The Innovative Accountant Podcast | Integrated Advisory by WealthCo

Feb 13 2024 31 ep. 55 mins 4
The Innovative Accountant Podcast | Integrated Advisory by WealthCo artwork

The wealth management industry is evolving and a client's most trusted advisor, their accountant, is going to lead this evolution. Hosted by Tim Coakwell, The Innovative Accountant Podcast is dedicated to helping accountants realize and capture their full potential by helping them build the wealth management practice of their dreams.

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#31 | Joseph Galli - Redefining Philanthropy with Life Insurance

Feb 13 2024 72 mins  
On this episode of the Innovative Accountant Podcast, we are joined by Joseph Galli, the Chairman of PENCOR Charity Services. Joseph founded the Loeyz-Dietz Syndrome Foundation of Canada after receiving life-altering news about his son’s diagnosis with Loeys-Dietz syndrome. After learning of this, Joesph made the decision to pause his successful corporate advisory and venture ca

#30 | Karen Bowen - Emotional Intelligence in the Workplace

Sep 28 2023 51 mins  
On this episode of the Innovative Accountant Podcast, we delve deep into the realm of emotions, exploring the pivotal role of emotional intelligence in the workplace, with a particular emphasis on its indispensable significance in leadership roles. Joining us in this conversation is Karen Bowen, with EQ Development Group. With over 25 years of experience as a leadership consultant

#29 | Lisa Knight - Attract & Retain Executive Level Top Talent

May 24 2023 73 mins  
On this episode of the Innovative Accountant Podcast, we are focusing on an essential aspect of business success – attracting and retaining top-level executive talent. Joining us in this important conversation is Lisa Knight, with LHH Knightsbridge. With a successful career spanning several high-profile roles in the industry, Lisa is exceptionally well-positioned to provide insi

#28 | Tim Jackson - The Foresight Initiative

Mar 29 2023 72 mins  
Join Tim Coakwell as he discusses the Foresight Initiative and CPA RoadMap with Shad Canada President & CEO, Tim Jackson on this month's Innovative Accountant Podcast.

#027 | Robin Esrock - The Great Canadian Bucket List

Jan 25 2023 75 mins  
On this episode of the Innovative Accountant, we are joined by Author, Journalist, TV Host, & Speaker, Robin Esrock. We talk about his journey to creating the best selling travel book, “The Great Canadian Bucket List! Having travelled to over 110 countries on 7 continents, Robin has extensive knowledge on the all the best places to travel. He has written travel articles for a

#026 | Jeff Dyck, Jordan Tanner & Ryan Mackiewich - Financial Planning for Family Businesses

Oct 13 2022 91 mins  
On today's Episode of the Innovative Accountant Podcast we will be conducting a round table discussion on the importance of financial planning for the affluent family and their businesses.    We are joined today by three team members from WealthCo, Jeff Dyck, Jordan Tanner and Ryan Mackiewich.     With years of combined experience, we will discuss how the n

#025 | Stuart Smith - Cyber Security, Data Privacy, and Tech for CPA Firms

Aug 10 2022 79 mins  
On this episode of the Innovative Accountant we are joined byCo-Founder and Chief Technology Officer at Keyworks, Stuart Smith. We chat about technology, specifically cybersecurity and data privacy, because these days it is timely to focus on the key risks business owners are facing and best practices for Risk Management and Governance as it pertains to technology.   We also e

#024 | Jamie L. Smith - Navigating the "Great Resignation"

Jul 13 2022 73 mins  
On this episode Tim is joined by Co-Founder and Chief Experience Officer of Amplify Advisors, Jamie Smith.   With nearly 20 years of accounting experience, Jamie has worked with organizations of all sizes (including Deloitte and PWC) and within many industries, including telecommunications and technology, construction, airline, retail, energy, private equity, financial service

#023 | Laurel Sim - Understanding Corporate Portfolio Management

May 26 2022 62 mins  
On this episode Tim is joined by VP of Portfolio Management at Taleo, Laurel Sim. Laurel is also co-host on the Mission Driven Leader Podcast that focuses on helping leaders clarify and accomplish their missions by giving them the tools, tips and resources they need to succeed. Co-host with a past guest on this podcast, Ed Hoffman, former Chief Knowledge Officer of NASA. Outside of

#022 | Ed Hoffman - Leadership Lessons from NASA

Apr 13 2022 77 mins  
Our guest joining Tim on the Innovative Accountant is former Chief Knowledge Officer of NASA, Ed Hoffman.  Dr. Hoffman is CEO, Knowledge Strategies, LLC. Knowledge Strategies is engaged in research, education, and consulting services in support of organization performance. Dr. Hoffman serves as Senior Lecturer, for Information and Knowledge Strategy Program at the Columbia Uni