Beyond Wealth: Success Unscripted

Join us in this engaging episode as we dive into the fascinating world of behavioral psychology and financial planning with Lori Curtiss. Lori, a certified financial planner and behavioral finance specialist, shares her journey from the Peace country to becoming a pioneer in combining financial planning with psychological insights. Discover how Lori helps her clients uncover their financial biases and beliefs formed in childhood and how she uses these insights to create personalized action plans.
Lori discusses her innovative financial psychology assessment, designed to help clients understand their financial behaviors and make confident, informed decisions about their money. Through her company, Moneymaker Mindset, Lori aims to reduce financial anxiety and stress, empowering clients to take control of their financial future.
Listen as Lori shares personal anecdotes, client success stories, and practical advice on finding the right financial advisor. Whether you're just starting out or looking to refine your financial strategies, this episode offers valuable insights into achieving financial well-being.
Guest Bio: Lori Curtiss is a certified financial planner and behavioral finance specialist with over 20 years of experience. She holds a master's degree in financial psychology and is passionate about helping clients develop healthy financial behaviors. Lori founded Moneymaker Mindset to assist clients in overcoming financial stress and making confident financial decisions.
 
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest

In this episode of "Beyond Wealth: Success Unscripted," host Matt Calnan sits down with Alejandro Bejarano, a passionate business development advisor and social entrepreneur. Alejandro is the co-founder and CFO of Mental Health Ecuador and the founder of La Isla Bonita, a glamping resort focused on well-being. Alejandro shares his journey from Ecuador to Canada, the impact of his mental health initiatives, and his vision for expanding mental health resources globally.
Key Points:
Alejandro's involvement in social impact projects, including Mental Health Ecuador and La Isla Bonita.
The founding and growth of Mental Health Ecuador during the pandemic to provide accessible mental health resources.
The importance of mental health tools and their role in overall well-being and success.
Differences in mental health challenges between Canada and Ecuador.
The future vision for expanding mental health services to Spanish-speaking communities worldwide.
Alejandro's personal journey and passion for mental health advocacy.
Guest Bio: Alejandro Bejarano is a business development advisor at CAWST, co-founder and CFO of Mental Health Ecuador, and founder of La Isla Bonita. He has dedicated his career to improving mental health resources and creating social impact projects that empower individuals and communities.
 
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest
 

In this episode of Beyond Wealth: Success Unscripted, host Matt Calnan sits down with financial expert Jordan Reiter. Jordan, a seasoned financial services professional, shares his journey from growing up on a hog farm in Lethbridge to becoming a respected advisor helping clients achieve financial independence. With a background as a collegiate basketball player and years of experience in commercial banking, Jordan offers a unique perspective on financial planning.
Jordan emphasizes the importance of common sense principles and diversification in investing. He discusses the role of life insurance as a protective measure and explains the significance of behaviors like dollar-cost averaging and disciplined investing. Jordan also touches on the educational initiatives his office offers, including a free financial literacy course aimed at helping people understand and manage their money better.
Tune in to learn about the practical strategies Jordan uses to guide his clients toward financial security and hear his insights on the current market outlook.
Guest Information:
Jordan Reiter is a financial services professional dedicated to helping individuals advance their financial positions through common sense principles and personalized advice. You can learn more about Jordan and his services on his website and Primerica profile.
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-------------------------------------------------------------------------- Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest

In this insightful episode of "Beyond Wealth: Success Unscripted," Matt Calnan sits down with Leah Diteljan, a transformative executive coach and retreat facilitator with 16 years of experience. Leah specializes in awakening emotional awareness and fostering personal growth among Fortune 100 and 500 CEOs, entrepreneurial organizations, and members of Young and Women Presidents' Organizations.
Leah shares her journey and the inspiration behind starting her company, MindSpot. She delves into the challenges that successful leaders face in opening up about personal issues and how she helps them navigate their emotional landscape. Leah emphasizes the importance of balancing the rational and emotional minds and how this balance can lead to better leadership and personal fulfillment.
Listeners will learn about Leah's unique approach to coaching, which includes weekly sessions, exploring the mind-body connection, and understanding the impact of childhood beliefs on current decision-making. Leah also discusses her retreats, including a transformative experience in Croatia and her innovative "return on heartbeats" concept, which focuses on building deeper connections and trust within teams.
Key Points:
The role of emotional intelligence in leadership.
How leaders can cope with loneliness at the top.
The impact of childhood experiences on adult decision-making.
The importance of balancing the rational and emotional minds.
Leah's approach to coaching and facilitating retreats.
Insights into Leah's upcoming book, "Heal Leah."
Guest Information: Leah Diteljan is a transformative executive coach and retreat facilitator.
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest
 

Join us on "Beyond Wealth: Success Unscripted" as we sit down with Emma May, the founder and creative designer of Sophie Grace, a revolutionary women's workwear brand. Emma shares her journey from law and real estate to launching a successful fashion line that focuses on comfort, style, and modularity. Discover how a wardrobe meltdown inspired Emma to create mix-and-match clothing that simplifies dressing for professional women.
In this episode, Emma discusses:
Her transition from law to fashion entrepreneurship
The challenges and triumphs of launching Sophie Grace right before the COVID-19 pandemic
The importance of creating versatile, comfortable workwear for women
Insights into manufacturing, growth strategies, and the impact of COVID-19 on the business
The financial aspects of running a product-based business and the importance of profitability
Emma also talks about the unique position of Sophie Grace in the market, the role of direct-to-consumer sales, and the ongoing journey of building a brand that women love and trust.
Guest Information: Emma May is the founder and creative designer of Sophie Grace, a women's workwear brand that combines comfort and elegance. Connect with Emma on LinkedIn at Emma May or email her at emma@sophiegrace.ca. Visit SophieGrace.ca to explore their collection.
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Leave a rating and review
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest

In this episode of "Beyond Wealth: Success Unscripted," Matt Calnan sits down with Robert Price, the visionary founder and CEO of Bode. Join us as Robert shares how Bode is revolutionizing the home sales industry by making it easier than ever for homeowners and buyers to connect and transact online. Discover how Bode's innovative platform is modernizing the real estate market with cutting-edge technology, data tools, and a commitment to transparency.
Key Takeaways:
Bode's journey from inception to becoming a billion-dollar platform.
The unique challenges and opportunities of launching a tech-driven real estate company during COVID-19.
How Bode leverages AI and data to provide a seamless buying and selling experience.
Insights into the shifting demographics of home buyers and sellers.
The future of real estate and the impact of current legal challenges in the industry.
Guest Information: Robert Price is the founder and CEO of Bode, a platform that simplifies the process of buying and selling property online. Under his leadership, Bode has expanded rapidly across Canada and aims to modernize the real estate industry through technology and data. Connect with Robert on LinkedIn to learn more about his work and insights into the real estate market.
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest

In this inspiring episode of "Beyond Wealth: Success Unscripted," host Matt Calnan sits down with Chandra Crawford, an Olympic gold medalist and three-time Olympian in cross-country skiing. Born and raised in Canmore, Alberta, Canada, Chandra is not only an elite athlete but also a dedicated mother of four and a sought-after keynote speaker on topics such as resiliency, mental health, burnout, and bravery.
Chandra shares her journey from winning gold at the 2006 Torino Olympics to founding Fast and Female, a national charity aimed at empowering young girls through sports. She opens up about her personal struggles, including overcoming an eating disorder and dealing with the pressures of being a top athlete. Chandra's story is a testament to the power of resilience and the importance of mental health.
Listeners will be inspired by Chandra's high-energy approach to life and her insights on turning challenges into opportunities. She also discusses the balance between professional drive and personal well-being, offering valuable lessons for both athletes and business professionals.
Key Takeaways:
The significance of mindset and resiliency in both sports and business.
Chandra's personal growth through motherhood and her journey to mental health.
The role of Fast and Female in supporting young girls in sports.
The importance of self-compassion and overcoming personal adversity.
Guest Information:
Chandra Crawford: Olympic Gold Medalist, Founder of Fast and Female, Keynote Speaker
Calls to Action:
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest

Welcome back to "Beyond Wealth: Success Unscripted with Matt Calnan." In this episode, we chat with Michael Palmer, the Vice President of Operations, Director, and Partner at Innosol Health Corp. Michael shares his journey in developing branding, marketing, executive coaching, and more. He discusses the innovative product Cell Strips, an oral thin film supplement that offers a quick and effective alternative to traditional pills.
Key Points:
Michael's extensive background in branding, marketing, and equity financing.
The creation and benefits of Cell Strips, an oral thin film supplement.
The importance of adaptability and resilience in entrepreneurship.
Insights on the regulatory landscape for supplements in the US and Canada.
The role of mentors and continuous learning in personal and professional growth.
Guest Bio: Michael Palmer is a co-founder and Vice President of Operations at Innosol Health Corp. With a career spanning various industries, Michael has honed his skills in branding, marketing, executive coaching, and creating customer experience platforms. He is passionate about helping other entrepreneurs and sharing his knowledge.
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest

Join us in this insightful episode of "Beyond Wealth: Success Unscripted" as we chat with Lindsay Sheldrake, a seasoned project leader known for her innovative approach to managing creative projects. Lindsay shares her journey from the oil and gas industry to becoming a pivotal figure in creative agencies, where she now excels in optimizing processes and systems. Discover how Lindsay navigates the challenges of managing diverse teams and projects, and learn her secrets to maintaining flexibility while ensuring efficiency. Whether you're a project manager, a creative professional, or simply looking for inspiration to think outside the box, this episode is packed with valuable insights.
Key Points:
Lindsay’s unconventional approach to project management and her journey from engineering to creative industries.
The importance of understanding processes and knowing when to adapt.
How Lindsay balances creativity with practicality in her projects.
The role of continuous learning and self-improvement in Lindsay’s career.
Tips for aspiring project managers and leaders on how to thrive in dynamic environments.
About Lindsay Sheldrake: Lindsay Sheldrake is a versatile project leader with over a decade of experience spanning engineering, design, and creative industries. She is passionate about challenging the status quo and finding innovative solutions to complex problems. Connect with Lindsay on LinkedIn to learn more about her work and insights.
 
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest

In this episode of Beyond Wealth: Success Unscripted, host Matt Calnan sits down with Stephen Johnston, the private equity managing partner at Omnigens Asset Management. Stephen shares his insights and experiences on using farmland as a means for wealth creation. With over a decade of experience in alternative funds, including farmland, SME buyouts, private credit, and energy spaces, Stephen has managed assets totaling more than $1 billion.
What You’ll Learn:
Stephen’s journey from investing in Eastern Europe and Russia to focusing on Canadian farmland.
The strategic advantages of investing in farmland and how it serves as a hedge against stagflation.
Insights into the Canadian farmland market and its unique value proposition.
How Omnigens Asset Management manages and scales its investments in farmland and SMEs.
The importance of diversification in farmland investment and the advantages of investing through a farmland fund.
About Stephen Johnston: Stephen Johnston is a private equity managing partner at Omnigens Asset Management. With extensive experience in real asset private equity investments, Stephen has been a key figure in managing alternative funds, particularly in the farmland sector. Under his leadership, Omnigens has become one of the largest institutional farmland investment managers in Canada, managing approximately 125,000 acres.
 
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Be Our Next Guest! Interested in sharing your success story with a wide audience of local leaders and influencers? "Beyond Wealth: Success Unscripted" is looking for guests like you—successful, insightful, and ready to tell the world how you've made your mark. Learn more and apply at https://beyondwealthpodcast.ca/guest