EP - #10 Alex Kellermann: Executive Financial Consultant | Valuable Insights & Advice | H-Club Podcast

In this episode, we sit down with Alex Kellermann, an Executive Financial Consultant with over a decade of wealth management experience. He breaks down the nuts and bolts of TFSAs and RRSPs, the shifts in mindset during retirement, and what you should consider based on your financial goals.

Tune in to find out why you might want to consider different investment vehicles based on your goals!

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Gary Opolsky has been a friend, client, and advisor since the early days of Hosper Mortgage. He started his own insurance agency over 40 years ago and is still actively working with a specialization in life and disability insurance. His wealth of experience with the many different clients he’s had over the years makes for some great stories, and life advice. Be sure to watch our latest episode to find out why you should maybe put down that squash racket… 

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Jeremy was my grade 9 best friend and university roommate. We’ve run student counsels, raised $10k for charity, bought a 1979 RV and drove it across Canada, and have had many adventures over the years. Jeremy has worked in sales, FinTech, SaaS, and Leadership Training. Today he owns a very unique commodity: a car wash in Niagara On The Lake. Jeremy is an interesting fellow with hobbies that span drumming, music recording, podcasting, video production, fishing, and bird watching. Jeremy grew up on the beautiful sandy shores of lake Ontario and loves to share his unique experiences through his award winning podcasts. Jeremy is always enthusiastic to be a creator, or as he describes it, 'in the arena', something he feels everyone should partake in. 

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Since working with Carter Bennett, I suck a little bit less at golf. I was referred by several friends who have improved their game (and mindset) with him. Carter is a lifelong golfer and golf performance coach, of Coach Carter Golf. He studied psychology in university which opened his mind to themes he discovered were missing in the golfing world. Carter has been a pro for 10 years, teaching all levels and ages, and loves to play with friends, family, and clients often.

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EP #06 with Tyler Burke, an entrepreneur, and Dr. Sam Lambert, an emergency physician, who made drastic career changes and with hard work gradually pivoted their luck to build a successful life for themselves. Tyler is a business owner who owns and operates - Beswick Tree Service. I met Tyler as a fellow Teaching Assistant at Laurier Business School. Tyler relocated from Toronto to the Hamilton area to be closer to the 70-year-old business that he purchased and now owns and operates. He shares his story of going from the world of finance (hedge fund) to operating a small business in tree care. Dr. Sam Lambert is an emergency physician. Sam discusses his rather unique career trajectory. I met Sam at Laurier Business School, where he was eventually elected as the President of the Student Union. Sam went on to start his career selling Febreze at P&G. In 2016, Sam left sales to attend medical school, with a pit stop to win the Amazing Race Canada Season 5, and now spends his days in the Emergency Room saving lives as a physician.

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EP #05 with Andrew Herr and Nathan Dales who are best known for their leading roles in Canadian television series, Letterkenny. Andrew played the character, Jonesy, and Nathan, Daryl. “Go Flames” (Nathan says, Calgary born and raised). Listen as we go “uncensored” in this hilarious episode.

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In this episode of the H Club Podcast, James Grantis sits down with Jennifer Holmes Weier, the dynamic President and CEO of JA Central Ontario. Jennifer shares her insights on the crucial importance of ensuring that every child has the opportunity to succeed. Delving into the impactful work of JA Central Ontario, she discusses how providing children with the right tools and resources can shape their futures and foster a generation of innovative, driven, and successful individuals. Join us for a compelling conversation about the power of opportunity, curiosity, and imagination in transforming lives.

JA Central Ontario - https://www.jacentralontario.org/

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In this episode, James sits down with Tyler Burke, owner of Beswick Tree Services, to explore the advantages and challenges of buying an existing business. Tyler shares his insights on why he chose this route over starting a business from scratch and discusses the pros and cons that come with acquiring an established company. Tune in for an informative discussion that offers valuable perspectives for aspiring business owners.

Links and Resources:

Beswick Tree Services Website - https://beswicktreeservice.com
Beswick Tree Services on Instagram - @beswicktreeservice

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In this episode, James sits down with Sam Lambert, an emergency room physician, to discuss his inspiring journey in the medical field and his exciting experience winning The Amazing Race Canada. Dr. Lambert shares his passion for helping others with their health and offers a behind-the-scenes look at his time on the reality show. Join us for an engaging conversation about dedication, resilience, and adventure.

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In this episode, James sits down with Pavel Tchourliaev, CEO of Mortgage Automator, to delve into the dynamic world of startups. Pavel shares his journey from budding entrepreneur to industry leader, discussing the challenges and opportunities he encountered along the way. Tune in to hear valuable insights on the key values that have driven his success and the lessons learned from his experiences in the entrepreneurial landscape.

Links and Resources:

Mortgage Automator Website - www.mortgageautomator.com
Connect with Pavel Tchourliaev on LinkedIn - www.linkedin.com/in/paveltchourliaev/

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