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Finance

Creating Smart Money and Reinventing Customer Experiences in the Wealth Management Industry

After graduating with his honors degree in finance and marketing Grant White of Endeavour Wealth Management entered the financial services industry in 2005. Since then he has been recognized as a top performing Financial Planner and Portfolio Manager by not only his own firm but other independent organizations including “The Carson Group” an international Wealth Management Organization based out of Omaha Nebraska and “Wealth Professional” where he was voted the top advisor in Canada under the age of 40. Grant is a proud member of the community and when he is not at the office, he and his wife Sam lend a great deal of time to local organizations which are close to their heart.


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Bitcoin education, consumer protection and the decentralization of financial services

As President, Chief Executive Officer and Founder of Bitcoin Well, Adam O’Brien is a leading advocate for education, consumer protection and the decentralization of financial services. In 2013, Adam bought his first Bitcoin, and after seeing the growth potential within the space, he purchased and installed bitcoin ATMs at strategic locations across Canada. Given the exponential growth of the market, he founded Bitcoin Well (formerly known as Bitcoin Solutions), which is the first publicly traded bitcoin ATM company in the world. Adam serves as Co-chair of the Fintech Committee for the Canadian Blockchain Consortium, Canada’s largest non-profit network of blockchain companies and influencers. He is recognized as a true visionary in the field and strives to bring bitcoin and other cryptocurrencies to the mainstream making them easy, approachable and accessible for all.


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Navigating a merger in a pandemic, & other entrepreneurial lessons with Ownr Co-Founder Shadi McIsaac

Shadi McIsaac is the CEO and Co-Founder of Ownr, an RBC Ventures company that offers a simple and convenient way to register or incorporate a business as well as other tools to help entrepreneurs manage their businesses.

As a daughter of immigrant parents, Shadi saw firsthand how entrepreneurship can give Canadians the opportunity to shape their lives and provide for their families and wanted to build a platform that makes it easy to start. Now, Ownr is the largest platform for incorporating businesses in Canada, with 35,000 new corporations and sole proprietorships who have used the platform to launch and grow their business.


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Elite international estate planner Sheri MacMillan on how she took her business international

Sheri MacMillan is the founder of MacMillan Estate Planning Corporation, an elite international estate planning firm founded in Calgary. MacMillan now has offices in Canada, the UK and the US, serving as a highly respected industry leader in each market. Sherri has empowered her clients to do more with their wealth and helped shape their legacies for over 25 years, and is a regular guest on AM 770’s “Talk to the Experts” segment.


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Indigenous entrepreneurs receive $25 million boost from world’s first Indigenous Impact Fund

The Raven Indigenous Impact Fund provides equity and equity-like capital to innovative, scalable, purpose-driven Indigenous enterprises. The Fund looks to support entrepreneurs who are at the seed and/or early stage. Through the Raven Fund, innovative Indigenous enterprises can access the support they need to grow from a trusted partner. The Fund represents a sustainable, values-driven approach to poverty reduction and community resilience that will directly contribute to the development of an Indigenous middle class. Enterprises are screened through a unique, Indigenous impact lens and receive investments ranging from $250,000 to $2 million. This is an interview about the reason and availability of this fund for Indigenous Entrepreneurs.

Paul Lacerte, Managing Partner. Paul Lacerte has provided innovative leadership to Indigenous organizations throughout his career. He is the former Vice-Chair of the Vancouver Foundation Board of Directors, the former Board Chair for Reconciliation Canada, and a former representative to the United Nations Permanent Forum on Indigenous Issues. He was awarded the Order of BC in 2014.

Jeffrey Cyr, Managing Partner. Jeff is Métis from the White Horse Plains area of Southern Manitoba, the traditional Buffalo Hunt staging grounds. For nearly 20 years, he has provided strategic leadership for Indigenous, not-for-profit, and government organizations. Jeff has helped create and implement the community-driven outcomes contract (a unique pay-for-success social finance model) and the Indigenous Solutions Lab process, which earned him an Ashoka Fellowship. Jeff is a proud husband and father of five and currently lives and works on unceded Algonquin lands in what is now known as Ottawa, Ontario.


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Social Impact Investing is fast becoming the most sought-after financing for entrepreneurs

Social Impact Investing combines purpose AND profits and is powering the biggest, boldest, bravest ideas building technology for good. Investing in entrepreneurs addressing the biggest challenges by connecting them with the resources and capital they need to thrive is a strategy deployed by future-focused corporations committed to communities.

In our podcast today, Leah Nguyen talks about Telus – once primarily renowned as a communications company and now diversified in health, education, agriculture and the environment; and how this progressive corporation is leveraging the power of technology and social impact investing to drive better social outcomes and economic growth.

You’ll learn what sectors the Telus Pollinator Fund funds, what size and level of investment they make, and how global companies can access the fund if there is a dire t or indirect benefit to Canadians.

Leah is an Investment Director for the TELUS Pollinator Fund for Good, which brings a dual-lens approach to investing in the next generation of startups that are leveraging technology to build solutions that drive positive social, health, and/or environmental outcomes. She drove the strategy and execution for launching the TELUS Pollinator Fund for Good, and now leads sourcing, evaluating, and executing investment opportunities that align with the Fund’s key areas of focus. Leah is active in the startup ecosystem, mentoring entrepreneurs and aspiring VCs, and regularly participates in speaking engagements and as a judge in pitch competitions.

Prior to launching the Pollinator Fund for Good, Leah held different roles at TELUS. Most recently, she was with TELUS Ventures, one of Canada’s longest standing and most active corporate venture funds where she helped to identify and source investments to drive growth into new markets while also serving as a strategic advisor to other TELUS business units.

Before TELUS, Leah was a management consultant with Accenture and a project manager at lululemon athletica. Outside of work, Leah stays active with her husband and three kids, serves as a board member for the Lower Mainland Christmas Bureau, and volunteers with the parent advisory committee at her children’s school. She holds a BBA from Simon Fraser University.


Canada’s Trade Accelerator Program is presented by the World Trade Centre Vancouver. It gives BC-based businesses the training and support needed to become a successful exporter. Go to www.wtcvancouver.ca/tap and find out more.

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Obed Maurice, Founder of Clique Advisor in Lethbridge is Focused on Modernizing the Finance Function for Business Owners

Obed Maurice is Founder of Clique Advisor in Lethbridge and Partner in Avail CPA LLP. He’s focused on modernizing the finance function for business owners. You know how business owners never have enough time in their day and find finances to be a pain? Clique Advisor uses cloud-based software to automate business functions and create a virtual relationship with clients. “Think of my work like accounting – BUT cooler,” he says. Maurice prides himself on being an entrepreneur. He understands that success in business comes from more than just understanding the numbers, and his experience as a founder and C level operations executive provides him with a unique perspective on the variety of challenges that entrepreneurs face.


Shape your future in #Lethbridge. Bold. Vibrant. Technological. The bright, affordable choice for business builders. Grow now at https://entrepreneur.chooselethbridge.ca

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Andrew Kiguel is Co-Founder & CEO of tokens.com and previous CEO of one of the largest publicly listed bitcoin miners in the world

Andrew Kiguel is Co-Founder and Chief Executive Officer of tokens.com. Andrew was also founder and CEO of Hut 8 Mining, one of the largest publicly listed bitcoin miners in the world with a listing market capitalization of $450 million and over $140 million of revenue within the first 24 months. Prior to that, Andrew spent over 18 years at GMP Securities (now Stifel Canada) in investment banking, with his most recent title as a Managing Director and Head of Real Estate Banking.

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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Lisa Shields, CEO of FISPAN, Talks About Why The Future of Finance and Banking is Integrated and Embedded

Lisa Shields is the Chief Executive Officer at FISPAN, having founded the company in 2016 after listening to the pain points businesses experienced utilizing bank services. As a visionary CEO with an engineering background, Lisa guides FISPAN through attracting the right talent and building great products. FISPAN is based in Vancouver BC and is Lisa’s second financial technology startup — she founded and led cross-border payouts company Hyperwallet for 15 years. Recognized as a leading global payments platform, Hyperwallet was acquired by PayPal in 2018. Lisa is a member of the Canadian FinPay Committee and was named the EY Regional Entrepreneur Of The Year in 2015. A firm believer in inclusive commerce, Lisa is always looking for new ways to unite ecosystem participants for the benefit of end users.

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Candice Bakx-Friesen is a Top Performing Realtor, Entrepreneur, Money Coach, and Speaker

Candice Bakx-Friesen (www.candicebakxfriesen.com) is passionate about helping people reach their financial dreams. She is a highly motivated woman who has a passion for helping others succeed in life and business. She is a mother of 4, top performing realtor, entrepreneur, money coach, and speaker.

Candice has been a real estate investor since 2001. Candice’s candid approach to business and affinity for getting past the fluff and getting to the root of each challenge for her clients so that they get a lot done, has led to her becoming a highly sought after coach within the finance and real estate industries.

She also provides sales coaching to fellow real estate agents but her passion lies in the finance industry. She coaches / trains / mentors on money topics, anything from basic budgeting to real estate investing.

Candice has had many opportunities to speak in front of large crowds and enjoys teaching others and helping people reach their financial dreams.

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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