Kim is a leader in taxation and the founder of Moodys Private Client and Moodys Tax. He is an author, a frequent columnist for the Financial Post, and has maintained leadership roles for various organizations including being the Chair of the Board of Governors for the Canadian Tax Foundation as well as the Chair of the Society of Trust and Estate Practitioners of Canada (STEP).

https://kimgcmoody.com/

https://moodysprivateclient.com/

Chris is the founder and CEO of Provida Financial. His firm is a private Canadian lender that provides capital in the form of accounts receivable factoring. In his spare time, Chris enjoys honing his craft in Texas BBQ and stand up comedy.

https://www.providafc.com/

Scott Ackerman was a global leader with Hewlett Packard before becoming a managing director with several consulting firms. For his second appearance on the podcast, Scott plays the role of host and guides us through a conversation about my personal and professional background. We cover topics on leadership, life philosophies, failures, and the keys to happiness.

Shannon is the owner and founder of the Collective Alchemy. Shannon is a breathwork guide, yoga nidra instructor, and certified Trauma of Money Coach. She is dedicated to guiding and empowering her clients in healing their relationship with themselves.

https://www.thecollectivealchemy.com/

Alessia is the owner and founder of the luxury cookie company Dolce & Veloce. She incorporates her passions for food, fashion, and event planning to curate a unique brand experience.

https://dolceandveloce.com/

Justin is a music teacher at Rundle College. He is passionate about mentoring his students in both music and life. He is also the author of Middle Class Millionaire - 9 Principles to Your Financial Transition.

You can tune in to his podcast here.

Shawn is an IT expert and the founder of Impactful MSP. His firm helps the owners of Managed Service Providers build high performing organizations. Prior to his current role, he founded TWT Group - a managed IT provider that he successfully scaled before being acquired. He is the president of the Calgary chapter of the Entrepreneurs Organization, a board member of the Trellis Foundation, and mentor with the Venture Mentoring Service of Alberta.

https://impactfulmsp.com/

Jason is the founder of Three60 Wealth. He is a wealth and estate planner that advocates proactive planning where financial planning and investment management receive equal focus.

https://three60wealth.ca/