Finance Village

In this Finance Village episode, host Sheldon Brow sits down with Philip Setter—licensed insurance advisor and founder of Affinity Life and PolicyStream—to get real about what separates a merely competent advisor from a truly transformational one. If you work in insurance/finance—or you’re a family trying to protect what matters—this one’s packed with practical insights, uncomfortable truths, and usable tools.What you’ll learn- Selling with integrity: how to recommend what’s right (even when you make $0)- Why term first: start simple, build trust, layer smartly (CI/DI/perm when it truly fits)- Niche marketing that works: serving high-risk hobbies (climbing, backcountry skiing) responsiblyConnect with Philip SetterLicensed Insurance Advisor • Founder, Affinity Life (consumer) & PolicyStream: https://policystream.ca/Affinity Life: affinitylife.caYouTube: Affinity LifeLinkedIn: @philipsetterIG (climbing): @therealcanadianboysDisclaimerThis conversation is for education only and isn’t legal, tax, or personalized financial advice. Talk to a qualified professional about your specific situation.👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.Apple:Spotify:#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage#insurance #financialadvice #ethics #terminsurance #canada #contentmarketing #PolicyStream #AffinityLife #FinanceVillage

In this episode of Finance Village, host Sheldon Brow sits down with Saijal Patel, CFA, former CNBC Asia and BNN Bloomberg anchor, and financial strategist, Together, they explore how the financial services industry must evolve—moving from siloed, transactional advice to truly holistic, inclusive, and human-centered planning.🔍 Topics Covered:Why “functional” financial advice is falling shortThe real risks women face—and why most don't know their net worthBuilding trust and engagement across couples, families, and generationsThe rise (and risks) of financial influencers and DIY advice culture💬 “Most people don’t trust the industry—but worse, they don’t trust themselves,” says Saijal, as she outlines the education gap and how her platform helps women step confidently into their financial lives.If you're a financial professional striving to improve client outcomes or a consumer feeling overwhelmed by financial noise, this conversation will hit home.📣 Follow Saijal on LinkedInhttps://www.linkedin.com/in/saijal-patel-cfa-4846233/👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.https://youtu.be/ADsP-O21msI#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage

In this episode of Finance Village, host Sheldon Brow sits down with tax strategist and policy expert Trevor Parry for a no-holds-barred discussion on what’s really going wrong in today’s financial and regulatory landscape—and what professionals can do about it.From outdated tax systems and bloated bureaucracies to attacks on private enterprise, Trevor shares sharp insights on:The growing hostility toward business structures like corporations, trusts, and partnershipsHow to navigate new threats like wealth taxes, GAAR expansions, and anti-avoidance policiesWhy entrepreneurs feel crushed—and what financial professionals must do differentlyTrevor brings legal insight, economic history, and political commentary with zero sugarcoating. Whether you’re an advisor, planner, lawyer, or entrepreneur, this episode is packed with high-level ideas and practical takeaways.Connect with Trevor: https://www.linkedin.com/in/trevor-parry/👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.https://youtu.be/ADsP-O21msI#FinancePodcast #TrevorParry #TaxStrategy #Entrepreneurship #FinancialPlanning #PrivateWealth #WealthPreservation #PolicyMatters #HybridPipeline #FinancialAdvisors #FinanceVillage

In this episode of Finance Village, hosts Sheldon Brow and Seun Adeyemi dive deep into the emotional and practical sides of money with certified cash flow specialist and financial coach Maura Shaftoe. Maura’s human-centered approach empowers individuals to align their spending with their personal values, while effectively addressing the emotional and practical aspects of financial stress.We talk about:Why even high-income earners can be cashflow disastersWhy traditional budgeting fails and what to do insteadThe truth behind "financial infidelity" in relationshipsCoaching versus advising — and why the distinction mattersWhether you're a financial pro, an aspiring saver, or a family navigating the messiness of modern money, this conversation will shift the way you think about cash flow, behavior, and what it means to “do money like it makes sense.”📌 Connect with Maura Shaftoe on LinkedIn to learn more about her coaching work and how professionals can collaborate to better support clients.https://www.linkedin.com/in/maura-shaftoe/https://www.maurashaftoe.ca/👉 Don't forget to like, subscribe, and share with someone who needs a healthier relationship with money.https://youtu.be/ADsP-O21msI#FinancePodcast #MoneyCoaching #Cashflow #FinancialPlanning #BehavioralFinance #PersonalFinanceCanada #FinanceVillage #MauraShaftoe #HolisticAdvice #JoyJar

🎙️ Welcome to Finance Village! 🎙️ Sheldon Brow and Seun Adeyemi welcome legal powerhouse Harold Geller, a trailblazer in financial services advocacy. Known for championing consumer rights and holding industry players accountable, Harold shares his wealth of knowledge on the legal and ethical challenges financial advisors face when things go wrong. Harold also pulls back the curtain on the Canadian financial industry, sharing firsthand insights on systemic issues, regulatory reform, and the importance of transparency. The complexities of providing sound financial advice and navigating ethical dilemmas. Insight into the challenges of Know Your Product (KYP) and Know Your Client (KYC) obligations. The red flags clients should watch for when selecting a financial advisor. Connect with Harold- linkedin.com/in/harold-geller-25094033 Connect with us! https://financevillage.ca https://pocketfinance.com https://linktr.ee/questorpods

In this episode of Finance Village Sheldon and Seun address why younger generations—Millennials and Gen Z—are losing trust in traditional banks and turning to independent advisors for a different approach to Investing and Finance than their "Parents" Banks The psychology behind the shift from big banks to independent advisors. Strategies for advisors to connect with younger clients, including digital tools and family-centric planning. Practical ways to enhance your digital presence, improve client engagement, and build trust across generations Connect with us! https://financevillage.ca https://pocketfinance.com https://linktr.ee/questorpods

In this episode of Finance Village Sheldon and Seun discuss securing client communication in the financial services industry. With the SEC and other regulators cracking down on communication compliance, financial advisors are facing unprecedented fines—nearly $400 million to date—for off-channel communication practices. The episode delves into the challenges of implementing secure communication tools in a way that clients will actually adopt. https://financevillage.ca/ https://pocketfinance.com/ https://linktr.ee/questorpods

In this episode of Finance Village we discuss strategies and tips on how finance professions can improve at communicating when having difficult or uncomfortable conversations between other professionals and their clients. We also role-play some examples of DO's & DONT's when being confronted by clients and how you should respond when tense moments arise. Finance Village Pocket Finance Producer by Questor Media

In this episode Finance Village is joined by John Pelley from Colibri Financial. We dive deep into a crucial topic that many business owners often overlook: the importance of regularly reviewing banking services. John brings over 35 years of experience in big banking, to discuss how businesses are unknowingly paying hidden fees and missing opportunities to save significant amounts of money. Tune in to learn practical steps for conducting your own banking review, identifying hidden costs, and negotiating better terms with your bank. Whether you’re a seasoned business owner or just starting out, this episode is packed with valuable insights that could SAVE YOU THOUSANDS! Finance Village Connect with John Connect with Sheldon Connect with Seun

In this episode Finance Village is joined by Kinsted Wealth. We dive deep into the lucrative and dynamic world of private equity & discuss how financial advisors can unlock the potential of these alternative investments to diversify portfolios, mitigate risks, and maximize returns for their clients. We explore key strategies, insights, and industry trends shaping the future of private equity and real assets. Join our expert guests as they break down complex topics, demystify investment jargon, and share actionable tips to help advisors confidently navigate this high-growth sector. Kinsted Wealth is a $1.4Billion boutique Discretionary Wealth Management Firm, founded in 2003, and based in Calgary. We have developed a unique investment platform consisting of 3 well established private asset funds with 4+ year track records, along with public equities and bonds. https://kinsted.com/ https://financevillage.ca/ Connect with Sheldon: linkedin.com/in/sheldon-brow Connect with Seun: linkedin.com/in/seunadeyemi

In this episode Sheldon & Seun discuss how financial professionals can speed up and simplify the client data collection process for both parties and what are the obstacles that advisors face when trying to collect all the financial data they need. https://financevillage.ca/ Connect with Sheldon: linkedin.com/in/sheldon-brow Connect with Seun: linkedin.com/in/seunadeyemi

In this episode Sheldon & Seun discuss how advisors and financial professionals can create and keep good will between themselves, their clients, and their colleagues. https://financevillage.ca/ Connect with Sheldon: linkedin.com/in/sheldon-brow Connect with Seun: linkedin.com/in/seunadeyemi

In this episode, Sheldon & Seun speak with Zael Miransky from MCO Private Wealth about the current state of the international economy, how/if investors & advisors should be reacting, & how you can keep a stable strategy in unstable times. -- https://financevillage.ca/ Connect with Sheldon: linkedin.com/in/sheldon-brow Connect with Seun: linkedin.com/in/seunadeyemi Zael Miransky: linkedin.com/in/zaelmiransky

In this episode, Sheldon & Seun dive into the world of car payments and explore how they might be keeping you financially stuck. From understanding the true cost of financing to discovering the long-term impact on your wealth, we break down the reasons why car payments can hinder your financial freedom. Join us as we discuss practical strategies to: - Avoid the debt cycle - Take advantage of financing strategies - Gain control of your finances and make smarter money decisions. https://financevillage.ca/ Connect with Sheldon: linkedin.com/in/sheldon-brow Connect with Seun: linkedin.com/in/seunadeyemi

In this episode Sheldon and Nick dive into the transformative role of technology in financial advising. 🌐 Discover how cutting-edge innovations are reshaping the financial landscape, making advising more efficient, accurate, and accessible. Whether you're an advisor looking to stay ahead of the curve or an investor keen on understanding the tools your advisors use, this episode is packed with insights you can't afford to miss! In this episode, we cover: How AI and machine learning are revolutionizing client interactions Must-have tech tools for modern financial advisors Real-life success stories of tech integration in financial planning 🔔 Subscribe to stay updated on the latest in financial technology! Website: https://financevillage.ca/ Sheldon Brow: https://www.linkedin.com/in/sheldon-brow/ Nick Giovannetti: https://www.linkedin.com/in/nickgio/

Discover the secrets of behavioural finance for smarter advising & investing in this episode. Learn how psychology influences your financial decisions and gain insights to become a smarter investor and advisor. https://financevillage.ca/ Connect with Sheldon: linkedin.com/in/sheldon-brow Connect with Seun: linkedin.com/in/seunadeyemi

In this episode, we dive deep into the world of financial planning tailored for millennials. Navigating the financial landscape of today, millennials face distinct challenges and opportunities. From tackling student loan debt to mastering the art of saving for the future, we explore practical tips and strategies to help you achieve financial independence. Whether you're just starting your financial journey or looking to optimize your current plan, this episode is packed with actionable advice to help you take control of your financial future Connect with Sheldon: linkedin.com/in/sheldon-brow Connect with Seun: linkedin.com/in/seunadeyemi

In this episode Sheldon & Seun dive deep into the world of financial advising referral fees. Join us as we unravel the complexities surrounding referral fees, a critical yet often misunderstood aspect of financial advisory services. We'll explore what referral fees are, how they work, and the ethical considerations involved. Whether you're a seasoned financial advisor or new to the field, this episode will equip you with the knowledge and tools to navigate referral fees with confidence and integrity. Connect with Sheldon: linkedin.com/in/sheldon-brow Connect with Seun: linkedin.com/in/seunadeyemi Thanks for being a resident of Finance Village

This episode tackles (respectfully and fairly) title protection in the financial advisory space, particularly the CFP and the recent developments in the Chartered Financial Planner designation controversy head-on, fostering a critical discussion among industry-leading financial professionals in Canada. Speakers 👇 Jason Pereira: linkedin.com/in/pereirajm Mark McGrath: linkedin.com/in/markmcgrathcfp Mehul Gandhi: linkedin.com/in/mehulgandhicfp Julia Chung: linkedin.com/in/juliaychung

Brandon Chapman is the visionary founder of Advisor Flow. Brandon is on a mission to revolutionize the way financial advisors operate, helping them streamline their operations, simplify compliance, and transform client relationships into collaborative and automated experiences. With Advisor Flow, he's created a one-stop solution for everything from intake forms to updating client information, making life easier for both advisors and their clients. Brandon brings a wealth of experience to the table, with over 8 years of expertise in financial and business planning. He's been instrumental in helping Canadian businesses and professionals thrive by offering strategic advice and harnessing the power of technology. In today's episode, we dive deep into some intriguing topics with Brandon: 🔹 Are MLMs (Multi-Level Marketing) worth your time and investment? We'll uncover the pros and cons of this controversial business model. 🔹 When should individuals start crafting their financial plan? Brandon shares insights on the ideal timing for taking control of your financial future. 🔹 And finally, we'll explore the red flags to watch out for in the finance industry. With Brandon's extensive experience, he'll reveal the warning signs that every investor and business owner should be aware of. So, if you're ready to gain valuable insights into finance, technology, and the world of entrepreneurship, stay tuned for an enlightening conversation with Brandon Chapman.  --Connection Links 🔔 Sheldon Brow: linkedin.com/in/sheldon-brow Brandon Chapman: linkedin.com/in/brandonchapmancf