On today's episode, Jason is going to talk to Dennis Moseley-Williams. He is a well-known speaker in the financial advisor circuit who talks specifically about how advisors should transform their business to be based on experiences that deliver true value and enlightenment and transformation to clients.
Read MoreIn today's episode we have David Edey, CEA and financial advisor in Montreal. He is an author of a book called Executor Help. He is on the show to talk about what it is to be an executor and how an executor can have a successful execution of someone's will in both cases of if you are a business owner and if you are not.
Read MoreOn today's episode, Jason Pereira is going to talk to David Barnett, he is a private transaction advisor. Today he is going to specifically talk about acquisitions, but not from the seller's point of view, but from the buyer's point of view. David works with people who are looking at doing the purchase or sale of small businesses. He is a former business broker, but he does not act as a business broker today. He simply works in an advisory or consulting role.
Read MoreOn today's episode Jason Pereira is going to talk to Aaron Hector, a private wealth advisor for CWB wealth. He is here to talk about old age security. Basically, what it is, how it works, how you can plan around it and what are the planning opportunities for this exist. Aaron also talks about how dividend junkies who love being different impact only security, different than other forms of income.
Read MoreOn today's episode Jason Pereira is going to talk to Doug Runchey, owner and operator of DR Pensions Consulting. Doug is probably the foremost authority when it comes to understanding Canada Pension Plan and what it is in the implications and decisions that go around that simple enough topic. But there is actually a fair amount of complexity to the program and a lot of myths to dispel.
Read MoreOn today's episode Jason Pereira talks ESG (Environmental, Social, Governance) with Daniel Jacob, founder of Changing Habits Solutions. Changing Habits is a market leading ESG Consultancy that helps businesses incorporate ESG and sustainability strategies into their business model.
Read MoreOn today's episode Jason Pereira is going to talk to Jeff Cullen, owner and lead consultant at Basecamp4. It is a company that specializes in exit planning. He will be talking about the exit life cycle and what it looks from an exit planner's perspective and a client perspective to go through certain milestones and the journey of exiting.
Read MoreOn today's episode Jason Pereira is going to talk to Jason Watt. He recently was part of the sale of his family business. Today they will discuss the tales of what it's like to sell a family business. They will also discuss the ups and downs and unexpected turns that may be included in that.
Read MoreOn today’s episode of Financial Planning For Canadian Business Owners we have brought back Cato Pastoll from Loop. This time he has got a new product that he is basically working with that solves a very simple problem - Opening of bank accounts for Canadian businesses in the US. This sounds like it should be easy, but we are going to get into what the problems are, how he managed to solve them, and how he can make your life easier.
Read MoreOn today’s episode we have Terry Ritchie. He is Jason’s go-to guru on all things for American Canadian cross border, and also a friend. Terry is a vice president and partner at Cardinal Point Capital and Cardinal Point Wealth Management, a cross-border or ICPM firm specializing in the cross-border space. As the US federal tax base and Canadian integrated rates are higher, most clients with decent income will have more foreign tax rates in the US than they can use up.
Read MoreOn today's episode we have Shane Slater, Corporate Currency Specialist from the FirmaFX. He will talk about foreign exchanges, how it impacts business owners and how you can do better than just taking what the bank or your credit card will give you and how that can materially change your margins sometimes, depending on how the better rate you are paying before.
Read MoreToday is the 5th part of the continuation of a series that Jason is doing on understanding financial statements. On this episode, Jason will be talking about various accounts such as notional accounts and capital dividend accounts. He will be explaining further about RDTOH, refundable dividend tax on hand and safe income in this series on understanding your Financial Statements. Jason explains what are notional accounts? These are accounts that exist in your financial statements. They have to be tracked by your account separately and reported to CRA. Some of them, not all of them yet, but they are all being reported.
Read MoreToday is the 4th part of the continuation of a series that Jason is doing on understanding financial statements. Today, Jason is going to focus on cash management and working capital because cash is your lifeblood of a business. He will give you a framework for how to work with the cash because the accounting books and looking at that just don't give you the full picture. He will be explaining all the queries related to cash flows in your business.
Read MoreToday is the third part of the continuation of a series that Jason is doing on understanding financial statements. Today, Jason is going to talk about accounting ratios. Accounting ratios are used to analyze your business in several different ways. First, it’s helpful to track the performance of your business in multiple different facets, from its solvency to its profitability to its efficiency. It also is a valuable tool if you can combine comparing the help of your business with another business.
Read MoreToday is the second part of the continuation of a series that Jason is doing on understanding financial statements and some of the data. Today, Jason is going to move on to a couple of other less common reports. He is also going to look for the cash flow statement; this is not required for tax purposes, but every accounting software should be able to produce one of these.
Read MoreOn today’s episode, Jason Pereira will review financial statements, how to read them properly, and what different terminologies mean. There are all kinds of rules about how depreciation impacts different types of business, and it’s also known as capital cost allowance in Canada.Today, Jason will discuss income statements, balance sheets, cash flow statements, and ratios.
Read MoreOn today’s episode, Jason Pereira will be reviewing the federal budget for 2022, and the reason is that when it came out a couple of days ago, there was a lot to go through. There are 17 key personal, and corporate points that he thinks are worth accounting for.
Read MoreToday’s guest is Anna Malazhavaya, a tax lawyer and Advotax Law Professional Corporation founder. Anna is an expert in dealing with problems involving audits. Jason and Anna are going to talk about what it means to go through an audit and what the reality of it is.
Read MoreToday, we are going to deal with Islamic finance and the challenges it brings to people who follow that faith, particularly business owners, and how those restrictions around Islamic finances can be adapted to many of our current financial structures that are not supportive of it. But there are options, and to discuss that, we have Mohamad Sawwaf, co-founder of a company called Manzil.
Read MoreOn today’s episode, Jason is going to talk to Robb Engen, the Fee-only Financial Planner and Blogger at Boomer and Echo. Robb is a well-known voice in the Canadian financial blogosphere, and he has run a blog for 11 years and is one of the recognized voices in Canadian online finance.
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