Afleveringen
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In this episode, Shannon Pestun sits down with the dynamic Sarah Wilcox, Co-founder and CEO of Genuine Tea Inc., to explore the key strategies that have propelled her company from a small farmers' market brand to a nationwide success story. With Genuine Tea named one of Canadaâs Top Growing Companies in both 2022 and 2023 by The Globe and Mail, Sarah shares the remarkable journey that began during her five-year stay in Taiwan, where she not only immersed herself in the local culture but learned directly from tea farmers across Asia. As a trained tea sommelier and recipient of the prestigious MOE Taiwan scholarship, Sarahâs expertise in tea is matched by her sharp business acumen.
Sarah dives into the systems and strategies she has implemented at Genuine Tea, emphasizing the importance of adaptability and listening to customers. She explains how her experience on CBC's Dragonsâ Den helped secure a deal with Arlene Dickinson, which catapulted the business to new heights, with Genuine Tea now available in over 1,500 locations across Canada.
In this episode, Sarah and Shannon cover essential topics for entrepreneurs looking to scale their businesses. Sarah discusses how to take advantage of grants and government programs to fund growth, diversify your business through multiple channels, and leverage social proof to build a loyal community. She also highlights the critical role of exceptional customer service and reveals how creating robust systems can give business owners the freedom to focus on innovation and expansion.
Whether youâre just starting out or looking to scale, Sarahâs insights on how key life events can inspire growth, combined with her focus on strategic systems, offer invaluable lessons for anyone looking to turn their passion into a thriving business. Tune in for an engaging conversation filled with practical tips and inspiring stories that will motivate you to take your business to the next level.
Instagram: Genuine Tea
Facebook: Genuine Tea
Twitter: Genuine Tea
Website: https://www.genuinetea.ca/
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In this episode, Shauna Frederick sits down with the insightful Anna GiampĂ , a seasoned Family Enterprise Advisor with over two decades of experience in consulting, business planning, and corporate strategy. Annaâs journey is rich with entrepreneurial ventures, academic excellence, and a deep commitment to lifelong learning. As a former faculty member at Montrealâs Concordia University, where she taught Entrepreneurship & Strategy, Anna has empowered countless business leaders with her practical wisdom. Beyond her consulting career, she co-manages a thriving real estate portfolio and nurtures her passions for food, travel, and continuous growth.
Anna and Shauna explore the transformative power of Key Performance Indicators (KPIs) in driving business success. Anna demystifies KPIs, breaking them down into simple, measurable values that act as a scoreboard for your business, helping you track progress and uncover opportunities for improvement. She delves into the four key types of KPIsâfinancial, operational, customer, and marketingâand illustrates how they can be customized to fit any business, regardless of its size or complexity.
Through practical examples, Anna reveals how even the simplest KPIs, such as tracking new customers or enhancing revenue growth, can have a profound impact. She underscores the strategic significance of KPIs, showing how they can guide your strategic planning and decision-making processes, ultimately fostering structured growth.
Websites:
Canada Benchmarking Tool: Financial Performance Data (canada.ca)
Connect with Anna:
LinkedIn: Anna GiampĂ , MBA, FEA
Instagram: annafiorilli
Facebook: Anna G Fiorilli
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Zijn er afleveringen die ontbreken?
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In this episode, Shauna sits down with the brilliant JackiePorter who is a leading Canadian financial planner with a stellar 25-year career dedicated to empowering high-achievers. As a trusted advisor to executives, business owners, and legal professionals, Jackie offers expertguidance on complex financial matters that go beyond simple Google searches.
Her journey to financial success is as inspiring as herexpertise. Raised by a single mother, Jackie faced early financial challenges that ignited her passion for building wealth and financial independence. Today, she's a multi-award-winning financial planner, author of "Single by Choice or Chance," and a sought-after industry expert.
Jackie has a knack for turning complex financial conceptsinto actionable advice. In this podcast we're diving deep into the power of mindset when it comes to money. From overcoming financial barriers to skyrocketing your business, Jackie shares practical tips and strategies tocultivate a growth mindset. Discover how to shift your perspective, unlock new opportunities, and take control of your financial future. Get ready to be inspired as Jackie shares her wisdom and empowers you to reach new heights in your entrepreneurial journey.
Connect with Jackie:LinkedIn: JackiePorter (Lawyers Financial Advisor) CFP, RWM, EPC
Twitter: X
Instagram: Jackie Porter | CFP(@jackieportercfp)
Website: askjackie.ca
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In this episode, our host Shauna sits down with Julieta Miranda, the dynamic Founder of Kid Drop and an acclaimed entrepreneur recognized as Emerging Entrepreneur 2022, Small Business of the Year 2022, Top 50 Under 50, Keynote Speaker, and participant in Dragonâs Den 2023.
Julietaâs entrepreneurial journey began in 2010 with the acquisition of Romeoâs Tile, her family business, which she transformed into a thriving enterprise with annual revenues soaring from $350K to $6.2M. With a background in Criminology and Social Work, and bilingual proficiency in English and Spanish, Julieta brings extensive marketing and sales expertise honed through her ventures and professional roles. Kid Drop, her latest venture, offers a vital transportation solution for busy parents, providing safe, reliable door-to-door service for children attending school, activities, and custody exchanges at an affordable rate.
In this episode, we explore Julietaâs remarkable journey of rebuilding after bankruptcy. As she aptly reminds us, "You can't fail if you don't quit." We delve into how bankruptcy, while not a clean slate, can spark a new beginning, and discuss strategies to overcome self-limiting beliefs and embrace growth and renewal. Julieta candidly shares how her bankruptcy experience reshaped her financial understanding and empowered her to enhance financial literacy while launching Kid Drop. Her insights into prioritizing financial wellness and advice for women entrepreneurs seeking to strengthen their financial health are invaluable.
Tune in as Julieta shares three practical tips for maintaining a positive mindset and staying motivated amidst entrepreneurial obstacles. Join us for an inspiring conversation filled with resilience, wisdom, and laughter, as Julieta Miranda embodies the spirit of success and perseverance.
Connect with Julieta:
LinkedIn: https://www.linkedin.com/in/julieta-miranda-26b851212/
Facebook: https://www.facebook.com/julieta.ranger/
Website: https://www.kid-drop.com -
Join your host Shauna Frederick for a discussion with Sidrah Khan, Senior Manager Acquisition Strategy at TD Insurance. With over a decade of expertise in both Australian and Canadian insurance landscapes, Sidrah shares insights on how TD Insurance supports entrepreneurs through tailored small business insurance solutions.
They explore topics ranging from debunking common misconceptions about business insurance to understanding the critical types of coverage every entrepreneur should consider. Discover how TD Insurance stands out with innovative solutions that adapt to evolving business risks and needs.
Social media handles:
LinkedIn: www.linkedin.com/in/sidrah-khan-cpa-ca-58ab2183
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Join your host, Shannon Pestun for a conversation with SĂ©vrine Labelle, Managing Director of BDCâs $100M Thrive Lab, she works closely with partners to develop innovative equity investment models to support women-led social impact businesses. SĂ©vrine explains types of seed funding, the value of incubators, and how entrepreneurs can connect with the right people and networks for success.
Websites:
https://www.bdc.ca/en/bdc-capital/venture-capital/funds/thrive-platform/thrive-lab-women
Social media handles:
LinkedIn: : https://www.linkedin.com/company/bdc/
Instagram: @bdc_ca
Facebook: facebook.com/theforumca
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The Finance Cafe is excited to welcome this weeks guest, Tracy Persson. Tracy is an Indigenous entrepreneur, philanthropist, and tech innovator from Northern Alberta. She founded her first company, Cozy Intentions and is now blazing trail with her latest tech venture, the My Breast Day app, supporting those battling breast cancer.
Join host, Shannon Pestun, and Tracy for an in depth discussion on founding her latest tech company, her journey in entrepreneurship, her identity as a proud indigenous woman, and her journey with cancer that inspired her to make a difference for generations to come.
Website: https://mybreastday.ca
Instagram: @mybreastday
Facebook: www.facebook.com/people/My-Breast-Day
LinkedIn: www.linkedin.com/company/my-breast-day-inc/
Cozy Intentions: https://cozyintentions.com
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Host: Shannon Peston
Guest: Tabatha Bull, CEO, Canadian Council for Indigenous Business (CCIB)
In this episode, Shannon and Tabatha sit down to discuss Indigenous womenâs entrepreneurship in Canada, the importance of setting the record straight to create a new narrative of indigenous women entrepreneurs, the opportunities to build a more inclusive economy, the role of economic reconciliation, and what Tabatha sees when she looks to the future.
The Finance Cafe is so excited to welcome CEO of Canadian Council for Indigenous Business (CCIB), Tabatha Bull. Tabatha is Anishinaabe, a proud member of Nipissing First Nation. Awarded CEO of the Year for 2022 by the Ontario Chamber of Commerce, Tabatha as CCIBâs president and CEO is committed to help rebuild and strengthen the path towards reconciliation and a prosperous Indigenous economy to benefit all Canadians.As an electrical engineer, Tabatha is committed to supporting Indigenous inclusion and diversity in Canadaâs energy sector. Serving the Indigenous community through CCIBâs commitment to support the Indigenous economy, Tabatha is an appointee to many boards, including the Dexterra Group, Wigwamen Inc., Ontario Chamber of Commerce, and Catalyst CEO advisory board in Canada to name a few. Tabatha is dedicated to diversity and removing systematic barriers to improve opportunities for Indigenous
business and women across all industry sectors.
Special Note to our listeners, since the recording of this episode of The Finance Cafe Podcast, CCAB has rebranded to CCIB, the Canadian Council for Indigenous Business
Websites:
https://www.ccab.com/
Book Reference: 21 Things You May Not Know About the Indian Act: Helping Canadians Make Reconciliation with Indigenous Peoples a Reality
https://www.amazon.com/Things-Know-About-Indian-Reconciliation/dp/0995266522Social media handles:
LinkedIn: https://www.linkedin.com/company/ccib-national/
Instagram: @ccib.national
Facebook: https://www.facebook.com/ccib.national
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We are so excited to host Certified Financial Planner, Crystal Kelly, who developed her own financialplanning company with a mission to unlock financial planning for women entrepreneurs and avoid the chaos. Host, Shauna Frederick asks Crystal allabout her 17 years in financial planning and how she transformed her own healing journey into a meaningful career to ensure women entrepreneurs areempowered to make educated decisions to prioritize financial wellbeing, break the cycle of financial chaos, and strategize for long term financial success.
Connect with Crystal
Website: amanifinancial.ca
LinkedIn: https://ca.linkedin.com/in/crystaldkelly
Instagram: @amani.financial
Resources
Financial Wellness Assessment Tool
Calculator.net: Free Online Calculators - Math, Fitness, Finance, Science
Sponsor
For more resources and information for women entrepreneurs be sure to connect with our incredible podcast sponsor TD Women in Enterprise.
Connect with Us
Website: â thefinancecafe.ca/â
Instagram: â @thefinancecafeofficial â
LinkedIn: â The Finance Cafe â
Learn more about our financial literacy program designed specifically for you and donât forget to use code PODCAST10 to save 10% off at â www.thefinancecafe.ca/â
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In this episode of The Finance Cafe Podcast, host Shannon delves into the world of bookkeeping and financial education with special guest Jami Monte. Jami shares her journey from a successful career as a CPA in the Advertising industry to becoming an entrepreneur and launching Chillbooksâą, a dynamic financial education platform designed to empower business owners with essential financial skills.
Links:
Website: jamimonte.com
Instagram: @jami.monte
YouTube: @jamimonte
TikTok: @jami.monte
Linked in: https://www.linkedin.com/in/jamimonte
Free GST/HST Tracker: https://pages.jamimonte.com/hstguide
Chillbooksâąïž Info: https://jamimonte.com/chillbooks/
Free Solopreneur Write Off Guide: https://pages.jamimonte.com/writeoff
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Welcome to another insightful episode of the Finance Cafe Podcast! In this episode, our host Shauna Frederick is joined by Faye Pang, Country Manager at Xero, to explore the transformative power of integrating bookkeeping software into business operations, with a special focus on Xeroâs innovative platform. Xero, renowned for its user-friendly, cloud-based accounting software, has expanded to offer a comprehensive suite of tools and services tailored to small businesses' needs. We delve into the significance of adopting bookkeeping software, which equips entrepreneurs with the essential information needed for informed decision-making.
Faye discusses how Xeroâs features streamline access to financial data, empowering women entrepreneurs by facilitating efficient management and strategic planning. She shares practical tips for transitioning from traditional methods like paper ledgers and timesheets to incorporating Xero into business operations. Drawing from real-life examples, Faye illustrates how women entrepreneurs have leveraged Xeroâs bookkeeping software to enhance their financial management, enabling them to make informed business decisions and drive growth.
Quote:
âInstead of this DIY mindset, we at Xero support the DIT, do it together mindset.â -Faye Pang, XeroWebsite:
https://www.xero.com/ca/
Social media handles:
LinkedIn: https://www.linkedin.com/in/fayepang/?originalSubdomain=ca
Twitter: @xero
Facebook: https://www.facebook.com/xero/
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It is extraordinarily common for entrepreneurs to wear many hats, but at what point is it taking you away from your strengths and draining you of the energy required to run your business? On this episode of The Finance Cafe Podcast, we are excited to dive into a conversation with Glenda Plews from Payworks, an amazing Canadian company designed to do the heavy lifting of payroll, HR, benefits and more. Host Shauna Frederick digs into thought provoking topics that will help you evaluate what you, as an entrepreneur are spending your energy on, and if it is optimal for the success of your business.
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We are so excited to welcome this weekâs guest, Dr. Wendy Cukier, Founder & Academic Director of the Diversity Institute, Academic Director of the Women Entrepreneurship Knowledge Hub, and Research Lead of the Future Skills Centre onto The Finance Cafe podcast this week with your host, Shannon Pestun. Tune in as they discuss the recently released, 2024 State of Womenâs Entrepreneurship in Canada Report.
Dr. Wendy Cukier is a professor of Entrepreneurship and Strategy at the Ted Rogers School of Management, Academic Director of the Diversity Institute and Research Lead of the Future Skills Centre. She co-authored the bestseller âInnovation Nation: Canadian Leadership from Java to Jurassic Park" and is a leader in disruptive technologies and innovation. Shannon had a chance to talk to Dr. Cukier about the current economic landscape for women entrepreneurs in Canada, and hear about her personal story as a leading Social Entrepreneur, Professor, and Consultant in this space.
Quote:
32:00 âWe hear so much doom and gloom about the economy, but weâre also seeing so much robustness and resiliency, consistency and survival of women entrepreneurs.â - Dr. Wendy Cukier
Websites:
Womenâs Entrepreneurship Knowledge Hub:
Website: https://wekh.ca/
LinkedIn: https://www.linkedin.com/company/wekh-pcfe/
Instagram: https://www.instagram.com/wekh_pcfe/
Twitter: https://twitter.com/wekh_pcfe
Facebook: https://www.facebook.com/WEKHPCFE/
See It Be It Campaign: https://wekh.ca/see-it-be-it/
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We took this opportunity to interview Co-Founders Shannon Pestun and Shauna Frederick for an inside discussion on the women who inspired them to lead with integrity and contributed to their passion for supporting women in entrepreneurship.
Over the last four years, Shannon and Shauna have been devoted to supporting women entrepreneurs through meaningful conversations about how financial knowledge and understanding empower women in their business and personal journeys. This week they are in the interviewee seat and share their own strategies, habits, and insights on the women that inspire them, the resources that help lift up this community, and what it takes to be a woman leader in todayâs society.
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In this enlightening episode, we delve into the remarkable journey of Tiffany Callender, a trailblazer in Canada's Black community. With a profound commitment to social entrepreneurship and community development, Tiffany has dedicated decades to crafting and implementing programs that uplift Canada's Black population. Notably, her leadership played a pivotal role in the co-development of The Black Entrepreneurship Loan Fund.
Join us as we sit down with Tiffany Callender, co-founder of The Federation of African Canadian Economicsâa black-led nonprofit organization focused on fostering wealth creation among Canadians of African descent.
As a black woman entrepreneur, Tiffany shares her personal story in the realm of entrepreneurship and underscores the crucial need to support and accelerate the endeavours of black women entrepreneurs.
She passionately articulates why she champions the cause of black generational wealth creation, emphasizing that wealth transcends monetary value, embodying true prosperity.
Through her tireless efforts in breaking down barriers to access loans for black women entrepreneurs, Tiffany is not only fostering economic empowerment but also cultivating a culture of support, sponsorship, mentorship, and community.
Tune in as we celebrate Tiffany Callender's inspiring journeyâa testament to Black excellence, resilience, and the unwavering commitment to shaping a brighter future for all.
Quote:
24:55
âThe strength of any community is the health of their women and part of that is the autonomy to support themselves and to create wealth within their communityâ - Tiffany Callender
Websites:
www.facecoalition.com
FACE LinkedIn:
https://www.linkedin.com/company/facecoalition/mycompany/?viewAsMember=true
FACE Instagram:
https://www.instagram.com/facecoalition/
FACE X (Twitter)
https://twitter.com/1FaceCoalitionSocial media handles:
LinkedIn: : https://www.linkedin.com/in/tiffany-callender-27b68995/
Instagram: https://www.instagram.com/iamtiffanycallender/
X (Twitter): https://twitter.com/tiffcallender
Women of Influence feature: https://www.womenofinfluence.ca/2022/09/21/meet-tiffany-callender-ceo-of-the-federation-of-african-canadian-economics-face/ -
Join your host, Shauna Frederick, for this insightful conversation with Shilpa Mishra, Partner, Capital Advisory Leader, and Leader of Women Driving Growth with BDO Canada. Shilpa sheds light on what it takes to support women entrepreneurs and help them find the money. Hear how financial advisors and companies like BDO Canada support business owners in gaining access to capital and lend their expertise for strategic and profitable business decisions.
Shilpa also shares information on their exciting initiative, Women Driving Growth, the only Canadian professional services firm offering advisory solutions for enterprise-level women leaders. Our all-woman team of dealmakers, trailblazers, and financial professionals is committed to helping advance women in their respective businesses in the market.
Quote:
11:36: âAccess to capital is not about finding just traditional sources of capital because if you look at the $1.3 trillion lent in Canada in the 3rd quarter, 60% was from the banks, but 40% was from alternative lenders.â - Shilpa Mishra
20:40: âI would say to the entrepreneurs and the business owners, and leaders listening, an advisor can be your advocate. Most of the time I am my client's advocate.â - Shilpa Mishra
Websites: https://www.bdo.ca/insights/women-driving-growth
Social media handles:
LinkedIn: https://www.linkedin.com/in/shilpa-mishra-cpa-mba-0181257/
Instagram: @BDO_Canada
Facebook: https://www.facebook.com/BDOCanada
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Join host, Shannon Pestun for this insightful conversation with Melodie Gringas, Director of Programs & Community at The Forum, as they delve into the vital role of creating community for women entrepreneurs and the transformative impact of financial literacy on their entrepreneurial journeys. We are excited to share that The Finance Cafe is teaming up with The Forum to deliver a free course offering presented by TD that fosters gender focused learning, and fosters an environment for women to engage in open and vulnerable discussions about money. Melodie shares valuable insights on the importance of these conversations in shaping our business values.
đ Exciting Collaboration Announcement:
The Forum and The Finance Cafe proudly unveil a collaborative program designed for women entrepreneurs. To apply for The Forum Business Finance Essentials, submit your application through: https://www.theforum.ca/business-finance-essentials?fbclid=IwAR2G-bNq7jBy98rP4HouG0hL2GqZe9q5Tybg57hZnTvBK4RuG5IVC3xFjDw.
Registration is free! Donât miss out on this enriching course opportunity, dedicated to self-identified women, non-binary, transfemme, and 2SLGBTQ+ entrepreneurs that explores the intersection of community, financial literacy, and entrepreneurial success.
Quotes:
03:57
âWhenever we hear capital, so we think about money we think about raising money which are very important, but we have to remember all the other types of capital that can contribute to growth as wellâ -Melodie
04:11
âFor us wisdom capital it includes all the knowledge, all the skills, your lived experiences, the wisdom that women bring and that they further develop by participating in our programs.â-Melodie
04:25
âAt the Forum for us wisdom capital is also brought into our community by our mentors, our board, our team, basically everyone that is part of the forum, so itâs really an evolving concept, everyone brings it together and it involves not only having knowledge but really knowing what to do with that knowledgeâ â Melodie
04:56
âWe want to show women they already have that capital, they already come with their own set of capitals and really have that abundance mindset and really make them realize that they are already rich in that wisdom capital, so for us thatâs really one of the 3 pillars that we really chose to activate.â- Melodie
05:30
âFor many women entrepreneurs we underestimate our full potential.â -Shannon
07:15
âKnowledge is power, knowing your numbers is such a powerful tool.â -Melodie
17:05
â(Community) is basically what weâre all about, and yes we deliver programs but I would say community is the foundation of it all, itâs key, itâs the most important things that we like to talk about, really refers to us becoming a part of and contributing to a supportive community of mentors, champions, women entrepreneurs and really grounded in- practice community as a verb because to us being part of a community itâs an action.â -Melodie
22:57
âTalking about money will help you gain an understanding of where have you arrived on your business path, how did you get here, and really embrace this new financial level by asking the right questions to the right people in order to start focusing on things that are really important to you that align with your values rather than putting all of your energy into growing a part of your business that is maybe not as important to you.â -Melodie
Websites:
www.theforum.ca
The Forum Business Finance Essentials Application: https://www.theforum.ca/business-finance-essentials?fbclid=IwAR2G-bNq7jBy98rP4HouG0hL2GqZe9q5Tybg57hZnTvBK4RuG5IVC3xFjDw
Social media handles:
LinkedIn: : https://www.linkedin.com/in/melodie-gingras/
Instagram: @theforumca
Facebook: facebook.com/theforumca
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EPISODE DESCRIPTION:
Welcome back to The Finance Cafe podcast season 4! In this episode, we dive deep into the realms of burnout with the remarkable CEO of The Burnout Lab, Tevi Legge. Join us for a candid conversation about the cost of burnout, particularly its impact on women entrepreneurs. Tevi Legge opens up about her journey with burnout, offering insights that resonate with the challenges many of us face, and explains how we as women entrepreneurs specifically can be affected. Throughout the episode, we explore not only the apparent toll burnout takes on us but also the subtle, often overlooked consequences. Tevi identifies three pivotal indicators of burnout: energy depletion, diminished efficacy (your care factor), and the emergence of cynicism. Join us for this courageous and bold conversation as we look at the cost of burnout and what we can do to help ourselves navigate our burnout journeys and live our lives lit.
Websites:
https://www.tevilegge.com
www.theburnoutlab.com
Social media handles:
Instagram: @theburnoutlab
Facebook: The Burnout Lab
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In this episode, Shannon and Shauna sit down to reflect in a year-end recap of The Finance Cafe and reintroduce themselves to new listeners gained in 2023. Together they reminisce on the past 3 successful years of The Finance Cafe and revisit why they started in the first place - to empower female entrepreneurs by taking the mystery out of the numbers, helping women understand their business finances, and explore the importance of financial decisions and why we make the decisions we make. They have worked tirelessly to build a non-judgmental community where women entrepreneurs can grow in confidence, connection to our business, and shared learning. Join us with your hot cuppa for a conversation between business partners and friends as they share the heart and soul of the Finance Cafe, and how we can help you succeed in 2024 and beyond. Shauna and Shannon share many fond memories of our 3rd season here at The Finance Cafe, and some special times came to mind while reflecting on what an incredible year it has been. Shauna contained her fangirl energy like a pro on April 2nd when Laura Gassner Otting, shared her wisdom on finding purpose and defining our own success. Alison Kirkland, CEO of Women's Enterprise Organizations of Canada, brokedown perceptions of debt and helped frame the right mindsets for leveraging debt to our entrepreneurial pursuits. Chantel Chapman from The Trauma of Money explained how trauma affects the mind, and how we can work to heal ourrelationships with money. She encouraged us to sit back and observe the judgmental voice inside our heads and separate our trauma from our current financial practices. She underscores the importance of discussing financial health, and how we can heal our relationships with our finances. Bobbie Racette describes entrepreneurship asmedicine, and Shannon couldnât agree more. Shannon also reflects on speaking at the Women's Entrepreneurship Day event at the Toronto Stock Exchange this year. Thank youall so much for listening in from near and far. It truly means so much to everyone here at The Finance Cafe. Visit our website for list of services and courses.Code PODCAST10 for 10% discount on our courses for podcast listeners! âWe work with entrepreneurs to help them stop assessing business success solely through the numbers in their bank account, but helping understand the why behind the numbers.â -Shauna Frederick âTake time to celebrate the small winsâ Shauna Frederick Websites: TheFinanceCafe.ca
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EPISODE DESCRIPTION:
In this episode, Shauna sits down with the President and CEOof Sky Planning group, Tracy Duff to discuss the importance of life insurance policies for business owners, an overview of policy options, and give an understanding of the importance of sound insurance products that serve you and your loved ones best. Tracy is a heartfelt business owner herself and shares important insight into the impact of different insurance products and how they can affect your loved ones. With over 25 years of expertise, Tracy puts us atease and answers our questions of who to call, and how to start, and emphasizes the importance of just getting started when it comes to life insurance.
TERM LIFE INSURANCE DESCRIPTIONS
https://www.forbes.com/advisor/life-insurance/choosing-the-right-term-life-insurance/
PERMANENT LIFE INSURANCE DESCRIPTIONS
https://www.forbes.com/advisor/life-insurance/permanent/
Around 57% of Canadians feel they do nothave enough coverage to meet all their needs in unexpected circumstances. Inaddition, less than 30% of Canadians responding to a global consumer survey byStatista, felt they were well informed about their insurance and what optionsthey have for protecting themselves and loved ones in the event of an accident,long-term illness, or death.â Shauna Federick
âBusinessowners concentrate on the day-to-day operations - and even though - statisticsreveal more entrepreneurs want to buy life insurance - people get stuck in aholding pattern of procrastination - they think life insurance is a dauntingtask.â â Tracy Duff
âLife insurance is still anexcellent investment tool⊠one of the few investments that allow for tax-sheltered accumulationof funds and at the same time cover the risk of death.â â Tracy Duff
Websites:
Life Insurance â Skye Planning GroupInc.
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