loader from loading.io

Kim Moody - The Entrepreneurs Advocate

Owners Circle

Release Date: 12/10/2020

The Three Most Important Aspects of Retirement - Susan Burke Hogan (Inspired Retirement) show art The Three Most Important Aspects of Retirement - Susan Burke Hogan (Inspired Retirement)

Owners Circle

In this episode, we sit down with Susan Burke Hogan.  She has carved a growing niche helping Canadians with the non-financial aspects of retirement.  She shares a very intimate story about her own mother's struggles as she transitioned into retirement.  Her program is based on ensuring retirees pay special attention to their health, purpose and social circles as they embark on retirement.   She has a scientific and research background which allows her to come at retirement with a very practical and evidence-based approach.   We were so impressed with Susan's work, we...

info_outline
Rob & Mac Van Wielingen of Viewpoint Investment Partners & ARC Financial Corp. - The Founder and the Steward show art Rob & Mac Van Wielingen of Viewpoint Investment Partners & ARC Financial Corp. - The Founder and the Steward

Owners Circle

In this episode, we sit down with Rob & Mac Van Wielingen.  Mac is the original founder of ARC Financial and Resources and is an inductee of the Alberta Business Hall of Fame.  Rob is President & CEO of Viewpoint Investment Partners and a CFA Charterholder.  This dynamic father son duo share the details of their relationship.  They give a unique insight into how they have successfuly expanded their family from a pioneer founder mode of operating to include  the role of protector and steward which Rob has helped their family office develop.  If your a...

info_outline
Shawn Kanungo - Innovation is 90% Psychological and 10% Technological show art Shawn Kanungo - Innovation is 90% Psychological and 10% Technological

Owners Circle

In this episode, we sit down with Shawn Kanungo, one of North America's most sought after speakers, a globally recognized innovation strategist and bestselling author.  With 12 years of experience at accounting behemoth Deloitte, Shawn brings unparalleled insights into disruptive trends and opportunities. Shawn opens up about how a traumatic loss in his early days shaped his life and current trajectory.  His engaging style and insights come through in our entertaining interview. Don't miss his favourite book reco In the Rapid Fire Response segment where he also briefly turns the...

info_outline
David Bentall of Next Step Advisors - The Twists and Turns of Being in a Family Business show art David Bentall of Next Step Advisors - The Twists and Turns of Being in a Family Business

Owners Circle

Shawn and David start by briefly sharing their experience on a recent trip to Mexico with Homes of Hope    David is candid about the mistakes he made as a young CEO of Dominion Construction and reflects on the necessary traits great leaders need to focus on acquiring.     David shares how his grand dad designed the largest building in the British empire in 1911.  The family also built landmark projects such as the Rogers Arena home of the Vancouver Canucks and Bentall Centre in downtown Vancouver.  His story enforces that it was always first and foremost...

info_outline
Colin Ward of Ward Bros Construction - Two Brothers From Other Mothers show art Colin Ward of Ward Bros Construction - Two Brothers From Other Mothers

Owners Circle

We start our adventure with a strange twist on a multi-million dollar project bid that the company lost the moment we arrived to record this episode. Colin then takes us back to the company's roots and shares the important lessons his dad and company founder Cecil shared with him in those early days.  Colin reveals his favourite project from the many iconic buildings the company has built over the years, and provides one of the most bizarre book recommendations in Owners Circle history!  

info_outline
Giuseppe Caltabiano of NXGEN - Hire Character Rather Than Skill Sets show art Giuseppe Caltabiano of NXGEN - Hire Character Rather Than Skill Sets

Owners Circle

A pilot, city councillor, member of the Italian military and partner in NXGEN Payments, Giuseppe shares how he and his business partner, Tom Napitopili, built an international payment powerhouse based in Whitefish, Montana.  He shares the values their company follows for hiring and attracting high-quality employees.  Giuseppe gives insights into what giving up ownership control felt like for he and Tom, and also shares the secret to why he sleeps better now.  Giuseppe has recently resigned his executive postion with Payroc (formerly NXGEN) to pursue his passion,

info_outline
Jack & Laura Deheer - The Dutch Beauty & the Beast show art Jack & Laura Deheer - The Dutch Beauty & the Beast

Owners Circle

Shawn gets the back story on Jack DeHeer’s time at The Lake Placid Olympic hockey tournament, as well as entertaining stories on how Jack’s wife, Laura, acted as his hard line agent.  This story goes much beyond the game of hockey, and shares how Jack and Laura ventured back to Canada to take over Jack’s second-generation family print business.

info_outline
Disney’s Doug Lipp - Imagineering Your Company show art Disney’s Doug Lipp - Imagineering Your Company

Owners Circle

Shawn engages in a dynamic conversation with Doug Lipp the man responsible for running Disney University and launching Tokyo Disney.   Doug's wisdom from inside one of the most creative, customer centric companies of our era will provide valuable lessons for all entrepreneurs.

info_outline
Kevin Serfas - Don’t Be Afraid to Change show art Kevin Serfas - Don’t Be Afraid to Change

Owners Circle

We get the skinny on how Serfas Farms has evolved over the past three generations.  Kevin Serfas shares his thoughts on the future of farming and gives some background into the rationale for their newest project, a 40,000 head feedlot in Southern Alberta that opened earlier this year.

info_outline
Joelle Faulkner - The Friendly Farming Financier show art Joelle Faulkner - The Friendly Farming Financier

Owners Circle

Find out how entrepreneur Joelle Faulkner of Area One Farms is partnering with medium size farm operations to ramp up their growth. See why her investors take an uncommonly patient and long term approach that gives her a unique edge in agriculture.

info_outline
 
More Episodes
Even when he began building his new business in the basement of his home, Kim Moody always dressed for success.  Kim doesn’t just stand out due to his sense of style. Today, with over 25 years of experience, Kim not only has a thriving business but is highly sought-out by clients. Chief Executive Officer of Moodys Tax and author of Making Life Less Taxing, Kim knows a thing or two about tax and estate planning, entrepreneurship and what it takes to survive the current economy.Join us as Kim shares the lessons he’s learned working with high-profile entrepreneurs (including pro-athletes) and how the Kolbe A Index helped him find his longest-standing employee and one of the greatest contributors to his success.Key Highlights in this Podcast
  • Kim started his business back in 1994 in the basement of his home (2:14)
  • Mentors who have contributed to Kim’s success along the way (3:22)
  • Some of the misconceptions around high-level tax planning (5:24)
  • Kim shares his conversation with Pierre Poilievre, a Canadian Member of Parliament and finance critic (9:53)
  • The common traits of successful entrepreneurs (12:03)
  • Kim’s advice to new entrepreneurs (13:27)
  • How Strategic Coach has impacted Kim approach to unique challenges facing entrepreneurs (14:19)
  • Kim shares what it’s like working with professional athletes (19:17)
  • Rapid Fire Response (20:30)