Finding a tax advisor that fits your needs as an entrepreneur is often a difficult task. Especially in jurisdictions like Canada as an example, where the role of a tax advisor isn't regulated and hiring a tax lawyer is a luxury many can't afford. Sound familiar? Kim Moody is the CEO and Director of Moodys Private Client and Moodys Tax. Two professional service firms focused on tax law. Moodys Private Client and Moodys Tax is one of Western Canada's largest taxation teams. They provide fresh and ...
Jun 28, 2023•1 hr•Ep. 141
What does it take for a t-shirt company to become a brand that is recognized on a global scale? If you are having trouble finding the key to rising above your competitors, here are some insights from a success story that will broaden your perspective. Dustin Paisley is the co-founder of the Calgary-based apparel brand Local Laundry and he's here to tell us how he turned it into something more than just clothing. Local Laundry is a company that builds community. They have raised over $175,000 for...
Jun 21, 2023•57 min•Ep. 140
Today, Neil Johnson, Founder and CEO of Duke Royalty joins us on the show to speak about how to deliver a pitch in order to be memorable. Duke Royalty is a leading royalty investment company that provides a unique financing solution without taking on traditional debt or raising equity. Neil has over 30 years of experience in research analysis, merchant banking, and investment banking in Canadian and UK Capital Markets. He rose through the ranks of Canaccord Genuity Inc. to become the managing di...
Jun 14, 2023•53 min•Ep. 139
Being a public company is not easy. Many companies celebrate when they IPO, what they don't realize is how hard the capital markets road will be. Darrell Heaps, Founder and CEO of Q4 Inc. joins us today and shares how the decision to go public to understand the pains of his customers, turned out to be something he was not expecting. Q4's purpose is to help its clients achieve investor relations goals and build confidence in the capital markets. They partner with public companies to strengthen th...
Jun 07, 2023•1 hr 2 min•Ep. 138
Raising capital is a difficult endeavour for all founders, doing it as a minority in an unpopular sector like EdTech can add another layer of complexity. Sydney Montgomery, CEO and Founder of Outline It breaks down who she's doing it in this episode. Outline It uses AI and machine learning to assist users in creating compelling writing and crafting ideas. Her goal has been to assist first-generation minority students with acceptance into post-secondary and law school. We discuss bridging the equ...
May 31, 2023•46 min•Ep. 137
Meet Peter Perri, an investment banker at Young America Capital who focuses on climate energy and infrastructure. Young America provides M&A, capital raising, and financial advisory services to family businesses and middle-market companies. Raising capital for any company is difficult. Financing capital-intensive early energy transition projects adds another level of complexity. Peter unpacks how energy and infrastructure investors view investing in these types of projects and the impact of ...
May 24, 2023•43 min•Ep. 136
Bob Dhillon is one of Canada’s most prominent real estate moguls! He is the founder of Mainstreet Equity Corp. Bob is the epitome of purpose-driven hard work. In today's episode, you’ll hear the founding story behind Mainstreet Equity Corp. and how it developed into a TSX-listed company with over 17,000 rental units. Bob shares what makes Mainstreet different from other real estate corporations. He reveals what it was like to receive the Order of Canada award and explains why it is so important ...
May 17, 2023•57 min•Ep. 135
Rhylin Bailie VP of Investor Relations at Equinox Gold Corporation is back on the Insider's Guide to Finance! She's here to share her insight on ESG (Environmental, Social, and Governance) in the mining industry and beyond. She brings a nuanced perspective to the world of ESG. Rhylin has managed aspects of investor relations, communications, and sustainability reporting for various resource companies. To kick off our conversation, she explains the exciting shift in ESG practices within her indus...
May 10, 2023•42 min•Ep. 134
We’re joined by James Hill, president, and CEO of MCF Energy. He is a lifelong geologist and leader in global energy. For more than 40 years, James has traveled the world in search of energy assets. Many parts of the world have faced shortages and increased prices in the oil, gas, and electricity markets. MCF Energy focuses on strengthening Europe’s energy security and provides critical resources for the energy transition. James is leading the company’s exploration and development efforts. Some ...
May 03, 2023•1 hr•Ep. 133
Kevin Petersen is the founder and CEO of Growth Stack Inc. Growth Stack Inc. works with founders to leverage its expertise to speed up growth by infusing capital and adding infrastructure. His career as a marketing automation specialist spans over two decades. Kevin has worked with companies such as Charles Schwab and Wells Fargo. Kevin's story is one worth telling! He's bought, built, and sold sixty companies, starting with his first $750 acquisition of a tattoo blog. His SaaS experience includ...
Apr 26, 2023•51 min•Ep. 132
In today’s episode, we sit down with Bill Flederbach, President and CEO of ClimeCo. Bill discusses the carbon management industry, opportunities, and insights from his extensive experience. ClimeCo is a sustainability company that focuses on advancing the low-carbon future with market-based solutions. ClimeCo's comprehensive solutions enable clients to maximize their environmental assets. Bill is passionate about the success of his clients. Bill is a respected leader in the global environmental ...
Apr 19, 2023•53 min•Ep. 131
Many CEOs and investor relations professionals throw money into paid ad campaigns without a clear understanding of who they want to target, the right budget, and how to measure success. The hope is that somehow the money they spend will magically translate into a higher share price. In this episode, we’re joined by Digital257 CEO, Ian Vecmanis where we cover the mechanics of paid digital investor marketing programs that can guide you to ask the right questions when hiring a marketing agency. The...
Apr 14, 2023•45 min•Ep. 130
Founder of Ithaca Capital and Vice-Chairman and Chief Corporate Strategy and Business Development Officer of Mondee Holdings, Orestes Fintiklis joins us on the show. Mondee is a one-of-a-kind company in travel tech. The company is filling the gaps caused by inconsistencies in the industry. The travel industry has been on a never-ending rollercoaster since the COVID-19 outbreak. Did the pandemic bring about better opportunities in travel and hospitality? During this episode, Orestes explains what...
Apr 05, 2023•58 min•Ep. 129
As the years have gone by, Deven Soni is the co-founder and CEO of Matador Gold Technologies. He has bought and built many businesses throughout his career. Deven has extensive experience in M&A and technology private equity. During his time at Goldman Sachs and Highland Capital Partners, he related to the entrepreneurs more than the financiers. In our conversation, he goes into detail about the choices he has made that have brought him to where he is today. He discusses what he would do dif...
Mar 29, 2023•49 min•Ep. 128
Eric Daimler is a six-time entrepreneur and Founder and CEO of Conexus. The company helps organizations exchange data, even under the most complex of circumstances. Eric brings extensive knowledge of Artificial Intelligence (AI) to the show. He served as a former Presidential Innovation Fellow for Artificial Intelligence (AI) and Robotics under the Obama administration. Now, as the head of a company that specializes in AI deployment and data usage. In our conversation, Eric takes us through the ...
Mar 22, 2023•57 min•Ep. 127
We sat down with Danny Popsescu, CEO of Harbourfront Wealth Management. We learn about the struggles he faced when starting a business and how his failures helped him grow. Harbourfront Wealth Management is one of Canada's fastest-growing wealth management firms. The company has a $500-million market evaluation! He shares his process for recruiting quality talent while being an unknown company. Danny provides the current outlook on innovation at Harbourfront and in wealth management. He explains...
Mar 15, 2023•44 min•Ep. 126
David Garofalo is the CEO and Chairman of Gold Royalty Corp. The company offers financing solutions to the metals and mining industry. Their mission is to invest in high-quality, responsible, and sustainable mining operations David has over 30 years of experience in the development of billion-dollar sustainable mining businesses. He is one of the titans of the precious metals industry. During the episode, he shares what his journey from junior accountant to CEO of major mining operations looked ...
Mar 07, 2023•57 min•Ep. 125
In today’s episode, we speak to Jean-Marc Bougie, who has had a remarkable career in the capital markets. Jean-Marc is an accomplished business leader and CEO. His distinguished career spans over two decades. He is a trusted advisor and consultant. As an advisor and consultant, he provides guidance and valuable insights to a broad range of businesses. Jean-Marc prides himself on being known for his analytical skills, strategic thinking and ability to develop innovative solutions. Some businesses...
Mar 01, 2023•54 min•Ep. 124
Rhylin Bailie has over 26 years of experience in investor relations and currently serves as VP of Investor Relations at Equinox Gold. Equinox Gold is a growth-focused mining company. Currently, the company has seven gold mines. They are working towards their plan to increase production through the advancement of a pipeline of growth projects. Rhylin served as a director on the national board of the Canadian Investor Relations Institute between 2014-2022. Rhylin was the fifth employee at the comp...
Feb 22, 2023•1 hr 1 min•Ep. 123
Privacy lawyer Greg Ramsay joins us on the show to dive deep into the world of privacy law. You might be wondering, what is privacy law? How do these laws apply to me and my company? Why should entrepreneurs and executives care? Privacy law is a hot subject right now. Especially as many countries and states are revamping their current privacy laws. Greg shares first-hand knowledge of why privacy should be a top priority for companies and individuals. Greg has worked with various companies to dev...
Feb 15, 2023•43 min•Ep. 122
In this episode, we talk to Sarah Goodman, the founder, and CEO of Chiwis. Chiwis is a natural snack food company based in Squamish, British Columbia. After making her own kiwi chips to bring camping, hiking, or binging Netflix, Sarah decided to share these healthy treats with friends and family. They were then dubbed as "healthy tasting sour patch kids" and Sarah began the journey to create her brand. Chiwis now has five different flavours of all natural fruit chips. One big goal of the brand i...
Feb 08, 2023•51 min•Ep. 121
Ryan Tansom is the Co-Founder and CEO of Arkona. After hard work with his family's company, Ryan and his father turned the struggling business around by upgrading our staff, adding services, and implementing new systems. In 2014, the company sold for eight figures. Selling the business helped Ryan find his purpose in life. With that, Arkona was born. The company began with the vision to provide owners with the tools to focus on creating a valuable business with the end in mind. Starting a busine...
Feb 01, 2023•1 hr 1 min•Ep. 120
Cormac Kinney is the Founder and CEO of Diamond Standard. Cormac has no shortage of achievements! Some noteworthy accomplishments include selling a company to Oracle in his senior year at Carnegie Mellon, coining the phrase “heat maps,” and being a pioneer in the field of financializing diamonds. For thousands of years, people see diamonds as a valuable store of wealth. The diamond industry today is worth around $60 billion dollars a year. Yet, the market is notorious for its complications and d...
Jan 25, 2023•56 min•Ep. 119
Melissa Widner currently serves as the CEO of Lighter Capital. She has extensive experience as an entrepreneur seeking funding and as a venture capitalist. When it comes to funding for your business, there is no one-size-fits-all approach. Melissa is a former venture capitalist and entrepreneur who has facilitated several high-value exits throughout her impressive career. She is also the co-founder of Heads Over Heels. The company helps female entrepreneurs that run high-growth companies connect...
Jan 18, 2023•51 min•Ep. 118
Grant Strem, is the CEO of Proton Technologies. The company focuses on combating greenhouse gas emissions by producing hydrogen from end-of-life oil wells. This hydrogen has the potential to be a major source of highly economical energy. Grant discusses his experiences engaging investors for the company. There is a lot of risk associated with this industry. Grant explains why big players are often conservative and why other energy companies are pushing back against Proton Technologies’ efforts. ...
Jan 11, 2023•54 min•Ep. 117
Our host, Cory Cleveland as he reflects on some of the milestones from 2022. There have been many big wins, lessons, and even a few failures that are well worth looking back on. We've interviewed over 100 CEOs and IR pros and this past year, we published our hundredth episode! An achievement that is still quite amazing to us. There have been some highly accomplished guests on our show and wonderful connections made. In today's episode, we reflect on standout moments from the past 12 months and s...
Jan 04, 2023•42 min•Ep. 116
Gerald Leonard is an accomplished author, jazz musician, and CEO of Principles of Execution. He helps business leaders build teams that can overcome any challenge. He’s built up his company to serve federal and state governments and multinational corporations including Verizon, Freddie Mac, Hewlett-Packard (HP), GEICO, and many more. Now, here’s the catch… Gerald has drawn from his experience as a professional jazz musician to teach business leaders how to build, engage, and sustain high-perform...
Dec 21, 2022•1 hr 1 min•Ep. 115
David Whyte is the Founder and CEO of Irwin. Irwin is a leading investor relations platform designed with automation and reduced time-to-insight. Irwin has a goal to unlock and enhance investor and shareholder relationships for various business cases. The platform services thousands of clients. We get the inside scoop on the philosophy that underpins what they provide and how they are managing their growth. David discusses his excitement about the increased emphasis on the field of IR. He also c...
Dec 07, 2022•58 min•Ep. 114
Bob Hutchins is a digital marketer with a strong interest in the psychological side of marketing. This episode is a deep dive into the marketing space and, as he puts it, “our digital souls.” Bob has several years of experience working as a CMO and Digital Strategist. The insights Bob shares in today’s episode are useful across the board from a B2B, B2C, and B2I perspective. Human behaviour is what drives sales and thus is the factor that handles the success or failures of a business. The mathem...
Nov 25, 2022•59 min•Ep. 113
Do you want to know why a high percentage of mergers and acquisition deals fail? Kison Patel is the CEO of M&A Science and in this episode, we discuss all things mergers and acquisitions and how to manage investor relationships. Kison emphasizes that closing a deal needs to be more centered around the people aspect than it ever has been before. Kison explains the issues he sees most frequently in transactions, deals that stick out to him, the most rewarding aspects of his job, and how he sel...
Nov 09, 2022•1 hr•Ep. 112
