In this episode of Amplify Your Business, host Lance Johnson dives deep with Eunicia Peret, a former corporate strategy consultant turned entrepreneur. Eunicia shares her journey from working with major corporations like Deloitte to founding her own wealth strategy consulting firm, Excelstra. 

Join us as we explore Eunicia’s strategic approach to wealth management for entrepreneurs. With nearly two decades of experience, Eunicia shares her journey, key challenges in transitioning from corporate life, and valuable insights for entrepreneurs striving to build and preserve their wealth. She also provides insights on building comprehensive wealth strategies, managing tax and investment portfolios, and discusses the importance of seeking specialized support for financial success.

For more information and to view our full episode archive, visit amplifyyourbusiness.ca. You can also listen to the show in podcast form—just search ‘Amplify Your Business’ wherever you get your podcasts.

Connect with Eunicia Peret & Excelstra on LinkedIn
Website: www.excelstra.com

00:01 – Introduction 

00:55 – Guest Introduction: Eunicia Peret’s transition from corporate consulting to entrepreneurship

03:59 – Eunicia on realizing the limitations of corporate roles and the spark for starting Excelstra

05:26 – Overcoming challenges from regular paychecks to self-sustaining income

08:14 – The importance of external support for entrepreneurs

11:57 – Key traits for successful entrepreneurs in wealth management

15:04 – The benefits of expertise and specialized support

18:03 – Why financial strategy matters as much as business strategy

23:10 – Trends and challenges in tax and wealth strategy for business owners

27:34 – Excelstra’s holistic approach to wealth management

33:25 – Takeaways: proactive planning and the value of starting early

38:27 – Closing remarks and call to action

40:00 – Outro