Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Alan Moore, Founder and CEO of Advice Pay. Alan has enabled payment solutions for fee only financial planners. Alan’s mission is to give value-adding advice for next gen clients. Alan is changing the face of advising and molding it into an industry that helps rather than deceives.
Read MoreSummary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Kyle Kemper, Author. The two discuss crypto and the future of blockchain.
Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Andrei Poliakov, CEO of Coinberry. Coinberry is breaking the barriers to enter the cryptocurrency market. They offer the best rate and no fees which encourages people to dabble in crypto. Andrei shares what life is like inside of a start-up and the challenges he faces in this groundbreaking agency.
Read MoreDuring the 45th episode of the Fintech Impact podcast, Jason Pereira sits with Daniel Faggella, CEO of Emerj. Daniel well known consultant in the Artificial Intelligence space and shares his thoughts current and future implementations of AI in the financial industry.
Read MoreDuring the 43rd episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Dan Rosen, Co-founder and CEO of D1g1t. They discuss how D1g1t is improving the digital wealth managment side of advising. D1g1t is creating a tool that streamlines and desegments financial advising. The impact is huge.
Read MoreDuring the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in giving the best support to their clients and allows the information to be presented in an organized, actionable way. Melissa and Jason discuss the intricacies of settling an estate and how Quick Estate eases the settlement process.
Read MoreDuring the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in giving the best support to their clients and allows the information to be presented in an organized, actionable way. Melissa and Jason discuss the intricacies of settling an estate and how Quick Estate eases the settlement process.
Read MoreDuring the 41st episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes George Bordianu, Co-Founder of Balance. Balance is a cryptocurrency solution that allows people to invest and diversify their assets. Balance offers customers simplicity and ease while navigating the cryptocurrency. Jason and George delve into the intricacies of cryptocurrency and how Balance solves customer pain points.
Read MoreDuring the 40th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Paul Desmarais III, Chairman of Portag3 Ventures. They discuss the new technology within fintech, how Portag3 is making a difference, and how technology bridges gaps and addresses the pain points of the industry.
Read MoreDuring the 39th episode of the Fintech Impact podcast, Jason Pereira(award-winning financial planner, university lecturer, writer), Kyle J Kemper (Executive Director and Chief Strategy Director of the Blockchain Association of Canada), and David Hayes (Technology Brokers International) discuss the phenomenons of blockchain and cryptocurrency. The three put forth their view of the cutting edge investments and leave us with revolutionary takeaways. The trio help demystify the complexity of both Blockchain and Cryptocurrency.
Read MoreDuring the 38th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host, interviews Gary Baker, COO of Cannex. Cannex is a one-stop shop for annuity pricing. Jason and Gary delve into the complexities surrounding the annuity industry. From Big Data to global trends, Gary gives an all-encompassing view of annuities and what the industry is up against.
Read MoreDuring this 37th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Thomas Schickler, the Founder and Chief Executive Officer for Liquidity Marketplace. Liquidity Marketplace is a platform that will allow and enable Fortune 1000 businesses to lend to other Fortune 1000 businesses for their liquidity needs—at a lower rate and a more efficient experience.
Read MoreDuring this 36th episode of the Fintech Impact podcast, Jason Pereira interviews Ben Harrison, Partner and Head of LP Engagement & Partnerships at Portag3 Ventures, one of the top venture capital firms in the fintech space.
Read MoreDuring this 35th episode of the Fintech Impact podcast, Jason Pereira interviews Chad Davis, the Co-Founder of LiveCA, which is an accounting firm rather than a fintech. What makes LiveCA an excellent company to talk about on Fintech Impact is that it is a next generation company with no fixed address, it has about 60 employees from all around the world, and it communicates and renders their service offers using a number of technology tools and fintech tools—some that have been featured on previous episodes of this show.
Read MoreDuring this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions to clients. Learn the story behind this fintech company, what they are offering present and future clients, and what it took to bring this company to fruition.
Read MoreDuring this 33th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Johnathan Holland, the Founder and CEO of Curexe, that provides tools for enabling online foreign exchange transactions at reasonable rates—including a new product that will allow users to take payment with Interac.
During this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to create Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada.
Read MoreIn this 31st episode of Fintech Impact, Jason Pereira interviews Kesem Frank, Co-Founder, and COO of Nuco, a company that helps implement blockchain technology for financial service companies—in banking and securities. Kesem will speak about his career in Nuco, the effects of the blockchain, and cryptocurrencies, of which he has his own.
Read MoreIn this 30th episode of the Fintech Impact podcast, Jason Pereira interviews Amelia Young the Founder of Upside Consulting, which works within the fintech space, advising enterprises on how they can meet the challenges of the technology world and how it impacts finance.
Read MoreIn this 29th episode of Fintech Impact, Jason Pereira interviews Danish Yusef, the CEO and Co-Founder of Zensurance, a Canadian organization that manages the insurance needs of startups and small businesses.
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