A No-Nonsense Personal Finance Workshop for Founders
Most personal finance content isn’t built for business owners.
It’s too basic, too theoretical, or designed for employees, not for founders with irregular income, corporations, and real risk.
So we’re building something better.
We’re soft-launching a very small, private, founder-only workshop with our close friends to help design the most practical, useful, and no-nonsense personal finance class for the BC business-owner community. We want your input!
What we’ll cover
Tax-Efficiently Paying Yourself from Your Corporation
Corporate Investing Accounts/Tools
Minimizing Tax Upon Exit/Liquidity Event
Protecting Family and Business
What actually creates confidence and freedom for founders
This is a working session. We’ll share our ideas and ask for honest feedback on what’s useful and what’s not.
Who it’s for
Founders, entrepreneurs, and business owners who are busy but know that personal finance is important. You want clarity. No fluff.
If you’ve ever thought, “There should be a better way to learn about money as a founder,” this is us building it together.
Note that this session requires approval. It is designed for 2nd-time Founders or Incorporated Owners with at least 3 years of experience. Please ask Enoch/Jacob for more details/exceptions.
The Presenters
Enoch Weng is the CEO and Co Founder of Rise Above Finance, a Vancouver based advisory firm serving business owners and founders. He helps entrepreneurs build practical personal finance systems that work alongside their businesses with a focus on clarity, cash flow, and long term decision making.
Jacob's introduction to financial stewardship began unexpectedly when he assumed responsibility for his family's business and finances following his father's sudden passing. He went on to create financial plans for clients across a diverse spectrum—from recent university graduates to royal families. Today, Jacob serves as a Financial Advisor at the Financial Literacy Counsel and teaches Personal Finance for Business Owners for UBC Medicine. He holds an HBA from the Ivey Business School and is both a Dimensional Fund Advisor and Certified Financial Planner (CFP).