Venture Capital with Stephanie Choo | E012

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Stephanie Choo, Partner and Head of Investments at Portag3 Ventures. Portag3 Ventures is a venture capital firm that specifically invests within the fintech financial technology space. Stephanie Choo explains what venture capitalists are, how to approach them, what they are looking for, and how to know if you are someone who should be taking on venture capital.

FPCBOJason PereiraApril 30, 2020Credit Reports, Lending

Credit Ratings and Alternative Lending with Cato Pastoll | E011

Summary:

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Cato Pastoll, CEO at Lending Loop, an alternative lender to small businesses. Cato Pastoll talks about personal and business credit ratings as well as his work at Lending Loop.

FPCBOJason PereiraApril 23, 2020Credit Reports, Lending

Canada’s COVID-19 Economic Response Plan with Guy Anderson | E010

Summary:

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Guy Anderson, Full-Licensed Investment and Financial Planner with Aligned Capital about Canada’s response plan to the COVID-19 coronavirus pandemic.

FPCBOJason PereiraApril 16, 2020COVID, Government Programs

Post Mortem Planning with Trevor Parry | E009

Summary:

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Trevor Parry, President of TRP Strategy Group and Tax and Estate Expert. Trevor Parry discusses the ins and outs of post-mortem planning to prepare for what happens to the investments in your holding company after you pass away.

FPCBOJason PereiraApril 9, 2020Estate, Insurance, Tax

Cyber Insurance with Greg Markell | E008

Summary:

In the 4th 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 Greg Markell of Ridge Canada, a cyber security insurance firm. They discuss the origins of cyber insurance, how to protect yourself and your business from breaches, and more.

FPCBOJason PereiraApril 2, 2020Cyber Insurance, Security, Hackers

Insurance Planning for Business with Zachary Goldman | E007

Summary:

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zak Goldman, Managing Partner of Sterling Park Financial Group in Toronto, Canada. Sterling Park is one of the more better-known high-end insurance operations in Canada. Zak and Jason discuss why business owners need to consider insurance and the key benefits of it.

FPCBOJason PereiraMarch 26, 2020Benefits

Mentorship And Grooming The Next Generation With Peter Merrick | E006

Summary:

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Peter Merrick, Financial Expert that has been in the industry a very long time and is the author of the book The King of Main Street. His book discusses business owners at different stages of life and the value of mentorship between them. Peter Merrick talks about life beyond working on and at your own business.

FPCBOJason PereiraMarch 19, 2020Retirement, Mentorship

An Introduction to Employee Benefits with Keith Foot | E004

Summary:

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Keith Foot, CEO of Ralph Moss Insurance. Jason Pereira and Keith Foot discuss employee benefit plans, the different components of the plans, and tips on how you can contain cost.

FPCBOJason PereiraMarch 12, 2020Benefits

IPPs & RCAs with Fraser Lang | E004

In the 4th 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 Fraser Lang, Senior Vice President of GBL, a financial planning firm focused on retirement planning. They discuss different retirement account strategies including IPPs, RSPs, and RCAs, including different combinations of the three and use cases for each.

FPCBOJason PereiraMarch 5, 2020Benefits

Fundamentals of Corporate Taxation with Kim Moody | E003

Summary:

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kim Moody, Director of Canadian Tax Advisory Services at Moodys Gartner Tax Law in the Calgary area. Kim Moody talks about the expertise that Moody Gartner offers, the general percentages of taxation that businesses face, the differences in paying dividends and salaries, the Kiddie Tax rule, and what to know before paying family members.

FPCBOJason PereiraFebruary 27, 2020Tax

Family Succession Planning with Tom Deans | E002

Summary:

In the 2nd 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 Dr. Tom Deans, estate and family succession planning expert and author of NY Times Bestseller Every Family’s Business, to talk about how to handle exit planning with your business, especially when family succession is involved.

FPCBOJason PereiraFebruary 20, 2020Succession 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.

FPCBOJason PereiraFebruary 13, 2020Corporate Structure, Law