Finance

Filomena May headshot
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A trailblazer as a financial professional

Finance, Investment 0:24:39

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.

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Cordell Jacks headshot
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You are who you surround yourself with

Coaching & Consulting, Finance, Investment 0:28:59

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.

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Pick a big industry where you can grow

Business, Finance 0:31:35

“Pick a big industry where you can grow a big business that’s got a lot of runway. Early on in my career I got that advice, and that helped me think about what was the business. The one is it needed to be big.”

Clive Kinross is CEO of Propel Holdings, A seasoned entrepreneur with a history of building successful and innovative technology businesses. Clive founded Propel in 2011 with a mission to provide access to credit for underserved consumers overlooked by traditional banks. Clive is an accountant by trade, but an entrepreneur at heart. Over the last decade, Propel has helped over a million customers access credit and in doing so has achieved profitable, sustainable growth.

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Why adopting “Weology” should be your #1 innovation strategy

Business, Coaching & Consulting, Finance 0:44:32

In today’s podcast, we talk about ‘Weology: How everybody wins when we comes before me’, based on themes in The Globe and Mail’s bestseller book authored by Peter Aceto.

Peter Aceto is a globally recognized and respected business leader, author and speaker, currently focused on reversing the epidemic of quiet quitting through caring, compassionate leadership. As a founder and investor in multiple technology companies, Peter devotes much of his time to the technology, innovation and startup ecosystem by serving as a mentor and advisor to Canadian startups.

Peter just completed a 2 year “turning around” of the operations of one of Canada’s largest mortgage brokerages, The Mortgage Alliance Company of Canada – rebuilding its management and sales teams, implementing operational processes, making significant technology enhancements and leading the company to its best financial performance.

Previously, Peter was a founding member of Tangerine (formerly ING DIRECT)’s senior leadership team helping transform ING Direct from a monoline savings bank to Canada’s most preferred “everyday” bank, ultimately leading to the 2012 $3.1 billion acquisition of ING DIRECT by Scotiabank. Peter also had a short tenure leading a Canadian medical cannabis company, is a Board member of the Sinai Health System Foundation, was a member of the Council of Governors of iCanada dedicated to helping Canada become a world leading “intelligent nation.”

We invite you to follow Peter on Linkedin.
Website: https://www.linkedin.com/in/peteraceto
LinkedIn: https://www.linkedin.com/in/peteraceto
Twitter: https://x.com/peteraceto?s=21&t=jsHgN06uZ6uA8St0YD96mQ

peter8aceto@gmail.com

Categories: Business, Coaching, Finance

 

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Findependencehub.com – Financial Independence with Jonathan Chevreau

Business, Communications, Economics, Education, Finance, Tech 0:26:33

Findependence Day is a financial primer that uses classic fiction structure to impart core financial concepts to young people just embarking on the working world and raising a family. Findependence is a contraction of Financial Independence, so Findependence Day is the moment sometime in the future when your income from all sources exceeds the income you could get from a single employer.

As an entrepreneur Jon runs FindependenceHub.com, is author of Findependence Day and co-author of Victory Lap Retirement. Personal finance columnist for National Post 1993 – 2012, Editor-in-Chief MoneySense Magazine 2012 – 2014. Currently Investing Editor at Large for MoneySense, Jon also writes its monthly Retired Money column.

https://mstdn.ca/@jonchevreau

https://www.threads.net/@jonchevreu

https://www.linkedin.com/in/jonchevreau/

Welcome to FindependenceHub.com!

 

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Dustin Serviss headshot
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Aligning your values with your business

Finance, Health and Wellness, Insurance 0:34:32

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.

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

Business, Finance, Insurance 00:38:13

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.

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Marcus New headshot
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Creating a Culture for Success

Business, Finance 00:34:59

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.

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Justin Sweeney headshot
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Improving social outcomes and launching products into underserved markets

Business, Finance 00:47:35

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 Facebook, Instagram, LinkedIn and Twitter.

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Harry Hachey headshot
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How this award winning serial entrepreneur is giving back to his community

Business, Finance 00:24:37

Larry Hachey and his wife Donna reside in Quispamsis and have been married for 37 years and are very proud of their two children, Shawna and Christopher. Both are UNB Graduates with multiple degrees. Shawna is a Cruise Director for Celebrity Cruise Lines, as well as a fashion entrepreneur. Christopher is a software engineer working in cyber-security.

Larry enjoys woodworking during his downtime while he and Donna enjoy boating in the Summer and travelling to warmer climates during the colder months.

Career
Larry has spent most of his career, before becoming an entrepreneur, in business development roles of increasing responsibility. In 1998, after learning as much as he could from several important mentors, Larry took advantage of an opportunity to start his own business.

Founder of three start-up companies:

  1. First Affinity Capital. Built the company to become the largest small ticket equipment finance broker in Canada. Started in 1998 and sold in 2005.
  2. Gateway Capital Inc. Financial Services company offering retirement advice, services, and products. Started in 2008 and sold in 2010.
  3. Canlease Inc. Leading supplier of equipment finance services for small businesses in Atlantic Canada. Started in 2010 and is very active.

Community Engagement
Larry is very proud of his community, his province and of being a Maritimer. He feels blessed to live here and feels that he owes much back. Larry has severed on dozens of boards and committees of organizations that do good work and relevant work, including:

  • The University of New Brunswick Immediate past Chair (2 terms) of the Board of Governors for Canada’s oldest English Language University
  • Saint John Airport Inc. Immediate past Chair of the Board of the Greater Saint John Airport and its vital link to the world.
  • Enterprise Saint John. Past Chair of the Greater Saint John’s chief Economic Development Agency
  • University of New Brunswick Alumni Association. Past President of the Alumni Association, representing over 90,000 alumni across the world.
  • Greater Saint John Chamber. Past President of Canada’s second-oldest business membership organization.
  • Teen Resource Centre. Past Chair of Great Saint John’s leading youth engagement centre
  • Credit Counselling Services of Atlantic Canada. Past Chairman of Atlantic Canada’s largest debt counselling organization.

Awards

  • Province of New Brunswick Merit Award – Community Service
  • Ernst & Young Atlantic Canadian Entrepreneur of the Year Award
  • Saint John Board of Trade Entrepreneurial Achievement Award
  • Greater Saint John Chamber Business Excellence Award for Community Engagement
  • University of New Brunswick Alumni Award of Honour

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

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