Guests on Financial Fun

Anne Beaulieu is an Emotional Intelligence coach, an economist, a chartered financial analyst, and is the author of EQ Blueprint For Closing Sales and Freeing Yourself From Financial Mothering. She is the founder of Walking Inside Resources Inc., a coaching and resource-based company in the field of emotional intelligence and strategic planning for entrepreneurs.

  • Prolific author and keynote speaker (fluent in English, Chinese Mandarin, and French)
  • Active network of over 9,00 influential women on LinkedIn
  • Currently working on a new book series and coaching program around women and their relationship with money
  • Featured guest on the following podcasts:

The San It Project with Joanne Victoria; BEFULFILLED with Tony Grebmeier; Embrace Change with Kate Olsen; and the Instant Impact with Elyse Archer

Anne brings humor, raw emotions, and shared vulnerability to podcast interviews. She’s an EQ coach for women, and one of her primary topics of expertise is how to use emotional intelligence in Financial Literacy. I believe your listeners can truly relate to her; your podcast seems like a natural fit!

KIDS: Boy age 24 & 2 Girl ages 18 & 22

I would describe myself as a fun, energetic, and outgoing person.

I have been very fortunate to have travelled to many wonderful and unique places in the world. From yachting in the pacific coast of Vancouver, to lobster feasting in Nova Scotia, Canada, to the entertainment districts like Los Angeles, Orlando in the USA, to petting Kangaroos in Australia, shopping in the city that never sleeps in Hong Kong, to complete relaxation in the Caribbean ocean and much more. Along the way, we headed on a number of road trips, stayed at countless all-inclusive resorts, taken a few cruises, and engaged in guided and self-guided tours.

I love researching and gathering information for travelers. I will assist you on your travel plans, just like I would put together my own. I am passionate about what I do. Your travel plan will be tailored to you, as it is YOUR TRIP!

Besides having a fulfilling travel experience, the most important question I ask is “What is the one thing that you want to achieve at the end of your trip?”

For me, it is seeing my loved ones faces as they experience unique moments during our travel. I want all of us to have an everlasting memory about each trip, to be able to talk and laugh about them for years to come. It’s about creating life experiences and memories.

As much as you can.
As far as you can.
As long as you can.
Life’s not meant to be lived in one place.”

KIDS: Boy age 10 & Girl age 8

Katherine and I met when we were 16 in High School, here in Calgary. We attended U of C together. I went on to pursue a career in Turf Management (Golf Course Management). We had children at 27 and I decided that my career was taking too much away from Family as I had to work long hours. I course corrected to Project Management in Construction and moved to Business Development and Sales within the same organization. Again, looking for balance I moved to a small software development house running the sales and marketing. Fulfilling a dream, I started Know Your Neighbourhood with a Business Partner, providing sustainable lead generation for small and medium sized neighbourhood based businesses.

KIDS: 2 Boys ages 9 & 4, Girl age 7

After graduating with Honours from DelMar Academy in 2006, Jennifer spent the next 4 years honing her craft at a busy salon in North Calgary. She began working from her home-based salon, Echelon Studios, after having her son in 2010 while continuing her education with the latest cutting and colouring techniques. Certifications in Entrepreneurship from MRU, Leadership and Power Communications from Rapport Leadership International and many years of practical management and sales experience have prepared her for the challenge of owning this cutting-edge salon. Jennifer will continue to service her existing clientele while handling the day to day operations at The Refinery.

KIDS: Boy age 8, 2 Stepsons ages 10 & 17 and a Stepdaughter age 15

John Lanza is the Chief Mammal of The Money Mammals and author of the new book for parents, The Art of Allowance: A Short, Practical Guide to Raising Money-Smart, Money-Empowered Kids. A pioneer in youth money-smarts, John created the original Money Mammals DVD and has written three children’s picture books to help kids learn to “Share & Save & Spend Smart.” He is recognized nationally as a youth financial literacy expert and the Money Mammals have been featured in The New York Times, The Wall Street Journal and The LA Times.

KIDS: 2 Girls ages 13 & 15

Jon Lamont is a Husband, a Father of 2, and the founder of BelmarkMedia, a digital marketing company that is changing the marketing industry as a whole. BelmarkMedia enables entrepreneurs and is focused on providing them with the ability to promote their own business without the need of a 3rd party marketing agency.  The company offers workshops and sessions that prepare business owners to use the marketing tools available to them and stand out in their specific industry.

KIDS: Boy age 10 & Girl age 8

Selina is a CPA, CA & money relationship expert with over 15 years of experience reinventing finance for individuals, small business, and corporations.

She has successfully managed and integrated various corporate acquisitions and served as controller for two internationally publicly traded companies. Selina has led an international team of over 30 finance ninjas.

As a proven Moneyboss, she’s helped thousands of people change their relationship with money and transform their lives. Selina believes money is an inside job; it starts from within & requires an intimate knowledge of both emotions and practical money skills.

Selina is mama to a feisty and very adorable toddler! Heel clicks and twirls are her love language.

KIDS: Girl age 3, Stepdaughter age 9

Before my husband and I had children, I went to school and got my degree in Criminal Justice. I secured a job at Court of Queens Bench right after I graduated working for the divorce department. In 8 months I quickly climbed the ladder and became the backup supervisor. While learning about the process and forms, myself and a colleague used are time and created more efficient forms and internal procedures that made the department flow smoother. We both won awards from the Government of Alberta in recognition of what we accomplished.

I worked there for a few wonderful years and became acting supervisor before I had my first child. Unfortunately working for the Government of Alberta did not provide the flexibility I required now that I had a growing family. I left and stayed home to raise our family – I should note we now have two kids! Now that they are older and are independent little humans, I have decided to use my skills and offer my knowledge to help couples who are looking for a quick and easy divorce.

Making that decision is stressful enough and lawyers can be expensive. So I have created my company for those couples who divorces are uncontested and all financial matters and children of the marriage are resolved. I provide an alternative to pricey lawyers.

I can provide the help you need from beginning to end and everything in between.

KIDS: Boy age 9 & Girl age 7

 Michael has spent his career assisting people invest and manage portfolios. At Goldman Sachs he helped advise on $10+ Billion in assets for clientele comprised of Fortune 500 executives, high ranking government officials, professional athletes, business owners, partners of prestigious finance and legal firms, military leaders, multi-generational families and foundations.

His dedication to his clients and the industry is evident in his ongoing effort to educate himself and others. Michael earned his Masters of Science in Education, summa cum laude, from the Austin W. Marxe School of Public and International Affairs, where he currently sits on the Dean’s Advisory Board. He earned a Bachelors of Science from Indiana University and is a founding emeritus member of the Distinguished Alumni Council. Michael guest lectures on financial literacy and entrepreneurship at the City University of New York and is a strategic advisor to CUNY’s Center for Student Entrepreneurship. He also mentors nascent business owners through the Entrepreneurs Roundtable Accelerator program.

He is an Eagle Scout award recipient and is active in the community. Michael enjoys competing in triathlons, experiencing culture through travel, and expanding his culinary palate. He resides in Manhattan with his wife, Jaclinn, their son, Oliver, and English bulldog, Britta.

KIDS: Boy age 20 months

Joanne Neweduk is the Director and Community Leader for Fabulous@50 Calgary and is the founder of Brilliant Light Wellness. She is the mother of three young adults, an oncology nurse at TBCC, certified life coach, and facilitator. She is a co-author in the soon to be released book Women Who Rock, and award- winning book Frock Off: Living Undisguised and frequent contributor for Be Fabulous e-magazine. She is featured in the recently released book Fabulous@50 The Re-Experience. Joanne has a decades long involvement with volunteerism, event planning, and is currently the past president of a humanitarian charity, Medical Mercy Canada. She is enthusiastic with every endeavour she takes on and derives great joy from collaborating with others and seeing wonderful things transpire.
KIDS: 2 girls ages 19 & 23, a son age 26 and two stepdaughters ages 22 and 28