Categories
Season 2

Ken Koob | Community Futures

SHOW NOTES

  • 00:38 – Jason introduces Ken Koob with Community Futures, an organization that provides small business advisory services and lending opportunities for rural communities.
  • 03:10 – Ken and Jason discuss the geographic jurisdictions served by Community Futures Centre West in Alberta.
  • 06:54 – Ken details his role as the Business Development Advisor, and emphasizes important lending criteria for potential clients (borrowing limit of $150,000; previously declined funding from at least one financial institution).
  • 09:18 – Jason and Ken talk about the demographics served by Community Futures Centre West, including specific programming for disability and youth.
  • 11:52 – Ken walks us through the lending process, highlighting the importance of due diligence in decision-making (key players include the business plan and Equifax score). Community Futures charges a 1% fee to submit a lending application.
  • 14:38 – Jason and Ken elaborate on the types of business advisory services offered by Community Futures Centre West.
  • 18:08 – Break to talk about our sponsor, the E=MC2 CoWork space in Canmore. Check us out with a free space for your first day, attend a Wednesday LunchBox lecture, or visit us for wind down Fridays.
    Learn more at www.canmorebusinessexcellence.ca/en.
  • 20:38 – Jason asks Ken about the role of character in decision-making. Ken describes what he looks for as he assesses the character of potential borrowers.
  • 23:11 – Jason brings up the role of timing in submitting an application for financing. Ken advises entrepreneurs and business owners to approach Community Futures sooner (not later) for banking options and small business counseling.
  • 26:57 – Ken travels back in time to describe his early days in the financial industry (commercial lending), including a stint with the oil and gas industry.
  • 34:05 – Ken touches on the challenges that he sees in the world of entrepreneurship in our area: affordability of commercial space, spill-over from the economic downturn in Calgary, high competition in certain industries, legislative impact on staffing costs.
  • 38:45 – Jason and Ken talk about the value of forethought and planning in entrepreneurship.
  • 40:20 – You can learn more about Community Futures Centre West by visiting centrewest.albertacf.com. Connect directly with Ken Koob by email at BusAdvisor@albertacf.com (preferred) or phone at 403-437-0904.
Categories
Season 2

Rachel Gurney | Investment Advisor

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02:50 – Jason introduces this week’s guest, Rachel Gurney. Rachel starts with how, in her early 20s, she decided to leave her home in Toronto and follow the call of the West.

08:16 – Rachel gives some thoughts on the community of Canmore, her favorite recreational activities, and experience so far raising a daughter outside of a big city.

11:44 – Rachel describes her work at Nesbitt Burns as a financial planner and investment advisor for Canmore’s families and business owners.

13:13 – Rachel tells why she loves what she does; Jason looks back at Rachel’s LunchBox Lecture at the E=MC2 CoWork Space in Canmore (www.canmorebusinessexcellence.ca/en/events) which prompts a discussion about the quest for knowledge, and how this quest drives Rachel forward in the fast-moving investment field.

16:58 – Break for our sponsor, Canmore’s E=MC2 CoWork space. Where else can you go for a hike, or jump on a snowboard, and then plug in and hit the computer …all in one day? Check out E=MC2 with a free space for your first day, attend a Wednesday LunchBox lecture, or visit us for wind down Fridays. Learn more at www.canmorebusinessexcellence.ca/en. Interested in checking us out? Click HERE for directions and address for E=MC2.

19:27 – Rachel discusses exciting things on the horizon, including her interest in the social governance side of investing. Jason and Rachel review the acronym ESG (environmental, social, governance).

22:22 – Rachel gives a rundown of a typical day as an Investment Advisor, talks mountain biking (shout out to the Canmore Cycling Club), and discusses her dog’s popularity around town.

29:55 – Rachel recommends checking out a running group offered by the new running store in town, Strides.

31:05 – To get in touch with Rachel Gurney, please call her directly by phone at 403-678-9693.

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Categories
Season 2

Margaret Claveau | Grief & Loss Support Counselling

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01:36 – Are you or somebody you know interested in being a guest on the Mountain Life Podcast? Visit www.themountainlifepodcast.com/be-a-guest/ and complete the form telling us why you’d make a great guest.
03:10 – Margaret starts with how she ended up living in the Bow Valley (hint: the morning sunshine sealed the deal).
05:05 – Margaret looks back on how her childhood experiences helped her to trust in the future, even amidst change and uncertainty.
06:20 – Margaret discusses her early years in the Bow Valley (with her four cats in tow!).
07:45 – Margaret talks about how she became involved in forming a women’s group and how several members, including Margaret, still meet up 21 years later.
09:40 – Margaret and Jason talk about how much Canmore has changed over the years.
11:40 – Margaret tells of her love of learning and how this frames her work today.
12:23 – Margaret touches on her education and training to become a grief & loss support counsellor.
13:02 – Margaret talks about the unique aspects of grief counselling and gives some examples of therapeutic techniques and processes.
15:31 – Jason discusses what he learned from Margaret’s LunchBox Lecture at E=MC2 and contemplates how unresolved grief often leads to further emotional pain down the road.
17:22 – Margaret provides a startling statistic, then introduces us to “companioning” in grief & loss support counselling.
18:52 – Break to talk about our sponsor, the E=MC2 CoWork space in Canmore. Check us out with a free space for your first day, attend a Wednesday LunchBox lecture, or visit us for wind down Fridays.
Learn more at www.canmorebusinessexcellence.ca/en.
21:13 – Jason and Margaret examine the connection between the creative arts and healing.
25:02 – Margaret answers the question, Why the focus on grief and loss? She relates to past experiences and her wonderment at the strength and courage of others.
28:24 – Margaret lists her favorite recreational activities in the Bow Valley and discusses her love for nature.
29:55 – Margaret introduces us to a Canmore Seniors hiking group called the Meanderthals.
32:00 – Connect with Margaret’s practice, You Are Not Alone – Bow Valley, by email at mclaveau@shaw.ca or call 403-678-1927.

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