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After Years at the CRA, Susan O’Brien Took a Leap and Started Her Own Tax-Consulting Firm

February 5, 2021 Business, Coaching & Consulting, Finance 00:19:21

After years in the tax world working at both the Canada Revenue Agency and in the private sector, Susan O’Brien took a leap and started her own tax-consulting firm. While her business was successful, she had a gnawing feeling that she wanted more.

Finding her heart was in wealth management, she started her next venture, the Susan O’Brien Group, with a large global Canadian bank in 1998. It has grown to become a nationally recognized wealth advisory practice.

Now, having found her place, her focus is on an innovative and collaborative approach to wealth management. She is a sought-after speaker, facilitator, and planner working with C-suite executives and wealthy families who want more from their financial advisory relationships.

Susan uses a net worth thinking lens to align all aspects of each client’s financial life. As an entrepreneur and mother of four children, she has a passion for helping her clients not only build their own net worth but also ensure that their wealth passes on to future generations.

Susan has been featured in the Globe and Mail, and on CTV News and Global News. She was a 2018 finalist in the Women in Wealth Management Awards in the categories of “Women-Led Advisory Team of the Year” and “Excellence in Philanthropy and CSR.” In 2019, she was a finalist in the Wealth Professional Awards for Excellence in Philanthropy and Community Service.

Always guided by helping others and giving back to her community, she sits on advisory boards for the Calgary Foundation and United Way. She is also a member of the Women Presidents’ Organization (WPO), a global organization of top women entrepreneurs, where she offers peer-to-peer mentoring. Susan lives with her family in Calgary, Alberta, Canada.

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Kevin Foreman, President of Black Sheep Business Consulting Corp., is Supporting Sustainable Brands

January 15, 2021 Business, Finance, Investment 00:26:38

Kevin Foreman’s passion for business stems from his youth where he saw his family incorporate and grow multiple businesses. Being raised in a family of small business owners provides Mr. Foreman with a unique perspective to his clients success, endeavours, and challenges. He sits on the board of the Port Moody – Coquitlam Federal LPC EDA, as Organizational Chair and cherishes the community that has provided him with innate opportunity. He’s also President & Business Strategist of Black Sheep Business Consulting Corp., whos mission is to support sustainable brands in mitigating climate change, and building vibrant communities.

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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Leveraging Peer-to-Peer Lending for Social Good with Marc-Antoine Caya

January 13, 2021 Business, Finance, Tech 00:17:18

Marc-Antoine Caya is CEO and Founder of GoPeer, Canada’s first consumer peer to peer lending platform. He is a passionate socially responsible investor and innovator. His experience includes working as an investment banker at one of Canada’s largest bank where he was involved in many securities offerings and corporate M&A advisory mandates. He holds a Masters of Sc. in Management of Information Systems and Digital Innovation (with Distinction) from the London School of Economics.

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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Jesse Berger, Former Banker Turned Author, Gives the Lowdown on Bitcoin

December 30, 2020 Coaching & Consulting, Finance, Investment, Tech 00:37:23

Jesse Berger is the author of Magic Internet Money: A Book About Bitcoin. He spent over 10 years working with large financial institutions in Canada, including roles in retail banking, investment advisory, management consulting, and market research. He graduated from McGill University in 2006 having studied economics and philosophy, and he received his MBA from Ryerson University in 2015. There, he led the winning team of The Economist’s MBA investment case competition, topping more than 25 schools from around the world. In 2018 he became a certified blockchain professional, and he is currently an independent consultant based in Toronto.

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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Real Estate Investor Brady McDonald on How to Make Property Investing Work for You

December 23, 2020 Coaching & Consulting, Finance, Real Estate 00:34:32

Brady McDonald is a full time real estate investor (http://www.bkrealestateinvesting.com/), lifestyle entrepreneur and father. After 14 years swinging from tree top to tree top, Brady retired from Hydro One at the age of 32 but he hasn’t sat still. In 5 short years he and his wife, Kristy, have purchased over 120 properties, grown their team to 20, and currently operate a property management company as well as a renovation company. Stemming from his previous experience as a utility arborist instructor, Brady launched Learn with BK, which is the real estate investing education and coaching arm of their business. He and his team have won many awards including Canadian Real Estate Wealth’s Joint Venture Partner of the Year and REIN’s Co-Venturer of the Year 2017 as well as REIN’s Renovator of the Year and the Leslie Cluff Memorial Player of the Year in 2018. Brady, Kristy and their team specialize in Real Estate Investing Joint Ventures where they partner with individuals who want to invest in real estate but don’t have the time and expertise to do it alone. Together they collaborate to create turn key income properties in Barrie, Ontario that create both long term wealth and cashflow for everyone involved.

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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G. Scott Paterson, Toronto-based Technology and Media Venture Capitalist

November 13, 2020 Coaching & Consulting, Finance, Investment 00:21:32

G. Scott Paterson is a Toronto-based technology and media venture capitalist who has been active for 28 years in the investment banking industry.

Paterson received his start in the investment industry in 1985 at Dominion Securities Pitfield working at the firm as a retail broker. Paterson quickly ranked #1 in commissions of all the brokers with three years or less of service at the Firm. Paterson was recruited by Richardson Greenshields in 1987 and in 1990 was invited to the then recently formed Midland Walwyn where he cut his teeth as a senior investment banker for four years.

Paterson focused on banking technology and media companies while at Midland Walwyn becoming the firm’s most productive banker (as measured by fees generated). In April 1995, Paterson was recruited to Yorkton Securities where he led the firm’s transformation from a mining-focused brokerage firm to Canada’s leading technology investment bank focused on technology, internet, biotechnology and film & television. Paterson served as CEO of Yorkton Securities from 1998 to 2001.

Paterson now focuses his business attention on his Board and leadership roles at FutureVault (https://www.futurevault.com), Symbility Solutions, Lionsgate Entertainment and The QYOU.

Paterson also takes time to contribute to philanthropic endeavors. In 1997, he co-founded the Merry Go Round Children’s Foundation which launched its Kids, Cops & Computers program which provides brand new laptop computers to financially disadvantaged children in Toronto. Paterson serves as Chairman for the Merry Go Round Children’s Foundation.

Paterson has also established several bursaries at each of Ridley College and Western University. In addition, in 2000, Paterson donated $1 million to Western to build the G Scott Paterson Biotechnology Wing at the medical school.

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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Omar Khan and Matthew Todman, Co-Founders of Theta Trading Co., Discuss Financial Literacy and Option Trading

November 9, 2020 Coaching & Consulting, Finance 00:28:08

Omar Khan and Matthew Todman, Co-Founders of Theta Trading Co., have been determined to spread knowledge when it comes to option trading. They strongly believe that people are not educated enough early on in their lives when it comes to financial literacy. They have been in the industry for over 20 years and have a vast amount of knowledge through making mistakes and learning the hard way. This is why they have made it their mission to educate people not only about stocks, but about the basic knowledge of finance. For over the past year they have been holding seminars in Mississauga and the surrounding areas, but are determined to travel the world and help people on their financial journey!

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.

Want to stay up-to-date on the latest #entrepreneurial podcasts and news? Subscribe to our bi-weekly newsletter.

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Neal Winokur “The Grumpy Accountant” Talks CRA and Business Taxes with Entrepreneurs

October 28, 2020 Coaching & Consulting, Finance, Publishing 00:32:47

This live discussion was the first off many to come. Subscribe to Canada’s Podcast to join us on future sessions. This month you can meet The Grumpy Accountant, Neal Winokur and sound off about the CRA and its approach to small business entrepreneurs in Canada.

Neal Winokur, CPA, started his practice in 2013 and his grumpiness has grown ever since. An active blogger, several of his articles have been published in the National Post. Neal feels a moral obligation to speak out against the inherent flaws, unfairness and needless complexities that define Canadian tax.

His dream is for the Canadian tax system to be massively simplified to the point where his job as a tax accountant would no longer exist. His wife won’t be too happy about this, but it’s for the good of the nation.

Click here to buy the book!

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Mario Toneguzzi Talks to Jeff Adamson, Co-Founder of NEO Financial and Co-Founder of Skip the Dishes

September 7, 2020 Business, Finance, Food & Drink 00:18:14

Mario Toneguzzi sits down with Jeff Adamson is Co-founder of NEO Financial in Calgary and one of the original Founders of Skip The Dishes.

Visit www.ebay.ca/upandrunning to open your online shop.

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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Alicia Dubois is CEO of the Alberta Indigenous Opportunities Corporation, Which Guarantees Loans for Indigenous Groups in Alberta

August 21, 2020 Business, Finance, Indigenous 0:20:21

Alicia Dubois is the first-ever CEO of the Alberta Indigenous Opportunities Corporation, which was created to in November 2019 to guarantee loans for Indigenous groups to facilitate investment in natural resource projects and related infrastructure.

Visit www.ebay.ca/upandrunning to open your online shop

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