave law school to found Burden Brand Management. Laura is passionate about helping others find their voice on social media, and does this through her coaching and consulting services, as well as online courses targeted at small business owners and entrepreneurs looking to leverage social media for their businesses.

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Why All Entrepreneurs Should Consider Stepping Into Thought Leadership with Nicky Billou

Nicky Billou is the #1 International Best Selling Author of the book Finish Line Thinking: How to Think and Win Like a Champion, and The Thought Leader’s Journey: A Fable of Life. He is an in-demand and highly inspirational speaker to corporate audiences such as RBC, Lululemon, Royal LePage, and TorStar Media. He is an advisor and confidante to some of the most successful and dynamic entrepreneurs in Canada. He is also the co-founder of eCircle Academy where he runs a yearlong Mastermind & Educational program working with Coaches, Consultants, Corporate Trainers, Clinic Owners, Realtors, Mortgage Brokers and other service-based Entrepreneurs, positioning them as authorities in their niche. He is the creator of the Thought Leader/Heart LeaderTM Designation.

As the host of the #1 podcast in the world on Thought Leadership, The Thought Leader Revolution, Nicky has interviewed over 200 of the world’s top Thought Leaders, including:

  • Astronaut Chris Hadfield
  • George Ross of the Hit TV Series The Apprentice
  • Barbara Corcoran from Shark Tank
  • Supermodel & Business Mogul Kathy Ireland
  • Ivan Misner — Founder Of BNI
  • Graham Weihmiller — CEO of BNI
  • John Maxwell — World’s #1 Leadership Author
  • NYT #1 Bestselling Author Seth Godin
  • Marie Forleo — Oprah’s Coach
  • Jack Canfield: Author Of Chicken Soup For The Soul
  • Scott Adams: Creator of Dilbert

Click here to download a free copy of his book.

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Jesse Berger, Former Banker Turned Author, Gives the Lowdown on Bitcoin

Jesse Berger is the author of Magic Internet Money: A Book About Bitcoin. He spent over 10 years working with large financial institutions in Canada, including roles in retail banking, investment advisory, management consulting, and market research. He graduated from McGill University in 2006 having studied economics and philosophy, and he received his MBA from Ryerson University in 2015. There, he led the winning team of The Economist’s MBA investment case competition, topping more than 25 schools from around the world. In 2018 he became a certified blockchain professional, and he is currently an independent consultant based in Toronto.

Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on FacebookInstagramLinkedIn and Twitter.

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Real Estate Investor Brady McDonald on How to Make Property Investing Work for You

Brady McDonald is a full time real estate investor (http://www.bkrealestateinvesting.com/), lifestyle entrepreneur and father. After 14 years swinging from tree top to tree top, Brady retired from Hydro One at the age of 32 but he hasn’t sat still. In 5 short years he and his wife, Kristy, have purchased over 120 properties, grown their team to 20, and currently operate a property management company as well as a renovation company. Stemming from his previous experience as a utility arborist instructor, Brady launched Learn with BK, which is the real estate investing education and coaching arm of their business. He and his team have won many awards including Canadian Real Estate Wealth’s Joint Venture Partner of the Year and REIN’s Co-Venturer of the Year 2017 as well as REIN’s Renovator of the Year and the Leslie Cluff Memorial Player of the Year in 2018. Brady, Kristy and their team specialize in Real Estate Investing Joint Ventures where they partner with individuals who want to invest in real estate but don’t have the time and expertise to do it alone. Together they collaborate to create turn key income properties in Barrie, Ontario that create both long term wealth and cashflow for everyone involved.

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Brett Colvin’s Goodlawyer is Providing Legal Advice On-Demand & Helping Innovate the Legal System

Dating back to law school, Brett Colvin had kept abreast of the access-to-justice crisis. According to Clio’s legal trends report, roughly 77% of legal needs in North America go unmet. Bloated billable hours and the intimidating prospect of hiring a lawyer leave countless business owners with out the legal help they need. As a corporate lawyer, I realized early on that I would never be able to afford my hourly rate if I were to start my own business. This troubling insight led to my obsession in transforming the traditional law firm model in a way that allowed lawyers to work more efficiently and, as a result, help more people. Goodlawyer was born out of that need, and my desire to increase access and affordability to quality legal services for startups and entrepreneurs like myself. Goodlawyer provides an on-demand, “a la carte” legal services marketplace that allows business owners to get professional legal help more efficiently — at a fraction of firm rates. This year to date, we are proud to have helped over 700 businesses across Canada with a modern approach to hiring a good lawyer.

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Eric Vardon is Co-Founder and CEO of Morphio.ai, an AI Tech Entrepreneur, C-Suite Exec and Advisor for a Wide Variety of Industries

Eric Vardon is a AI Tech Entrepreneur (www.morphio.ai), C-Suite Executive and Advisor with more than 20 years of success in marketing, sports, advertising, cannabis, health and wellness, fitness, luxury, fashion, beauty, technology, and digital industries. Leveraging extensive experience in business development and start-ups, Eric’s broad areas of expertise include brand development, digital strategy, communications, entrepreneurship, leadership, and growth.

Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on FacebookInstagramLinkedIn and Twitter.

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Rob Townsend is Founder and CEO of Camber, a Fintech and Wealth Management Company in Calgary

Rob Townsend is Founder and CEO of Camber, an independent fintech and wealth management company in Calgary.

Camber is focused on helping people make smarter decisions with their money through data-driven analysis. It has recently launched the Camber Dashboard, an online tool that helps high net worth clients visualize and optimize their finances so they can increase returns, minimize taxes and avoid costly mistakes.

Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on FacebookInstagramLinkedIn and Twitter.

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Teresa Powanda is Owner of Unleash Sports Business and Athlete Consulting

Teresa Powanda is owner of Unleash Sports Business and Athlete Consulting in Edmonton, Alberta.

She works with athletes, sport organizations, teams, corporate businesses and non-profit by building relationships, representation, managing sponsors, developing key messages, writing scripts/ads, media/public relations, creating promotional items/materials, marketing, budget planning, consulting and much more.

Her goal is to represent amateur and Olympic athletes; finding them sponsors, speaking engagements and endorsements to provide financial assistance in order for them to focus on all aspects of their training.

Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on FacebookInstagramLinkedIn and Twitter.

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