Finance

Entrepreneurship is about building equity and controlling what you can to build that equity

With two decades in capital markets, Kola Malcom brings deep financial experience to his chosen entrepreneurial career. Kola is an evidence-based mortgage planner with a relaxed. pragmatic approach focused on customizing mortgages.


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A trailblazer as a financial professional

Filomena May, a native Calgarian, Senior Wealth Advisor and Chartered Investment Manager, international speaker, entrepreneur, mother, and founder of Filo Financial Solutions of Raymond James Ltd. Filomena operates across Canada, helping clients turn investments into successful portfolios. Her secret? Filomena is not only passionate about building wealth, but also educates on how to strategically protect it. Using a customized approach with attention to detail, she creates a unique financial roadmap for her clients based on their values and goals, while providing ease of mind and balance along the way.

Filomena began her career in 2002 at age 24 and beat the odds in an industry where only 5% of women were advisors at the time. Filomena is a trailblazer and sought out financial professional in her industry. She’s a contributing author of two amazon best sellers, podcast speaker, has appeared on BNN, CTV and “The Wealthy Life” show, and is in The KNOW Calgary volume three and Best of The KNOW Global. She is also President of her Italian Cultural Society “Calgary Calabrese Cultural Society” and enjoys the community work that she does in the city.

Watch our first interview with Filomena here.


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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You are who you surround yourself with

Cordell Jacks is CEO, co-founder, and General Partner at Regenerative Capital Group (RCG).

Prior to launching in 2022 with his business partner Mike Miller, Cordell was an executive at several cleantech companies focused on global circular economy initiatives. He was also Founder & Global Director of an international NGO initiative focused on market-development programs. He’s spent the majority of his career creating innovative social finance mechanisms for environmental and social impact.

Cordell is the recipient of several international accomplishment awards, including the Dubai International Award for Best Practices, INDEX: Design to Improve Life Award, and The Lipman Family Prize. He’s based on Vancouver Island.


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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Aligning your values with your business

Dustin Serviss (http://www.servisswealth.com) is a financial advisor who has been working with high-net-worth business owner families since 2005. Winner of numerous awards throughout his career, and years of community focus, has earned him a Court of the Table seat in the Million Dollar Round Table. He and his partners have generated over $400M in wealth for their clients across Canada.

With a background in civil engineering, he uses a combination of science and psychology to help his clients realize their dreams. Dustin enjoys an active lifestyle with his family and participates in outdoor adventures. He’s an advocate for Fridays off and living in the NOW.


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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Explaining why insurance policies, expectations and the reality of what you get, don’t always match up

Adam Niman has been selling life insurance for more than a decade, and as a result, he is committed to ensuring everyone understands that the insurance policies sold, the buyer’s expectations of the policies, and the reality of what the buyer is getting, don’t always match up. He is committed to building trust and educating Canadians because he believes that truth and transparency matters. His newest book, “Fortune or Fiction: Why the ‘Be Your Own Banker’ concept is flawed” is available now.


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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Creating a Culture for Success

Marcus New is a pioneer in the pre-IPO asset class, with a career that spans over three decades in the private and public financial markets. He is the Founder and Chief Executive Officer of InvestX, a firm headquartered in Vancouver, that delivers access and liquidity to the growth equity asset class and empowers the sell-side to invest and trade in institutional quality private equity. Marcus is also the Founder and Chair (and previously CEO) of Stockhouse Publishing – one of North America’s leading online financial communities and a global hub for accredited investors. Prior to launching Stockhouse, Marcus built Stockgroup Media, an online information company whose client base consisted of the top Canadian brokerage firms, global institutional sales desks, and hedge funds.

Marcus is passionate about entrepreneurship and has made it his life’s mission to be at the forefront of innovation and leadership in the financial markets. He has served as the past President of the Vancouver Chapter and Canadian Conference Chair for the Entrepreneurs Organization (EO) and was a finalist for Ernst & Young’s “Entrepreneur of the Year” Pacific Region. Marcus is an alumni of MIT’s “Birthing of Giants” program and holds a B.A. with a Business Major from Trinity Western University.


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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Improving social outcomes and launching products into underserved markets

Justin Sweeney is a social entrepreneur who uses the tools of business and finance to improve social outcomes and launch products into underserved markets. He leads an eco-friendly cosmetics company (alongside his wife, Judith) that specializes in healing salves and great-smelling daily-care products for eczema and sensitive skin. On the finance side, he has managed the social finance activity of Kaleidoscope Social Impact since 2018 and has grown their pool of capital from a few hundred thousand well into the millions, catalysing 100’s of affordable housing units and over a dozen social enterprises in the process. He lives in Kings County, New Brunswick, where he and his wife raise their two children close to nature.


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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