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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Wealth: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
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Join the "Network = Networth" podcast as The Networking Queen, Dalene Allen, interviews successful business professionals who share their stories of how chance encounters have led to meaningful relationships. Our aim is to highlight the importance of building connections and expanding your network, not only for business growth but also for personal fulfillment. During each episode, our guests will discuss their background, what drew them to their careers, and the pivotal moments and connecti ...
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We welcome back Scott Gannon for his second appearance. Scott, a financial strategist dedicated to helping business owners, professionals, and executives build and protect their wealth, shares insights into the practices of the wealthiest 1%. Are you unknowingly losing thousands each year? Scott will reveal how to fix it. Join us as Scott discusses…
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In this episode, Angélique Binet, an online visibility strategist and trauma-informed neuro-identity practitioner, shares her insights on helping women entrepreneurs conquer fears of success and rejection. With 30 years of experience across France and Canada, Angélique reveals how to embrace fear, become truly V.I.S.I.B.L.E, and shine online. Join …
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Family offices are comprised of some of the most successful families in the world, and although they are often served by experienced advisors that specialize in sophisticated wealth compositions, where do they turn when they require further assistance? In this episode of Your Active Wealth, Samy Dwek, Founder and Chief Executive Officer of the Fami…
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Jody's journey into the world of marketing began as a social media ambassador in her first part-time job, sparking a lifelong love for content creation and digital marketing. Today, she brings her expertise to help entrepreneurs "calm the chaos" of managing their marketing efforts while they focus on growing their businesses. Join us as Jody shares…
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In this episode, we explore elite wealth-building strategies with Scott Gannon, a financial expert who helps business owners, professionals, and executives secure their financial future using techniques typically reserved for the wealthiest 1%. Scott shares his journey from dealing with stressful mutual fund investments and market crashes to discov…
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In this episode, we are thrilled to welcome Mary-Jane Wells, an enthusiastic member of the Evolve Realty Group with Re/Max Nova. Mary-Jane is a homegrown local from Spryfield with a deep connection to her community, serving as a member of the Spryfield Business Commission and an original event committee lead for the Ladyball in support of Ovarian C…
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Meet Basam Murtaza Tahoor, the visionary behind Tahoors Creative Marketing and iClick Agency. With over nine years of experience, Basam has led innovative marketing strategies, empowering over 150 startups and international businesses to thrive. As the founder of iClick Agency in Kabul, Afghanistan, and now leading Tahoors Creative Marketing in Hal…
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The world is filled with entrepreneurs, as businesses fuel many of the fastest growing and most powerful economies. But in this day and age, what does it take to create and run a successful business? According to Aaron Dinin, Faculty at Duke University Innovation & Entrepreneurship and Co-Founder of Audience Acceleration Labs, the hardest part of l…
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Join us in this episode as we delve into the world of cybersecurity with Brett Gallant, the owner of Adaptive Office Solutions in Miramichi, Canada. With over 25 years of experience in the IT industry, Brett is a seasoned expert who prioritizes cybersecurity in every aspect of his work. From conducting comprehensive technology assessments to delive…
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📢 New podcast episode featuring Linda LaBreton 📢 In this episode, we delve into the captivating journey of Linda, a visionary creative with an unwavering passion for design arts. From her early years, Linda was entranced by the profound ability of visuals to convey emotions and stories. Surrounded by a rich tapestry of cultural influences, she cult…
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📢 New podcast episode featuring Jacie Targett 📢 Jacie works with high earning business owners and executives who want deeper meaning and fulfillment in their lives so that they can fully experience the joy of their success. She is passionate about guiding others to heal from their unique challenges and to create the life they crave. She is the foun…
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📢 New podcast episode featuring Leanne Myles 📢 Kicking the new season off with Leanne Myles, where we navigate the world of mortgages with empathy and dedication. After transitioning from the insurance industry to becoming an Associate Mortgage Broker, Leanne made it her mission to assist clients from all walks of life, ensuring they receive the be…
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Join us in this episode as we sit down with Barrett Macdonald. Discover the remarkable journey of Barrett MacDonald, from driving $30 million in sales at Canadian Tire to coaching businesses and owning Almonak Restaurant. Join us as Barrett shares insights from his diverse career, offering valuable lessons in leadership, strategy, and innovation. W…
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Join us in this episode as we sit down with Shaun Whynacht, owner of Blue Cow Marketing, for an enlightening journey into the world of entrepreneurship. Shaun shares intimate insights into his personal life and upbringing, revealing how his early experiences shaped his entrepreneurial spirit. From his days as a trusty helper in his grandma's cake s…
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When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such a…
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Join us in this episode as we sit down with Kaitlyn Thibodeau a Marketing & Engagement Coordinator for CEED & LIU. Kaitlyn brings her passion for supporting local entrepreneurship to the table, having recently completed her studies in Business Administration at Acadia University. In our conversation, Kaitlyn dives into the world of networking and s…
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Join us in this episode as we sit down with Colin Alexander, the creative force behind Conduit Voice Media. From his roots to his rise as a prominent Videographer and Film Producer, Colin's passion lies in helping individuals and businesses craft compelling narratives and produce captivating digital media. Join us for an insightful discussion as Co…
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Join us in this episode as we sit down with Jesse and discover how ROI Marketing Tools specializes in crafting engaging lead magnets, leveraging Google Ads to secure premium leads, and harnessing advanced data analytics to refine your marketing approach. But this episode isn't just about tools and tactics; it's a narrative of Jesse's entrepreneuria…
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Join us in this episode as we sit down with Jennifer Estabrooks who leads Soles in Motion, a team of professionals specializing in custom and off-the-shelf bracing, orthotics, medical devices, compression therapy, and footwear fittings. Their passion is to find personalized solutions based on each customer's medical needs, activity level, and abili…
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Join us in this episode as we sit down with Helen Gonda a passionate mortgage broker with Ideal Mortgage, Dominion Lending Centres. Helen shares her incredible journey from being a finance professional in a hedge fund to discovering her love for mortgages and real estate. In this engaging conversation, Helen takes us through her personal experience…
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New podcast episode featuring Mark MacInnis, Mark shares insights on how his company, Instant Imprints, has become the go-to destination for businesses, schools, non-profits, sports teams, and entrepreneurs seeking a visual boost. From custom t-shirts and branded apparel to eye-catching signs, banners, and promotional products – Instant Imprints ha…
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New podcast episode featuring Ashley Frank! Introducing Ashley Frank, your guide to mastering the art of authentic connections and elevating your sales game. With over 15 years of leadership experience spanning enterprise sales, tech start-ups, and human resources, Ashley is dedicated to reshaping the sales profession. Ashley's approach is grounded…
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New podcast episode featuring Michael Klasz! Michael Klasz is a Financial Advisor with Starboard Wealth Planners. He works closely with growing families and small businesses to help them reach their goals and have their dreams become reality. Michael does holistic planning which takes a 360 degree view of your situation to help build a well rounded…
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Teri Kingston is a public speaking and TEDx Speaker Coach, recognized among Canada's Top Ten Speaking Coaches in 2023. Through her business, Real Impact Speaking, she empowers speakers to enhance their presentation skills using TED-style storytelling techniques. Teri is also a Reiki Master/Teacher, a mother of two, and a proud grandmother. In 2021,…
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Keith MacKay has been a life-long resident of Halifax and loves the city. After completing a Commerce degree at Dalhousie university, he spent a few years in retail management only to discover a true passion in working for himself. The next chapter of his career saw him develop a successful self-employed practice as an Advisor and Financial Planner…
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New podcast episode featuring Tammy Morse from Razor Free Electrolysis! Tammy is a Certified Professional Electrologist from Razor Free Electrolysis, the electrologist who traded the west coast vibes of BC for the east coast charm of NS. Originally a Legislative Policy Analyst with the Government the universe kept trying to steer her towards a care…
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Step into the world of digital marketing excellence with Dr. Carol Roderick, the mastermind behind countless success stories. As a digital marketing strategist, former university professor, and national award-winning educator, Carol brings a unique blend of academic prowess and real-world experience to the forefront. In this podcast episode, uncove…
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Engaging your tax advisor early can potentially save you a lot of money. Taxes can impact all aspects of wealth, including income, investments, charitable giving and estates. With Tax Day still months away, many may not be fully prepared; however, with year-end just around the corner, it pays to be proactive and organized. In our latest episode, Je…
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Stephanie has been a handful right from the start. A true East Coaster, her natural curiosity about how things worked often led her to be a bit of a troublemaker during her childhood. She frequently dismantled items but struggled to reassemble them. As the years passed, Stephanie's passion for hands-on learning and self-sufficiency only grew. Now, …
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Our chief investment officer Leo Grohowski joins host Alicia Levine, head of investment strategy and equity advisory solutions, to share the top four insights he’s gleaned from his distinguished 40-year career on Wall Street. For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn…
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Travelling has been a passion of Kathy's since her teens. Kathy Blois discusses how at 18, she set off on a travel experience that totally changed her life. Now, clients benefit from her thousands of personal miles traveled, ongoing professional development, keen eye for details & experience in planning and organizing . Wanderlust Excursions' goal …
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In this week's episode, Dalene sits down with Leanne Myles, a mother of 4 and an Associate Mortgage Broker with the Clinton Wilkins Mortgage Team. They discuss the adversity Leanne has faced during her path to the top, family life, industry advice and why you should all join Dalene in the Leanne Fan Club. We are looking forward to Season 6 of Netwo…
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Did you know roughly 100 regional markets in 22 states make up the luxury residential real estate market in the United States? In our latest #podcast, Catherine Finney, Head of Residential Appraisals at BNY Wealth, shares best practices on gauging the market, creative financing solutions and personal factors to consider when buying or selling a hom…
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In this week's episode of "Network = Networth," Dalene Allen sits down with the remarkable Kathy Downey, a devoted mom of 3, and an AACI-certified real estate appraiser. Tune in as Kathy shares her career journey, from stay-at-home mom to thriving appraiser. Get ready to be inspired by Kathy's uplifting spirit, enthusiasm and true passion for appra…
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Season 5 - Ep. 12 | Tammy Morse This week, Dalene Allen sits down with Tammy Morse, a razor-free electrolysis expert and a true networker! Discover how Tammy's journey from a legislative policy analyst to an entrepreneur has been shaped by her incredible networking skills. Listen in as Tammy shares her insights into building connections, finding op…
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In this interview, Dalene chats with Kim Burke, a Vice-President at BDO Canada Limited who has been in the insolvency industry for more than two decades. Kim has aided countless individuals and professionals in resolving their financial troubles and starting anew. Despite being an introvert herself, she kindly provides some networking tips for fell…
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Get ready to be inspired by our latest guest, Sandra Hannebohm. Through her company, Twice As Good Media, Sandra is on a mission to bring mindful journalism to the forefront, empowering Black journalists and fostering meaningful connections. Get ready to be motivated to step out of your comfort zone and pursue your own passions!🌟 Thanks for listeni…
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Discover the remarkable journey of Megan Kennedy, a Service Coordinator with Alliance World Transport specializing in Ocean Export Shipping. Dalene Allen delves into Megan's story, uncovering the significant connections and relationships that propelled her success. Discover Megan's journey of transitioning to a logistics career, and how her ability…
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Join Dalene Allen in this inspiring episode of Network = Networth as she sits down with Lucinda Underwood, an expert in the automotive industry. Lucinda shares her remarkable journey from the UK to Halifax, her experiences as a woman in a male-dominated field, and how she harnesses the power of networking to create meaningful relationships. Discove…
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In this episode, Dalene sits down with Maria Caines, the founder of Bay Street to Main Street Consulting. They delve into the topic of customer loyalty programs and ways to increase engagement, experience, and sales. Listen now to discover the innovative solutions offered by Bay Street to Main Street Consulting, and gain valuable insights and exper…
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This week, Dalene sits down with Fredrick Brown who works for Acadia, the broadcasting home of hot country, 103.5, and Surge 105.1 in Halifax, as well as being the chair president of his local business improvement district, the village on main. Step into the world of Fredrick Brown as he shares heartfelt stories of kindness, community, and connecti…
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Join Dalene as she delves into the captivating world of photography and resilience with Hannah Jackson. Gain insights into Hannah's upbringing, her lifelong passion for capturing moments, and how her personal experiences and friendship influenced the creation of her powerful projects. Explore the importance of networking and overcoming fears, and d…
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In this week's episode, Dalene invites co-founder and wealth coach, Scott Gannon from First Wealth Advisors to share his expertise on his innovative method of unlocking financial freedom: becoming your own bank. With 29 years of experience in the industry, Scott Gannon is no stranger to the complexities of finance and investment. Join us as he delv…
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Each week, Dalene Allen sits down with inspiring guests, and this week, she welcomes Jeannine Riant, a self-aligned intuitive guide and published author. Jeannine has recently created Fully Align Studio in Bedford, Nova Scotia, a co-creative wellness space where people come together in unity and community. A place where you can feel safe to heal, b…
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Join Dalene as she sits down with Amanda Coakley, a talented freelance graphic designer based in Halifax, Nova Scotia. In this episode, Amanda discusses the importance of logos and branding in building a successful brand and business. If you're interested in the power of design, branding, and fostering authentic connections, this episode is a must-…
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In this episode, Dalene interviews Nate Philippe. Nate Philippe is an Associate Mortgage Broker with The Blake Wilson Group, powered by TMG. Nate works with Commercial and Residential Mortgages and offers a variety of creative financing and strategies to help his clients achieve their Real Estate goals! Nate brings a unique background with over 8 y…
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The Who sang about “My Generation,” back in the ‘60s, but today the focus is on Next Generation. We’re in the midst of a massive age wave, with trillions of dollars passing from one generation to the next. Two guests join the podcast – Brien Biondi, CEO of Campden Wealth North America and IPI and Belinda Herzig, senior wealth strategist for BNY Wea…
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Responsible Investing is an increasingly complex area and is often interpreted differently by investors. Manisha Ali, Head of Responsible Investing at BNY Investor Solutions, joins the podcast for an educational discussion on this topic. She’ll explore the various facets of Responsible Investing, the evolving industry landscape and debunk some myth…
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Women currently control one-third of total U.S. household wealth. And since women generally have longer life expectancies, over the next decade this proportion will grow significantly. To celebrate International Women’s Day, BNY head of practice management consulting Janet Kelly shares how proper financial planning can make a big difference for wom…
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In this episode Dalene interviews Leanne Myles. Leanne is the mortgage magician and a natural born connector! Leanne is an Associate Mortgage Broker with the Clinton Wilkins Mortgage Team. She makes it a priority to help clients uncover the root of any credit challenges they may have so she can guide them towards a brighter financial future. Leanne…
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