In this episode, Shauna Frederick sits down with the insightful Anna Giampà, a seasoned Family Enterprise Advisor with over two decades of experience in consulting, business planning, and corporate strategy. Anna’s journey is rich with entrepreneurial ventures, academic excellence, and a deep commitment to lifelong learning. As a former faculty member at Montreal’s Concordia University, where she taught Entrepreneurship & Strategy, Anna has empowered countless business leaders with her practical wisdom. Beyond her consulting career, she co-manages a thriving real estate portfolio and nurtures her passions for food, travel, and continuous growth.

Anna and Shauna explore the transformative power of Key Performance Indicators (KPIs) in driving business success. Anna demystifies KPIs, breaking them down into simple, measurable values that act as a scoreboard for your business, helping you track progress and uncover opportunities for improvement. She delves into the four key types of KPIs—financial, operational, customer, and marketing—and illustrates how they can be customized to fit any business, regardless of its size or complexity.

Through practical examples, Anna reveals how even the simplest KPIs, such as tracking new customers or enhancing revenue growth, can have a profound impact. She underscores the strategic significance of KPIs, showing how they can guide your strategic planning and decision-making processes, ultimately fostering structured growth.

Websites:

Canada Benchmarking Tool: Financial Performance Data (canada.ca)

Connect with Anna:

LinkedIn: Anna Giampà, MBA, FEA

Instagram: annafiorilli 

Facebook: Anna G Fiorilli

In this episode, Shauna sits down with the brilliant Jackie Porter who is a leading Canadian financial planner with a stellar 25-year career dedicated to empowering high-achievers. As a trusted advisor to executives, business owners, and legal professionals, Jackie offers expert guidance on complex financial matters that go beyond simple Google searches.

Her journey to financial success is as inspiring as her expertise. Raised by a single mother, Jackie faced early financial challenges that ignited her passion for building wealth and financial independence. Today, she's a multi-award-winning financial planner, author of "Single by Choice or Chance," and a sought-after industry expert.

Jackie has a knack for turning complex financial concepts into actionable advice. In this podcast we're diving deep into the power of mindset when it comes to money. From overcoming financial barriers to skyrocketing your business, Jackie shares practical tips and strategies to cultivate a growth mindset. Discover how to shift your perspective, unlock new opportunities, and take control of your financial future. Get ready to be inspired as Jackie shares her wisdom and empowers you to reach new heights in your entrepreneurial journey.

Connect with Jackie: LinkedIn: Jackie Porter (Lawyers Financial Advisor) CFP, RWM, EPC

Twitter: X

Instagram: Jackie Porter | CFP (@jackieportercfp)

Website: askjackie.ca

It is extraordinarily common for entrepreneurs to wear many hats, but at what point is it taking you away from your strengths and draining you of the energy required to run your business? On this episode of The Finance Cafe Podcast, we are excited to dive into a conversation with Glenda Plews from Payworks, an amazing Canadian company designed to do the heavy lifting of payroll, HR, benefits and more. Host Shauna Frederick digs into thought provoking topics that will help you evaluate what you, as an entrepreneur are spending your energy on, and if it is optimal for the success of your business. 

This episode of The Finance Cafe Podcast is all about risk.   

If you are like most people, the idea of risk is scary and something we'd typically avoid. But as this week's guest, Geeta Tucker, President and CEO of the Chartered Professional Accountants of Manitoba, says, "the very nature of entrepreneurship is risky", so we need to learn to get comfortable with it.  

Geeta and Host, Shannon Pestun, breakdown why it is so important for entrepreneurs to not just take risks but embrace them. They share how you can overcome the imposter syndrome and fear that often keeps us playing small, preventing us from seeing ourselves and our businesses reach it's full potential.  

Listen in as these experts unpack and explain the several different types of risk that an entrepreneur may experience in their journey like financial risk, repetitional and situational risk. 

Most importantly, they share strategies to help you create a business environment where you feel safe and comfortable with risk and uncertainty. They explain how how you can validate and evaluate those strategies so you feel confident taking the risks you need to build your business and succeed.  

Visit thefinancecafe.ca for more valuable resources helping women entrepreneurs embrace the financial side of their business. Find the support and tools you need to feel capable, confident and connected in your business. 

Right now take advantage of our self-paced e-learning tool, designed for women entrepreneurs by women entrepreneurs, at the low rate of $379 or 4 monthly payments of $99.  

At The Finance Cafe we are passionate about advancing women’s entrepreneurship. We believe that means creating a space to change the conversation women have around finance, and creating financial literacy resources and tools that address critical gender gaps. The resources you need to empower you in your life and business.

A pure service business is one in which the service is the primary entity that is sold rather than a tangible item that people can physically see and touch. A business with a physical product, or products, can find pricing much more straightforward as there are many hard costs associated with producing and getting a product to market, then in a service based business

Women are also more likely to be in a professional service industry such as retail, health care or education. Did you know self-employed women struggle twice as much as men when it comes to setting rates?

In this episode host, Shauna Frederick, is joined by Founder and Managing Lawyer, Evelyn Ackah of Ackah Business Immigration Law. After 12 years of practicing law on Bay Street in Toronto, Evelyn moved to Calgary in 2008 and launched her firm in 2010. She understands first hand the unique challenges that having a service based business presents and the gender barriers faced as a women entrepreneur.

Shauna and Evelyn unpack important topics like:

• how pricing our services connects with our own value (women entrepreneurs often say they charge less than their male counterparts)
• knowing your ideal client
• reviewing your client list every year to ensure you are working with aligned clients who value your relationship and service
• knowing your "why".

For more information or to reach out to Evelyn:

Twitter: @AckahLaw twitter.com/AckahLaw

LinkedIn: www.linkedin.com/company/ackah-business-immigration-law/

Instagram:@ackahlaw /www.instagram.com/ackahlaw/

Facebook:www.facebook.com/AckahBusinessImmigrationLaw/

Website: www.ackahlaw.com

We hope this episode inspires and empowers you in your entrepreneurial journey.

Shannon and Shauna believe you can achieve the business of your dreams by being intentional about your numbers and knowing how they come together to form a story. Join us at the The Finance Cafe to learn how to build your business one number and one story at a time.

In this episode, Shannon sits down with Patrice Mousseau, CEO and Founder, to talk about the journey from her crockpot in the kitchen, to a global stage.

Patrice is a conscious entrepreneur and the owner/creator of Satya Organic Skin Care, a skincare company that delivers NPN-approved, USDA Certified Organic products to serve those with sensitive skin conditions.

For years, Patrice was a news anchor for leading television and news stations in Canada, but that all changed when her baby girl developed eczema at only 8-months old. Watching her baby suffer was the worst feeling in the world. When her doctor only prescribed steroids, Patrice researched scientific literature and traditional medicines and the formula that she created in her kitchen crock pot cleared Esme’s skin in just two days.

Satya has since helped tens of thousands of people around the world access clean, effective skin relief, and is sold globally online and in over 900 retailers across Canada including Whole Foods, Indigo and The Bay.

Check out Satya's social channels for important eczema tips and resources all month long for #EczemaAwarenessMonth!

Twitter: @satyaorganic

LinkedIn: @satyaorganic

Instagram: @satyaorganic 

Facebook: @satyaorganic

Website: satya.ca / satyaorganics.com

All listeners are welcome to use the discount code FINANCECAFE for 10% off their first Satya purchase on satya.ca / satyaorganics.com.

In this episode, Shannon sits down with Michéle Soregaroli, Co-Founder, CEO and Master Certified Coach at Transformation Catalyst Corp to talk about how to use differentiation to increase market share.

Michéle helps clients generate significant financial results by giving entrepreneurs the perspective they need to challenge business paradigms, become industry leaders, and champion excellence in their industry.

What is differentiation? In business strategy terms, differentiation refers to the principle of setting your company apart, a way to stand out and distinguish your business from others and give people a reason to choose your company or product over another.

In this episode our goal is to help you understand how differentiation is tied to your bottom line.

We'd love to hear your takeaways from this episode! Follow us on social media and join the conversation.  Visit thefinancecafe.com for more insights and information on our blog and to learn more about our online e-learning platform. A 7 module, self paced course designed for women and by women to empower and equip women entrepreneurs like you.

Here at The Finance Cafe, we’re changing the way we talk about finance and empowering women entrepreneurs to see their business in a new light – one story and one number at a time.

Women are more likely than men to be perfectionists, holding themselves back from answering a question, applying for a new job, asking for a raise, negotiating a contract, until they’re absolutely 100 percent sure they can predict the outcome. Women tend to apply for a promotion only when they met 100 percent of the qualifications. in contrast to men who will apply when they met just 50% of the qualifications.

In this episode Shauna and Shahr Savizi, co-founder of Fuckup Nights YYC, sit down to talk about how successful entrepreneurs view failures and how a shift in mindset can view failures as something to learn from rather than something to be afraid of.

Fuckup Nights is a global movement and a speaker series that shares stories of professional failure. Each month, in events across the globe, we get three to four people to get up in front of a room full of strangers to share their own professional fuckup. The stories of the business that crashes and burns, the partnership deal that goes sour, the product that has to be recalled, we tell them all.

Social Media Links

Instagram:

@FuckUpNightsYYC

LinkedIn:
https://www.linkedin.com/in/shahr-zad-s-22939314a/

https://www.linkedin.com/company/fuckup-nights-calgary/

What would you say if you knew the success of your business lives inside your financial story? Our financial literacy course is designed to teach you how to read the story of your business - one number at a time. Head to thefinancecafe.ca and take our free financial literacy quiz. Remember us the code Podcast10 to get 10%!

There can be different motivations when starting a business. For many entrepreneurs, the bottom line is more than just profits, but rather a passion to make a difference in the world.

In this week’s episode, Shannon sits down with Jenn Harper, Founder of Cheekbone Beauty, to explore her journey as a social entrepreneur and the growing impacts of social enterprises. 

We take a deep dive into how Jenn has built up her business, her path from Dragon’s Den to Sephora, and how important it is to foster a space for Indigenous women and youth to feel represented, recognized, and supported in the industry.

Jenn Harper’s book suggestion for women entrepreneurs:

What Happened to You? Conversations on Trauma, Resilience, and Healing by Bruce D. Perry and Oprah Winfrey

Websites:  www.cheekbonebeauty.com

Social media handles:

LinkedIn

Twitter

Instagram:

Jenn Harper

Cheekbone Beauty

Are you being held back by your lack of confidence when it comes to your business and finance? We can help, join us at The Finance Cafe and use code Podcast10 to get 10% off our Financial Literacy Program; a program designed by women entrepreneurs, for women entrepreneurs. We will empower you with the knowledge and understanding you need to confidently grow your business and your bottom line.

One of the most important components of building a financially viable business, that many women entrepreneurs often neglect, is to construct a budget for your business.

In this week’s Finance Cafe podcast, Shauna chats with financial expert Alicia Fowler of mod Accounting & Tax,  to unpack some of the common budgeting mistakes women entrepreneurs make, how women can confidently navigate their business budget to fulfill their financial goals, and how establishing a clear, and organized budget can ultimately set their business up for success.

Linkedin: Alicia Fowler  

Instagram:  Alicia Fowler

Visit The Finance Cafe and use the code Podcast10 to save on our online Financial Literacy Program for women entrepreneurs.

For any entrepreneur the lines between personal and business are often blurred. 

In this episode Shannon sits down with financial guru Mona Minhas to talk about how to create financial goals that build the business - and the life - you really want. 

On the table - why setting financial goals around your personal aspirations and attaching to something in the business that’s bigger than you gets you through the hard times, the interconnectedness of business and personal finances, the common money mistakes entrepreneurs make that, the importance of setting boundaries between business and personal finances and why we need financial role models more than ever.

Instagram: Mona Minhas

Check out our online Financial Literacy Program for women entrepreneurs and use the code Podcast10 to save 10%!

For any business owner, money is more than just the bottom line.

Businesses don’t start without money. They don’t grow without money. And they don’t survive without money.

For many women, money is the last thing we want to talk about. According to a recent report by Merrill Lynch 61% of women would rather talk about their own death than money.

As entrepreneurs, every financial decision we make along our business journey has a business and personal financial impact. Our thoughts and attitudes affect our behaviour around money. But have you ever stopped to think about how these might be impacting your ability to grow your businesses?

There’s plenty of reasons we need to overcome the money taboo, and start talking about what money means - in our lives and in business.

In this episode, Shannon sits down with Taunya Woods Richardson, Serial Entrepreneur,  Financial Strategist and Money Mentalist to discuss why money is so hard to talk about, the importance of developing a healthy money mindset, the ways we sabotage our success and why we need to change the money conversation for women entrepreneurs. We talk about your money mindset as a tool to build a strong, healthy, and profitable business.

Taunya Woods Richardson

nailthenumbers.com 

www.epifany.ca

Twitter: TTaunya

Instagram: @taunyawoodsrichardson

LinkedIn: Taunya Woods Richardson

Welcome to the Finance Cafe, the business podcast for women entrepreneurs that breaks through the money taboo and explores what’s behind the numbers.

Join your hosts (founders of the financial literacy platform designed by women entrepreneurs, for entrepreneurs, the Finance Cafe) Shannon Pestun, Business Strategist and Former Banker and Shauna Frederick, Chartered Professional Accountant and CFO On the Go every week as they dive into conversations about business and finance with women entrepreneurs and the experts that support them.

For Shannon and Shauna, financial management is more than numbers. It’s about the combination of our lived experience, skills, attitudes and behaviours and how these come together to  shape the financial decisions we make along our entrepreneurial journeys. It’s about uncovering the story of our businesses, being empowered by our decisions and unlocking our full potential as entrepreneurs.

We both partnered up and founded the e-Learning platform, The Finance Cafe, through a shared passion to help drive women’s entrepreneurship in Canada.

As women are often faced with barriers when accessing entrepreneurial support, we wanted to create a space for women to access resources and guidance regarding their finances. Furthermore, we hope The Finance Cafe can be a place for women to find the confidence to tackle their business from a financial perspective and build a healthy relationship with their money.

With our combined experience and expertise in the field of finance, we have seen first-hand the number of women who feel financial management is a huge source of stress.

Have you ever been scared to discuss your financial goals? Have you ever been overwhelmed looking at your finances and expenses and unsure of how to create a financial strategy?

Well, you are not alone.

Many women have questions on what their finances mean, and many are simply too afraid to bring their concerns up.

Did you know that the majority of women (61%) would rather talk about their own death, than talk about money?

How alarming is this! It is unfortunately not uncommon for women to feel uncomfortable talking about their finances, and many of us have been conditioned to feel this way…

• Women have been taught that talking about money is impolite
• Women are told to not to ask questions
• Women are often judged for speaking out
• Women ultimately lack the same access to financial, social and entrepreneurial capital in comparison to men

This podcast and our e-learning platform serve to help you grow your financial literacy and your business! 

Financial literacy is the foundation to your success as an entrepreneur. When we don’t know what our financials are telling us, it’s hard to trust that we’re making the right decisions for our companies!

From knowing how to develop your financial business plan, to managing, budgeting, and investing your capital, The Finance Cafe wants to help you feel more in control of your business and where you want it to go. Women should feel excited and empowered to understand the ins and outs of their business, not afraid.

We want to inspire new confidence in female entrepreneurs to tackle their complex financial decisions, and here at The Finance Cafe, you will have the opportunity to explore your financial knowledge and leave with less doubt and more trust in your business’ success!

Follow us on Instagram @thefinancecafeoffical to connect with us!

We are so excited to welcome this week’s guest, Dr. Wendy Cukier, Founder & Academic Director of the Diversity Institute, Academic Director of the Women Entrepreneurship Knowledge Hub, and Research Lead of the Future Skills Centre onto The Finance Cafe podcast this week with your host, Shannon Pestun. Tune in as they discuss the recently released, 2024 State of Women’s Entrepreneurship in Canada Report. 

Dr. Wendy Cukier is a professor of Entrepreneurship and Strategy at the Ted Rogers School of Management, Academic Director of the Diversity Institute and Research Lead of the Future Skills Centre. She co-authored the bestseller “Innovation Nation: Canadian Leadership from Java to Jurassic Park" and is a leader in disruptive technologies and innovation. Shannon had a chance to talk to Dr. Cukier about the current economic landscape for women entrepreneurs in Canada, and hear about her personal story as a leading Social Entrepreneur, Professor, and Consultant in this space. 

Quote: 

32:00 “We hear so much doom and gloom about the economy, but we’re also seeing so much robustness and resiliency, consistency and survival of women entrepreneurs.” - Dr. Wendy Cukier

Websites: 

Women’s Entrepreneurship Knowledge Hub: 

Website: https://wekh.ca/ 

LinkedIn: https://www.linkedin.com/company/wekh-pcfe/ 

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

Twitter: https://twitter.com/wekh_pcfe 

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

See It Be It Campaign: https://wekh.ca/see-it-be-it/ 

We took this opportunity to interview Co-Founders Shannon Pestun and Shauna Frederick for an inside discussion on the women who inspired them to lead with integrity and contributed to their passion for supporting women in entrepreneurship.

Over the last four years, Shannon and Shauna have been devoted to supporting women entrepreneurs through meaningful conversations about how financial knowledge and understanding empower women in their business and personal journeys. This week they are in the interviewee seat and share their own strategies, habits, and insights on the women that inspire them, the resources that help lift up this community, and what it takes to be a woman leader in today’s society.

In this enlightening episode, we delve into the remarkable journey of Tiffany Callender, a trailblazer in Canada's Black community. With a profound commitment to social entrepreneurship and community development, Tiffany has dedicated decades to crafting and implementing programs that uplift Canada's Black population. Notably, her leadership played a pivotal role in the co-development of The Black Entrepreneurship Loan Fund.

Join us as we sit down with Tiffany Callender, co-founder of The Federation of African Canadian Economics—a black-led nonprofit organization focused on fostering wealth creation among Canadians of African descent.

As a black woman entrepreneur, Tiffany shares her personal story in the realm of entrepreneurship and underscores the crucial need to support and accelerate the endeavours of black women entrepreneurs.

She passionately articulates why she champions the cause of black generational wealth creation, emphasizing that wealth transcends monetary value, embodying true prosperity.

Through her tireless efforts in breaking down barriers to access loans for black women entrepreneurs, Tiffany is not only fostering economic empowerment but also cultivating a culture of support, sponsorship, mentorship, and community.

Tune in as we celebrate Tiffany Callender's inspiring journey—a testament to Black excellence, resilience, and the unwavering commitment to shaping a brighter future for all.

Quote: 

24:55 

“The strength of any community is the health of their women and part of that is the autonomy to support themselves and to create wealth within their community” - Tiffany Callender

Websites: 

www.facecoalition.com 

FACE LinkedIn: 

https://www.linkedin.com/company/facecoalition/mycompany/?viewAsMember=true

FACE Instagram: 

https://www.instagram.com/facecoalition/

FACE X (Twitter)
https://twitter.com/1FaceCoalition

Social media handles:

LinkedIn: : https://www.linkedin.com/in/tiffany-callender-27b68995/

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

X (Twitter):  https://twitter.com/tiffcallender
Women of Influence feature: https://www.womenofinfluence.ca/2022/09/21/meet-tiffany-callender-ceo-of-the-federation-of-african-canadian-economics-face/

Join your host, Shauna Frederick, for this insightful conversation with Shilpa Mishra, Partner, Capital Advisory Leader, and Leader of Women Driving Growth with BDO Canada. Shilpa sheds light on what it takes to support women entrepreneurs and help them find the money. Hear how financial advisors and companies like BDO Canada support business owners in gaining access to capital and lend their expertise for strategic and profitable business decisions.

Shilpa also shares information on their exciting initiative, Women Driving Growth, the only Canadian professional services firm offering advisory solutions for enterprise-level women leaders. Our all-woman team of dealmakers, trailblazers, and financial professionals is committed to helping advance women in their respective businesses in the market.

Quote:

11:36: “Access to capital is not about finding just traditional sources of capital because if you look at the $1.3 trillion lent in Canada in the 3rd quarter, 60% was from the banks, but 40% was from alternative lenders.” - Shilpa Mishra

20:40: “I would say to the entrepreneurs and the business owners, and leaders listening, an advisor can be your advocate. Most of the time I am my client's advocate.” - Shilpa Mishra

Websites: https://www.bdo.ca/insights/women-driving-growth

Social media handles:

LinkedIn: https://www.linkedin.com/in/shilpa-mishra-cpa-mba-0181257/

Instagram: @BDO_Canada

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

Join host, Shannon Pestun for this insightful conversation with Melodie Gringas, Director of Programs & Community at The Forum, as they delve into the vital role of creating community for women entrepreneurs and the transformative impact of financial literacy on their entrepreneurial journeys. We are excited to share that The Finance Cafe is teaming up with The Forum to deliver a free course offering presented by TD that fosters gender focused learning, and fosters an environment for women to engage in open and vulnerable discussions about money. Melodie shares valuable insights on the importance of these conversations in shaping our business values. 

🎉 Exciting Collaboration Announcement:

The Forum and The Finance Cafe proudly unveil a collaborative program designed for women entrepreneurs. To apply for The Forum Business Finance Essentials, submit your application through: https://www.theforum.ca/business-finance-essentials?fbclid=IwAR2G-bNq7jBy98rP4HouG0hL2GqZe9q5Tybg57hZnTvBK4RuG5IVC3xFjDw. 

Registration is free! Don’t miss out on this enriching course opportunity, dedicated to self-identified women, non-binary, transfemme, and 2SLGBTQ+ entrepreneurs that explores the intersection of community, financial literacy, and entrepreneurial success.

Quotes: 

03:57 

“Whenever we hear capital, so we think about money we think about raising money which are very important, but we have to remember all the other types of capital that can contribute to growth as well” -Melodie 

04:11 

“For us wisdom capital it includes all the knowledge, all the skills, your lived experiences, the wisdom that women bring and that they further develop by participating in our programs.”-Melodie

04:25 

“At the Forum for us wisdom capital is also brought into our community by our mentors, our board, our team, basically everyone that is part of the forum, so it’s really an evolving concept, everyone brings it together and it involves not only having knowledge but really knowing what to do with that knowledge” – Melodie

04:56 

“We want to show women they already have that capital, they already come with their own set of capitals and really have that abundance mindset and really make them realize that they are already rich in that wisdom capital, so for us that’s really one of the 3 pillars that we really chose to activate.”- Melodie

05:30

“For many women entrepreneurs we underestimate our full potential.” -Shannon 

07:15 

“Knowledge is power, knowing your numbers is such a powerful tool.” -Melodie

17:05

“(Community) is basically what we’re all about, and yes we deliver programs but I would say community is the foundation of it all, it’s key, it’s the most important things that we like to talk about, really refers to us becoming a part of and contributing to a supportive community of mentors, champions, women entrepreneurs and really grounded in- practice community as a verb because to us being part of a community it’s an action.” -Melodie

22:57

“Talking about money will help you gain an understanding of where have you arrived on your business path, how did you get here, and really embrace this new financial level by asking the right questions to the right people in order to start focusing on things that are really important to you that align with your values rather than putting all of your energy  into growing a part of your business that is maybe not as important to you.” -Melodie 

Websites: 

www.theforum.ca

The Forum Business Finance Essentials Application: https://www.theforum.ca/business-finance-essentials?fbclid=IwAR2G-bNq7jBy98rP4HouG0hL2GqZe9q5Tybg57hZnTvBK4RuG5IVC3xFjDw

Social media handles:

LinkedIn: : https://www.linkedin.com/in/melodie-gingras/ 

Instagram: @theforumca

Facebook: facebook.com/theforumca

EPISODE DESCRIPTION: 

Welcome back to The Finance Cafe podcast season 4! In this episode, we dive deep into the realms of burnout with the remarkable CEO of The Burnout Lab, Tevi Legge. Join us for a candid conversation about the cost of burnout, particularly its impact on women entrepreneurs. Tevi Legge opens up about her journey with burnout, offering insights that resonate with the challenges many of us face, and explains how we as women entrepreneurs specifically can be affected. Throughout the episode, we explore not only the apparent toll burnout takes on us but also the subtle, often overlooked consequences. Tevi identifies three pivotal indicators of burnout: energy depletion, diminished efficacy (your care factor), and the emergence of cynicism. Join us for this courageous and bold conversation as we look at the cost of burnout and what we can do to help ourselves navigate our burnout journeys and live our lives lit.

Websites: 

https://www.tevilegge.com

www.theburnoutlab.com 

Social media handles:

Instagram: @theburnoutlab

Facebook: The Burnout Lab

In this episode, Shannon and Shauna sit down to reflect in a year-end recap of The Finance Cafe and reintroduce themselves to new listeners gained in 2023. Together they reminisce on the past 3 successful years of The Finance Cafe and revisit why they started in the first place - to empower female entrepreneurs by taking the mystery out of the numbers, helping women understand their business finances, and explore the importance of financial decisions and why we make the decisions we make. They have worked tirelessly to build a non-judgmental community where women entrepreneurs can grow in confidence, connection to our business, and shared learning. Join us with your hot cuppa for a conversation between business partners and friends as they share the heart and soul of the Finance Cafe, and how we can help you succeed in 2024 and beyond.  Shauna and Shannon share many fond memories of our 3rd season here at The Finance Cafe, and some special times came to mind while reflecting on what an incredible year it has been. Shauna contained her fangirl energy like a pro on April 2nd when Laura Gassner Otting, shared her wisdom on finding purpose and defining our own success. Alison Kirkland, CEO of Women's Enterprise Organizations of Canada, broke down perceptions of debt and helped frame the right mindsets for leveraging debt to our entrepreneurial pursuits. Chantel Chapman from The Trauma of Money explained how trauma affects the mind, and how we can work to heal our relationships with money. She encouraged us to sit back and observe the judgmental voice inside our heads and separate our trauma from our current financial practices. She underscores the importance of discussing financial health, and how we can heal our relationships with our finances. Bobbie Racette describes entrepreneurship as medicine, and Shannon couldn’t agree more. Shannon also reflects on speaking at the Women's Entrepreneurship Day event at the Toronto Stock Exchange this year.  Thank you all so much for listening in from near and far. It truly means so much to everyone here at The Finance Cafe. Visit our website for list of services and courses. Code PODCAST10 for 10% discount on our courses for podcast listeners!     “We work with entrepreneurs to help them stop assessing business success solely through the numbers in their bank account, but helping understand the why behind the numbers.” -Shauna Frederick   “Take time to celebrate the small wins” Shauna Frederick    Websites: TheFinanceCafe.ca

EPISODE DESCRIPTION:  

In this episode, Shauna sits down with the President and CEO of Sky Planning group, Tracy Duff to discuss the importance of life insurance policies for business owners, an overview of policy options, and give an understanding of the importance of sound insurance products that serve you and your loved ones best. Tracy is a heartfelt business owner herself and shares important insight into the impact of different insurance products and how they can affect your loved ones. With over 25 years of expertise, Tracy puts us at ease and answers our questions of who to call, and how to start, and emphasizes the importance of just getting started when it comes to life insurance.

TERM LIFE INSURANCE DESCRIPTIONS

https://www.forbes.com/advisor/life-insurance/choosing-the-right-term-life-insurance/

 PERMANENT LIFE INSURANCE DESCRIPTIONS

https://www.forbes.com/advisor/life-insurance/permanent/ 

Around 57% of Canadians feel they do not have enough coverage to meet all their needs in unexpected circumstances. In addition, less than 30% of Canadians responding to a global consumer survey by Statista, felt they were well informed about their insurance and what options they have for protecting themselves and loved ones in the event of an accident, long-term illness, or death. – Shauna Federick

“Business owners concentrate on the day-to-day operations - and even though - statistics reveal more entrepreneurs want to buy life insurance - people get stuck in a holding pattern of procrastination - they think life insurance is a daunting task.” – Tracy Duff

“Life insurance is still an excellent investment tool… one of the few investments that allow for tax-sheltered accumulation of funds and at the same time cover the risk of death.” – Tracy Duff

Websites:

Life Insurance – Skye Planning Group Inc. 

In this episode, financial advisor Elke Rubach demystifies what it means to work with a financial advisor and encourages us to get comfortable talking about the uncomfortable. She walks us through what meeting with a financial advisor should look like, 4 pillars of financial planning, and the benefits and importance of finding a good fit in a financial advisor. When it comes to financials, she stresses that you should feel empowered to ask the questions you may be nervous too ask and be able to build a relationship with your advisor. You were and are brave enough to start a business, you are brave enough to take care of your financials.

 Quote: "You are planning for the life you want today and in the future" – Elke Rubach

"Talking about our financials is not a time to judge" – Elke Rubach

"Ensuring you need what you have, and have what you need, and a good advisor can support that’- Shauna Frederick

“If knowledge is power, knowing what we don’t know is wisdom”

-Adam Grant

Websites:

            Rubachwealth.com

            647-808-7700

Social media handles:

LinkedIn: Rubach Wealth

Twitter: @rubachwealth

Instagram: @rubachwealth

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

In this episode, our host Shauna sits down with Julieta Miranda, the dynamic Founder of Kid Drop and an acclaimed entrepreneur recognized as Emerging Entrepreneur 2022, Small Business of the Year 2022, Top 50 Under 50, Keynote Speaker, and participant in Dragon’s Den 2023.

Julieta’s entrepreneurial journey began in 2010 with the acquisition of Romeo’s Tile, her family business, which she transformed into a thriving enterprise with annual revenues soaring from $350K to $6.2M. With a background in Criminology and Social Work, and bilingual proficiency in English and Spanish, Julieta brings extensive marketing and sales expertise honed through her ventures and professional roles. Kid Drop, her latest venture, offers a vital transportation solution for busy parents, providing safe, reliable door-to-door service for children attending school, activities, and custody exchanges at an affordable rate.

In this episode, we explore Julieta’s remarkable journey of rebuilding after bankruptcy. As she aptly reminds us, "You can't fail if you don't quit." We delve into how bankruptcy, while not a clean slate, can spark a new beginning, and discuss strategies to overcome self-limiting beliefs and embrace growth and renewal. Julieta candidly shares how her bankruptcy experience reshaped her financial understanding and empowered her to enhance financial literacy while launching Kid Drop. Her insights into prioritizing financial wellness and advice for women entrepreneurs seeking to strengthen their financial health are invaluable.

Tune in as Julieta shares three practical tips for maintaining a positive mindset and staying motivated amidst entrepreneurial obstacles. Join us for an inspiring conversation filled with resilience, wisdom, and laughter, as Julieta Miranda embodies the spirit of success and perseverance.

Connect with Julieta:

LinkedIn: https://www.linkedin.com/in/julieta-miranda-26b851212/   

Facebook: https://www.facebook.com/julieta.ranger/  
Website: https://www.kid-drop.com

In this episode Shannon sits down with Carlyn Loncaric, the founder and CEO of VodaSafe, and an engineer with over ten years of lifeguarding experience. Witnessing first-hand the trials and tribulations of water rescue led Carlyn to envision a sonar equipment as a simple tool in hand that would help save lives, VodaSafe and its AquaEye® were born. Carlyn believes that VodaSafe’s AquaEye® will be to waterfront rescue what the AED or portable defibrillator has been for CPR.

AquaEye is being used by Fire Rescue, Lifeguard, Law Enforcement and Search and Rescue teams to quickly locate a rescue or recovery target. AquaEye is the world’s first handheld sonar device using artificial intelligence to specifically search for humans in the water.

Resources

Episode Blog: https://thefinancecafe.ca/winning-the-pitch-an-entrepreneurs-winning-journey 

Connect with Carlyn

Website: https://vodasafe.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 Heather Sadowy, Loan Manager at the Women's Enterprise Organizations of Canada (WEOC), to discuss the WEOC National loan program. 

With experience in business banking and lending, Heather brings a natural curiosity and strong critical-thinking skills to her role as loan manager at WEOC. Together with her loans team, she is working to increase access to much-needed capital for women across Canada that are looking to start or grow their business. With 18 years in the Manitoba Credit Union system, most were spent working with small businesses and non-profits which has given her a strong foundation in financial literacy as well as an understanding of the highs and lows that come with being a business owner. A proud feminist, she is pleased to work for an organization that recognizes the unique challenges women face in entrepreneurship while also valuing their equally unique contributions.

Resources

Episode Blog: https://thefinancecafe.ca/women-entrepreneurs-national-loan-program/ 

Connect with Heather

Website: www.weoc.ca 

LinkedIn: www.linkedin.com/in/heather-sadowy

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 Gretchen (she/her), who leads the AFIA DEI Index at The Forum, a First of its Kind nationwide initiative to Accelerate Financial Inclusion and Access to business capital for women entrepreneurs in all their diversity. AFIA provides funders with a package of evidence-based resources and services to assess, accelerate and amplify Diversity, Equity, Inclusion (DEI) and Reconciliation in business funding.

Gretchen has 20+ years experience in post-secondary and non-profit settings, leading local and internationally engaged education, training, and social impact programs and projects. She is an experienced adult educator in the fields of community development, sustainability, political economy, and planning. Prior to her role at The Forum, Gretchen held the positions of Director, Global Engagement; Associate Director, Community Engagement, and Program Director, Sustainable Development at SFU. Her expertise spans social entrepreneurship, financial inclusion and accessibility, social impact, DEI, and funding for women entrepreneurs.

Resources

Episode Blog: https://thefinancecafe.ca/key-findings-from-the-afia-index-with-the-forum 

Connect with The Forum

Website: www.afiaindex.ca   

Instagram: @TheForum 

Gretchen Instagram: @fergiegretch 

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 Sheena Brady, Founder of Tease, award-winning Social Entrepreneur, and Angel Investor to discuss the lessons she’s learned from having a banker advocate for her and her business. 

Sheena's personal story is a testament to the transformative power of embracing natural health and healing after a decade-long career deeply entrenched in the 'hustle' mentality and the high-octane world of coffee culture within the hospitality industry. This relentless pursuit left Sheena with not only a profound yearning for genuine well-being but also a portfolio of challenges encompassing anxiety, digestive woes, and insomnia.

In 2013, fueled by her personal journey towards holistic health, Sheena carved her niche as the Founder & Tea Sommelier of tease. More than just a tea brand, tease embodies Sheena's mission to infuse wellness and beauty essentials with the enriching goodness of functional tea and botanicals while inspiring people to live and lead their lives consciously through intentional daily self care rituals. Today, tease caters to a loyal customer base around the globe.

While tease grew from a modest side hustle into a growing, established brand, the ascent was not without challenges that Sheena, as a woman Founder at the helm, confronted firsthand. Encounters with adversity as a female founder became the catalyst for a new chapter in her journey.

Recognizing that diverse women founders navigate even more arduous paths, in 2019 Tease amplified its social impact initiatives to confront the glaring gender inequities embedded in the entrepreneurial landscape. Thus, the inception of Founders Fund was the dawning of a mission-driven era. Born from the experiences of founders, for founders, Sheena & Tease Tea have raised and contributed an astounding $200,000 to date towards funding programming that empower women-owned enterprises. This effort is underpinned by barrier-free grant funding and mentorship that has impacted over 500 women founders.

Resources

Episode Blog: https://thefinancecafe.ca/lessons-learned-about-having-a-banker-advocate-for-you/ 

Connect with Sheena

LinkedIn: https://ca.linkedin.com/in/sheenabrady 

Website: https://teasetea.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 Hayat Kirameddine, Partner at Tax Ernst & Young LLP to discuss tax planning.

Tax, tax, tax! Usually, a topic that can put folks to sleep or invoke panic and thoughts of the Canada Revenue Agency, when faced with the topic, Hayat Kirameddine, Partner in Ernst & Young’s Private Client Tax Practice, strategy, planning and… perhaps a bit of excitement come to mind. Hayat has been providing advice to private business owners across Canada with an emphasis on Alberta based business for over 15 years. She takes a practical approach to providing clear and pragmatic solutions towards business structuring, managing cash flow and limiting risk. Her practice spans filing tax returns to estate planning to helping business owners with selling or acquiring business – and everything in between.

Ernst & Young’s Private tax group functions like external CFO’s for private, family run businesses. We aim to provide business owners with tools and guidance they need to feel in control with their tax filings and strategies so they can focus on what they do best – running their businesses.

Resources

Episode Blog: https://thefinancecafe.ca/tax-planning-tips 

Connect with Hayat

LinkedIn: https://ca.linkedin.com/in/hayat-kirameddine-a7334255 

Website: https://www.ey.com/en_ca/tax 

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 Déborah Cherenfant, Regional Manager, Women in Enterprise, Quebec, to discuss determining how to pay yourself as an entrepreneur. 

Déborah joined TD Bank Group in 2020 and is the regional manager, Women in Enterprise, for the Quebec region. With a degree both in international economics and entrepreneurship, Déborah has applied her strategic skills as a business counselor for startups, in addition to managing and developing entrepreneurship programs, since she arrived in Canada in 2005 from Haiti. She also launched her own initiatives such as the blog Mots d’Elles, the first of its kind in Quebec, promoting women in business; Atelier Coloré, a fashion and design studio; and Marché Coloré, a pop-up concept store bringing together designers with a passion for prints. She also co-founded BiAS, a cultural and artistic think tank that showcases talents from diverse communities.

A TEDx Fellow, Déborah is an outstanding speaker, moderator and facilitator, as well as a radio and TV columnist for CBC/Radio-Canada and Bell Media. 

Resources

Episode Blog: https://thefinancecafe.ca/tips-on-paying-yourself-as-an-entrepreneur

Connect with Déborah

Twitter: @dearkid

LinkedIn: deborahcherenfant

Instagram: @ddearkid

Facebook: deborahcherenfant 

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 Billie Fortier, Partner, MLT Aikins, to discuss if you should incorporate your business, and if so, tips on how to incorporate your business successfully. Billie advises First Nations and Métis communities on matters related to economic development, commercial leasing, industry partnerships and community governance.

She advises the leadership of Indigenous communities on a variety of matters, including corporate structuring of Indigenous-owned businesses, financial administration and governance, including drafting laws and bylaws. She also advises clients across a number of industries on general commercial matters and in connection with M&A and corporate reorganizations.

Billie has appeared before the Court of Queen’s Bench of Alberta and the Provincial Court of Alberta, and has experience with regulatory proceedings before the Alberta Utilities Commission, the Alberta Energy Regulator and the Impact Assessment Agency of Canada. She is a member of the Fort McKay First Nation and lives in Calgary with her husband and two daughters.

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Resources

Episode Blog: https://thefinancecafe.ca/tips-on-incorporating-your-business 

Connect with Billie

LinkedIn: https://www.linkedin.com/in/billie-fortier-437147a8/ 

https://www.mltaikins.com/people/billie-fortier/ 

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 Chantel Chapman, the CEO and co-founder of the Trauma of Money, to discuss how trauma affects the mind and in turn affects our relationship with money and financial wealth. The Trauma of Money is an accredited course certifying professionals in trauma-aware and trauma-informed approaches to finance. Drawing influence from 14 years of experience as a mortgage broker, 10 years as a financial literacy consultant, and extensive research in addiction, behavioral science, trauma, community economic development, and mindfulness, Chantel is renowned for her cutting-edge, relatable, and trauma-informed money guidance. Chantel has taught and written personal and entrepreneurial finance curriculums for Organizations, Universities, and Accelerator programs such as Humber College, Wilfrid Laurier University, Adler University, United Way, Simon Fraser University, YPO, American Psychological Association (APA), NDN Collective, YWCA, REDF, and EntrepreNorth.

Chantel was the lead player on building Canada's first-ever, award-winning digital mortgage experience with free credit score and a consultant on several other innovative products for one of Canada's largest Fintech brands. Chantel is also a member of the National Task Force for Economic Justice, supporting CCFWE's mission to end economic and financial abuse and empower all women and those who identified as being women. Her work has been featured in The New York Times, Real Simple Magazine, and Refinery 29.

Chantel is a settler of European descent who works and resides on the stolen traditional lands of the Kwantlen (kwaant·luhn), Musqueam (“mus-kwee-um”), and Tswassen (saa·wa·sn) peoples.

Resources

Episode Blog: https://thefinancecafe.ca/the-trauma-of-money 

Connect with The Trauma of Money

Website: https://www.thetraumaofmoney.com/ 

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

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

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 Shalini Dharna Kibsey, CPA, to discuss budgets, including her 5 essential tips for preparing your budget as an entrepreneur. Shalini is an exceptional coach who helps entrepreneurs understand and feel confident about their business future with a solid grasp of finances. She has helped hundreds of CEOs, small business owners and individuals level-up their finances through an array of seminars, interactive workshops and individual coaching. 

Shalini is a leading financial expert specializing in small business financial literacy. Having graduated from the University of Toronto and worked at the big firms, she eventually joined the family practice but on her own terms. She wanted education to be the forefront of her platform and has spent the past few years doing consultations and speaking engagements to entrepreneurs – new and seasoned – on how to understand the story their numbers are telling! Outside of work, she is mom to 3 boys, 2 furbabies and married to her university sweetheart. A surprising statistic shows that 2 out of 3 businesses operate without a budget; this episode will help you to not be a part of that statistic and gain control over your business finances. 

Resources

Episode Blog: https://thefinancecafe.ca/5-tips-preparing-your-budget/ 

Connect with Shalini

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

Instagram: www.instagram.com/dharnacpa

Facebook:www.facebook.com/dharnacpa

Website:https://dharnacpa.ca

Sponsors

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

TD Bank in support of Small Business Week. 

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 Alison Kirkland, CEO, of the Women's Enterprise Organizations of Canada/Organisations d'enterprises de femmes du Canada, to discuss the perceptions of debt, and the key findings from the ‘Bootstrap vs Borrow’ research conducted by WEOC. 

A leader in the women’s entrepreneurial ecosystem, Alison was named the inaugural CEO of WEOC in September 2019. Since then, she has grown the organization from a Board-run initiative to an integral resource for women’s entrepreneurial support organizations across Canada. Forging long-lasting connections within government and industry, Alison leads from experience, with 20-plus years in communications management and a decade as a certified small business counselor. She has led the creation of comprehensive training programs and the development of innovative funding initiatives and has had the opportunity to share her knowledge and experiences with women entrepreneurs and organizations in the United States, Ukraine and Vietnam. Alison is the current Board Chair of the Manitoba Chambers of Commerce. 

Women’s Enterprise Organizations of Canada (WEOC) supports a diverse membership of organizations that directly impact the growth and success of women entrepreneurs. Representing an array of populations and regions, WEOC members support women entrepreneurs through a variety of initiatives, including business training, advising, financing, and mentorship. In addition to opportunities to network with peers across the country, WEOC members have access to an innovative library of tools and resources, as well as regular live and virtual cross-country events.

Resources

Episode Blog: https://thefinancecafe.ca/weoc-unpacking-perceptions-of-debt 

Bootstrap vs Borrow Document: https://weoc.ca/site-content/uploads/2022/11/WEOC_Bootstrap-or-Borrow_FINAL-EN.pdf#:~:text=Research%20from%20the%20field%20of%20behavioural%20economics%20makes,in%20light%20of%20key%20concepts%20from%20behavioural%20economics. 

Connect with WEOC

Twitter: https://twitter.com/weocanada 

LinkedIn: https://www.linkedin.com/in/alison-kirkland-208b5457 

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

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

Website: www.weoc.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/   

Join your host Shauna Frederick for a discussion with Sidrah Khan, Senior Manager Acquisition Strategy at TD Insurance. With over a decade of expertise in both Australian and Canadian insurance landscapes, Sidrah shares insights on how TD Insurance supports entrepreneurs through tailored small business insurance solutions.

They explore topics ranging from debunking common misconceptions about business insurance to understanding the critical types of coverage every entrepreneur should consider. Discover how TD Insurance stands out with innovative solutions that adapt to evolving business risks and needs.

Social media handles:

LinkedIn: www.linkedin.com/in/sidrah-khan-cpa-ca-58ab2183

In this episode Shauna sits down with Kayla Isabelle, Chief Executive Officer at Startup Canada, the gateway to Canada’s entrepreneurial ecosystem, to discuss the top 5 indicators your startup is ready to go global. Startup Canada's mission is to connect Canada’s entrepreneurs with the tools, community, and support they need to start and build their businesses. They discuss what it means to go ‘global,’ what you should have in place in your business before looking to export, and key areas to assess if your company is ready to go global. 

Kayla has been recognized as a 2023 Globe and Mail Changemaker, 2023 Business Woman of the Year Finalist (Enterprise Leader), 2022 Top Forty Under 40 by the Ottawa Business Journal, and Ottawa Board of Trade, RBC’s 2022 Canadian Women Entrepreneur Awards Finalist Social Change Award: National Impact, 2021 RevolutionHer™ "Impact in Leadership Award" winner, 2021 Woman of Inspiration “Authentic Leader Award” winner by the Universal Women’s Network, "Best Business Support Organization" by CanadianSME Magazine, StartupBeat’s 20 Under 50 Female Leaders In Tech, and is a 13x Award Winning IABC Leader, including “International Chapter of the Year” recipient in 2022. 

Resources

Episode Blog: https://thefinancecafe.ca/top-5-indicators-your-startup-is-ready-to-go-global   

Connect with Startup Canada

Startup Canada is the gateway to Canada's entrepreneurial ecosystem. We're here to connect entrepreneurs with the support, community, and tools they need to build a successful business in Canada. Since our inception in 2012, Startup Canada has grown to support more than 122,000 entrepreneurs annually and an ever-growing grassroots community network from coast to coast to coast. Through our flagship and digital programs, we provide guidance, eliminate barriers, and champion the needs of each and every entrepreneur to private and public sector partners. Startup Canada supports entrepreneurs in starting up and scaling up to ultimately make Canada the best place to start and build a business. For more information, visit https://www.startupcan.ca/. 

Startup Global: https://www.startupcan.ca/explore/startup-global/

Twitter: @Startup_Canada 

Instagram: @startupcanada

LinkedIn: Startup Canada

Facebook: Startup Canada

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 Maya Oreibi, a Financial Empowerment Consultant & Coach to discuss the three key ingredients to finding your voice in finance. Maya shares her journey into the entrepreneurship world and what two turning points led her there, key insights into the gender pay gap, how mindset plays into finaincial independance, and more.

Maya is a career coach and mentor who comes from a  investment consulting background of more than 15 years. she holds a bachelor in finance, an MBA and she is a CFA charterholder. She is a mother of two who built a successful career in a male dominated industry from scratch twice, immigrated to Canada and chose to make the beautiful city of Oakville Ontario her home. 

She now employs her extensive investment experience in empowering women take charge of their finances. Maya also pursued formal coaching education with Rayner institute in Alberta and became a licensed coach by the International coaching federation. 

She chose to leave her corporate job and listen to her entrepreneurial calling. She started her own consulting and coaching practice, Wayz, dedicated to empowering women take charge of their own lives, finances and careers. 

Resources

Episode Blog: https://thefinancecafe.ca/three-ingredients-to-finding-your-voice-in-finance 

Connect with Maya

Website: www.wayzcc.com 

LinkedIn: maha (maya) oreibi

Instagram: @wayz_coaching

Financial literacy free resources:

Free:  https://www.canada.ca/en/financial-consumer-agency/programs/financial-literacy.html 

Free: https://www.securities-administrators.ca/investor-tools/understanding-your-investments/types-of-investments/ 

Free: https://www.getsmarteraboutmoney.ca/ 

Free: https://www.mymoneycoach.ca/resources/financial-calculators# 

Free: www.moneysense.ca 

Free: https://cfee.org/our-programs/?pillar=financial-capability 

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 Xina Cowan, Co-director, EntrepreNorth to discuss what it means to be culturally grounded as an organization, how we can close the wealth gap and empower Indigenous women entrepreneurs, challenges faced by Indigenous women entrepreneurs in the North, the need for relationship-based patient capital that aligns with Indigenous values, and how indigenous women are reclaiming their power and place.

Xina lives and works in Whitehorse on the traditional territories of the Ta’an Kwäch’än Council and the Kwanlin Dün First Nation. Her ancestry is Irish, Scottish, and Mohawk and she is honoured to be learning her family's shared histories. She is the granddaughter of Barbara Monture Malloch and the great-granddaughter of Gilbert 'Slim' Monture from Six Nations. After studying Human Relations at Concordia University in Montreal, Xina moved to the Eeyou Itschee Cree community of Wemindji in 2013 and began her career in Indigenous programming. Since then, Xina’s work has taken her all across the North. As EntrepreNorth’s Co-Director she is primarily responsible for leading Marketing and Communications, Community Outreach and Partnership Development. Xina is also a certified Coach and is the Host and Producer of EntrepreNorth's podcast series Venture Out which shares the brave stories of Northerners who are inspiring innovation and community wellbeing through business. ​

Prior to joining EntrepreNorth, Xina was the Development Manager for Indigenous projects at Youth Fusion and was the Editor of WIOT Magazine at Rezolution Pictures. Her (not so) side passion is promoting Indigenous fashion designers and artists. She is a Marketplace Jury Member for Indigenous Fashion Arts Festival (IFA) and is particularly invested in supporting the incredible talent coming from the Circumpolar Arctic.

EntrepreNorth is a project on MakeWay's shared platform that is focused on empowering Indigenous entrepreneurs to build sustainable businesses and livelihoods across the North. We believe Northern Indigenous entrepreneurs can be catalysts of prosperity and drivers of social change within their own communities and much of our work supports them on that pathway.

Resources

Episode Blog: https://thefinancecafe.ca/womens-entrepreneurship-in-the-north/ 

Connect with Xina

Website: https://www.entreprenorth.ca/ 

Venture Out Podcast: https://www.entreprenorth.ca/venture-out-podcast.html 

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

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

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 Anita Pawluk, President at RaceRocks, to discuss her journey as an Indigenous business owner, being vulnerable as a leader, her relationship with money and money mindset, creating a company around diversity, equity and inclusion, plus more. Anita is a proud Métis woman from St Louis, Saskatchewan, Treaty 6 Territory and Homeland to the Métis on her Mother’s side and British and Scottish settlers on her Father’s side. Entrepreneurship has always been core to her professional journey, as shes’s owned companies in a range of industries such as clean energy, construction and storage. Financial acumen has always been one of her strengths, leading her to roles as Auditor, Controller and Chief Financial Officer. Now, as the President of RaceRocks, Anita is deeply honoured to lead her team, the RaceRocks team was recognized this year as Employer of the Year at BC’s region’s Technology Awards. 

Resources

Episode Blog: https://thefinancecafe.ca/how-to-sell-leading-edge-technology-when-its-not-yet-widely-adopted/ 

Connect with Anita

Webiste: https://racerocks3d.ca/

LinkedIn: https://www.linkedin.com/in/anitapawluk321/ 

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 Sage Lacerte, Founder of Sage Initiative, a national Indigenous womxn's impact investing collective. Sage is a Carrier womxn from the Lake Babine Nation, and lives in Victoria, BC on unceded Coast Salish Territory of the Lekwungen and W̱SÁNEĆ nations. They discuss why she chose to focus exclusively on investing in Indigenous-owned social purpose businesses, what ‘money is medicine’ means to Sage and for other Indigenous womxn, what she wishes more Indigenous womxn knew when it comes to money, how hard it is to change the system, and more.

Sage Initiative trains and empowers Indigenous womxn impact investors through a learning curriculum where participants can learn about Indigenous concepts of wealth and commerce through a trauma informed lens that addresses colonial relationships with money, as well as overlapping identities such as Indigeneity, gender, age, and sexuality. Sage Initiative aims to make capital available to Indigenous owned social purpose businesses, with the goal of forming a circular economy. 

Sage is also an Indigenous engagement strategist who is well-versed in gender policy, investment literacy, trauma-informed learning, and public speaking. She is a National Youth Ambassador for the Moosehide Campaign and holds a degree in gender studies from the University of Victoria. 

Resources

Episode Blog: https://thefinancecafe.ca/building-a-national-ecosystem-of-indigenous-womxn-impact-investors/

Connect with Sage

Instagram: @Sageinitiative_ 

Website: https://sageinitiative.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 Bobbie Racette, the Founder and CEO of Virtual Gurus, a talent marketplace that leverages proprietary technology to match organizations and entrepreneurs with highly skilled Canadian and American fractional administrative workers. Forbes recently announced Virtual Gurus as one of the top 19 Innovative Tech Startups to watch. They discuss Bobbie’s journey as an entrepreneur, dealing with imposter syndrome, overcoming 170’s no’s while pitching before becoming the First Indigenous woman to close a Series A funding round, how to not lose sign of the vision of the business white bringing on investors, money mindset changes, and more.

Bobbie Racette is a visionary entrepreneur who has made a tremendous impact. As the Founder and CEO of Virtual Gurus and askBetty, she has built a reputation as a trailblazer who is committed to creating an equitable future for all. Driven by her unwavering mission, Bobbie has dedicated herself to empowering individuals from historically underrepresented communities and providing them with the opportunities, tools and resources they need to build successful careers.
For Bobbie, this mission is deeply personal. As a Cree-Metis woman, she knows firsthand the challenges that traditionally marginalized communities face in the workplace. She's seen how systemic barriers can prevent talented individuals from achieving their full potential, and she's determined to change that.
Under Bobbie's leadership, Virtual Gurus has become one of the fastest-growing virtual assistant companies in North America. Powered by innovative tech that harnesses the power of machine learning to match assistants with clients, she has created a thriving community of over 600 talented professionals from diverse backgrounds. Her innovative approach to talent acquisition and management has earned her numerous accolades, including the Indigenous Entrepreneur of the Year award in 2022.
Bobbie's passion for her work is contagious, and her commitment to equity and inclusion has inspired countless others to follow in her footsteps. In recognition of her achievements, she was named an EY Winning Woman in 2022, and she’s also a 2022 IWF Harvard Graduate. She's a sought-after speaker and thought leader, and she continues to use her platform to advocate for a more just and equitable future.
Whether it's Bobbie's dedication to empowering underrepresented communities by creating equitable opportunities or by providing accessible, affordable, and reliable staffing solutions to help level the playing field for entrepreneurs who might otherwise struggle to compete, Bobbie Racette is changing the game for entrepreneurs and employees alike.

Resources

Website: https://thevirtualgurus.com/ 

Episode Blog: https://thefinancecafe.ca/overcoming-170-nos/ 

Connect with Bobbie

Twitter: @Bobbie_Racette

LinkedIn: @Bobbie Racette

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 Shashi Behl, the Owner & Founder of Joydrop, Partner & Co-founder of Fernweh, and Founder of Twisted Goods. Shashi shares tips and insights on how to prepare your retail business for the holiday season including how to prepare for the future sales wise, inventory insights, pricing strategies, and even marketing tactics. They also discuss tools, resources and groups that can be beneficial for retail owners. 

A passionate entrepreneur and strong advocate for women in business,  Shashi has championed women as Chair of AWE, Board Member of Futurpreneur and her current role on The51 Loan Advisory Committee and Board Member on Calgary Public Library Foundation.

She has been on the W100 profit list, P200 list, represented Canada at the G8 Young Business Summit, been awarded Calgary Leader of Tomorrow and last year Joydrop was named Independent Retailer of Year for Canada.     

Shashi has founded and partnered with various women-led businesses before opening Joydrop. She is inspired by the passion that goes into every design – pieces which are part of a much bigger, beautiful tapestry.

Shashi loves travelling with her family, meeting new people, road biking, practicing yoga, and reading.  Her motto is get comfortable with being uncomfortable and looks to have a YES moment in everyday!

Resources

Fundamentals for an Open To Buy: Listeners can reach out, via LinkedIn to Shashi at https://www.linkedin.com/in/shashi-behl-002b6b2b/  to receive more infomation on category buying and how that will help with their cash flow.

Open To Buy Definition and Formula for Retail Planning 2022 (shopify.com)

Retail Council of Canada Membership | Retail Council of Canada

Episode Blog: https://thefinancecafe.ca/preparing-your-retail-business-for-the-holiday-season/ 

Connect with Shashi & Joydrop 

LinkedIn: Shashi Behl | LinkedIn & Joydrop®: Overview | LinkedIn

Instagram:  joydrop.ca and shashiyyc

Facebook: joydrop.ca

Website: www.joydrop.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 sits down with Tanya Hilts, founder of Cloud Business Services, to discuss the importance of having accounting software as an entrepreneur and tips on how to effectively implement & manage it. Tanya shares what bookkeeping software is and what they do for your business, why bookkeeping software can be the best investment for entrepreneurs and how much it really costs, the difference between proactive and reactive bookkeeping, and of course her top 5 tips. 

As the founder of Cloud Business Services, Tanya has a passion for streamlining processes and increasing office efficiency and client outcomes. With a relentless vision to bring the very best tools to her team as well as the bookkeeping community in general. Tanya led her team to win the 2018 Global Intuit Firm of the Future. ​One of the most important core values of Cloud Business Services is the team’s belief in sharing knowledge and contributing to the community. Tanya is a volunteer mentor for bookkeepers within North America, helping to guide and shape tomorrow’s bookkeeping entrepreneurs.

Resources

Episode Blog: https://thefinancecafe.ca/5-tips-on-the-importance-of-accounting-software

Connect with Tanya 

Twitter: @1Cloudbiz

LinkedIn:  https://www.linkedin.com/company/cloud-bookkeeping-services.ca/ 

Instagram:@1Cloudbiz

Facebook:@1Cloudbiz

Website:https://www.cloudbusinessservices.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 sits down with Melissa Houston, founder of She Means Profit, to discuss 5 tips on managing your cash flow in your business as a women entrepreneur. Did you know that approximately 7,000 businesses go bankrupt every year in Canada? Surprisingly, 82% of small businesses that fail, do so due to poor cash flow management. However, as entrepreneurs, we have the power to change this statistic by improving our cash flow management. With the right tools and knowledge, we can avoid the pitfalls of poor cash flow and keep our businesses thriving. Learn about what cash flow is, why it’s important that we monitor cash flow and not just that balance in our bank account, where you can find this information on your financial statements, and of course Melissa’s top 5 tips on managing your cash flow - plus a BONUS tip! 

Melissa is the author Cash Confident, An Entrepreneur's Guide to Creating a Profitable Business, and the founder of She Means Profit. Melissa is a CPA and Finance Strategist who helps business owners and high income earners build their wealth. A regular contributor at Forbes and other publications, Melissa is passionate about teaching others about money management.

Resources

Episode Blog: https://thefinancecafe.ca/5-tips-on-managing-your-cash-flow/

Breakeven Reference: https://www.visa.practicalbusinessskills.com/resources/business-templates

Connect with Melissa

Book: https://melissahoustoncpa.com/cash-confident-book/ 

Website: https://shemeansprofit.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, Shannon sits down with Stephanie Andrew, founding partner of Women’s Equity Lab to discuss how Women’s Equity Lab is creating opportunities to invest in more women-led companies and bring more women investors to the table. Stephanie shares how WEL is breaking barriers for women founders and women investors, what exactly venture investing is and how it’s different from borrowing money, myths around VC investments and How more women can get involved as early-stage investors.

Stephanie Andrew is the Women’s Equity Lab National Managing Director, Managing Partner and Co-Founder WEL Victoria. The Women's Equity Lab was first launched in late 2017 in Victoria, BC by 23 founding partners with the support of the National Angel Capital Organization, (NACO), the Capital Investment Network (CIN) and Osler, Hoskin and Harcourt, LLP.

WEL now consists of a powerful community of over 150 women investors from around the world managing a growing portfolio of investments which should reach about 40 company investments by the end of the year. Over 70% of WEL investments are in women-run and women-led businesses. There are funds operating in BC, Manitoba, Ontario, New Brunswick, Newfoundland and Labrador, Prince Edward Island, and Nova Scotia as well as Silicon Valley which also accepts investors outside of North America.

Each group has their own investment thesis and connects closely with the businesses in their region while also making investments across Canada. The groups do not only provide capital to the companies that they invest in but each investment is also backed by a strong network of women who are able to act as advisors, connectors and champions of the investee.

Across regions WEL teams network and share deal flow, education, expertise and resources to support our investees and our communities.

Resources

Episode Blog: https://thefinancecafe.ca/leveling-the-playing-field-in-venture-investing/

Connect with Women’s Equity Lab

Website: https://womensequitylab.com/ 

LinkedIn: https://www.linkedin.com/company/women-s-equity-lab/ 

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

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/   

Join your host, Shannon Pestun for a conversation with Sévrine Labelle, Managing Director of BDC’s $100M Thrive Lab, she works closely with partners to develop innovative equity investment models to support women-led social impact businesses. Sévrine explains types of seed funding, the value of incubators, and how entrepreneurs can connect with the right people and networks for success. 

Websites: 

https://www.bdc.ca/en/bdc-capital/venture-capital/funds/thrive-platform/thrive-lab-women

Social media handles:

LinkedIn: : https://www.linkedin.com/company/bdc/

Instagram: @bdc_ca

Facebook: facebook.com/theforumca

In this episode, Shauna sits down with Jen Rogers, the co-owner of Wild Winds Brewery to discuss business collaborations. Jen shares the landscape of collaborations in the craft beer industry including some collaborations she’s formed, the benefits of collaborating as a business, key questions to ask when considering a collaboration, how to approach a company to propose a new collaboration, and more. 

Jen wears multiple hats as a brewer, website designer, social media content creator, sales rep, can label designer - summed up, she's the Chief Awesome Officer. She graduated with distinction from the Olds College Brewmaster Program in 2019, is a Certified Cicerone, and loves brewing beers that are true to style. Her brewing experience includes Village Brewery, Last Best Brewing and Distilling, and Railyard Brewing. She was an instructor for the Olds College Brewmaster program in 2022. She is passionate about craft beer, creating recipes and sharing the fruits of her labour with others.

Wild Winds Brewery produces craft beer made with the highest quality ingredients and standards. They believe in supporting local businesses, caring for people, giving back to their community, creating experiences, and providing a FUN place to hang out (when they have a brick-and-mortar building).

Resources

EDC Coming together: How women entrepreneurs can excel through business collaboration: https://www.edc.ca/en/blog/women-entrepreneurs-excel-through-collaboration.html?utm_source=ti&utm_medium=edc-email&utm_campaign=content_tradeinsights&utm_content=prospect_newsletter_test_Hero2-int-1a_apr-18-23_e

Episode Blog: https://thefinancecafe.ca/the-must-knows-of-entering-into-successful-business-collaborations/

Connect with Wild Winds Brewery 

LinkedIn: https://www.linkedin.com/company/wild-winds-brewery/ 

Instagram: @wildwindsbrewery 

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

Website: www.wildwindsbrewery.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 sits down with Nadia Ladak, the co-founder and CEO of Marlow, a new menstrual wellness brand that has created the first-ever lubricated tampon for smoother and more comfortable insertion. Shauna and Nadia discuss the creation of Marlow and where this idea first started, challenges they’ve encountered as a company along the way and how they’ve overcome these obstacles, changing the conversation around periods and menstrual cycles, the strategy for pitching their business concept which raised over $400K in non-dilutive grants, and tips for entrepreneurs listening that have an idea but are unsure where to start. 

Nadia led the team’s fundraising strategy and has raised $700,000 from investors and received $400,000 in non-dilutive grants. The brand is going viral on TikTok with over 50M views and has been featured in Global News, Canadian Living, Vancouver Sun, the Kit, and more. Beyond the product, the team is taking a community-driven approach to reduce the stigma around menstrual health through education and conversations. Nadia is a member of the G20 Young Entrepreneur Alliance where she works on international entrepreneurship policy and on Startup Canada's Women Advocacy Network where she speaks with government leaders to advocate for women entrepreneurs. She has been recognized as one of Canada's top 30 under 30 leaders by Bay Street Bull and as one of The Peak's Emerging Leaders.

Marlow is transforming the way we experience and talk about periods, starting with an all organic lubricated tampon designed for smoother and more comfortable insertion. Marlow is leading the modern menstrual movement and is empowering menstruators to take charge of their health.

Resources

Episode Blog: https://thefinancecafe.ca/a-startups-journey-to-bringing-a-better-product-to-market/

Connect with Nadia 

Twitter: https://twitter.com/nadialadak 

LinkedIn: https://www.linkedin.com/in/nadia-ladak/ 

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

Connect with Marlow  

TikTok: https://www.tiktok.com/@wearemarlow 

Website: https://www.wearemarlow.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 Ashli Phippen, a Chartered Professional Accountant, Co-founder of Grow CPA, and mother of two, to discuss why it’s so important to be prepared for that year-end meeting with your accountant and what you can do to be prepared with her 5 key tips, to make the most out of the meeting.  From understanding your financial information to setting realistic goals, these tips will help you approach your year-end meeting with confidence and clarity. So whether you're a seasoned entrepreneur or just starting out, tune in to this episode and get ready to take your business to the next level.

Grow CPA was founded with a BIG mission: to empower Canadian business owners with the financial knowledge and expertise they need to understand their numbers and make better business decisions.

Having spent many years in traditional accounting roles, founders and CPA's Ashli and Martina, noticed that business owners needed more than just their annual filings, they needed guidance, education and coaching. 

They’re on a mission to give Canadian business owners the financial knowledge and tools they need to build a wildly successful business and lasting financial legacy.

Resources

Episode Blog: https://thefinancecafe.ca/5-tips-for-preparing-for-the-year-end-meeting-with-your-accountant/

Connect with Ashli

Website: www.growcpa.ca 

LinkedIn: www.linkedin.com/company/growcpa 

Instagram: www.instagram.com/growcpa/ 

Facebook: www.facebook.com/growcpa 

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 Dr. Wendy Cukier, Founder & Academic Director of the Diversity Institute, Academic Director of the Women Entrepreneurship Knowledge Hub, and Research Lead of the Future Skills Centre, to discuss the current state of women’s entrepreneurship in Canada and their recently launched 2023 State of Women’s Entrepreneurship annual report which synthesizes new research on women entrepreneurship in Canada to inform policy and practice. Learn about the key findings in the report, how we assess economic impact, important statistics on women entrepreneurship, what surprised her most, and much more. 

Dr. Wendy Cukier is a professor of Entrepreneurship and Strategy at the Ted Rogers School of Management, Academic Director of the Diversity Institute and Research Lead of the Future Skills Centre. She co-authored the bestseller “Innovation Nation: Canadian Leadership from Java to Jurassic Park" and is a leader in disruptive technologies and innovation. She is the former VP of Research and Innovation and has authored more than 200 articles on aspects of diversity, inclusion and innovation. She leads Toronto Metropolitan University’s Diversity Institute which has 130 research staff, 100 research associates from around the world and more than 200 industry partners focused on dimensions of diversity and inclusion in the workplace, future skills, and entrepreneurship. She also leads the  Women Entrepreneurship Knowledge Hub, funded by the Government of Canada which promotes inclusive supports for women and other diverse entrepreneurs. and the Inclusive Innovation and Entrepreneurship Network (IIE-Net). She is also the research lead for the Future Skills Centre with a comprehensive research agenda and supporting innovative pilot projects.

Her work on the DiversityLeads project helped shape Bill C-25 and the 50-30 Challenge. The Diversity Institute is now an ecosystem partner supporting organizations that sign up for the 50-30 Challenge committing to gender parity and increased diversity on their boards and or senior leadership roles. 

She has been recognized with many awards including the Harry Jerome Diversity Award, and recognized in the 100 Most Powerful Women by WXN. She has been named a YWCA Woman of Distinction, one of the "100 Alumni who shaped the Century" by the University of Toronto and International Women’s Forum 2020 Women Who Make a Difference. Wendy holds a PhD in Information Systems, an MBA, an MA, and honorary doctorates from Laval and Concordia. She also received Canada’s Meritorious Service Cross, one of Canada’s highest civilian honours. She is also the founder of several startups, social enterprises and nonprofits.

Resources

Women’s Entrepreneurship Knowledge Hub: 

Website: https://wekh.ca/ 

LinkedIn: https://www.linkedin.com/company/wekh-pcfe/ 

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

Twitter: https://twitter.com/wekh_pcfe 

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

See It Be It Campaign: https://wekh.ca/see-it-be-it/ 

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 Laura Gassner Otting, Author, Catalyst, and Executive Coach to discuss passion vs purpose, comparing ourselves to others and how we can use this in a positive way, defining our own definition of success as women, and advice for women entrepreneurs around ambition. 

Laura’s secret superpower is seeing your greatness and reflecting it back on you, so that you can get “unstuck” — and achieve extraordinary results. 

A frequent contributor to Good Morning America, the TODAY Show, Harvard Business Review, and Oprah Daily, Laura’s 30-year resume is defined by her entrepreneurial edge. She served as a Presidential Appointee in Bill Clinton’s White House, helping shape AmeriCorps; left a leadership role at respected national search firm to expand a tech start-up; and founded, ran, and sold her own global search firm, partnering with the full gamut of mission driven corporate and nonprofit executives. 

Laura is turned on by the audacity of The Big Idea and that larger-than-life goal you just can’t seem to shake. She’s an instigator, motivator, and provocateur, and she’s never met a revolution she didn’t like. Just ask her enduringly patient husband, two almost-grown sons, and two troublesome pups with whom she lives outside of Boston, MA.

Laura is the author of Limitless: How to Ignore Everybody, Carve Your Own Path, and Live Your Best Life (2019), which debuted at #2 on the Washington Post bestseller list (right behind Michelle Obama), has been translated into Arabic, Korean, Turkish, Portuguese, and German, and which Good Morning America’s Robin Roberts chose as one of her Favorite Books of 2019, as well as Mission-Driven: Moving from Profit to Purpose (2015). Her forthcoming book, Wonderhell, is being released on Tuesday, April 4, 2023.

Resources

Laura’s Books: https://www.lauragassnerotting.com/books 

Connect with Laura 

Website: https://www.lauragassnerotting.com/ 

Twitter: https://twitter.com/heylgo 

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

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

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

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/