In this 167th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Arin Klug, Cofounder of Epilogue, an online will kit that helps people leave behind a legacy that does not bring their loved ones massive pain by enabling them to take control of their will!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Harris Jones, a well-known estate planner, about how to avoid estate-planning disasters!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Rachel Blumenfeld, a financial advisor in the Estates and Trust group at Aird & Berlis, about estate planning for business owners!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, is interviewed by Guy Anderson in the first episode of his series on estate planning for business owners!
Read MoreToday on the Wisdom of Wealth, we're going to talk about something that affects the lives of all Canadians; estate planning. Estate planning is just a technical term for what happens to your stuff when you die. Because it has to do with dying, many people avoid the subject as much as they possibly can because they don't want to think about it. In fact, surveys show that just about half of Canadians don't even have a will, and those who do, the majority haven't updated in the last 10 years. Let me urge you; if you are one of these people, please do something.
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