In this episode of Financial Planning for Canadian Business Owners, the host, Jason Barrera (Award-winning Financial Planner and Entrepreneur) talks to Paul Nazareth (Vice President of Education Development for The Kenya Association of Gift Planners) about charity and financial planning for business owners. He also shares his thoughts about tax benefits.
Read MoreIn this episode, host Jason Pereira talks about a non-financial planning related topic. Today’s episode is targeted towards Corporate Wellness. Anna Spivak is invited to discuss on the stress faced by business owners and how to overcome it.
Read MoreIn this episode host, Jason Pereira talks with Susan O’Brien Founder and Author of Net Worth Thinking. They especially talk about decisions and discussions surrounding money with smaller kids.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Kam Chari. He has 40 years of experience in major insurance companies.
Read MoreIn this episode, host Jason Pereira discusses the Federal Budget with Guy Anderson. He is a portfolio manager mainly focused on financial planning.
Read MoreIn 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.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Vic Gasparitsch, a real estate lawyer who is raising the flag with the tax status surrounding the new Ontario Professional Real Estate Corporation!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Chad Willardson, President and Founder of Pacific Capital and best–selling author of Stress–Free Money. Chad is here to talk about how childhood perception of money can affect your money mindset for the rest of your life and how to get around those perceptions!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Paul Martin, President and COO at KRG Insure. As an expert in Property and Casualty insurance, Paul is here to explain what most of us don’t know about the insurance game!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Mark Patterson, Executive Director of Magnet. Magnet is a social innovation platform out of Ryerson University that helps small businesses navigate talent markets and find support to reach their goals!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Melissa Best, Founder of QuickEstate, a software that saves families time when organizing their estate. Melissa is here to discuss what it takes to be an effective executor, should the situation arise.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Dr. Daren Heyland, a former critical care doctor who now assists people in appointing a decision-maker and planning ahead in the case of serious illness!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Denise Fernandes, Executive Director of Planned Giving for Diabetes Canada. Denise works with donors in life and assists them in planning gifts in their will!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Preet Banerjee, a Canadian financial guru who coaches the children of the affluent on how to deal with their money!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Ashley Murphy, Founder of the Global Financial Planning Institute. Ashley is here to talk about the challenges of financial planning across borders!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Gil Petersil, a serial entrepreneur, public speaker, coach, and expert in editing and altering online and offline networks to make massive impacts on lives and businesses!
Read MoreIn 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!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Dane ZoBell, Partner of Feleski Flynn, where he specializes in farm sales and estate planning!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews John Vuong, Founder and Owner of Local SEO Search. John specializes in helping small businesses increase their revenue by increasing their digital visibility!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Mike Brcic, Founder and Chief Explorer at Way Finders, a company that hosts entrepreneurs in some of the most amazing places around the world!
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