Ep. 035 Ecivda Advisory Team, Value in Advisor-Client Relationships, Retirement Planning, and Albert Einstein’s wise words!
Release Date: 01/30/2023
Ep. 043 Nick Haince: Unlocking Health, Biohacking, and Business Success
Mind and Money
Hosts Shawn Todd and Corey Butler are joined by Nick Haince, founder and owner of Capital Strength, to discuss the intersection of health, fitness, and business. Nick shares his inspiring journey from personal trainer to successful gym owner, emphasizing the importance of physical health, proactive healthcare, and a supportive business culture. The conversation uncovers the challenges Nick faced during the pandemic and how he has navigated those to create a thriving fitness community. Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter. ...
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Ep. 042 Stephen Bartolo, Fostering compassionate and resilient community, Supportive Housing, and AI’s impact on the job market
Mind and Money
Hosts Corey Butler and Shawn Todd delve into the complexities of homelessness and financial planning with special guest Stephen Bartolo, the CEO of Shepherds of Good Hope. The discussion spans a range of topics, including the toxic drug crisis in Ottawa, the importance of supportive housing, the implications of AI on future job markets and personal financial strategies. Stephen shares personal stories of residents' transformation and the positive impact of volunteering. Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter. Connect with...
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Ep. 041 Eric Pook Part 2, Mastering Lease Negotiations, Proactive Planning, and Risk Mitigation for Healthcare Professionals
Mind and Money
Returning guest, Eric Pook, joins Corey and Shawn for Part Two discussing the intersections of finance and healthcare professionals. Eric Pook, president of Cirrus Consulting Group and an expert in commercial real estate and office lease negotiation, sheds light on the essential yet often neglected aspects of financial and estate planning for medical professionals. Together they dissect the long-term impacts of early career decisions on personal wealth, the nuances of lease agreements, and the compelling need for proactive financial management in a clinician's life. Connect with...
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Ep. 040 Eric Pook, Mastering Lease Negotiations, Proactive Planning, and Risk Mitigation for Healthcare Professionals
Mind and Money
Hosts Corey Butler, Shawn Todd, and Michael Lutes sit down with Eric Pook, president of Cirrus Consulting Group, to dissect the intricacies of medical office lease agreements. Eric, with 30 years of experience in commercial real estate and office lease negotiation, provides listeners with crucial advice on navigating and securing favorable terms to protect their practices and ensure financial stability. The discussion highlights potential lease pitfalls, the importance of planning, and the power of having specific, professional guidance when it comes to the legal and financial aspects of...
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Ep. 039 Jon Macaskill, The Power of Mindfulness, Strength in Vulnerability, and Mental Resilience
Mind and Money
Hosts Corey Butler and Shawn Todd sit down with Jon Macaskill, a retired Navy SEAL commander turned leadership and mindfulness coach, to delve into the transformative power of mindfulness and its impact on personal and professional growth. Jon shares his compelling journey from military service to advocating for mental health, revealing how mindfulness practices can fortify resilience, enhance leadership skills, and improve the relational dynamics both in family and operational careers. Their conversation touches on the societal shift addressing mental health, breaking down stigmas, and...
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Ep. 038 Steve Morrier, Building a small business, The Creativity, The Passion, and of course, The Science of Craft Cocktails
Mind and Money
Corey Butler and Shawn Todd have a fireside chat with Chief Alchemist Steve Morrier, President and CEO of Split Tree Cocktail Co. here in Ottawa. They talk with Steve about building a small business, the creativity, the Passion, and the Science of craft Cocktails. Listen as Steve shares his experience honing in on his clientele, his stint on Dragon’s Den, and his passion for his imaginative and artistic products. Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter.
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Ep. 037 Building a Financial Plan, Understanding your goals, and Finding your Number.
Mind and Money
Corey sits down with Ecivda’s “Young Guns”, Advisors: Louai Bibi, Michael Lutes, CFP, and William Henriksen, CFP. They sort through the jargon and buzz words surrounding financial planning. Talk in-depth reasons to consider a financial plan and implementing the right one for you. Covering topics such as RRSP vs TFSA, pre-defined pension plans, and what the average Canadian considers their magic retirement number. Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter.
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Ep. 036 Succession Planning, the Emotional “Passing of the Torch”, and Finding your Passion in Retirement
Mind and Money
Corey and Shawn dive into the importance of succession planning for business owners. They touch on factors for a successful “passing of the torch” while recognizing the emotional and personal connection. Tune in for their thoughts on creating a disciplined strategy to transfer leadership, finding the right compromise on sale, tools for keeping up with inflation and tax shelter, and controlling the messaging to clients. Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter.
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Ep. 035 Ecivda Advisory Team, Value in Advisor-Client Relationships, Retirement Planning, and Albert Einstein’s wise words!
Mind and Money
Corey and Shawn are joined by Ecivda’s Advisory Team for a roundtable talk and outlook on 2023. Brian Adams is a Founding President of Ecivda Financial Planning Boutique, Chartered Life Underwriter and Chartered Financial Consultant; Mike Lutes is a Certified Financial Planner and Chartered Life Underwriter; and Louai Bibi holds a degree in Economics and a background in financial analysis. Together they discuss the shift in financial planning from a transactional product to a valuable client-advisor relationship. Enjoy their open discussion about aligning financial decisions with life...
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Ep. 034 Dr. Pete Kelly Pt 2, Recuperating post-pandemic, our sphere of influence, and the interface between psychology and Economics
Mind and Money
Corey Butler and Shawn Todd are fortunate to spend time with Ottawa Based clinical psychologist, author, and professor Dr. Pete Kelly. Hear Dr. Kelly touch on post pandemic stressors of instability caused by the war and inflation. He shares some great insight on coping resources, acknowledging the negatives and positives life dishes out and the importance of a good relationship with yourself. Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter.
info_outlineCorey and Shawn are joined by Ecivda’s Advisory Team for a roundtable talk and outlook on 2023. Brian Adams is a Founding President of Ecivda Financial Planning Boutique, Chartered Life Underwriter and Chartered Financial Consultant; Mike Lutes is a Certified Financial Planner and Chartered Life Underwriter; and Louai Bibi holds a degree in Economics and a background in financial analysis.
Together they discuss the shift in financial planning from a transactional product to a valuable client-advisor relationship. Enjoy their open discussion about aligning financial decisions with life goals, diversifying and creating risk appropriate portfolios, and the advantage of employee benefits for business owners.
Connect with Corey, Shawn, and Ecivda Financial on Instagram, FB, LinkedIn, YouTube & Twitter.