Ideas and Stuff Calgary | A Local Calgary Podcast

Michael Montgomery
Ideas and Stuff Calgary | A Local Calgary Podcast

Inspiring tidbits from Calgary, Alberta movers, shakers, and idea-makers. Ideas and Stuff is a local podcast highlighting local dynamos in entrepreneurship, fitness, tech, education, health care, politics, and so much more. Ideas and Stuff is based in Calgary, Alberta, Canada

  1. 13/12/2020

    100: Jeremy Clark | CH Financial

    Jeremy Clark is now in his 20th year in the financial advisory business.  He was born in Sarnia, Ontario and spent his childhood in Sarnia and Midland, Michigan (hence his slight midwestern twang).  Jeremy obtained his B.Sc. (Neuroscience) from McGill University in Montreal in 1998 and spent the remainder of 1998 and 1999 taking courses at the Canadian Securities Institute in Calgary. In late 1999, he joined the Calgary financial planning firm Waddell & Associates as an intern. Over the next several years, Jeremy worked in all areas of the Waddell enterprise, including personal and corporate tax, financial planning, estate planning, investment management, and the creation and marketing of private placement investment syndicates. In 2006, he became a Fellow of the Canadian Securities Institute.  In 2007, Jeremy and his former partner purchased Waddell & Associates from the previous owner and renamed it Clark Hetherington Financial Ltd.  Since then, the firm has grown to the point where it manages over $200 million in assets and has a large tax and financial advisory practice which serves many Canadian business leaders. In early 2019, Jeremy assumed majority ownership of the now-renamed CH Financial Ltd. Jeremy is passionate about giving back to the community. In 2014, he was named as Co-Chair of the Advisory Board of the McGill University Faculty of Science.  In 2014, he was named to the FundEX Investments National Advisor Council.  In 2017, he was elected Chair of the Council.  In addition, he is President of the Calgary Philharmonic Orchestra Foundation and the Clark family is one of the founding families of the Calgary Police Foundation. In 2015, Jeremy created the Clark Science Executive Leadership Fund (SELF) at McGill University. This innovative program is a collaboration between the Faculties of Science and Management and allows scientists to receive practical business training in a structured format.  To date, more than 30 prominent professors and graduate students have completed this program and the reviews have been excellent. He is an avid athlete and enjoys tennis, cycling, and running.  He races several times a year, including the 5 Peaks Mountain Trail Running Series.  He is married to Elaine, who also works in the business, and is the proud Dad to daughters Keiko and Chloe.

    35 min
  2. 08/08/2020

    95: Ian Burns | Alberta Central

    Ian knows the importance of being a steadfast partner. As the President and CEO of Alberta Central, an organization that serves Alberta credit unions, Ian understands that being proactive, responsive and committed to credit union system advancement goes without saying. That’s why he believes in ongoing collaboration to make sure that the strategic solutions Alberta Central provides to members truly make sense. He recognizes that when the Alberta Central executive team, employees and board work together, we can all achieve success. Ian joined Alberta Central in 2018 to encourage excellence in member service and engagement and is committed to always evolving and improving in his role. As President and CEO, Ian leads the organization in establishing current and long-range goals and works to ensure strategic objectives and operational targets are achieved. Previously, Ian served as CEO of the Alberta Real Estate Association (AREA), where he focused on revitalizing the mandate and direction of the association. He has more than twenty years of banking, retail finance, telecommunications and executive management experience across multiple highly regulated industries and has a strong portfolio of governance and regulatory work. Ian always strives to empower his team and encourage them to bring forward their ideas. Ian holds a Bachelor of Arts from the University of Calgary, a Master’s Degree in Business Administration from the University of Regina as well as an Institute of Corporate Directors Designation from the Rotman School of Management at the University of Toronto.   Alberta Central (https://albertacentral.com/)

    20 min

À propos

Inspiring tidbits from Calgary, Alberta movers, shakers, and idea-makers. Ideas and Stuff is a local podcast highlighting local dynamos in entrepreneurship, fitness, tech, education, health care, politics, and so much more. Ideas and Stuff is based in Calgary, Alberta, Canada

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