The Interesting People You Meet: Recent Episodes
NewGround Financial Inc.
Helping people is our passion and we know everybody has a story. That's why we are working hard to share the stories of those who have had an impact on us.
On this podcast you will hear real stories of business owners and key employees. We will learn what makes them tick, where they come from, what gets them excited, and what challenges they've overcome to get where they are.
Thank you for downloading, listening, rating, reviewing and sharing our podcast. We appreciate you!
This podcast is sponsored by NewGround Financial Inc. Find out more at: www.newgroundfinancial.com
Episode 44 features our hosts, Nick Mombourquette and Nathan Dover, and our guest, Gary Poier. Gary is a Retirement Life Coach, Speaker, and Trainer, and he is the owner and president of Aspire Personal Achievement Inc.
Gary is also a published author of his book called “Make Retiring Easy”. He designed this book particularity for financial advisors to use as a template to help their clients, but we recommend this book to everyone to learn and understand the principles of retirement planning.
Tune in to hear about how Gary looks at retirement as a time of opportunity and the exercises he uses to help you determine how you want to spend your retirement.
Our hosts, Nick Mombourquette and Nathan Dover, are joined this week by our guest, Joe Sawler of JustJoes for episode 43 of our podcast.
Joe shares with us how he started work in the automotive industry by detailing cars, and the transition to opening his two successful and growing automotive repair shops in Charlottetown and Stratford.
Automotive repairs shops haven’t changed much over the years, but Joe tells us about the ways he can make his business stand out with hiring the right people and promoting his company.
Enjoy!
Episode 42 features Jen Warrington. Jen recently rebranded her company, which is now known as The Warrington Group. The Warrington Group provides Accounting and Recruitment Services, and Strategic Career Planning. Jen has nearly two decades of experience as a corporate recruiter and a staffing agency recruiter. Her passion for connecting with people and helping them find fulfilling careers has led her to where she is today.
Throughout this episode, we hear her story about how she started a career in recruitment, and her goal to support professionals in finding careers that not only they love, but get paid what they are worth.
Enjoy!
Episode 41 of The Interesting People You Meet features Joe Curry, owner and financial planner at Matthews + Associates and founder of Retirement Planning Simplified. Joe is a financial advisor who focuses on retirement planning and helps people answer the important question of “Can I afford to retire?”
Joe is also the host of his podcast called “Your Retirement Planning Simplified,” with a goal to help make financial planners more approachable and to teach people how to retire successfully.
Tune in to hear about Joe’s journey as a financial planner and how he shifted his focus on retirement planning.
Episode 40 of The Interesting People You Meet Podcast features Paul Bruch-Wiens. Paul is an associate portfolio manager at Quadrant Private Wealth who works with business owners and families to help them navigate transitions in their lives.
Paul’s background and experience in finance and lifelong learning, enhanced with his passion for opera and sports, allows him to connect with individuals and establish genuine relationships by listening intently and asking thoughtful questions.
Episode 39 features entrepreneur Marc St-Onge. Marc is the founder of Smallfood Inc. and Bend Beauty, and the co-founder of Aycoutay Technologies. Marc is a creative individual who is passionate about environment stability and the wellbeing of our global community.
Throughout this episode, Marc tells his us about his entrepreneurial journey and taking the risk to create new ideas that don’t exist, but need to exist.
Episode 38 of The Interesting People You Meet Podcast features Kath Perry of NewGround Leadership. Kath is a People & Culture Leader who is passionate about helping businesses create and evolve their social and environmental policies and practices.
She discusses the importance of having these systems and practices in place when running a business and how this can significantly increase the success of your business, as well as attracting and retaining your staff.
Enjoy!
Episode 37 features Laurissa Manning. Laurissa founded DLM Consulting, a company where she coaches leaders and assists businesses in putting their plans into practice.
In this episode, Laurissa talks to us about her core values in life and how her passion for building community has led her to where she is today.
Join us on Episode 35 with Nickolas Scrymgeour, Co-Founder of CorGTA.
Nick is a driven entrepreneur who has found his place in the recruitment and consulting industry!
In todays episode we touch on hiring culture, tech trends, business consulting, hard work and much more...
Enjoy!
Joining us today is Joanne Bath of NewGround Leadership!
For years, Joanne's goal has been to support and grow her communities and she has done so through business coaching, consulting, and leadership.
The next step in her successful career is with NewGround Leadership where she will work with leaders and business owners who are looking for support and capacity building!
Enjoy the full episode to learn about the current philanthropic landscape, business growth strategies, and value building.
Thanks for listening!
Join us for Episode 33 where Nick Mombourquette and Nick Matheson chat about planning for Start-up, Growth, and Maturity stages of your business.
Learn how insurance can play a major role in the business cycle and why you may need it.
Enjoy!
In this episode we talk about the role of an insurance broker and what value they can add to a business owner.
We tackle the ins and outs of what a good broker looks like and how to keep an eye out for the bad ones.
Enjoy!
Today we talk about all things sales!
Sales is one of the most interesting careers out there and can be a tough run if you are not all in. In this episode some of the topics are...
What makes a good sales person?
What are some characteristics of sales people?
and
How do be successful in sales?
Thank you for joining us for Episode 31!
In this episode we talk about how tech has transformed the insurance industry and made it significantly easier to do business.
From new rules and regulations, insurance carrier updates, to virtual meetings, it is clear that technology needs to be embraced to succeed in this industry.
Hope you enjoy!
Join us on our latest episode where we talk about the importance of staying on top of your finances... especially as a business owner.
It is easy to push this to the back burner with all of the other things that are going on in a business and in some cases it can be better to hire someone who can look after it for you.
Other topics of discussion are increasing costs, business ownership, and much more.
Disclaimer: This is not financial advice.
Join us to hear our thoughts on the ever changing employee benefits world.
We had a chat about the power of employee benefits and how business owners can use them to attract and retain great talent.
Remember, not all benefits plans are the same and it is always worth your time and effort to look deeper than the surface level options.
Talk to a trusted broker to help with the heavy lifting and to guide you through the path to success.
Leadership Lessons from Windhorse Farm.
Jim and Margaret Drescher were stewards of Windhorse Farm, a retreat center and sustainable business enterprise for over 30 years. In 2022, they transitioned the land and properties to Ullnoweg Education Centre, an Indigenous charitable organization.
As mentors, they have taught mindful leadership and deeper connection to nature to many. We were happy to have them on our podcast and get to hear them speak.
If you are interested in learning more... check out https://www.ulnoowegeducation.ca/wind...
Enjoy!
Check out the conversation we had with Annika Voltan about how the CSBT (Community Services Benefits Trust) has worked with IONS (Impact Organizations of NS)!
If you are a part of IONS or a not for profit organization that is interested in hearing more...
Book an appointment on our website!
www.newgroundfinancial.com
Check out the conversation we had with Annika Voltan and Paul Wheeler about how the CSBT (Community Services Benefits Trust) has worked with IONS (Impact Organizations of NS)!
If you are a part of IONS or a not for profit organization that is interested in hearing more...
Book an appointment on our website!
www.newgroundfinancial.com
Billy Seleebey is currently the Co-Founder and CEO of Podify who help their clients grow and fine-tune their podcasts.
We got to chat with Billy about his entrepreneurial journey and even touched on some of his past opportunities such as his directorial debut with the award winning film "Rolling" and his days at Tesla.
Interesting to hear his experience in these roles and how they led him to become a business owner.
Be sure to check out Billy's Linkedin page and give him a follow! https://www.linkedin.com/in/billysamoa/
If you like this episode, share it with a friend!
ENJOY
Meet Robert, a dynamic speaker who's presentations are highly sought-after, as he uses a combination of knowledge, passion and visuals to encourage people to take control of their finances and create a 'Richly Imagined Future.'
Robert has been recognized by numerous publications including the Globe & Mail, Money Magazine, and The Private Investor. He also hosts two popular shows: the "Money, Motivation & More" podcast, and the new show "WE Talk Money" for WE-TV. In addition to his speaking engagements and media appearances, Robert is also a bestselling author.
His book, "Rich is a State of Mind", has received critical acclaim in both Canada and the United States. Drawing from his own experience as a client and student of financial planning, the novel humanizes personal and financial development as experienced by a slightly dysfunctional family.
Robert is a powerful advocate for individuals looking to take control of their financial futures.
Joel has more than 40 years of experience providing benefits and life insurance advice, an is known across the industry for his professionalism, passion and dedication to his valued clients.
Joel started off his career teaching grade 7 & 8 before being drawn into the world of insurance, with his first role in 1978 with Crown Life. A long and prosperous career in insurance is hard to give up and Joel has gained a lot of knowledge in the industry.
Lots of great info in this episode especially for anyone just starting out in insurance! In November 2020 Joel had his autobiography published.
The title of the book is: Retired, Rewired, Not Expired.
You can purchase the book on Amazon, Barnes and Noble or Indigo!
Amazon link - https://www.amazon.ca/Retired-Rewired-Expired-Joel-Cadesky/dp/1039134416/ref=sr_1_1?crid=1KQKJU6VQ6HSD&keywords=joel+cadesky&qid=1677252046&sprefix=joel+cad%2Caps%2C86&sr=8-1
Join us for a thought-provoking episode of our podcast as we sit down with Nick Matheson, Entrepreneur and Leadership Coach, expert in corporate culture, and preparing entrepreneurs for the emotional journey of retirement.
With Nicks insights and practical advice, this is a must-listen for anyone looking to enhance their leadership skills and lead a fulfilling life now and beyond the workplace.
Today we talked to Sadiq S. Adatia from BMO GAM and discussed all things investing!
As the Chief Investment Officer of BMO Global Asset Management (BMO GAM), Sadiq S. Adatia is responsible for managing the investment teams and serves on the Executive Committee of BMO GAM. This includes overseeing asset allocation, portfolio structure, trading, portfolio analytics and investment governance across traditional asset classes. Sadiq brings extensive knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation, having joined BMO GAM in August 2021.
He is a respected figure in the investment community, regularly sought after by media outlets such as CNBC, BNN/Bloomberg and Reuters. Prior to his current role at BMO GAM, Sadiq served as the Chief Investment Officer at Sun Life Global Investments and Russell Investments Canada, and held the position of Business Leader for Investment Consulting for Central Canada at Mercer.
He holds an Honours Bachelor of Mathematics degree in Actuarial Science & Statistics from the University of Waterloo, and is a CFA Charter holder and Fellow of both the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.
Enjoy!
Kevin is a highly qualified policing professional based in Western Canada with a diverse background in all areas of policing. He is particularly interested in the legalities of policing and how to apply leadership principles for operational success and effective management. With a Bachelor's degree in Mathematics, a Certificate of Police Leadership, and a Master's degree in Criminal Law & Procedure, Kevin is a valuable asset to have on the show.
In this episode we discuss leadership, mental toughness, and continuous improvement. With over 20 years of experience in law enforcement, Kevin shares his thoughts on building and maintaining a strong mentality in any situation. Enjoy!
Jeff MacKenzie is a partner at Confederation M & A and is an expert in helping his clients throughout the buying/selling process of a business.
Lots to learn in this one as we talked about different types of acquisitions, vendor take backs, what to look for when buying a business and much more.
If you like the content be sure to share it with your friends and like our socials to keep up to date with our latest episodes!
Excited to have Dave Patriarche on this episode of The Interesting People You Meet.
Dave is a well recognized name in the employee benefits industry and he developed his own one man shop in 1996 (Mainstay Insurance Brokerage). He specializes in dealing with clients that are small to medium size businesses in Toronto but has clients all over the country.
By developing his own brand and presence in the industry, Dave works strictly on referrals and does a fantastic job looking after his clients.
Dave is also the founder of the "Canadian Group Insurance Brokers" Association and has been passionately educating brokers on how to better serve their clients.
Outside of the benefits world, Dave is a sailor and has done many challenging journeys on his sailboat... one being a 2000 mile trip from Lunenburg, Nova Scotia all the way to Marigot, St. Martin. A trip that took him over 10 days without touching land.
On top of all this, Dave is an author. His book, "Selling Benefits - Lessons Learned, Voyages Travelled, Stories Shared" is a fantastic resource to not only benefits advisors, but also business owners. Be sure to check it out!
Thanks for listening!
Dennis Geelen, is the Founder and Chief Difference Maker at his solo consulting company, Zero In, that he founded in 2018. Through Zero In, Dennis helps companies ‘solve indifference’ by implementing strategies to build a brand customers love and culture where people are passionate to work.
Author of the best-selling book The Zero In Formula, Mr. Geelen has worked with companies in several industries, spoken at countless events, conferences, workshops, webinars, with dozens of guest appearances on international podcasts.
And now? Dennis also helps other solopreneurs get started. With his latest book, ‘The Accidental Solopreneur’, providing a playbook for success and told through a riveting and relatable parable that is getting rave reviews from entrepreneurs around the globe.
SPECIAL OFFER 40% OFF THE SOLOPRENEUR PLAYBOOK
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See more of Dennis Geelen -
Zero In - www.zero-in.ca
Personal - dennisgeelen.me
LinkedIn - https://www.linkedin.com/in/dennis-geelen/
Twitter - www.twitter.com/dennis_geelen
TOM DEANS Ph.D. Intergenerational Wealth Expert & Best-Selling Author of Every Family's Business and Willing Wisdom
Dr. Tom Deans is the author of, Every Family’s Business -- the best-selling family business book of all-time -- selected by The New York Times as one of the Top Ten Books Business Owners Should Read. With more than a million copies sold in more than 100 countries, the book provides the framework for his public lectures and seminars. Having delivered more than 1000 speeches in 25 countries – his long-awaited sequel -- Willing Wisdom was released to critical acclaim and is already an international best-seller. This book has already inspired an entertaining new digital tool called the Willing Wisdom Index -- described as the Ultimate Estate Planning Checklist.
Both of Tom’s books deal with the intergenerational transition of family wealth. Like his books -- his talks are unconventional and contrarian. Previously, Deans was the CEO of a large Canadian multinational family business, has worked in banking and in government relations, and has been the president of a railway. Tom has been featured in numerous magazines and journals including Profit, Money Sense, Inc. The wall Street Journal and The New York Times. A frequent guest on CNBC, Money Line and BNN, Tom is a highly sought after international public speaker on succession planning, wealth management and philanthropic giving.
With his family selling businesses for more than $100 million, prepare to unlearn everything you thought you knew about business succession planning. Deans earned a Ph.D. from the University of Warwick in England. His speeches aren’t just about money and clever tax plans. They’re about giving people the confidence and inspiration to transition more than just assets to family and community.
Please welcome Dr. Tom Deans.
Personal Trainer, Colin Drysdale, talks about his success in body building and what it took to compete at a National level.
We talk about sacrifice, hard work, and character development in this episode.
Hope you enjoy!
Michael DeVenney, Founder of WorkInsights, joins us on this episode.
Throughout our conversation we talk about mental health, leadership, the importance of having strategic internal communications teams, and more.
There is a lot of great material in here especially for business owners who are interested in finding out more about their team and how to grow.
Coltin Handrahan is an entrepreneur at heart and in the last 10 years has gained a lot of knowledge on business ownership.
Join us on this episode where we talk about the up and downs of being a business owner and how to continually improve what you do.
Thanks for being an awesome guest Coltin. Be sure to check out www.staygolden.ca for custom T-Shirts and clothing!
Full episode on YouTube, Spotify, and Apple Music.
This episode with Matt Maclean covered a lot of topics! We talked business ownership, professional development, and NFTs.
Matt was an awesome guest that has a lot of experience with starting a new business. We learned a lot from his journey.
Thank you for listening!
In this episode we talked with Annika Voltan with Impact Organizations of Nova Scotia!
We talked about the highs and lows of not for profit organizations and how they operate.
If you are interested to hear about how not for profits are managed and developed, make sure to watch this one!
This episode we talk to Shawn Slaunwhite and he talks about his journey as a salesman.
If you are new to sales or are thinking about taking on a new role, Shawn has lots of great advice.
We discuss, advancing in a company, finding yourself, and even how to be successful in this industry.
Enjoy!
Are you an advisor who is looking to improve their practice? Then this episode is for you.
Daniel Hanzelka has many years of experience in the insurance industry and it was great to pick his mind on certain topics.
We talked about growth strategies, marketing, and much more in this episode.
Make sure to stick around until the end to not miss out!
In this episode we have personal trainer and business owner, Matt Mombourquette with us!
He tells us his story of owning his own gym, One Up Fitness, and all the highs and lows that go along with it!
Enjoy.
We had a chance to talk to Nick Misener from Venor! He is a recruiter that looks for top talent by interviewing potential candidates daily.
If you are looking to start a career in recruitment or are interested in hearing more about it, make sure to watch till the end. ENJOY!
In this Episode we talk to Will Campbell from Royal LePage and he teaches us about real estate. Housing is unlike ever before right now and he explains how he feels about the current house market!
If you are a realtor or any one in sales, there is lots to learn here. Goal setting, mindset, and working habits are all in this episode.
In this episode, we talk with Vuk Stajic who owns and operates MVRK Inc. He is a true problem solver and works with businesses to make their lives easier.
If you like sales or are interesting in learning more about Salesforce...this one is for you.
Enjoy!
Here with us today is Brent Swatuk of Equitable Life of Canada.
We got to learn about his career path and how he got to where he is now.
Lots of great book recommendations and good sales information in this one...Dont miss it!
In this episode, we talk with Eric Fry with Sandler Training- Maritimes and learn more about him and what he does! Lots of great sales advice in this episode.
In this episode co-host Nathan intereviews Nick Mombourquette to find out more about his business journey.