Finance

James Rockwood headshot
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Finding the pain in serving financial investments clients

Finance, Investment 00:53:35

James Rockwood is the Co-Founder and CEO of CapIntel, a financial technology company that supports financial advisors in their day-to-day workflow to deliver top-tier client service. In building CapIntel, James has been a part of two leading Canadian accelerator programs: Creative Destruction Lab (CDL) and Next Founder. The CapIntel platform now serves over 10,000 financial advisors across the country through partnerships with established financial service firms such as IG Wealth Management, Canada Life, and Equitable Life.

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Gregory Rozdeba headshot
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Fix a problem and sell the solution

Coaching & Consulting, Finance, Insurance, Investment 00:21:40

Gregory Rozdeba is advisor and co-founder of a Canadian fintech/insurtech startup, Dundas Life. Previously, he served as Director of Sales at another fintech firm where he took the company from no product to raising over $7M+ in funding and building out their sales team. He started budgeting at age 15 and has coached dozens of clients on saving, investing, & smart money tips. In his spare time, Gregory enjoys traveling (30+ countries), cycling, & has taken up an in-depth study of Ancient Rome.

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Why the Lightning Network is key to scaling bitcoin trading

Business, Economics, Finance, Tech 00:42:22

Shone Anstey brings 20 years of experience in building complex technologies and software within search, analytics, and data centre operations. Engaged with cryptocurrency since 2012, Shone has acted as technology lead for an industrial Bitcoin mine and Bitcoin mining pool, and is a Certified Cryptocurrency Investigator. Shone is the CEO and Co-founder of LQwD, the first publicly traded, pure play, purpose-built bitcoin company that’s focused on solutions that power the growth of the Bitcoin Lightning Network.

In this podcast, we highlight three key ideas:

  1. Why Bitcoin is like the ‘reserve currency’ of cryptocurrencies
  2. The Lightning Network – what is it and why it is important to scaling cryptocurrency trading
  3. Like E-mail was the first use case of the internet, transaction exchanges are the first use case of cryptocurrency…and there is so much more to come!

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Caterina Papadakos headshot
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What makes SVB a unique capital partner for Canadians

Business, Economics, Finance 00:43:30

Caterina Papadakos leads the Technology Banking efforts in Western Canada, building new relationships and managing the bank’s portfolio in the region. She thrives on serving energetic entrepreneurs who are challenging the status quo and disrupting traditional industries, and she’s dedicated to providing them with the strategic capital, advice and connections they need to scale and compete globally.

Caterina has been an active member of the local tech scene for more than a decade; before joining SVB in 2020, she served as a Director at Espresso Capital, where she led venture debt financing for tech companies in Western Canada. In this role, she also managed existing client and partner relationships and opened new US markets for the firm. Earlier in her career, Caterina served as a Director for the Technology and Innovation group at BMO, where she launched the bank’s technology lending program in British Columbia. She has also held roles at Trade and Invest BC, where she helped businesses in the province develop their export and foreign investment strategies. Caterina holds a B.A. in political science from the University of Victoria and an MBA from the University of British Columbia’s Sauder School of Business.

In her free time, Caterina volunteers as a member of the CARE Canada Vancouver Council, which supports projects in developing countries that help lift women and girls and their families out of poverty and crisis.

Caterina lives in Vancouver with her husband and son. Together, they enjoy taking advantage of everything the area has to offer — whether snowboarding in the mountains, stand-up paddle boarding on local waters or simply trekking on foot through the great outdoors. Further afield, Caterina and her family love experiencing the culture, food and landscape of global destinations; their most recent adventures include trips to Japan and South Africa’s Kalahari Desert.

The Silicon Valley Bank team in Canada can help you take your next step. Find out more about the bank that has nearly 40 years of global experience supporting venture-backed tech and life science companies and their investors. We’re in Canada to help leading innovators reach the next stage, faster. Visit www.svb.com/canada/connect. Silicon Valley bank, helping you move your bold ideas forward, fast.

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Nick Findler headshot
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Accomplished entrepreneur, angel investor, and venture capitalist explains how venture capital works

Business, Education, Finance 00:29:11

Nick Findler is an accomplished entrepreneur, angel investor, and venture capitalist.

Mr. Findler is the CEO and Founder of GoPublic.AI, a fin-tech, go-public investment bank that unites world-changing businesses with $1M-$50M of growth capital, shell vehicles, and know-how to go public both in Canada and on major stock exchanges around the world.

Over the past decade, Nick has advised and helped raise over $58M+ for growth companies and has been involved in structuring 20+ IPOs/RTOs in the public markets (primarily the TSX & CSE) and multiple private exits.

Nick also sits on the board of Plantable Health Inc. Plantable is the first plant-based program that is clinically proven to transform human health easily, sustainably, and enjoyably – all in 28 days. Plantable is currently active in 4 clinical trials at Memorial Sloan Kettering, Johns Hopkins, and Weill Cornell to prove its effectiveness in reducing chronic diseases by lowering inflammation, cholesterol, blood sugar, and altering gene expression.

He is also the President and Co-Founder of Grantus.ca, a company that enables Canadian entrepreneurs, artists, musicians, and not-for-profits to access government funding. The company has now helped Canadians receive over $10M in grant funding.

Deepening relationships, connecting with new people, and helping more strangers become friends is deeply important to Nick and a lens through which he sees the world. This passion and curiosity led him to study the neuroscience of human connection in 2021.

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

Business, Finance, General 0:31:13

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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Adam O'Brien headshot
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Bitcoin education, consumer protection and the decentralization of financial services

Finance, Tech 00:20:28

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.

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

Business, Finance, Tech 00:31:42

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.

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

Business, Finance 00:17:14

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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Paul Lacerte and Jeffrey Cyr headshot
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Indigenous entrepreneurs receive $25 million boost from world’s first Indigenous Impact Fund

Finance, Indigenous, Investment 0:37:34

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.

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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