TBLP081 | Eric Arnold: Financial Industry Leader

Do you know what you need to maintain your lifestyle when you reach your retirement age? In this episode, Eric Arnold, the Chief Executive Officer at Planswell, an online financial planning software platform will answer it.

Eric headed multiple startups before. His pursuit to become an entrepreneur started when he was a teenager. In the span of 5 years, he was able to start a tea company, online music retailer, and hypnotherapy business.

Today, Edwin and Eric discussed how he started Planswell, what is one characteristic that make it stand out over its competitors and their future plans of expansion. Listen to the episode and enjoy!

What You Will Learn From This Episode

  • What assets you must have to maintain your lifestyle in the future
  • The key to Eric’s success as a business leader
  • Planswell’s unique feature, why it has an edge over their competition
  • If you are an emerging business leader, discover what is the biggest indicator for future success
  • Avoid this early mistake that most starting entrepreneurs do according to Eric
  • Listen to Eric’s strategy on how to start a business that will not break the bank

Links

Reading List

Thanks to DJ Dopey, one of Toronto’s top DJ’s, 2003 DMC World Champion, for providing the fresh new intro music, the track is called “Got To Be“.

Thanks to our wonderful episode sponsors

Thanks to media sponsors IT World Canada and Startup Canada.

Thank you for taking the time to listen to this episode.  If you enjoyed this episode, please subscribe on your favourite network.

I would love to hear from you, feel free to leave me a message, question, or comment.  If I can, I will play it on air and answer it there.

This podcast is produced by Slingshot VoIP, a business telecommunications leader.

TBLP046 | Alexander Peh: Be Willing to Listen

Alexander Peh, a passionate technology focused FinTech leader, with international experience in the payments, digital commerce, software development and media industries.

Born and raised in Kuala Lumpur, Malaysia, educated in Melbourne, Australia and with stints in Africa, South East Asia, and Europe, Alexander currently serves as Vice President of Innovation at RBC.

Before RBC, he led Market Development and Mobile for PayPal Inc based in Canada and the UK.

An active startup advisor and entrepreneur mentor, he sits on Advisory Boards at the MaRS Discovery District and The BC Tech Association.

What You Will Learn From This Episode

  • What brought Alex from Kuala Lumpur, Australia, UK, to finally Canada
  • How he adjusts when he moves organizations
  • What it means to live by the “open, honest, and direct” mantra that
  • Why he looks at life in 2-3 year chunks now

Links

Reading List

Thanks for taking the time to listen.  If you enjoyed this episode, please subscribe and leave a comment, I would love to hear from you.

This podcast is produced by Slingshot VoIP, a business telecommunications leader.

TBLP040 | Alyssa Furtado: Diversity of Thought

Alyssa Furtado is a passionate entrepreneur, financial expert, digital marketer and educator and is the CEO of RateHub.ca, the leading Canadian financial comparison site for mortgage rates, credit card deals, deposit rates and insurance. She has been regularly featured as a financial expert on CTV News, BNN, Global News, The Globe and Mail and the Toronto Star.

Alyssa graduated from Queen’s University with a degree in business and math. She worked for two years for a US-based consulting firm where she realized a need in Canada for transparent online resources in the personal finance space and a platform to compare products; there were already three companies in the United States fulfilling this market. Alyssa thus co-founded RateHub in 2010 and has spent the last seven years building products that help Canadians make smart financial choices.

She has grown RateHub.ca from 1 to over 50 full-time employees.  She and her co-founder, James Laird, also launched its own in-house mortgage brokerage, CanWise Financial. Alyssa’s expertise in search engine optimization and digital marketing has been a key factor in RateHub.ca’s success, driving hundreds of thousands of users to the site each month.

What You Will Learn From This Episode

  • Why she left a management consulting job to start Ratehub.ca
  • Why she focused on SEO for the first 6 years
  • What are the key actions Alyssa takes to help her grow the business
  • How she is learning to overcome “imposter’s syndrome”

Links

Reading List

Thanks for taking the time to listen.  If you enjoyed this episode, please subscribe and leave a comment, I would love to hear from you.

This podcast is produced by Slingshot VoIP, a business telecommunications leader.

TBLP007 | Eva Wong: Advancing Women Tech Leaders

My guest on this episode is Eva Wong. Eva is Co-Founder and Chief Operating Officer at Borrowell, a Canadian fintech lender that offers personal loans, free credit scores, and personalized product recommendations.

Eva’s career has spanned both the private and not-for-profit sectors, including leadership roles at The OTF, Maple Leaf Foods, UNDP and Oliver Wyman. She has studied or worked in the US, Caribbean, Africa, Asia and Europe.

She was named one of “9 Canadian Women Changing The Game” by Elle Canada magazine, one of “30 Women in Canadian Tech Worth Following” by BetaKit and a finalist for “Fintech Woman of the Year” by LendIt, the world’s biggest show in lending & fintech.

Eva holds degrees from Harvard University and Queen’s School of Business. She enjoys food blogs and baking projects with her two kids.

What You Will Learn From This Episode

  • How her organization is providing FREE credit scores to all Canadians
  • Credit card debt, 30-40% of Canadians carry a balance every month
  • Take your credit scoreOne of the largest cellular phone equipment (hint: your LTE data streams go through their equipment)
  • What she learned by traveling with Mayor John Tory on a business Trade mission to the UK
  • What she learned about going to her first FinTech conference
  • Why she has decided to be more visible on women entrepreneur panels
  • Her thoughts on building awareness for an exclusive workplace
  • Creating a proper job description that identifies with everyone (aka “ninjas”)
  • How she got to run a startup without any technology or entrepreneurship background

As mentioned, to get your credit score for free, click the link below (sorry, only available in Canada, at this point)

Links

Thanks for taking the time to listen.  If you enjoyed this episode, please subscribe and leave a comment, I would love to hear from you.

This podcast is produced by Slingshot VoIP, a business telecommunications leader.