Praveen has been a principal of Varshney Capital Corp., a Vancouver based family office, since 1991. He's also a Founding Director of Pyfera Growth Capital & a Founding Director of Humanitas Smart Planet Fund, both with a social impact focus. Mr. Varshney obtained a Bachelor of Commerce degree from the University of British Columbia in 1987 and is a FCPA, FCA. He has been a Director or Officer of many publicly traded companies over the years including one of Canada's largest fintech companie...
Feb 05, 2025•53 min•Season 3Ep. 12
David Rosenberg is the founder and president of Rosenberg Research, an economic and financial market consulting firm he established in January 2020. Dave provides advice to 2,600 clients, both retail and institutional, across 40 countries. Prior to creating his own company, David was chief economist and strategist at Gluskin Sheff + Associates from 2009 to 2019. Prior to that, from 2000 to 2009, he was at Merrill Lynch, where for the first two years he was chief Canadian economist and strategist...
Jan 08, 2025•57 min•Season 3Ep. 11
“Ensuring the Legacy of Family Business Through Relational Governance” For more than twenty years, Francesco “Franco” Lombardo has been a family business advisor and facilitator to some of the world’s most diverse and wealthiest families. He set up Veritage, his global advisory firm that exclusively focuses on building relational governance. Franco uses his Safe Space™ model to empower families to show up authentically and to express their feelings surrounding money and relationships. Passionate...
Nov 06, 2024•38 min•Season 3Ep. 10
Scott Terrio, BA, QIC, CPCA, has been a regular author at Macleans and Canadian Business magazines and a listed columnist for Moneysense, focusing on consumer debt issues. He is a frequent media commentator, appearing on BNN Bloomberg TV, CBC and various radio broadcasts. He has contributed to such publications as The Globe and Mail, The Toronto Star, The National Post and The Walrus, among others. In his decade in the insolvency industry and now as Head of Consumer Insolvency at Hoyes Michalos ...
Oct 02, 2024•59 min•Season 3Ep. 9
Richard James Deacon is an award winning Private Office Real Estate Advisor with the world’s #1 luxury real estate firm Engel & Völkers. Richard is the Co-founder of TIGER 21 Canada, an exclusive and highly private investor education organization for ultra-high net worth families. TIGER 21 has over 1100 members across the globe with collective assets in excess of $135B. TIGER’s mission is to help members improve their investment acumen, tackle common issues of wealth preservation, manage fam...
Sep 04, 2024•1 hr•Season 3Ep. 8
Dr. Tom Deans is the author of three books on the subject of family wealth transfers. His first book, Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth, remains the best-selling family business book of all-time and was selected by The New York Times as one of the top-ten books business owners should read. The book has sold more than 1.5 million copies worldwide. His second book, Willing Wisdom: Seven Questions Successful Families Ask, reached #2 on the Globe and Mail’s be...
Aug 07, 2024•1 hr•Season 3Ep. 7
Judi Cunningham is the founder of Trella Advisory Group, a consulting firm that works with family enterprises and families of wealth. She holds a Master’s in Family Systems Counseling and over 25 years of experience working with complex enterprising families. Judi is known for her innovative educational initiatives. She pioneered the Family Enterprise Advisor Program, establishing global standards for professional advisors. Judi serves as the Chair of the Board for the Purposeful Planning Instit...
Jul 15, 2024•56 min•Season 3Ep. 6
Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. North Cove Advisors is consistently ranked in the top 5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors. Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real estate professionals. He is a frequent commentator on all matters related t...
Jun 05, 2024•47 min•Season 3Ep. 5
Lorne MacLean, K.C. (King’s Counsel) is the founder of top-rated MacLean Law and one of Canada’s most experienced and highly rated family lawyers dedicated to family law and divorce in British Columbia. MacLean has been chosen as a top 25 Canadian Lawyer and a BC Leading Business BIV BC 500 winner in the field of complex and high net worth divorce and family law. His firm was just selected by Canadian lawyer Magazine and Lexpert as a 2023 and 2024 Family law Firm of The Year Awardee of Excellenc...
May 01, 2024•53 min•Season 3Ep. 4
Jennifer Risher is an author, speaker, philanthropist, and investor on a mission to move money out of the taboo category and help us have much-needed conversations. Her book, “We Need to Talk: A Memoir About Wealth,” explores the impact of wealth on identity and relationships. In sharing her story, Jennifer aims to validate the emotional complexities of money and help those with wealth move out of guilt, shame, or a desire to keep money hidden and into meaning, joy, and purpose. Jennifer was bor...
Apr 15, 2024•45 min•Season 3Ep. 3
Andrew is co-founder and Chief Executive Officer of Neo Financial — a leading Canadian fintech company that’s transforming how Canadians earn, save, and spend money. Founded in 2019, Neo has raised more than $299 million in funding, employs more than 700 people in Calgary and Winnipeg, and has been recognized as Canada’s top tech startup by LinkedIn. In addition to serving more than a million customers, Neo powers financial solutions for leading brands including Tim Hortons, Hudson’s Bay, and Ca...
Mar 06, 2024•40 min•Season 3Ep. 2
⦁ Kim is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the CEO / Director Canadian Tax Advisory with Moodys Private Client Law LLP / Moodys Private Client LLP and Moodys Tax (a division of Moodys Private Client Law LLP). ⦁ Kim also recently branched out through his professional corporation to put more energy into some of his “passion projects” involving public speaking, coaching, leadership studies, taxation policy and economics / ...
Feb 07, 2024•50 min•Season 3Ep. 1
Tony serves as Canaccord’s Chief Market Strategist, and member of the Firm’s U.S. Operating Committee and has 30 years of experience ranging from the corporate boardroom to the individual investor. He is best known for the practical application of macroeconomic and tactical market indicators in assisting institutional investors in making intermediate-term investment and spending decisions. Tony is a frequent guest on the various financial news networks, such as CNBC and Bloomberg, where he is no...
Dec 20, 2023•37 min•Season 2Ep. 12
Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. North Cove Advisors is consistently ranked in the top 5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors. Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real estate professionals. He is a frequent commentator on all matters related t...
Dec 06, 2023•49 min•Season 2Ep. 11
Jason Sarai is the Founder and Creative Director of SARAI Bespoke, a boutique lifestyle brand that creates custom luxury garments for a global clientele. The company’s sartorial vision combines old world craftsmanship with modern sensibility to produce clothing that stands the test of time. Founded in 2014, SARAI Bespoke is based in Vancouver, but serves clients across Canada, the United States, and Europe. SARAI Bespoke is also active in the lifestyle space, working with renowned restaurants, h...
Nov 01, 2023•1 hr•Season 2Ep. 10
· Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. As an integrated advisor, Cindy draws on over 35 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions, and family offices. She uses her skills to provide an objective perspective and facilitates understanding of how complex family, business and ownership structures can impact family dynami...
Oct 04, 2023•52 min•Season 2Ep. 9
David Rosenberg is the founder and president of Rosenberg Research, an economic and financial market consulting firm he established in January 2020. Dave provides advice to 2,600 clients, both retail and institutional, across 40 countries. Prior to creating his own company, David was chief economist and strategist at Gluskin Sheff + Associates from 2009 to 2019. Prior to that, from 2000 to 2009, he was at Merrill Lynch, where for the first two years he was chief Canadian economist and strategist...
Sep 06, 2023•58 min•Season 2Ep. 8
Danielle is a Life Learner dedicated to bringing out the best in herself and others. Danielle is a Business Graduate from Concordia University. She completed wealth management courses at the University of Toronto’s Rotman School of Management and The John Molson School of Business in Montreal. She is an Accredited Certified Coach through the International Coaching Federation and The Coach Teaching Institute with designations in Emotional Intelligence, Resilience and Legacy Coaching. She also tra...
Jul 05, 2023•49 min•Season 2Ep. 7
President, Beedie Built For Good, Born and raised in Burnaby, BC, Ryan Beedie is president of BEEDIE , one of Western Canada’s largest industrial and residential development companies. More than the business’ success, though, is Ryan’s personal commitment to give back to the community, contributing personally nearly $125+ million to 350 organizations as varied as Simon Fraser University, Ronald McDonald House, the BC Children’s Hospital, YWCA in Vancouver and The One Campaign , fighting poverty ...
Jun 07, 2023•58 min•Season 2Ep. 6
Steven Scott BCOM, CA, CPA, is the Chair and Chief Executive Officer of StorageVault Canada (TSXV: SVI) and of the Access Group of Companies. Mr. Scott has over 20 years of experience in the ownership, acquisition, development and management of self storage, residential and Industrial real estate in Canada. Mr. Scott is the Chair of Parkit (TSXV: PKT) and sits on the Boards of Park Lawn Corporation, (TSX: PLC), (Audit Chair), Timbercreek Financial Corporation (TSX: TF) and the Canadian Self Stor...
May 03, 2023•35 min•Season 2Ep. 5
Jonathan Medved is the Founder and CEO of OurCrowd. Named by the Washington Post as “one of Israel’s leading high tech venture capitalists” and by the New York Times among the “top 10 most influential Americans who have impacted Israel,” Jon is a serial entrepreneur and investor, and one of the pioneers of Israel’s venture capital industry. Jon is a regular television guest on CNN, BBC, CNBC, Bloomberg TV and SkyNews, and is frequently quoted in major business publications. Start-up Nation, the ...
Mar 01, 2023•49 min•Season 2Ep. 3
Mike Woollatt is Managing Director and Head of Canada for Hamilton Lane. Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Before that Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at a few major Canadian corporations. Prior to entering the private sector, Mike worked for the Government of Canad...
Feb 01, 2023•53 min•Season 2Ep. 2
Ben is a founding Partner and CEO of Mogan Daniels Slager LLP, believed to be Western Canada’s leading M&A boutique in the private small to mid-market by deal volume. Ben has over 20 years’ experience representing clients in M&A, private equity, angel and venture capital transactions, and a host of other complex business law matters. Best LawyersTM named Ben “Vancouver’s Venture Lawyer of the Year” for 2022, and he has been named in Best LawyersTM in the M&A and Venture Capital categ...
Jan 04, 2023•56 min•Season 2Ep. 1
Ben Rabidoux North Cove Advisors Inc Ben Rabidoux is the founder of North Cove Advisors, a boutique research covering Canadian housing, macroeconomic, and household credit trends. NCA is consistently ranked in the top-5 for Canadian economic research by Brendan Wood International, as voted upon by institutional investors. Ben also leads the research teams at Edge Realty Analytics, which provides similar research and advisory services to real estate professionals. He is a frequent commentator on ...
Nov 23, 2022•59 min•Season 1Ep. 12
Duncan is the CEO of Pareto Systems, an industry leading business development firm dedicated to the elite professionals and companies within the knowledge-for-profit sector. Duncan and his team of consultants work with professionals in a wide range of fields including Financial Services, Insurance, Accounting, Legal, Mortgage, and Consulting to create predictable, sustainable, and duplicable businesses. Pareto Systems is well known for its approach which is based on best practices and for its fo...
Oct 26, 2022•48 min•Season 1Ep. 11
Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good. As President of Watermark Philanthropic Counsel, Sharilyn works with leading philanthropists, generous families, and social purpose organizations across Canada and the Caribbean. Drawing from the best global practices and knowledge in philanthropic strategy, governance, organizational development, and research, her client engagements result in confidence and clarity. Sharily...
Sep 28, 2022•1 hr 1 min•Season 1Ep. 10
David Rosenberg is the Founder and President of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019. From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New...
Aug 31, 2022•1 hr 12 min•Season 1Ep. 9
Marcus New has an accomplished career in the private and public financial markets that spans over three decades and is a pioneer in the pre-IPO asset class. He is the Founder and Chief Executive Officer of InvestX Capital, a trading platform that delivers access and liquidity to the growth equity asset class and empowers the sell-side to invest and trade in institutional quality private equity.
Jul 27, 2022•48 min•Season 1Ep. 8
Som Seif is the Founder and Chief Executive Officer of Purpose, which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012 and the Co-Founder of WealthSimple Technologies Inc. Prior to Claymore Investments, Som was an investment banker with RBC Capital Markets. He has a strong commitment to community and is currently a member of the AGO Foundation Board, Next Canada Board, Co-chair of the UofT Defy Gravity Campaign and a member of their Industrial Engineering Advi...
Jun 29, 2022•46 min•Season 1Ep. 7
John Bromley is the founder of Charitable Impact, an organization that helps individuals, groups and companies manage the money they’ve set aside for donations in order to maximize their impact. After starting his career in corporate finance, he joined forces with his father, charity law expert Blake Bromley, to create a boutique charity services firm. A two-time TEDx speaker, John has helped structure and negotiate more than $2 billion in donations on behalf of people, corporations, and existin...
Apr 27, 2022•53 min•Season 1Ep. 6
