The Insider's Guide To Finance

What would it take to pitch investors the idea of high-quality wine investing and not only be successful at raising capital, but also turn it into a profitable project for all involved? Anthony Zhang is the Co-founder and CEO of Vinovest and he joins us today to share his method for financing this and past companies. He shares why Vinovest is an incredible investment opportunity as it democratizes...

Without good leaders at the helm of a company, how can your team succeed? Mistakes can often lead to personal growth if you can identify the opportunity! That's where today's guest, Peggy Klaus steps in. Peggy is an author, executive coach, and speaker. Her professional background spans the fields of law, theatre, healthcare, and finance. She coaches leaders on how to be compelling and captivating...

As the world shifts to a digital landscape, the stress of spending thousands on flights, lodging, and wining and dining with your investors is gone. In fact, you don't even need to leave your couch to reach them. Connecting with investors has never been easier thanks to technology. Joining us today is IR practitioner and Principal of Momentum IR Corps., Nisha Hasan. Nisha has over 15 years of expe...

Do you see people yawning when presenting your investor pitch in a boardroom? It's likely not the heavy lunch, you need to learn how to tell a good story. In this episode, we’re speaking with Alyssa Barry, co-founder of irlabs.  Alyssa is an experienced capital markets and communications professional. She specializes in corporate communications, investor relations strategy, and shareholder engagem...

As an entrepreneur looking to raise capital, you'd be surprised to know that the cheque is not the main focus of an opportunity when investing in change and make a difference. It should come secondary to the value you and your team are bringing to the table.  This is the mentality of our guest Manish Nayar, Founder of OYA Ventures when it comes to investing in ventures. The OYA Ventures team helps...

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 Priv...

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...

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 a...

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 go...

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-generati...

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...

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. H...

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 compa...

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...

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 s...

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 i...

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...

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 br...

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 t...

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 compa...

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. Da...

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...

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...

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 th...

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...