The Mayor of Money Podcast Series will feature a wide variety of experts discussing issues related to financial and estate planning, entrepreneurship and real estate and development. You will gain new perspectives on how to make your money work for you.
In this episode, Rick speaks with Paul Sadhra and Prince John, from the Halton office of the BDC (Business Development Bank of Canada). BDC supports small and medium-sized businesses by providing financing, capital and advisory services. Paul and Prince provide examples of who and how the BDC supports many different businesses across Canada.
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
Alejandra Moreno and Mimi Fei of Honeybee Development in British Columbia are two inspiring young women who have achieved so much in their relatively short careers. Alejandra was born in Ecuador while Mimi was born in China and are both extremely proud Canadians.
During this episode, they share some wisdom, insights and perspective, and their views about family, business and serving others.
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
Wallace Howick is an award-winning author and accomplished financial professional. He is a Canadian Chartered Professional Accountant (CPA) who was elected a Fellow (FCPA) for his distinguished service to the profession.
Wallace has over 40 years of experience in financial services, serving as a Partner in a global accounting firm and an Executive Officer in a large North American bank. Wallace’s academic background includes earning a Bachelor of Arts (BA) in Economics and a Masters of Business Administration (MBA) on full scholarship.
He is a sought-after speaker and Harvard-trained negotiation and dispute resolution educator. For many years, Wallace has been a volunteer and contributor to financial literacy and financial capability outreach programs.
Carmen Campagnaro is a leader in all things real estate. Her passion for real estate started at only eighteen years old, and now she runs her vast and successful real estate-focused businesses. Among her many current roles, she is the Founder and President of Pro Funds Mortgages, an investor-focused mortgage brokerage, the Co-Founder and Managing Partner of Valour Group, a development and construction group of companies, the Co-Founder and Trustee of District Property Trust, a private real estate investment trust, the Founder and Owner of Once Upon a Stay, a North America-wide vacation rental company, and the Co-Host and Producer of 30 Minutes To Wealth, a Canadian real estate television show. With her rich expertise in real estate, Carmen is well-known for going above and beyond to help her clients reach their financial and investment goals.
Carmen discusses passive real estate investment options along with sharing insights regarding her successful career that everyone can benefit from.
CPAs are often the most trusted advisor for most successful business owners. In this episode, Ashleigh Stoesser, CPA shares some insight on the work she does serving Start-Ups and Family Owned Businesses, which goes well beyond tracking numbers and completing tax returns.
In this episode, Rick has an enlightening discussion with Sasha Cucuz of Greybrook Securities and Greybrook Capital. Greybrook has developed over 100 residential and commercial projects worth more than $30 billion across North America and have had more than 8,300 individuals and institutions invest with them. Rick and Sasha discuss the economics and political challenges of development along with ideas on addressing the housing crisis.
In this episode, Rick interviews Holly Simmons, a Family Enterprise Advisor (FEA); who serves Family Businesses who want to plan & deploy a succession roadmap, maximize family advantages, and strengthen team leadership to secure the future. Holly discusses overcoming some of the natural challenges that occur within Family Businesses for family members as well as non-family employees.
In this episode Rick Goldring speaks with Patrick Keeley, President of Inukshuk Capital Management Inc.
Patrick Discusses:
His innate desire to help others navigate their finances
Starting his career with Bank Of Montreal
Overcoming a cancer diagnosis
And more...
Connect with Patrick:
Website: https://inukshukcapital.com/
LinkedIN: https://www.linkedin.com/in/patrick-keeley-922a7a21/
Email: pkeeley@inukshukcapital.com
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Dr. Riley Moynes, Author of "The Four Phases of Retirement: What To Expect When You're Retiring.
Riley Discusses:
The development of the useful framework of the Four Phases of Retirement
What phase most retirees get stuck in
How to progress to the fourth phase where the happiest retirees live.
And more...
Connect with Riley:
Website: thefourphases.com
LinkedIN: https://www.linkedin.com/in/rileymoynes/
Link to Dr. Riley's book: https://tinyurl.com/2p8mmcp3
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with David H. Alexander who practices law in New York and Florida, and serves as a foreign legal consultant in Ontario, Canada.
David Discusses:
The estate planning issues for Canadians who own property in the USA
Use of a Power Of Attorney in the state where you own property
The significant management of cross border properties
And more...
Connect with David:
Website: https://www.gross-shuman.com/attorneys/david-h-alexander
Email: dalexander@gross-shuman.com
Phone: 716-854-4300 x 216
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Nathan Helder, President at Gelderman Landscape Services.
Nathan Discusses:
The story of how he bought Gelderman from his father-in-law
Starting his consulting & accounting business
How his optimism, faith and gratitude play a role in his daily life
And more...
Connect with Nathan:
Website: gelderman.com
Email: nhelder@gelderman.com
Phone: 905-689-5433
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Laurie Fox, Will Power Campaign Director at Canadian Association of Gift Planners.
Laurie Discusses:
Planning out your charitable giving so you can do more
Upholding our social security safety net
Will Power is the biggest campaign in Canadian history to make gifts in Wills a social norm
And more...
Connect with Laurie:
Website: https://www.cagp-acpdp.org/en/will-power
Linkedin: linkedin.com/in/foxlaurie
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Paul Fitzgerald, Founder & CEO of Salt & Pepper Media Inc.
Paul Discusses:
Learning from previous business challenges
The importance of persistence and consistency
His business taking off during the pandemic
And more...
Connect with Paul:
Website: saltandpeppermediainc.com
Linkedin: https://www.linkedin.com/in/paulwaynefitzgerald/
Email: paul@saltandpeppermediainc.com
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Shafiq Mohamed, Owner of Stratus Business Solutions and Fully Promoted.
Shafiq Discusses:
Business during the pandemic
How he built up Stratus Business Solutions
The importance of family and gratitude
And more...
Connect with Shafiq:
Phone: 416-458-0395
Linkedin: linkedin.com/in/shafiqmohamed
Email: burlington@embroidme.com
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this SPECIAL episode Rick Goldring hosts a FACEBOOK Live (from June 27) with guests Jivan Sanghera from Circle Mortgage Group, Brianne Gardner from Raymond James and Jamie Edwards and Sharon Police from JM Edwards Associates Inc.
Together they discuss:
The impact of inflation and higher interest rates
Volatile financial markets and debt
Investments and the buying and selling of real estate
And more...
Connect with Jivan:
Website: www.circlemortgage.ca
Phone: 905-334-9111
Connect with JM Edwards Associates Inc.:
Website: https://www.jmedwards.com/
Email: jamie@jmedwards.com
Connect with Brianne:
Phone: 604-659-8473
Email: brianne.gardner@raymondjames.ca
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Klint Rodgers, National Team Lead & Registered Dealing Representative at Axcess Capital Advisors Inc.
DISCLAIMER
The views expressed in this presentation by Klint are his personal views and do not necessarily represent Axcess Capital partners or any of its staff. The information presented here does not constitute an offering of securities. Always refer to the offering memorandum for more details and when needed talk with your lawyer, accountant and any other professionals as needed in your network. Past performance is not necessarily indicative of future results. The purpose of this discussion is for educational purposes only.
Klint Discusses:
Alternative investments such as private REIT's
How private REITs can be part of you portfolio
Who is eligible and accredited investors
And more...
Connect with Klint:
LinkedIN: linkedin.com/in/klintrodgers
Website: www.axcesscapital.com
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Simeon Papailias, Co-Founder & Managing Partner of REC Canada.
Simeon Discusses:
REC Canada: one-stop real estate services for Canadian residents & investors
why higher interest rates could signify greater opportunities for investing
Current housing trends and high demand for rental properties
And more...
Connect with Simeon:
Phone: 416-791-0075
Website: reccanada.com
Email: simeon@reccanada.com
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Colleen Mulholland, President and CEO of The Burlington Foundation.
Colleen Discusses:
Serving your community with an endowment fund
Having your legacy continue on
Growing the foundation from $5.5 million to $25 million
And more...
Connect with The Burlington Foundation:
Phone: 905 639 0744
Website: burlingtonfoundation.org
Email: cmulholland@burlingtonfoundation.org
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Colleen Mulholland, President and CEO of The Burlington Foundation.
Colleen Discusses:
Serving your community with an endowment fund
Having your legacy continue on
Growing the foundation from $5.5 million to $25 million
And more...
Connect with The Burlington Foundation:
Phone: 905 639 0744
Website: burlingtonfoundation.org
Email: cmulholland@burlingtonfoundation.org
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Steve Loates and Juliet Aurora from AIS Solutions.
Steve & Juliet discuss:
How their business started and their move to the East Coast
Their unique cloud accounting software
How to hire the right people and keep them motivated
And more...
Connect with AIS Solutions:
Phone: 1-888-575-5385 (toll free)
Website: https://aissolutions.ca/
Email: info@aissolutions.ca
Connect with Rick Goldring:
Email: rick@rickgoldring.com
Phone: 905-320-3656
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Mike Heddle, Real Estate Broker from Royal LePage.
Mike discusses:
The challenges of real estate investments
Forms of appreciation in homes
Owning an income property is not for everyone
And more...
Connect with Jeff:
LinkedIn: https://www.linkedin.com/in/mike-heddle-bb105019/
Website: mikeheddle.ca
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Jeff Paikin, President of New Horizon Development Group.
Jeff discusses:
How he started his entrepreneurial journey
His First Real Estate Development
Building a Great Team
An Update on the Bridgewater Development on Burlington’s Lakeshore
And more...
Connect with Jeff:
LinkedIn: https://www.linkedin.com/in/jeff-paikin-8762a8b/
Email: jeff@nhdg.ca
Website: newhorizonhomes.ca
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Joël Campagna, a Tax Partner with MNP.
Joël discusses:
The Government of Canada’s plan for targeted and responsible investments to create jobs and prosperity today, and build a stronger economic future for all Canadians.
Tax Free Home Savings Account
Multi-generational Home Renovation Tax Credit - up to $7500
And more...
Connect with Joël:
LinkedIn: https://www.linkedin.com/in/joelcampagna/
Email: Joel.Campagna@mnp.ca
Phone: 519-340-5700
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Vanessa Scott, National Living Benefits Sales Consultant with Manulife.
Vanessa discusses:
Protecting business owners most valuable asset...their ability to earn income
Brief history of the concept of Critical Illness insurance developed in South Africa
70% of critical illness claims involve cancer
And more...
Connect with Vanessa:
LinkedIn: https://www.linkedin.com/in/vanessa-scott-58bb2843/
Email: vanessa_scott@manulife.com
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Rick Goldring speaks with Jivan Sanghera, President and Broker of Record of Circle Mortgage Group In Burlington.
Jivan discusses:
The benefits of a mortgage broker: save time, save money and get the best rate!
Taping into home equity
Building relationships with clients
And more...
Connect with Jivan:
LinkedIn: https://www.linkedin.com/in/jivansanghera/
Email: jivan@circlemortgage.ca
Website: www.circlemortgage.ca
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Rick Goldring speaks with Deep Bajwa, Director of Sales & Business Development of Best Doctors Insurance
Deep discusses:
Waiting for procedures or diagnostic testing in Canada
Choice of where you receive treatment with Best Doctors
Preventative health and wellness
And more...
Connect with Deep:
LinkedIn: https://www.linkedin.com/in/deepbajwa/
Email: deepindersbajwa@gmail.com
Website: bestdoctorsinsurance.ca
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Rick Goldring speaks with Julie Cole, Co-Founder of Mabel's Labels.
Julie discuss:
Starting Mabel's Labels in a basement
The impact moms have on social media
Raising a family and being an entrepreneur
And more...
Connect with Julie:
LinkedIn: https://www.linkedin.com/in/julie-cole-llb-ma-3794671/
Email: julie.cole@mabelslabels.com
Website: https://mabelslabels.ca/en_CA/
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Rick Goldring speaks with Neil Thornton, President of The Thornton Group.
Neil discuss:
Impact covid-19 has had on businesses and employees
The importance of leadership in business
BHAG - big, hairy, audacious goals
And more...
Connect with Neil Thornton:
LinkedIn: https://www.linkedin.com/in/neilt2/
Email: neil@thorntongroup.ca
Website: https://thorntongroup.ca/
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Ralph Benmergui speaks with Rick Goldring about his political career.
Rick talks about:
Running in the federal by-election for the Green Party of Canada
His time on Burlington City Council
Being Mayor of Burlington for two terms
And more...
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
Connect with Ralph Benmergui:
LinkedIn: https://www.linkedin.com/in/ralph-benmergui-68918114/
Email: ralphbenmergui@gmail.com
Website: www.ralphbenmergui.ca
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Rick Goldring speaks with Jay Bradburn, Co-Founder of The Bradburn Group of Companies.
Jay discuss:
How him and his brother started The Bradburn Group of Companies
Home and commercial renovations
Their unique approach to working with clients
And more...
Connect with Jay Bradburn:
LinkedIn: https://www.linkedin.com/company/bradburn-group-of-companies/
Phone: (905) 220-5866
Website: https://www.bradburngroup.ca/
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Rick Goldring speaks with Adam Hussey and Taylor Weber, Co-Founders of Blendable.
Adam and Taylor discuss:
Starting out as a Health Spending Account provider
Customized plans for companies
Blendable and insured options
And more...
Connect with Blendable:
LinkedIn: https://www.linkedin.com/company/blendable/
Email: hello@blendable.ca
Website: https://www.blendable.ca/
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Ralph Benmergui speaks with Rick Goldring about his life growing up and how he got into politics.
Rick talks about:
Life growing up
His blended family
How he got into politics
And more...
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Rick Goldring speaks with Mark Halpern, CEO of WEALTHinsurance.com Inc.
Mark discusses:
Existing tax shelters in Canada
Accidental philanthropy - utilizing life insurance for charitable giving
Importance of estate planning
And more...
Connect with Mark Halpern:
LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
Email: mark@wealthinsurance.com
Website: https://wealthinsurance.com/
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#estateplanning
In this episode Rick Goldring speaks with Ron Foxcroft, local businessman and former basketball referee. Ron is the chairman, founder, and CEO of Fox 40 International and CEO and chairman of the Fluke Transportation Group.
Ron discusses:
How his passion for entrepreneurship began
Hardworking values passed down from his Mom and Dad
Importance of communication
And more...
Connect with Ron Foxcroft:
LinkedIn: linkedin.com/in/ron-foxcroft-59b76a12
Phone: (905) 561-4040
Website: https://www.fox40world.com/
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Paul Silva, Partner at Rinaldi Silva LLP.
Paul discusses:
Ads that promote selling your house for cash
Importance of using Real Estate Agents and Lawyers during the home buying and selling process
Having up to date wills and estate plans
And more...
Connect with Paul Silva:
LinkedIn: https://www.linkedin.com/in/paul-silva-3b801446/linkedin.com/in/melaniemccallum
Email: paulsilva@islaw.ca
Website: https://www.rinaldisilvallp.ca/www.cpp.ca
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
In this episode Rick Goldring speaks with Melanie McCallum, Regional Vice President of Canada Protection Plan.
Melanie discusses:
Insuring people with Cancer, Diabetes and Heart Conditions
Covering people with depression, anxiety and who work in hazardous occupations
How Covid-19 has changed insurance travel restrictions
And more...
Connect with Melanie McCallum:
LinkedIn: linkedin.com/in/melaniemccallum
Email: melanie@cpp.ca
Website: www.cpp.ca
Connect with Rick Goldring:
LinkedIn: https://www.linkedin.com/in/rickgoldring/
Email: rick@rickgoldring.com
Website: www.rickgoldring.com
#mayorofmoney #lifeinsurance #financialservices #financialadvice#canadaprotectionplan
Mike Collins-Williams is a Registered Professional Planner with extensive experience in the new home building and development industry. He graduated from Ryerson University’s School of Urban and Regional Planning in 2003 with a Bachelor of Urban Planning and a Minor in Public Administration. Mike is a member of the Ontario Professional Planners Institute and the Canadian Institute of Planners and most recently became the CEO of the West End Home Builders Association.
The WE HBA has been the voice of the local construction industry for more than 70 years, working as advocates and resources for over 230 members representing all facets of new home construction.
The residential construction industry in Hamilton-Halton is a major economic driver and is responsible for creating more than 32,000 jobs.
In addition, home builders operating in Hamilton and Halton areas contribute substantially to federal, provincial and municipal tax bases, while pouring money back into the local economy.
In 2004, Jean-Pierre Laporte set out to create a better solution for investors that wanted improved asset protection while minimizing taxes. With an impressive academic background at the University of Toronto, Osgoode Hall Law School and the Institut d'Etudes Politiques de Paris, he is often called upon as an expert witness before the House of Commons Standing Committee on Finance, and he has written several seminal articles on pension reform, including an expansion of the Canada Pension Plan.
INTEGRIS Pension Management Corp. offers incorporated business professionals (and C-Suite Executives) the most tax-effective way of saving for the future. INTEGRIS acts as a fiduciary between government and regulated companies in Canada to provide its clients with a high caliber Personal Pension Plan (PPP®). While INTEGRIS does not invest assets, it designs and implements pension strategies tailored to the individual’s needs and maintains the plan’s compliant status over a lifetime.
Ali Shah is the Founder & CEO of TapeReal. Ali has over 20 years of experience in analytics, product development, and marketing research. He is a father to 5 young boys and is passionate about changing the status quo when it comes to social media and the underlying business model they operate in.
TapeReal is an authentic social audio and video space where creators can easily publish and monetize their meaningful content and engage in debate and discussions. Algorithm free and filter free TapeReal ensures creators generate revenue and enables real social connections. TapeReal is a platform that is changing the social media landscape and ushering in a new era called #SocialReality.
Christine has been working in the Estate and Trust industry for over 20 years and has garnered extensive experience in estate planning and acting as a fiduciary for individuals and their families through the participation in the administration of hundreds of Estates, Trusts, Powers of Attorney, Guardianships, Investment Administration Accounts, Donor-Advised Funds and Private Corporations.
John Moakler’s passion for working with doctors, dentists and business owners is based on two epiphanies and is a matter of giving back.
Several years after graduating from The University of Waterloo, John was diagnosed with cancer – osteosarcoma – in his jaw, and it was doctors and dentists who saved his life. While undergoing the seemingly endless chemo, surgeries, appointments and recovery, John realized how fortunate he was to have his financial house in order. He could not imagine someone going through what he did while worrying about money, which—because he had prepared properly—he did not have to do.
The covid-19 pandemic has changed the perspective of many people’s lives and now more than ever families are discussing peace of mind planning around funeral arrangements. Rick talks to Don Smith of Smith’s Funeral Homes where their mission is to help people of all faiths and beliefs create meaningful experiences that acknowledge and celebrate the life of a person who has passed.
Also joining this week's podcast is Jamie Edwards from J.M. Edwards Associates Inc., who talks to Rick about how the real estate industry has had to pivot buy and sell models to adhere to covid-19 protocols.