How do you separate the dinner table from the boardroom table?



How do you bring the next generation into the family business?



Join me as I chat with Lisa & Emily Ferguson from Hangar9 about their journey navigating the complexities of bringing the next generation into the family business, & how to differentiate family and business.



Thank you to Rhonda Bernardi of Nova Vita Hair Studio & Esthetics for this episode's outro.

what is charitable giving?

how does planning your charitable giving benefit you?

Join me while I chat with Shawn Bellefeuille owner of Retirement by Design and Buss Financial Group, as we explore the impacts of giving while living and planning for your estate gifting.

If you are looking to reach out to Shawn you can contact him at [email protected]

Thank you to Michele Bolton from MY911, for this episode's outro.

Success comes from building the right team around you. Identifying the business goals helps you build your team from the outside, in.



Join me as at chat with James Coolidge of Ahria Consulting about making sure you look at all aspects of business building.



Thank you to Lisa Ferguson of Hangar 9 for this episode's outro.

Why does every business coach tell you that networking is the key to your business's success?



Join me as I chat with Barbara Kephart, founder of Projects Pivot and a project management expert, where we explore how to positively boost your business with the right networking.



Thank you to Chris Kulbaba of Response Generators for this episode's outro.

The ownership circle often overlaps with the family and the business circle. The waters can be murky, and at times it is difficult to know what hat you are wearing.



Join me as I explore how to successfully distinguish between ownership of the business and working in the business with Shawn Bellefeuille owner of Retirement by Design and Buss Financial Group.

If you are looking to reach out to Shawn you can contact him at [email protected]



Thank you to James Coolidge of Ahria Consulting for this episode's outro.

Money and family is messy.



If you leave things unsaid (or even undocumented) you are setting up your family for a volcano of emotions at a time they don't need the added stress.



Join me as I chat with Sandra Pollock, author of Don't Leave a Mess and founder of Trimaran Advisory, about the complexities and importance of making sure your family is aware of your wishes and they are documented.

If you are looking for more information, please reach out to Sandra at [email protected]





Thank you to Graham Henderson from the London Chamber of Commerce for this episodes outro.

Perhaps the most complicated of the 3 cicles is the business circle.



Let's dive into the complexities of navigating what it means to be in the business circle of a family business.



What makes a business a Family Business?

When does a business go from paying the bills to supporting your family for generations to come?

Can advisors and the financial industry also be a family business?

Join me while I chat with Martha Macdonald, a wealth advisor from the Douglas Macdonald Wealth Management Group at National Bank about her journey to joining her Father in his practice.

Thank you to Greg Langford from Buss Business Solutions for providing this episodes outro.

Have you ever wondered WHY you do what you do?

In a Family Business, you have FAMILY and BUSINESS that you must mesh together- this can be complex and stressful.

Join me while I chat with Brett Thompson,  a Print certified communication consultant as we chat about the benefits of using the Print Assessment tool within a Family Business.

You don't ever plan to build a successful Family Business- it just happens!

Have you ever felt alone when struggling through your family business dynamics?

Join me as I chat with Terry & Justine Zavits, a mother-daughter duo that grew, transitioned, and sold their business to become, Zavits Insurance & Wealth- a HUB International Company.

Thank you to Jared Zaifman of the London Home Builders Association for providing this episodes outro!