The Finance Cafe

In this episode Shannon will sit down with Tara Adams, Founder of Abridge Consulting and Workplace Mental Health Specialist to discuss how our financial wellness and mental health are connected, why it’s so difficult to talk about money, why financial stress is found to be higher in women than men, what mental wellness warning signs to look out for & tips for building financial wellness as an entrepreneur.

Tara founded Abridge Consulting based on a simple, but not easy, goal - to get more people, more help, sooner. Tara believes we can all learn how to be a bridge between people struggling with their mental health and getting them the support they need and deserve. Abridge Consulting clients are organizations and teams who are ready to invest in their people, culture, and bottom line.

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With a strong background in learning and facilitation and a passion for workplace mental health, Tara spent several years as a Corporate Wellness Manager. During that time, she championed workplace mental health and overall employee total health for 6,000 employees by building enterprise-wide strategies for mental, physical, emotional, and financial wellness. The results of her workplace mental health training program were closely measured and outperformed similar organizations across Canada positioning her as an industry leader in workplace mental health.

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Tara calls herself a “relatable” role model who does the best she can to invest in her own mental, physical and sleep health but like most of us, she knows she can always do more. She’s a busy working mom of two, a previous semi-competitive tennis player and has big plans to conquer the amateur senior’s tennis tour someday.

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Resources

Connect with Tara

Webiste: http://abridgeconsulting.ca

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

Business LinkedIn: http://www.linkedin.com/company/abridge-consulting

Facebook: https://www.facebook.com/tara.adams.abridgeconsulting

Twitter: https://twitter.com/TaraAdamsCgy

References

Mercer Pyramid: https://www.mercer.com/our-thinking/flipping-the-pyramid-to-build-inclusive-health-programs.html

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 Shannon will sit down with Stephanie Fontaine, the Regional Director for Canada and the US at WEConnect International, to discuss the importance of inclusive supply chains, connecting access to capital for women-owned businesses, barriers women-owned businesses face and how we can drive change to move the needle.

WEConnect International is a global organization whose mission is to help drive money into the hands of women business owners by enabling them to compete in the global marketplace. Stephanie provides leadership for the North American market and helps women-owned businesses leverage certification and corporate supply chains as tools for growth.

Following a decade in the corporate world, where she held operational, sales and procurement roles, Stephanie used her knowledge and expertise to assist some of North America’s largest corporations to fulfill their objective of a more diversified supply chain. Through building programs and facilitating connections between buyers and suppliers, Stephanie has championed supplier diversity and inclusion efforts and has been a driving force for increased awareness, collaboration and innovation in the space.

Stephanie is a well-known leader in the supplier diversity community, having worked closely with entrepreneurs, corporations, not for profit organizations and government to increase procurement opportunities and visibility for diverse suppliers.

Resources

Connect with WEConnect International

Twitter: @WEConnectCanad1 and @WEConnection

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

LinkedIn: www.linkedin.com/company/weconnect-international

Connect with Stephanie

Twitter: @SKFontaine

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

References

Member buyers of WEConnect International

Rise2theChallenge Member Commitments

Certification Application

Council on Scaling Women-Owned Businesses Report

Bias in Supply Chain Video

Success Stories

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 Taheera Fidaali, Founder, Tula CPA, to provide tangible tools & actions women entrepreneurs can take with respect to rising interest and inflation rates along with tips to prepare for a recession as a small business. They will be discussing the implications these situations could have on a small business in an easily digestible way while giving key insights on how to mitigate these risks.

Taheera is a CPA with 12 years of progressive experience in accounting & finance, and holds a B.Com from McGill University. She obtained her CA in London UK, at KPMG LLP and while at the firm, she developed a passion for providing quality customer service and delivering value to her clients. Following this, she spent four years in Toronto working at McCain Foods Limited on their global finance team in a number of different roles.

For the last four years, she has been supporting business owners with financial management, accounting and taxation to ensure financial success. Their mission at Tula CPA is to empower visionaries to grow financially sustainable enterprises that promote the well-being of both the people and the planet.

Resources

Connect with Taheera

LinkedIn: https://www.linkedin.com/in/taheera-fidaali-cpa-ca-0818a71a/

Instagram: @tula.cpa

Website: www.tulacpa.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 sits down with Alicia Fowler to discuss setting goals for your business and how to set your business up for success as we head into Q4. Alicia is the owner of MOD Accounting & Tax, a feminist online accounting firm supporting impact-driven business leaders in accounting, tax, fractional CFO, and back office services. She shares her key tips for setting business goals and how to tie it to your business financially. We also talk about the importance of rest as an entrepreneur and aligning business goals to personal goals in order to avoid burnout.

Alicia is a CPA, CA and is the owner of her own professional online accounting practice, MOD Accounting & Tax.  With her team of superstar women professionals, she focuses on supporting inclusion, recognizing women-led initiatives and social enterprise.  She loves collaborating with smart professionals in accounting, tech and tax.  She is a mom to two rockstar daughters and married to a talented and supportive husband (also a CPA, CA!  Yes, they chat budgets and tax plans over dinner.).  Alicia draws inspiration from her daughters and other women change makers ...  and loves to salsa dance!

Resources

Connect with Alicia

Twitter: mod_accounting

LinkedIn: MOD Accounting & Tax: Overview | LinkedIn 

Instagram: mod.accounting.tax

Website: www.modaccountingtax.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, Shannon sits down with Danièle Henkel to talk about her career in entrepreneurship. Shannon gets personal with Danièle, who shares her journey from humble beginnings to entrepreneurial success. From talking about money mindset to building resilience, to financial growth and growing into a multi-million dollar success story, Danièle will leave you inspired and ready to embrace all that is the entrepreneurial journey.

After immigrating to Canada in 1990, with her mother, husband and four children, Danièle Henkel decided to become an entrepreneur after having had an Aha moment! Daniele Henkel Enterprises Inc. recognized today as the Canadian leader in the medical-aesthetic field was created in 1996 from a simple exfoliation product: the Renaissance TM Glove. An initiative that for the most part was doomed to failure. Today, it is

the best-selling product of its category in Canada and around the world. Her strong values then led to the success of AcademyTM, which has a mission to improve and upgrade the skills of thousands of professionals working in the medical-aesthetic world, therefore enabling them to better contribute to the entrepreneurial ecosystem.

Danièle Henkel is known to be a committed businesswoman who, during five seasons of Dans l’oeil du Dragon aired on ICI Radio-Canada Télé, instantly charmed the audience. Now, considered an essential media personality, Danièle is highly sought after for various commitments, sponsorships, and events.

Resources:

Connect with Daniele

Website: https://danielehenkel.com/

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

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 sits down with Shelvie Fernan & Victoria Celi, the Co-Founders of Fly and Fetch to talk about how they are optimizing technology to provide up to 80% cheaper and 2x faster international shipping. Fly and Fetch is a start-up company based in Edmonton, Canada with a mission to provide affordable and reliable international shipping, by hiring travelers to transport packages.

Shauna, Shelvie and Victoria discuss how Fly and Fetch is solving the shipping and logistics issues that have resulted from the pandemic including the increase in prices, their experience with raising capital for their business as immigrant, women entrepreneurs, the importance of financials in an expanding business, and advice for women entering into entrepreneurship.

Shelvie is the CEO and Co-founder of Fly and Fetch. She is aiming to disrupt international shipping worldwide by providing an alternative solution that is faster and cheaper with superb delivery services. Before she started her start-up, she worked in business development for a tech program in Edmonton and had multiple years of sales experience. She was also a community leader serving as the President for Filipino-Canadian student group for three years and she also used to be a beauty queen and competed in various regional and national beauty pageants in Canada and Philippines.

Victoria is the COO and Co-founder of Fly and Fetch. She is in charge of operations and finance and her main goal is to make Fly and Fetch the next global solution for international shipping. Victoria was born and raised in Ecuador and she moved to Canada 4 years ago. She has Bachelor of Economics and a BBA in Entrepreneurship and Innovation. Before starting Fly and Fetch, she worked for the Government of Ecuador in Public Finance for four years and founded a company that helped small businesses to increase sales and revenue by giving them access to the Ecuadorian national market.

Resources:

Connect with Fly and Fetch

Website: https://flyandfetch.com/

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

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

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, Shannon sits down with Indigenous entrepreneur, Moirae Choquette, founder of Tomato Wheels to talk about how she’s creating a lifestyle brand, rethinking the wine space, and introducing Tomato Wheels Lambrusco. 

Moirae Choquette is an Indigenous Entrepreneur, on a mission to use business as a force for good.  Three areas of strength drive her work as a leader in the marketing and communications space: relationship building, negotiation, and experiential marketing. Whether she's working in the tech SaaS space, a DTC e-commerce company, or launching her own company, Moirae is always looking to influence attitudes, change behaviours and ignite engagement.

Building things in real time and learning as she goes, Moirae believes that to be successful in today’s marketing world it comes down to three things: test and learn, take risks, and learn the sh*t out of your space.

Follow her on Twitter @Moiraesofsun or on Instagram @TomatoWheels

Thank you to our podcast sponsor the Women Entrepreneurship Knowledge Hub for supporting us.

We'd love to connect with you, reach out to us at The Finance Cafe here:

www.thefinancecafe.ca

@thefinancecafeofficial

Linkedin

Episode resources Moirae mentions

National Aboriginal Capital Corporation Association: microloans for Indigenous women entrepreneurs 

https://nacca.ca/nacca-and-afis-celebrate-international-womens-day-with-the-launch-of-the-indigenous-women-entrepreneurship-iwe-program/

Remember use the code PODCAST10 to save 10% off our signature Financial Literacy Program for Women Entrepreneurs.

In this episode, Shannon sits down with Lori Suba and Laurae Spindler of Scout Real Estate to talk about the ins and outs of leasing a bricks and mortar space. 

Shannon, Lori and Laurae discuss what you need to look for in a lease, how a landlord assesses you and your business, the financial considerations you need to consider before signing on the dotted line and their best tips for finding a space that allows you to propel your business forward. 

If you’re considering a bricks and motor element to your business or looking at moving into a new space, you won’t want to miss this episode.

Lori and Laurae produce and host a commercial real estate podcast, Leasing Out Loud, which focuses exclusively on Calgary market trends. The podcast is featured on Apple, Spotify and Amazon’s Audible platform.

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

Be sure to follow The Finance Cafe on social media and visit our website to learn more about our financial literacy program designed specifically for you.

Remember, use the code PODCAST10 to save 10% off at www.thefinancecafe.ca

Instagram: @thefinancecafeofficial

LinkedIn: The Finance Cafe

Have you ever thought of buying a business?

In this episode The Finance Cafe co-founder and podcast host, Shannon Pestun, explores another avenue to entrepreneurship.  According to her guest, Elizabeth MacRae, buying a business is an excellent career path option for people in the small business space and an investment path that can be a real avenue to financial freedom. 

MacRae shares how with the baby boomer generation retiring from business ownership in droves there is ample opportunity for underrepresented groups and individuals to acquire these small businesses. Listen in as these two brilliant minds dive into all the things you need to know.

Elizabeth is a Certified Exit Planning Advisor & the Co-Founder of the tech start-up: Village Wellth; a digital acquisition platform built to accelerate the process for buyers of small businesses.

After missing the opportunity to take over her father’s company due to a lack of succession planning Elizabeth and her husband Scott ventured into business ownership through purchasing a franchise. The experience of starting a new franchise and coming full circle to sell it led her into the business succession space; training as a business broker and later, exit planning advisor.

Over the last 10 years Elizabeth has acquired and exited 2 companies and lives to tell the tales.

Elizabeth is an active speaker and is passionate about sharing the advantages and process of business acquisition with aspiring entrepreneurs and founders alike.

Elizabeth (Liz) MacRae, CEPA | LinkedIn

LinkedIN: www.linkedin.com/company/villagewellth

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

Thanks again to our podcast sponsor the Women Entrepreneurship Knowledge Hub.

Follow us on social media and visit our website to learn more about our financial literacy program designed specifically for you.

Remember, use the code PODCAST10 to save 10% off at www.thefinancecafe.ca

Instagram: @thefinancecafeofficial

LinkedIn: The Finance Cafe

On top of the day to day tasks of running a business, entrepreneurs need to stay on top of bookkeeping and accounting.  In this weeks episode, co-host Shauna Frederick, talks to Cloud Accounting Specialist and Founder of Accounting by Sal, Sal Razai to help you understand how it impacts your business and all the right questions to ask.

Shauna and Sal discuss the difference between an accountant and a bookkeeper, when is the right time to outsource vs doing it yourself and how to choose the right bookkeeping software for your industry.

Sal Rezai is a certified accounting professional with years of experience across a range of industries. As a business owner herself, she speaks the language of her clients. At Accounting By Sal Corp. Their mission is to elevate your business to new heights and help you strategize your financial system through training and business mentorship. With expert guidance, your business is enhanced with modern practices, effective bookkeeping, and improved workflow that will produce consistent and accurate results – right at your fingertips.

LinkedIn:  accountingbysal/

Instagram: @accountingbysal

Website: accountingbysal.ca

We hope you found this episode insightful and empowering for your entrepreneurial journey. 

Follow us on social media and visit our website to learn more about our financial literacy program designed specifically for you.

Remember, use the code PODCAST10 to save 10% off at www.thefinancecafe.ca

Instagram: @thefinancecafeofficial

LinkedIn: The Finance Cafe