In this episode of Success Leaves Clues, hosts Robin Bailey and guest co-host Corey Chadwick sit down with Margot Perlmutter, Head of HR at CEX Financial and certified executive coach. With more than 25 years of experience spanning advertising, camp leadership, SaaS, and fintech, Margot has built a reputation as a people-first leader who blends strategy, empathy, and business growth into every role she’s taken on.

From her early days directing summer camps to navigating acquisitions in the tech world, Margot shares the lessons that shaped her career and the people-first philosophy that defines her leadership.

You’ll hear about:

• Treating people like people: Why authentic human connection is the foundation of engagement and motivation.
• The power of kindness: Why being kind, not just “nice”, is the most underrated leadership superpower.
• Creating high-performing cultures: How saying “yes” more often than “no” can unlock trust, energy, and retention.
• Transparency and communication: Why setting clear expectations and sharing openly is critical to keeping great employees.
• Business growth = people growth: How aligning HR with business strategy drives real impact.
• Planting future trees: Margot’s vision for a ripple effect of kindness, mentorship, and creating safe spaces for people to thrive.

If you’ve ever wrestled with the balance between business goals and people needs, wondered how to retain top talent without “big firm” resources, or wanted to know what truly fuels a thriving culture, this conversation is packed with insights you can put into practice.

We talk about:

• 00:00 Introduction
• 03:02 Fostering Employee Engagement
• 05:23 The Power of Human Connection
• 09:26 Navigating Team Dynamics
• 13:47 Building a High-Performing Culture
• 14:23 The Importance of Saying Yes
• 22:20 The Cost of Retention
• 22:30 Real-Life Success Stories
• 23:17 Strategies for Retaining Employees
• 31:41 Aligning People Strategy with Business Goals
• 35:39 Advocating for People Strategy
• 37:30 The Ripple Effect of Kindness

Connect with Margot

• LinkedIn: https://www.linkedin.com/in/margot-perlmutter/
• Book: Camp Food Matters: Revolutionizing camp food, one happy camper at a time



Connect with Us

• LinkedIn: Robin Bailey and Al McDonald
• Website: Aria Benefits and Life & Legacy Advisory Group

In this episode of Success Leaves Clues, hosts Robin Bailey and Al McDonald sit down with Cheryl Kerrigan, award-winning Chief People Officer at BlueCat and one of Canada’s most admired HR leaders. With more than two decades of global experience, Cheryl shares her journey of stepping into roles before she felt “ready,” embracing failure as a teacher, and shaping workplace cultures where people and performance thrive.

You’ll hear about:

• The power of courage and curiosity: Why putting your hand up before you’re fully prepared can accelerate growth.
• The role of mentorship: How strong leaders and female role models shaped Cheryl’s career, and why she’s passionate about sending the elevator back down.
• Building high-performing teams: From over-communicating strategy to enabling leaders with coaching and development.
• Supporting resilience in tech: Wellness days, flexible policies, and innovative benefits that prioritize employee well-being in a fast-paced industry.
• Planting future trees: Why Cheryl is committed to connecting new graduates with opportunities and helping the next generation step confidently into business.

If you’ve ever struggled with imposter syndrome, wondered how to foster a culture where people truly thrive, or wanted practical insights from one of Canada’s top HR leaders, this episode is filled with clues you’ll want to follow.

We talk about:

• 00:00 Introduction and Podcast Overview
• 04:15 Cheryl's Career Journey and Leadership Insights
• 11:31 Building High-Performing Teams
• 15:35 Balancing Business Growth and Employee Well-being
• 21:10 Innovative Employee Benefits and Support
• 25:07 Future Trends in Employee Benefits
• 30:24 Cheryl's Mentorship and Giving Back
• 33:19 Conclusion and Contact Information

Connect with Cheryl

• LinkedIn: https://www.linkedin.com/in/cherylkerrigan
• Website: https://bluecatnetworks.com/

Connect with Us

• LinkedIn: Robin Bailey and Al McDonald

• Website: Aria Benefits and Life & Legacy Advisory Group

What if the real challenge the second time isn’t how to build, but why you’re building?

In this episode of the Success Leaves Clues podcast, host Robin and co-host Al sit down with Sameer Dhar, CEO and co-founder of NiaHealth. Sameer shares his journey as a second-time founder, revealing the unique challenges of building again, this time with a deeper focus on purpose and impact. The conversation dives into how NiaHealth is reimagining healthcare by combining advanced diagnostics and a nurse-practitioner-led model with human empathy and proactive care.

From leadership lessons to wellness rituals, Sameer opens up about what it takes to build something meaningful while staying grounded. The episode also explores how values like generosity, integrity, and service shape not just businesses, but legacies.

Key Takeaways

✨ Starting a second business can be even harder, especially when you’re more intentional about doing it right.

✨ Meditation, journaling, and self-care are the secret weapons of resilient leadership.

✨ NiaHealth combines personalized testing and nurse-practitioner care with empathy at the core.

✨ Proactive Health is the Future. People want more than reactive care.

✨ Success isn’t just growth or exits, but also generosity, impact, and building with values.

Connect with Sameer

• LinkedIn: https://www.linkedin.com/in/sameerdhar/
• Website: https://www.niahealth.co/

Connect with Us

• LinkedIn: Robin Bailey and Al McDonald

• Website: Aria Benefits and Life & Legacy Advisory Group

What if the future of healthcare isn’t in more treatment, but in earlier detection?

In this episode of Success Leaves Clues, host Robin Bailey and co-host Al McDonald sit down with Lisa Miloszewski, Head of Business Development at RegenaLife, a company bringing advanced diagnostic tools and regenerative medicine to the forefront of Canadian healthcare.

Lisa opens up about her own experience with burnout, the limitations she saw in traditional healthcare, and why she’s passionate about putting power back in the hands of patients. From cutting-edge diagnostics to the growing role of AI in medicine, this conversation challenges us to rethink the way we approach chronic disease, prevention, and personal wellness.

If you’re curious about how proactive, AI-enabled care is changing the way we take control of our health, tune in to learn how RegenaLife is helping Canadians rewrite the healthcare experience.

Key Takeaways

✨ Lisa’s personal health crisis ignited a passion for early detection and self-advocacy.

✨ RegenaLife helps Canadians detect chronic conditions before symptoms appear, offering a new paradigm in care.

✨ Regenerative medicine supports the body’s natural ability to repair when given the right tools.

✨ AI and advanced diagnostics are transforming what’s possible in preventative care.

✨ The more people understand their options, the more agency they have over their long-term health.

Connect with Lisa

• LinkedIn: https://www.linkedin.com/in/lisa-miloszewski/
• Website: https://regenalife.ca/

Connect with Us

• LinkedIn: Robin Bailey and Al McDonald

• Website: Aria Benefits and Life & Legacy Advisory Group

What happens when you trade a corporate ladder for entrepreneurial freedom?

In this episode of Success Leaves Clues, hosts Robin and Al sit down with Jeff Scheepers, Head of Sales and Owner at Clik-Clik Systems. Jeff opens up about his leap from the structured world of big tech into the hands-on world of small business ownership. From building a company rooted in friendship to redefining success on his own terms, Jeff shares insights on leadership, listening, and staying true to your values. If you’ve ever wondered what it really takes to make the jump, or why it’s worth it, this is a great listen.

Key Takeaways:

✨ How we build matters just as much as what we build.

✨ Leaving the corporate world gives you the freedom to act quickly, pivot fast, and own the outcomes, even the hard ones.

✨ In sales and leadership, true success starts with understanding others and that begins with listening.

✨ Future planning means being ready for curveballs, not just best-case outcomes.

Connect with Jeff

• LinkedIn: Jeff Scheepers
• Website: Clik-Clik

Connect with Us

• LinkedIn: Robin Bailey and Al McDonald

• Website: Aria Benefits and Life & Legacy Advisory Group

How do you turn training into transformation and make learning actually stick?

In this episode of Success Leaves Clues, Robin and Al sit down with Chris Taylor, founder and CEO of Actionable.co, to explore one of the biggest challenges in corporate learning: turning knowledge into meaningful action. Chris shares the origin story of Actionable, the gaps he saw in traditional training, and how behaviour change—not just information—is the true measure of success.

From navigating generational learning styles to leveraging AI in education, Chris unpacks how leaders can make learning stick, drive real performance, and create lasting change within their organizations. If you’re rethinking your approach to training or wondering how to align development with business results, this is a great listen.

Key Takeaways

✨ Learning in Action – Actionable.co was founded to close the gap between knowledge and implementation in corporate training.

✨ Behavior Over Attendance – True success is measured not by participation, but by sustained behaviour change.

✨ Accountability Is Essential – Having a partner or system for follow-through dramatically increases the likelihood of change.

✨ Aligning with Impact – Training only works when it’s connected to real business objectives and desired outcomes.

✨ Tech With a Human Touch – AI can enhance education, but meaningful growth still depends on human connection and reflection.

Connect with Chris

• LinkedIn: https://www.linkedin.com/in/chrisjrtaylor/
• Website: https://actionable.co/

Connect with Us

• LinkedIn: Robin Bailey and Al McDonald

• Website: Aria Benefits and Life & Legacy Advisory Group

What happens when purpose, partnership, and proactive care come together?

In this episode, hosts Robin and Al sit down with Dr. Hassan and Reham Sannoufi, the husband-and-wife team behind La Vie Executive Health Centre. They share the personal stories that fueled their mission, the philosophy behind La Vie’s elevated and preventative care model, and how they balance business, family, and a shared commitment to reshaping healthcare.

From childhood experiences that sparked a calling to the lessons of working side-by-side as partners in life and work, this conversation is as much about human connection as it is about clinical innovation. If you’ve ever wondered what it looks like to build a legacy of health, this conversation offers insight and inspiration.

Key Takeaways

✨ Purpose-Driven Origins – Reham’s path to medicine was inspired by her father’s health crisis, shaping her passion for prevention.

✨ Proactive, Personalized Care – La Vie is redefining the patient experience with holistic assessments and root-cause medicine.

✨ Partnership in Practice – Hassan and Reham’s teamwork model is grounded in respect, shared vision, and continuous feedback.

✨ Legacy Through Wellness – La Vie is about long-term impact on patient lives and family health.

✨ Health Requires Accountability – Sustainable lifestyle change starts with commitment and a collaborative support system.

Connect with Dr. Hassan & Reham Sannoufi

• LinkedIn: https://www.linkedin.com/in/dr-hassan-sannoufi-80582121/
• LinkedIn: https://www.linkedin.com/in/reham-sannoufi-05206847/
• Website: https://laviehealth.com/

Connect with Us

• LinkedIn: Robin Bailey and Al McDonald

• Website: Aria Benefits and Life & Legacy Advisory Group

What if the biggest leadership shift isn’t about learning more, but unlearning what no longer works?

In this episode of Success Leaves Clues, Robin Bailey and Al McDonald sit down with leadership expert Daneal Charney to explore what’s broken in traditional leadership training and how peer-led, AI-powered models are reshaping the way we develop tomorrow’s leaders. If you’re building leadership from the inside out, this episode is for you.

Key takeaways:

✨ Leadership development should empower individuals to own their growth.

✨ Unlearning outdated models is just as important as learning new ones.

✨ Peer-to-peer learning fosters deeper accountability and connection.

✨ Real-time feedback, even when tough, is key to meaningful change.

✨ AI and tools like Yoodli and Monark are transforming the coaching experience.

Connect with Daneal

• LinkedIn: https://www.linkedin.com/in/danealcharney/
• Website: https://www.linkedin.com/company/danealcharney

Connect with Us

• LinkedIn: Robin Bailey and Al McDonald

• Website: Aria Benefits and Life & Legacy Advisory Group