On today’s episode, Jason Pereira will review financial statements, how to read them properly, and what different terminologies mean. There are all kinds of rules about how depreciation impacts different types of business, and it’s also known as capital cost allowance in Canada.Today, Jason will discuss income statements, balance sheets, cash flow statements, and ratios.
Read MoreOn today’s episode, Jason Pereira will be reviewing the federal budget for 2022, and the reason is that when it came out a couple of days ago, there was a lot to go through. There are 17 key personal, and corporate points that he thinks are worth accounting for.
Read MoreToday’s guest is Anna Malazhavaya, a tax lawyer and Advotax Law Professional Corporation founder. Anna is an expert in dealing with problems involving audits. Jason and Anna are going to talk about what it means to go through an audit and what the reality of it is.
Read MoreToday, we are going to deal with Islamic finance and the challenges it brings to people who follow that faith, particularly business owners, and how those restrictions around Islamic finances can be adapted to many of our current financial structures that are not supportive of it. But there are options, and to discuss that, we have Mohamad Sawwaf, co-founder of a company called Manzil.
Read MoreOn today’s episode, Jason is going to talk to Robb Engen, the Fee-only Financial Planner and Blogger at Boomer and Echo. Robb is a well-known voice in the Canadian financial blogosphere, and he has run a blog for 11 years and is one of the recognized voices in Canadian online finance.
Read More"On today’s episode, Jason is going to speak with David Pullara, a marketing instructor and brand-building expert who's worked with companies like Starbucks, Coca-Cola, and Google. Today, they talk about the benefits of building a brand.
Read MoreOn today’s episode, Jason is going to talk to Betsy Ehrenberg. She is the CEO and founder of Legacy Concierge. Legacy Concierge is a service that helps people deal with digital assets after death. This is a newer problem in state planning, but one that cannot be underestimated.
Read MoreOn today’s episode, Jason is going to talk to Kylie Paul; a business coach and CEO of coaching with Kylie. In today’s show, they are specifically going to talk about vision planning for business owners and what that means.
Read MoreIn today’s episode, Jason is going to talk to Tom Seegmiller; he is the VP of Financial Planning Analysis for Vena Solution. Most companies tend to have a centralized finance function which means finance rules up within the finance organization as opposed to sitting within the business with business owners or think of general managers or functional owners.
Read MoreIn today’s episode, Jason is going to talk to Fabio Campanella of the Campanella group. Fabio is a taxation and state planner and is associated with the Capital Group, a professional corporation registered with CPA Ontario.
Read MoreIn today’s episode, Jason Pereira talks to Ellen Swan. She is a Barrister and Solicitor at Caravel Law. Ellen has a specialization in HR Law, and Jason brought her on the show to talk about best practices when bringing on, maintaining, and firing your staff and even addressing what to do during Covid with some of these more interesting cases for dealing with.
Read MoreIn today’s episode Jason Pereira talks to his friend and colleague John DeGoey. Together they are going to discuss “What to look for when hiring financial advisor? John is a well-known pundit in the industry and author of several books, specifically - The Professional Financial Advisor.
Read MoreOn this episode of Financial Planning For Canadian Business Owners, Jason Pereira talks to Matthew Inglis. He is the founder of creditor insurance watchdogs, which is division of mobile advisers. Matthew specializes in educating people and providing tools for people to get better rates and better coverage on their various forms of creditor insurance.
Read MoreOn this episode of Financial Planning For Canadian Business Owners, Jason Pereira talks to Chris Sabat - General Counsel McMillan Estate Planning. Today Chris is going to talk about a deeper dive into statement freezes. We have covered a freeze in the past, but specifically today, we are going to go over a little bit more around the thinking and the mechanics of how you execute an estate freeze and why?
Read MoreIn today’s episode, Jason is going to talk to Alexandra MacQueen. She is a well-known financial author and co-conspirator of many different projects. Today Jason and Alexandra are going to zero in on a core issue of retirement for any generation.
Read MoreIn today’s episode, Jason and Guest Parham Nasseri is going to discuss a bit different subject. They are going to talk about the implementation of something known as client-focused reforms. This is one of the biggest series of regulatory changes to happen in the investment industry in Canadian history. While the average consumer may not really have an understanding for what’s going to happen or know what was going to change for them. These reforms will change the way your advisor has to operate and actually interact with you.
Read MoreIn today's episode Jason and Kim are going to talk on a topic that has been in the news recently the Bill C-208. It is a private member's bill that amends the Income Tax Act (Canada) (ITA) in an attempt to alleviate the financial disadvantage that typically arises for taxpayers who sell their business, family farm or fishing corporation to their children or grandchildren, as compared to selling to an arm's length third party. This disadvantage is caused by certain tax rules, specifically an anti-avoidance rule in section 84.1 of the ITA. Despite Bill C-208's best efforts to "fix" this problem, the language used in the legislation does not appear to work as intended. It raises many concerns that will likely need to be addressed by the government through further amendments to the legislation. Kim is here to talk about what the heck this thing is and how it affects business owners in general.
Read MoreIn this episode host, Jason Pereira talks with David Prowse of Velorum Business Advisory. Today Jason and David are going to talk about “How to make the most of your business valuation.”
In this episode host, Jason Pereira talks with authors of the book 5th edition of Boomers Retire - David Field and Alexandra Macqueen.
Read MoreIn this episode host, Jason Pereira, talks with Justin Abrams who is a partner with Kraft Berger LLP. Justin is a tax expert, and he is here to talk about the implication of expatriates.
