Changing the Business Owners Relationship With Their Lawyers with Romesh Hettiarachchi | E058

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Romesh Hettiarachchi, Commercial Lawyer at B&I Legal Counsel for small to medium size businesses in the Greater Toronto Area. Today’s discussion addresses the various ways that Romesh charges and interacts with his clients, and how that change in compensation has led to very positive outcomes for his client relationships.

FPCBOJason PereiraApril 15, 2021Business Owner, Law

The Difference Between Good & Bad Advice with Harold Geller | E047

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Harold Gellar, a well-known lawyer that represents clients when their financial advisors lead them astray!

FPCBOJason PereiraJanuary 28, 2021Law, Advice, Financial Planning

Incorporation & Corporate Structure Planning with Ted Maduri | E001

Summary:

In the first episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host of the podcast Fintech Impact, welcomes Ted Maduri, Partner at the law firm DLA Piper, to talk about how to establish a strong business structure from the start, challenges people may face along the way, and more.