The Finance Cafe

In this episode Shauna will sit down with Amal Assad, Entrepreneur & Business Consultant, to discuss her top tips for helping entrepreneurs with their ongoing financial management including saving, taxes, subscriptions & more, backing up your financial/proprietary data, and budgeting as a business owner.

Amal is a CPA with over 20 years of experience serving small business owners with their accounting, tax, and planning needs. During her 21-year tenure with a boutique accounting firm, Amal supported business owners and incorporated professionals through various aspects of the business cycle, from start-up to sale of their business. During this time, Amal developed a strength and passion for connecting with clients and supporting them with their unique needs. Her journey led her to establish her accounting firm serving small businesses and their owners. Recently, Amal obtained a Certificate in Advanced Financial Planning and is pursuing the financial planning certification through the FP Canada Institute, allowing her to address client needs using a more holistic approach. Outside of the office, Amal is a mom to 3 amazing kids, who inspire her daily to challenge herself, learn, and grow.

Her business, Square One, bridges a gap in traditional accounting practices through a more personalized, collaborative, and holistic approach to overall economic well-being. As small business owners, the quality, accuracy, and, more importantly, understanding of financial information serves as a basis and a foundation for all of our decision-making. This foundation was the inspiration behind our name ~ Square One.

Resources

Connect with Amal

LinkedIn: www.linkedin.com/in/amalassadcpa

Website: www.squareonecpa.com

Financial Review Tips for Your Small Business Resource: https://drive.google.com/file/d/1JnqZClLMHha-MkrWxnEwzNt8_2yPSXW4/view

Further information on CEBA Loan: https://ceba-cuec.ca/

Sponsor

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode, Shauna will sit down with LuAnne Morrow, Intellectual Property Lawyer at Borden Ladner Gervais LLP to discuss what intellectual property is, how to protect your IP, and why it’s important. Learn about the difference between a patent, trademark, industrial design, copyright and trade secret, and everything you need to know about protecting them in your business.

As a lawyer of over 20 years, called to the Bar in Alberta and California LuAnne has advised entrepreneurs on how to protect their intellectual property and grow the value of these assets from start-up through exit. Her expertise in trademarks, copyright and patent licensing, transactional work and dispute resolution make her uniquely positioned to guide business owners with a variety of IP issues.  She was recently named Best Lawyers In Canada - Lawyer of the Year for IP Law in Calgary and has been selected by Best Lawyers, Managing IP and World IP Review and other ranking publications as a leader in her field.  She contributes to several publications on IP and is a frequent presenter at conferences, most recently for the American Bar Association and Intellectual Property Institute of Canada. She has also served on non-profit boards including the National Music Centre.

LuAnne has a passion for working with women business owners to accomplish their goals and empower them with knowledge of legal issues. From her own experience being the only women in the room for most meetings to working with teams of women lawyers and clients she has seen first hand how women helping women makes change happen.

Resources

Connect with LuAnne

LinkedIn: https://www.linkedin.com/in/luannemorrow/

Website: www.blg.com

Canadian Intellectual Property Office (canada.ca) 

Sponsor

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode Shauna will sit down with Anna Sinclair, an award-winning entrepreneur, early-stage investor and CEO of Total Mom Inc, to discuss the important conversations women entrepreneurs should have when entering into business with a partner, considerations to make when choosing a business partner, key people to connect with when starting your business, and much more.

Anna produced Canada’s largest holistic festival for moms called “The Total Mom Show” in partnership with some of North America’s largest brands. Recognized as one of the Top 100 Most Powerful Women In Canada, top 50 influential women leaders, and Women of Influence, Anna has been featured in Forbes both as a contributor and Business Council member.

Anna grew a massive community network of moms juggling motherhood and business an online e-learning education community platform that helps women grow start and grow their businesses with a focus on growing social and financial capital through a profitable and sustainable business model.

Today, Total Mom has an annual reach of 24M + in Canada & US and supports ambitious founders through a community of 20k+ moms making it known as one of the fastest-growing online professional networks of mom entrepreneurs.

Her experience working with over 350+ brands gives her the knowledge and experience to touch any aspect of a  project from top to bottom. She secured over 3 million in sponsorship dollars to date through her firm Sinclair Creative Agency Inc. where she advises both individuals and consumer lifestyle brands on branding and business strategy, content marketing, and asset development.

Resources

Connect with Anna

Twitter: https://twitter.com/annasinclairca

LinkedIn: https://www.linkedin.com/in/annaasinclair/

Instagram: https://www.instagram.com/annasinclair.ca/

Facebook: https://www.facebook.com/AnnaSinclair.ca/

Email: [email protected]

Website:

www.totalmom.ca

https://www.annasinclair.ca

www.sinclaircreativeagency.com

Book an intro meeting to discuss your business challenges by emailing [email protected], with ‘Finance Cafe Listener’ in the subject title

OWNR 20% discount: https://partners.ownr.co/TMS or use coupon code: TMS20

Sponsor

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode, Shauna will sit down with Milena Radakovic, a Canadian Ambassador of the Women's Entrepreneurship Day Organization of Canada. With Women's Entrepreneurship Day taking place on November 19th, we will be discussing what WEDO Canada does, why it’s important to celebrate women entrepreneurs, key items to consider when entering entrepreneurship, many resources that are available, and much more.

Milena Radakovic is the President and Owner of Nexus Exhibits Ltd., which has grown into one of western Canada's best visual branding solutions companies for exhibits, events, and environments over the last 40 years. Throughout her 20+ years of professional experience, her love for small companies, trade exhibitions, and graphic marketing has grown.

She is a member and Global Ambassador of the Entrepreneurs Organisation (EO), past board member of Organization of Women In International Trade (OWIT) and Women in Leadership Foundation (WIL). Milena’s commitment and passion for this cause was constantly in focus as she helped lead WIL to deliver innovative programming to thousands of women across Canada.  She was awarded “Presidents Volunteer Champion” Award by (WIL) in 2016,  and University of Calgary’s WRC Distinction Alumna award. She received the “Business Leader in Calgary Award in 2018, and Calgary Influential Women in Business Award in 202o, for her professional accomplishments, influence and business community involvement. In 2019, she was appointed the Canada Ambassador to (WEDO) Women Entrepreneurship Day Organization, celebrated at the United Nations, with a mission to alleviate poverty by empowering, educating and supporting women in business worldwide and with that honour she started the WEDO Canada Foundation with the goal to provide $1 Million in Scholarships to aspiring female entrepreneurs.  She was also awarded Canada’s Most Powerful Women: Top 100  by WXN, recognizing outstanding women across Canada who advocate for workforce diversity and inspire.

Resources

Connect with Milena

Twitter: @milenarada

LinkedIn: https://www.linkedin.com/in/milenaradakovic/

Instagram: @milena_radakovic

Facebook:@nexusexhibits

Nexus Exhibits Ltd. Website: www.nexusexhibits.com

Sponsor

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode Shauna will sit down with Brooke Harley, Founder & CEO of ClassRebel, to discuss everything entrepreneurs need to know about fundraising. ClassRebel is building a new breed of education company – modern skillsets – taught live – affordable to all – available to all.

Before launching ClassRebel, Brooke Harley raised $32 million for her VC fund from 50 consumer industry founders, CEOs, and executives. She has evaluated hundreds of early stage companies in the consumer space.  Prior to her fund, Brooke worked as lululemon athletica’s Head of Business Development and International Operations, and prior to lululemon was an M&A attorney.  Passionate about companies with strong core values that inspire the world, Brooke has invested in and advised early-stage companies including Native Shoes, Cotopaxi and LiveKindly.

Brooke holds a J.D. from Osgoode Hall and an M.B.A from Ivey Business School at Western University.  Brooke currently resides in Vancouver and enjoys utilizing her pilot’s license for a literal bird’s-eye view of the city.

Resources

Connect with ClassRebel

LinkedIn: https://www.linkedin.com/company/classrebel/?viewAsMember=true

Instagram: @classrebel

Facebook: https://www.facebook.com/classrebel/

Website: https://classrebel.com/

Free 1hr on-demand Fundraising 101 mini-class: https://classrebel.com/fundraising-101/ scroll down to the ‘want a sneak peak’ section

Sponsors

In Canada, November is financial literacy month. It's a time when we'll be encouraged to invest in our own financial well-being. Helping us bring this special seven-week series to life leading up to and through financial literacy month, is BDC. As Canada’s development bank, BDC’s purpose is to help entrepreneurs create a prosperous, inclusive and green economy. They are here to help your business be more productive. More agile. More profitable. More resilient. BDC is proud to support this Financial Literacy series and bring a better understanding of the story numbers tell, what they mean for your business, and the type of financing needed to enable sustainable business growth.

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode Shauna will sit down with Brianna Blaney and Aria Hahn, Co-founders of Pocketed, to discuss what entrepreneurs and business owners should know about accessing grants. Pocketed’s mission is to eliminate financial barriers for businesses. They thrive on simplifying access to capital. Thier user-focused platform was built to make funding your business a smooth, intuitive journey. In three minutes, make an account and their intelligent grant matching platform will help you find, and apply to, the right funding programs for your business.

As an experienced founder, Brianna co-founded Pocketed to level the playing field, helping Canadian businesses easily access over $5.9B annually in government funding including grants, tax credits, and other business incentives. To date, more than 7,500 companies have used Pocketed to apply for over $80M in government funding. Together with her team, Brianna is on a mission to eliminate barriers for businesses. Brianna is recognized as an Emerging Leader by The Peak and 30 Under 30 by BC Business.

Aria is passionate about data and believes that combined with intelligent statistical and computational technologies, data hold the answers to many burgeoning questions facing multiple industries today. Aria has built tech to solve technical challenges for multiple industries and is now helping to scale technology for Pocketed, a company focused on democratizing access to over $5.9B annually in grant funding in Canada. Since 2021, Pocketed has been named a 2021 ‘Emerging Rocket (ICT)', featured in The Globe & Mail, interviewed by CBC Radio, and recognized as a Fast Growing BC Business by The Peak.

Resources

Connect with Pocketed

Twitter: https://twitter.com/hellopocketed

LinkedIn: https://ca.linkedin.com/company/hellopocketed

Instagram: https://www.instagram.com/hellopocketed/

Facebook: https://www.facebook.com/hellopocketed

Website: www.hellopocketed.io

Use the code: FinanceCafexPocketed at checkout for 20% off their basic subscription!

Sponsors

In Canada, November is financial literacy month. It's a time when we'll be encouraged to invest in our own financial well-being. Helping us bring this special seven-week series to life leading up to and through financial literacy month, is BDC. As Canada’s development bank, BDC’s purpose is to help entrepreneurs create a prosperous, inclusive and green economy. They are here to help your business be more productive. More agile. More profitable. More resilient. BDC is proud to support this Financial Literacy series and bring a better understanding of the story numbers tell, what they mean for your business, and the type of financing needed to enable sustainable business growth.

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode Shannon will sit down with Meryl Kaye De Leon, the Founder & Managing Partner of PERA Growth Hub, a financial services and consulting firm based in Vancouver, BC. They will be discussing what access to capital really means & why it’s one of the biggest barriers for entrepreneurs, how gender and other identities play a role in accessing capital, common forms of financing and considerations to think about for each, plus much more.

Meryl started PERA to fill the gap between the flow of capital to entrepreneurs, business owners, and founders that need it most. Access to capital can either make or break businesses, and PERA’s mission is to democratize the process and assist entrepreneurs in securing the right sources of capital for their business. As a multidisciplinary executive, Meryl has held various roles in marketing, business operations, and most recently as a Director of Finance.

Over her career, Meryl has led teams of all sizes from small start-up environments to entire departments for large publicly traded companies listed on the London Stock Exchange (FTSE100) and the Toronto Stock Exchange. Meryl is passionate about finance and start-up success, currently lending her time as a Committee Member and Mentor to various organizations within the community. Meryl earned her MBA with a major in Accounting from Syracuse University in New York, and was named one of the Top Female Founders to Watch in 2022.

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Resources

Connect with Meryl

PERA Growth Hub Website: https://www.peragrowthhub.com/

PERA Growth Hub LinkedIn: https://www.linkedin.com/company/pera-growth-hub/

Meryl’s LinkedIn: https://www.linkedin.com/in/merylkayedeleon/

Sponsors

In Canada, November is financial literacy month. It's a time when we'll be encouraged to invest in our own financial well-being. Helping us bring this special seven-week series to life leading up to and through financial literacy month, is BDC. As Canada’s development bank, BDC’s purpose is to help entrepreneurs create a prosperous, inclusive and green economy. They are here to help your business be more productive. More agile. More profitable. More resilient. BDC is proud to support this Financial Literacy series and bring a better understanding of the story numbers tell, what they mean for your business, and the type of financing needed to enable sustainable business growth.

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode Shannon will sit down with Amy Siu, Manager of the Entrepreneurship Center at BDC, to discuss what you should be looking for in a banker as an entrepreneur, how to build a relationship with a banker, the 3 C’s of credit, what to know about accessing loans, and more. Be prepared for your next meeting with the bank by listening to this episode!

Amy Siu’s Chinese name is Yin Ling, named after a Swallow, a bird representing joy, hope & love.  She is a visible minority and also an Ambassador for Diversity.  She has over 25 years of experience in working with small & medium size business owners. Her current role at BDC is Manager of Small business - leading a team of small business account managers based out of GTA North.

Resources

Connect with BDC

Website: https://www.bdc.ca/en

Sponsors

In Canada, November is financial literacy month. It's a time when we'll be encouraged to invest in our own financial well-being. Helping us bring this special seven-week series to life leading up to and through financial literacy month, is BDC. As Canada’s development bank, BDC’s purpose is to help entrepreneurs create a prosperous, inclusive and green economy. They are here to help your business be more productive. More agile. More profitable. More resilient. BDC is proud to support this Financial Literacy series and bring a better understanding of the story numbers tell, what they mean for your business, and the type of financing needed to enable sustainable business growth.

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode Shannon will sit down with Karen Bird, Investment Advisor with RBC Dominion Securities, to discuss the important role our business plays in our financial future. Karen will share insights and advice on the importance of aligning our personal and business financial goals, why being financially independent is vital for our health & wellness, gender differences when it comes to money, and much more.

Karen knows that not everyone enjoys or knows how to deal with investing decisions which means that many of us don’t give our financial lives the attention and planning it deserves. Which is why she’s built a career around building relationships with people in all stages of their journey with money from Entrepreneurs, to Executives, Professionals, Retirees, Wealth Builders, and beyond.

Karen is a leader in the financial services sector and an award-winning professional who’s won prestigious awards including: the Influential Women of Northern Ontario Aboriginal Leadership Award, Athena Leadership Award and the Regional Presidents Diversity Leadership Award.

Resources

Connect with Karen

LinkedIn: https://www.linkedin.com/in/karen-bird-76930346/?originalSubdomain=ca

Sponsors

In Canada, November is financial literacy month. It's a time when we'll be encouraged to invest in our own financial well-being. Helping us bring this special seven-week series to life leading up to and through financial literacy month, is BDC. As Canada’s development bank, BDC’s purpose is to help entrepreneurs create a prosperous, inclusive and green economy. They are here to help your business be more productive. More agile. More profitable. More resilient. BDC is proud to support this Financial Literacy series and bring a better understanding of the story numbers tell, what they mean for your business, and the type of financing needed to enable sustainable business growth.

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/

In this episode Shauna will sit down with Ellen Rogin, Speaker, Money Expert, and NYT Bestselling Author, to discuss how gratitude can impact not only how we live our personal lives but also how we run our business. Ellen will be sharing insights into how gratitude relates to our decision-making, our money mindset, and our overall happiness, along with giving tips on how you can start your own gratitude practice.

Ellen Rogin, CPA, CFP, and Abundance Activist, has made it her life’s work to educate, counsel, and guide people to grow their prosperity and to use it as a force for good in their lives and in the world. She is the co-author of NY Times best-seller, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, Forbes.com, and The Huffington Post.

Ellen consults and speaks across the globe on creating success and abundance. She combines her deeply credentialed experience as a former financial advisor with her intuitive abilities to guide people to a clearer understanding of what they can do to enhance their relationship with money, identify their money strengths, and chart an inspired path to reaching their financial and business goals.

Resources

Connect with Ellen

Free Download of her Book ‘Great with Money’: www.ellenrogin.com/gift

Website: www.ellenrogin.com

Twitter: https://twitter.com/EllenRogin

Facebook: https://www.facebook.com/AbundanceActivist/

LinkedIn: http://www.linkedin.com/in/ellenrogin

Instagram: https://www.instagram.com/ellenrogin/

References

The 5 minute Journal:

The Five Minute Journal® - Simplest, most effective way to be happier. – Intelligent Change

Sponsors

In Canada, November is financial literacy month. It's a time when we'll be encouraged to invest in our own financial well-being. Helping us bring this special seven-week series to life leading up to and through financial literacy month, is BDC. As Canada’s development bank, BDC’s purpose is to help entrepreneurs create a prosperous, inclusive and green economy. They are here to help your business be more productive. More agile. More profitable. More resilient. BDC is proud to support this Financial Literacy series and bring a better understanding of the story numbers tell, what they mean for your business, and the type of financing needed to enable sustainable business growth.

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub 

Connect with Us

Website: thefinancecafe.ca/

Instagram: @thefinancecafeofficial 

LinkedIn: The Finance Cafe 

Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/