The Finance Haven

Episode 6 | Matthew Nelson

We’re really excited to bring you Matthew Nelson on this episode of The Finance Haven podcast! Matthew took the leap into entrepreneurial finance, built Reflex Media from the ground up, ran it for a few years, and then successfully sold the company. Whether you’re an aspiring entrepreneur, interested in finance, or just love hearing real stories of building something from scratch, this episode is packed with insights you won’t want to miss.

Episode 5 | Claudio Cericola

We're thrilled to announce our latest episode featuring a special guest, Claudio Cericola! Claudio brings an impressive background in finance, with experience spanning investment banking at Canaccord Genuity and private equity roles at Turtle Holdings and Huntstone Capital. In this episode, we uncover Claudio’s unique career path, dive into the world of private equity, and explore the skills he’s developed working in investment banking. Whether you're interested in private equity, investment banking, or just hearing from industry experts, this is an episode you won’t want to miss! Make sure to also check us out on LinkedIn, Youtube, TikTok, Instagram, and our website at thefinancehaven.com.

Episode 4 | James Park

We're thrilled to announce our latest episode featuring a special guest, James Park! James brings an impressive depth of knowledge in real estate, having gained valuable experience working at Bancorp Financial Services over the past two summers. In this episode, we dive into James’s journey, explore the nuances of the real estate sector, and discuss insights from his time at Bancorp. Whether you're passionate about real estate or finance, this episode is one you don’t want to miss! Make sure to also check us out on LinkedIn, Spotify, TikTok, Instagram, and our website at thefinancehaven.com

Episode 3 | Adam Cohen

We are really excited to bring you the third episode of our podcast with our special guest, Adam Cohen. Adam began his career in investment banking at Macquarie Group, where he specialized in gaming M&A. Through his experiences he was able to transition into private equity where he now works as an associate at Sun Capital Partners. Make sure to tune in to hear about his unique perspectives in the finance industry!

Episode 1 | Theo Cormier

In our first episode, we're thrilled to welcome Theo Cormier, a dynamic finance professional with a unique blend of experience across institutional sales, trading, and wealth management. Theo recently completed an internship at Ventum Financial, where he sharpened his skills in institutional sales and trading, giving him invaluable insight into high-level market operations. Before that, he spent time at Canada National Bank, where he contributed to wealth management and marketing strategies, bridging the gap between financial advisory and client outreach. His multifaceted background provides a well-rounded perspective on the financial world, making this conversation one you won’t want to miss!