Finance

Jackie Porter, Award Winning Financial Planner Discusses The Importance of Business Finances During the COVID-19 Pandemic

Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. Her practice focuses on cash flow management and tax planning strategies.

Jackie is one of Canada’s most recognized financial planners. Her advice and financial strategies have been featured in top financial publications such as, Forum, Wealth Professional, Investment Executive and The Globe & Mail. Many have benefited from her sound and actionable financial advice offered at business conferences, radio interviews, podcasts and television programs such as CBC, Sun News and BNN. Jackie has also been awarded winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards.

Jackie co-authored “Single by Choice or Chance, the smart woman’s guide to living longer better”. Raised by a single mom who passed away when Jackie was in her teens led Jackie to learn important lessons about becoming financially independent very early in her life. Since she had to become financially independent at such a young age she was hungry to learn the principles of real wealth and saw the profession as her golden opportunity.

Jackie now shares her journey on how she created a 7-figure net worth out of very humble beginnings. She shares insights and real-life stories on how to build a financial fortress in this age of uncertainty by learning the basic principles of real wealth. Click here to learn more!

Traditional Loan Lending vs. Partnerships and Collaboration

A 3-person small-group podcast on the future of financing for businesses focusing on ‘partnerships’ and ‘collaborations’ vs traditional ‘loan’ lending. With special guests:

Jill Earthy, CEO Women’s Enterprise Centre

Jill is entrepreneurially minded leader with an MBA, who believes diversity drives innovation. As an entrepreneur, she started, grew and sold two businesses. In senior leadership roles, she developed teams, programs and partnerships to increase access to capital, networks and resources for entrepreneurs. She is now focused on empowering female leaders to invest in early-stage companies. By unlocking the experience, expertise and capital of more female leaders, she will start to see a shift in how companies access funding, and in who receives the funding. My strengths include finance, strategic planning, business development, community engagement, team building, marketing as well as development of strategic partnerships and programs. She is an active mentor and community member, serving on several Boards and as Co-Chair of We for She. She’s honoured to have been recognized in 2018/2019 by the Canadian Centre for Diversity and Inclusion as a Community Champion, by Business in Vancouver as an Influential Woman in Business and by WXN as a Top 100 most powerful women in Canada.

Grant Lawrence, Co-Founder Valhalla Private Capital, President Valhalla Angels Kelowna, Co-President Valhalla Angels Vancouver

Grant has participated in an IPO, experienced a buyout and the integration challenges that go with this; he is an active Angel investor is a Founder of Valhalla Private Capital and as President of Valhalla Angels Kelowna and Co-President of Valhalla Angels Vancouver Grant contributes to building the tech community. He also mentors and guides startups through business operations and sales.

Grant has over 22+ successful years in the software industry both in startups and establish companies; holding a number of different senior positions in sales and marketing and proven track record in building and managing teams in the areas of strategic alliances, indirect and direct sales channels in complex B2B environments domestically and internationally throughout North America, Europe and Asia.

Mike Winterfield, Founder & Managing Partner Active Impact Investments

Mike is the founder and Managing Partner of Active Impact Investments where he exclusively supports small to medium sized social ventures scale their impact and profit by providing funding and extensive capacity building services to the portfolio companies. Prior to this, Mike was a Top 40 under 40 with 20 years in the tech industry specializing in services companies and SaaS products. He worked for 14 years in various executive roles for award winning companies, most recently President of Traction Rec and COO at Traction on Demand. Prior to that President of Randstad Professionals running $300M in revenue. Mike’s greatest expertise is in enterprise sales, building high performing teams, improving operational efficiency and execution. He serves on the board of directors at DSRF, Sametrica, GoJava and ChopValue and is a mentor/EIR at NVBC, Founder Institute and Spring Activator. Mike has a Queen’s BSC, INSEAD exec MBA and got his board training through the Beedie Directors Education Program (DEP). He’s also an avid lover of nature and any form of outdoor activity or experience.

Sanjana Kapur Bansal

The Dream Founder – Sanjana Kapur Bansal, born in India, molded in America, and made it in Canada!

Sanjana brings the ‘DREAM’ seed with her from Texas, United States where she led as the Sr. Commercial Energy Consultant for over five years, procuring energy contracts for all size businesses across United States and maintaining their energy portfolios.

Sanjana earned her Bachelors of Business Administration (BBA) in International Business and Marketing from Stephen F. Austin State University (TX, USA) and her Masters in Business Administration (MBA) from University Of Texas at Tyler (TX, USA). Sanjana is a certified Business Energy Professional (BEP), and licensed energy broker in the province of Ontario.

She strongly believes in the power of ‘education and empowerment’ that laid the foundation for Dream Energy Solutions. With Dream Energy, Sanjana wants to educate Ontario businesses about energy deregulation, empowering business owners with the knowledge and resources to make better energy decisions and pocket savings.

Pierre Cleroux Chief Economist at Business Development Bank of Canada (BDC) Discusses COVID-19’s Impact on Small Businesses Across Canada

Pierre Cleroux, Chief Economist with BDC (Business Development Bank of Canada), talks to Canada’s Podcast about the devastating impact COVID-19 (coronavirus) is having on small businesses across the country, how the bank is helping out and advice for entrepreneurs to survive this crisis.

Shrad Rao Discusses Wagepoint & Building Business in Tough Times Like the COVID-19 Pandemic

Shrad Rao is CEO at Wagepoint – Simple Payroll Software backed by the World’s Friendliest Team. He is focused on “building the kind of company I’ve always wanted to work at.” In fact Shrad has always known he would be an entrepreneur. And he has been really successful — building a startup in Canada into an international operation, He has some great insights — especially regarding positive approaches to building businesses in tough times like the current COVID-19 pandemic.

Grant Lawrence

Grant Lawrence has participated in an IPO, experienced a buyout and the integration challenges that go with this; he is an active Angel investor is a Founder of Valhalla Private Capital and as President of Valhalla Angels Kelowna and Co-President of Valhalla Angels Vancouver Grant contributes to building the tech community. He also mentors and guides startups through business operations and sales.

Grant has over 22+ successful years in the software industry both in startups and establish companies; holding a number of different senior positions in sales and marketing and proven track record in building and managing teams in the areas of strategic alliances, indirect and direct sales channels in complex B2B environments domestically and internationally throughout North America, Europe and Asia.

Tracey Bissett

Tracey Bissett’s on a mission to redefine the economic future of the world by addressing financial literacy of young adults and entrepreneurs. She does this through her weekly podcast, Young Money – the advice show for millionaires in the making, teaching and delivery of financial courses, coaching and consulting. A native of Nova Scotia, she holds a BCOMM, MBA and is a CFA Charterholder. She LOVES her golden retriever (Rosie), roller coasters and music, especially live concerts! Download your money meeting agenda from www.bizmoneycoach.ca.

Shelley Kuipers

Shelley Kuipers is co-founder of The51, an investment platform for female entrepreneurs.

Courtney Buhler

Edmonton-based entrepreneur Courtney Buhler has turned a business that started as a lash lounge into a multi-million dollar global supplier and educator in the eyelash extension industry. She is founder and CEO of Sugarlash PRO.

John Hakim

John Hakim is a solutions architect with over 10 years of experience in building mission-critical systems for telecom, public safety, and enterprise internationally. Most recently his focus has been dedicated to building advanced solutions for the financial technology industry. As co-founder and CTO of Lenmo, John drives the engineering and operation teams. He is responsible for the application’s overall development lifecycle and product roadmap. Although he comes from a blue-chip company background he has caught the entrepreneurial bug and now is actively building Lenmo, a peer-to-peer lending app that connects people looking to borrow money with investors looking to make money.