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10/16/2026

When I started The Eh List, one of my goals was to become a better leader.

The idea was simple: sit down with people who have had unique experiences, learn from their successes and challenges, and share those lessons with my community.

This was the most difficult episode I've hosted, and the one I've thought about the most.

Jessica Gutierrez is someone I've known since our SFU days and have tremendous respect for. She's also been through an incredibly challenging year, losing her son Nathan.

Sharing that experience publicly takes enormous courage, and I'm grateful she trusted me with her story.

One of my biggest takeaways was about preparation.

As business owners, we spend countless hours planning for growth, managing risks, and preparing for business disruptions.

We have contingency plans for losing clients, employees, or critical systems.

But how much time do we spend preparing for the personal tragedies our team members may face?

Most of us figure it out when it happens. Jessica reminded me that this is the worst possible time to start.

Something else that stayed with me: you don't need to have the right words.

Sometimes leadership means simply being present, holding space for someone when you don't know what to say, and not allowing your own discomfort to prevent you from showing up.

How we support our people through their most difficult moments is often how they'll remember us as leaders.

Probably far more than anything we accomplish in a good quarter.

October is Pregnancy and Infant Loss Awareness Month.

If you're a business owner, work in HR, or lead a team, I encourage you to listen to this conversation.

Thank you, Jess, for your courage, your friendship, and the important work you're doing to support other families 🤍

🎙️ Listen to the episode by clicking the link in my bio!

New episode of The Eh List with Jessica Gutierrez, out now 🎙️Every October is Pregnancy and Infant Loss Awareness Month,...
10/15/2026

New episode of The Eh List with Jessica Gutierrez, out now 🎙️

Every October is Pregnancy and Infant Loss Awareness Month, a time to honour the babies who were lost and the families who carry them forward. We’re grateful Jess trusted us with her story during it.

Jessica has spent her career building capability in other people. Enablement at SAP, training for 5,000 partners at JOEY, learning strategy at Vancity, leadership at The Learning Network. She is now the founder of Calm-hearted, a pregnancy and infant loss platform supporting bereaved families, the people around them, and their workplaces.

We covered the leadership decisions she got wrong and what they changed. When she realized being liked and being trusted are not the same thing. What this past year taught her about what people actually need from the person leading them, and what leaders should have thought through long before anything happens.

If you’re in HR, or you lead a team, or you sit on an exec table, Jess’s story is worth your time. What you go through outside of work changes how you lead inside it, and most workplaces are not ready for that.

⏰ Chapters:
1:26 Early Career
10:37 Personal Experiences
17:22 Experiences in HR Systems
28:25 Repair Readiness
37:42 Calm-Hearted
45:51 Closing Remarks

🎧 Listen to the episode by clicking the link in my bio!

This episode discusses pregnancy and infant loss. Please take care of yourself while watching.

10/14/2026

A look at our next episode of The Eh List 🍁 with Jessica Gutierrez.

Jessica has spent her career building capability in other people. Enablement at SAP, training for 5,000 partners at JOEY Restaurant Group group, learning strategy at Vancity, leadership at The Learning Network. She is now the founder of Calm-hearted, a pregnancy and infant loss platform supporting bereaved families, the people around them, and their workplaces.

We covered the leadership decisions she got wrong and what they changed. When she realized being liked and being trusted are not the same thing. What this past year taught her about what people actually need from the person leading them, and what leaders should have thought through long before anything happens.

What you go through outside of work changes how you lead inside it. Jessica has a clear view on what that means in practice.

🗓️ The full episode releases on all platforms tomorrow at 9:00am

This episode discusses pregnancy and infant loss. Please take care of yourself while watching.

🎧 Catch up on previous episodes by clicking the link in my bio!

10/13/2026

Turns out, managing your money is the easy part 😂

It’s everything around it that gets complicated.

The taxes, the business decisions, the retirement plans, the “are we actually on track?” conversations.

That’s where having someone in your corner makes a difference.

Follow for more ways to make smarter financial decisions.

10/09/2026

This one caught a lot of people off guard. Canada’s effective tax rate on new business investment is now less than half the US rate. 📊

The September 15th announcement introduced something called the Productivity Mega Deduction. The short version is that businesses can now immediately write off a much wider range of assets, and it is permanent. What surprised most people is what qualifies. Software, R&D, computer equipment, patents. This is not just an oil and gas play. 💡

The important thing to understand is that a deduction is not free money. It accelerates when you get the tax break, but the cash still leaves your account. And for incorporated owners, this has a ripple effect on how you pay yourself and how you structure everything on the personal side.

The details and start dates still need to be finalized and passed into law. But if you are planning any significant purchases in the next year, this is worth a conversation with your accountant and advisor before you buy, not after.

🔔 Follow for more videos like this every week!

10/07/2026

Most Canadians don’t realize there are ways to reduce the tax impact of capital gains.

Here are 3 strategies to know:

1. Tax-loss harvesting: Sell an investment at a loss to offset realized capital gains.

2. Carry-forward capital losses: Unused capital losses from previous years can be carried forward indefinitely to offset future gains.

3. Donate appreciated securities: Donate qualifying appreciated investments directly to charity and you can eliminate the capital gain while receiving a donation receipt for the fair market value.

Want to make the most of your tax planning?

Let’s talk. Link in comments. 🔗

10/06/2026

What a day up at the Sea to Sky Gondola 🔥

SaaS Wealth Insurance recently attended the Angel Forum Mountain Summit, Building in Uncertain Times, and the energy from start to finish was something else.

The theme hit home. Between tariffs, market uncertainty, and the challenges founders are facing right now, every conversation felt grounded in what is actually happening on the ground 💡

Brian Storey from Capilano University | kicked things off, followed by Richard MacKellar from Celerity on the realities of building out of Squamish. Hans Knapp from Yaletown Partners gave a candid breakdown of where the market stands from both the investor and founder perspective.
We saw five companies present throughout the day:

🎙️ Peter O’Connor, Eagle Eyes Search
🎙️ Jason Zerbin, Payload
🎙️ Jazz Kaur and Anush Sankaran, AI Fluency Labs
🎙️ Jordan Samson, Minera Systems
🎙️ Josh Compagna, Quest Outside

Congratulations to VoxCell BioInnovation on receiving this year’s Greg Smith Award 🏆

The afternoon brought a great session on alternative forms of investment. Richard Mardon on building and investing as a team of one squared. Leah Nguyen on buying companies versus building from scratch. And Rochelle Grayson from Mosaic Accelerator on being built for revenue and funded for revenue.
Founders, investors, and ecosystem builders all in one room with that view behind them.

Thank you to Irene and the entire Angel Forum Canada team for continuing to create spaces like this 🙌

10/05/2026

Financial advisors want to be influencers.
Influencers want to be financial advisors.

There’s nothing wrong with sharing what you know. But when it comes to your money, it matters who you’re taking advice from.

Social media can be a great place to learn. Just don’t confuse content with personalized advice.

Looking for guidance tailored to your situation as a business owner, professional, family, or retiree?

Book a meeting with me. Link in bio.

10/01/2026

In this clip from 🍁 The Eh List featuring Sam Thiara, he shares something worth sitting with.

When he was younger, Sam wanted to change the world. But the older he got, the more frustrated he became because the world is complicated. So his approach shifted. Instead of trying to change the world through his own eyes and how he thinks things should be, he started focusing on changing it through the people he helped.

🎧 Listen to the full episode by clicking the link in my bio!

09/29/2026

There is a lot of negative news out there right now. Tariffs, a productivity problem, and real uncertainty about where Canada is headed economically. But entrepreneurship is the answer, and events like Angel Forum are proof of that 🔥

We recently attended Angel Forum at Speed, the 63rd edition, and the lineup of companies presenting did not disappoint.

The range and quality of companies coming through Angel Forum keeps getting stronger. From biotech to legal tech to robotics, there is serious innovation happening at the early stage in this country.

If you are a founder or an investor and you have not been to one of these, it is worth checking out.

Thank you to Irene and the entire Angel Forum team for continuing to put these together 🙌

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