In this episode of FinTech Impact, Jason Pereira interviews Daniel Alfi, CEO and co-founder of Fifr, a platform combining investing, financial wellness, personal money automation, and financial advice in one package.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Sam Kendree, President and Co-founder of Wealthfeed. Wealthfeed is a cutting-edge big data platform designed to help financial advisors find new business opportunities, retain clients, and save time identifying target clients.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Divine, the visionary behind Notes Technology, an innovative platform that empowers independent urban artists by providing them with direct access to capital, financial tools, and essential industry knowledge.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Alex Benke, Head of AI at Ridgeline—a cloud-based platform designed for financial advisors that covers front, middle, and back office functionalities.
Read More
In this episode, your host Jason Pereira interviews Claude Mandy, Chief Evangelist at Symmetry Systems. The discussion highlights the importance of viewing data both as an asset and a potential liability.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Julien Baneux, founder and CEO of RIA Growth Catalyst.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Robert DeChellis, CEO of Bonsai, a pioneering financial planning tool designed to bring institutional asset liability management (ALM) strategies to retail investors.
Read More
Thinking about incorporating your small business in Canada? Hold on! This video breaks down why staying a sole proprietorship could save you thousands of dollars and even let you deduct your mortgage interest.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Adam Nash, CEO, and co-founder of daffy.org
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Era Jain, co-founder and CEO of Zeplyn.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Prashant Fuloria, CEO of Fundbox.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews John Wise, CEO and Chair of Communify Fincentric.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Richard Walker, CEO of Quik! Forms. The discussion covers the origins of Quik!, the challenges of automating form processes, and how the company has evolved over the past 23 years.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Adam Scully-Power, Product Solutions Director at Nebo Wealth, a platform that helps financial advisors build personalized, goals-based portfolios. Adam explains how Nebo improves on traditional investment methods by using dynamic inputs, visual tools, and a forward-looking approach to better align with client goals.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Mark Netjes, EVP of Enterprise Sales and Solutions at Advyzon. Advyzon offers an all-in-one technology platform designed to help financial advisors manage their practices efficiently.
Read More
In this episode of FinTech Impact, host Jason Pereira interviews Matt Cerminaro, Chief Product Officer, and Michael Batnick, CEO of Exhibit A. Exhibit A is a charting and visualization tool for financial advisors that originated from the Riol Wealth Management team. This custom-branded platform simplifies complex data into clean, daily-updated visuals, making it easier for advisors to communicate with clients. Matt and Michael discuss the platform's origin, its development challenges, the importance of simplicity in financial charts, and their plans for ongoing innovation. The duo shares their commitment to improving client communications and their proactive approach in updating and improving their tool based on user feedback. Early feedback has been positive, highlighting the tool’s value in replacing or complementing the need for an in-house analyst.
Read More
This week’s podcast features an insightful discussion between host Jason Pereira and Jason Wenk, CEO of Altruist, a fintech company that is streamlining the custodian experience. They explore the origin of Altruist, how it came to fruition due to the inefficiencies faced in the financial advisory and custody space, and their journey in making the platform user-friendly and technologically advanced. Wenk details the importance of design thinking and maintaining operational efficiency while revolutionizing the existing financial systems. The conversation ends with Jason Wenk's enthusiasm about the potential of AI and other innovations in improving client outcomes.
Read More
Thinking about incorporating your small business in Canada? Hold on! This video breaks down why staying a sole proprietorship could save you thousands of dollars and even let you deduct your mortgage interest. We'll cover what a sole proprietorship is, its advantages and disadvantages, and reveal two tax planning strategies that are exclusive to sole proprietors. Discover how to deduct business losses and utilize the cashflow-damming strategy to maximize your tax savings. Start smart and learn why sole proprietorship might be the right choice for you.
Read More
In this episode of FinTech Impact, host Jason Pereira welcomes Alison Susko of Asset-Map and Torie Happe of Holistiplan to discuss the concept and importance of community-based marketing within the advisor technology sector. Alison and Torie share their backgrounds in financial services technology and how they developed successful community marketing strategies to promote their companies. They emphasize the value of building relationships, grassroots education, and collaboration within the industry. Their approach highlights the necessity of personal connections and proactive communication in achieving business success and driving innovation within the financial planning space.
Read More
In this informative episode, Jason Pereira, a senior partner and financial planner, provides a detailed breakdown of the two main approaches for selling or exiting a business: share sales and asset sales. He compares these approaches to selling a house versus selling the furniture inside. Key points addressed include tax implications, legal liabilities, and the overall sale process for each method. Key takeaways include how share sales can offer tax advantages like the lifetime capital gains exemption and simpler transaction mechanics, while asset sales can result in a more complex and paperwork-heavy process but allow the buyer to cherry-pick desired assets. This comprehensive guide aims to help Canadian small business owners make informed decisions when planning their business exit.
Read More