Finance & Investing Episodes

So many of us avoid conversations about wills, estate planning, and what happens after we’re gone. It can feel uncomfortable, morbid — or like something we’ll just “get to later.” But the truth is, these are some of the most important conversations we can have if we want to protect our families and create impact that lasts. My guest today, Mark Halpern, has built his life’s work around helping people move from simply achieving success to creating significance. He’s one of Canada’s leading exper...

Sustainability in the corporate world is changing so quickly. Over the past few years alone, investors, boards and companies have suddenly all had to understand the ESG considerations of their respective ecosystems. Many are feeling overwhelmed by the speed of change, even those who are lucky enough to have an in-house sustainability lead. Which is why the solution in speaking to many of our guests is seeking out an external sustainability consultant. In fact, this is one area that you, our list...

Listeners of The Resilience Report are clearly looking for a podcast in finance, because every time we have a guest on, the reaction is always so positive. And one angle we have yet to dive into but that impacts each and every one of us is that of banking. But, with greenwashing really being a concern in this space, I wanted to find an organization that truly walks the walk. Which is where I came across one of the fastest growing banks in the US who also happens to deeply believe in banking li...

Taxes. Not exactly everyone’s favorite topic. Tax incentives, however, can be very interesting, especially when it comes to saving money, energy and subsequent emissions in the commercial building space. And today we have an absolute expert in this space, Abby Massey, to walk us through what these opportunities look like. Abby is the Vice President of Energy Incentives at TaxTaker, a specialty tax incentives consulting firm headquartered in Austin, TX. Abby has her B.S. in Civil Engineering f...

Lauren Ott truly brings the “S” to ESG as a social entrepreneur who teaches organizations how to maximize their impact on the causes they care about. Lauren is the Senior Director, Strategic Partnerships at Impact Genome, the world's leading impact registry. In this episode, the Laurens talk about the critical role of centralizing, standardizing and quantifying social impact, how such a repository can help create a more equal playing field for social programs, charities and non-profits, the rea...

While the topic of Impact Investing is gaining momentum across headlines, conferences and even social media, many of us don't feel fully equipped to talk about it, let alone engage in it! We have specifically put together this episode to help our Resilience Reporters better understanding the topic in an accessible, educated way with the delightful and insightful Pierre-Laurent Macridis, Senior Associate - Private Investment Research at Rally Assets, an impact investment management firm focused o...

If you or your company are interested in reducing your environmental impact, you have likely already heard the term “Net Zero”. These commitments to reducing emissions can be made by organizations, municipalities and even counties. Furthermore, if you are someone who is looking to invest in environmentally-responsible companies, this is likely a term that you are on the lookout for. That being said, reading through countless corporate sustainability reports can be a very long, somewhat confusi...