All Site Content — JasonPereira.ca

Female Funders with Jill Earthy (Head) | E75

Female Funders with Jill Earthy (Head) | E75

Summary:

In this 75th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jill Earthy, Head of Female Funders, powered by Highline BETA. Female Funders is an organization that helps coach and educate women on making private investments in venture capital start-ups and venture capital deals. Jill shares what inspired the organizations, the strides and impact it is making, and goals that it has to make in the playing field of investments more equitable for women.

Jason PereiraJune 25, 2019Investing, Venture Capital

Owl with Sean Merat (CEO), Sohrab Merat (CPO), & Vahid Mirjalili (COO)) | E74

Owl with Sean Merat (CEO), Sohrab Merat (CPO), & Vahid Mirjalili (COO)) | E74

Summary:

In this 74th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews the team behind Owl.co, Sean Merat the CEO, Sohrab Merat the CPO, and Vahid Mirjalili the COO. Owl.co is a company that has created a solution to assist major financial institutions with their AML, KYC, onboarding, and fraud protection. Sean, Sohrab, and Vahid all elaborate on successful ways Owl.co has serviced clients in its short existence, how they work within compliance, privacy issues, and regulations, and how Owl.co can help tackle fraud issues.

Jason PereiraJune 18, 2019Fintech

Carson Wealth with Ron Carson (CEO) | E73

Carson Wealth with Ron Carson (CEO) | E73

Summary:

In this 73rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ron Carson, Founder and CEO of Carson Wealth, Carson Group, Carson Coaching, and Carson Partners, all based in the Greater Omaha Area. Ron Carson shares his accumulated wisdom as a well-known advisor, entrepreneur, thought-leader, and a New York Times Best-selling author in the financial planning space. Learn about the immense values adds that Carson offers, as well as the ways they are able to measure client behavior and financial planning.

Featured, Fintech ImpactJason PereiraJune 11, 2019Fintech

Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E72

Tech Titans and Fintech (Part 2) with Aly Dhalla, Zaheer Merali, and Jason Pereira | E72

Summary:

In this 72nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host continues the previous discussion from episode 71 with returning guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. The financial innovations of technology behemoths Amazon, IBM, and Alibaba are the core focus of this talk.

Jason PereiraJune 4, 2019Fintech, Payments

Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E71

Tech Titans and Fintech with Aly Dhalla, Zaheer Merali, and Jason Pereira | E71

Summary:

In this 71st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts a discussion with previous guests Aly Dhalla, CEO & Co-Founder at Finaeo and Zaheer Merali, Entrepreneur, Advisor, Investor, and Connector of Fintech and Healthtech. Their talk revolves around how large technology businesses in non-financial spaces are venturing into both fintech and healthcare at the same time. Some of the companies that are mentioned include: Apple, Google, Amazon, and Microsoft among others.

Jason PereiraMay 28, 2019Fintech, Payments

SQRL with Om Suthar (CEO) | E70

Summary:

In this 70th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Om Suthar, Founder of SQRL. SQRL is a company that combines fitness tracking, behavioural finance, and insurance into one product that services and encourages workplace wellness. During the course of the discussion, Om Suthar offers information about how vital wellness is from a productivity and insurance level and how SQRL is impacting within their unique convergence of these spaces.

Jason PereiraMay 21, 2019Behavioural Finance, Big Data, Insurance

Twenty Over Ten with Samantha Russell (CMO) | E69

Twenty Over Ten with Samantha Russell (CMO) | E69

Summary:

In this 69th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Samantha Russell, Chief Marketing and Business Development Officer at Twenty Over Ten. Twenty Over Ten is a company that assists advisors with marketing and consulting for their business, along with intuitive websites that are easy to manage with a compliance backend. Samantha shares how Twenty Over Ten was started, the marketing problems that they provide their client's solutions to, and the common reasons why many advisors either succeed or fail at digital marketing.

Jason PereiraMay 14, 2019Compliance, Websites, Marketing

Cappitech with Ron Finberg (Product Specialist) | E68

Summary:

In this 68th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Ron Finberg, Product Specialist at Cappitech. Cappitech is a company that assists international financial companies that deal with reporting complex issues stemming from global regulations. Learn what Cappitech is capable of doing during this discussion with Ron Fineberg.

Jason PereiraMay 7, 2019Compliance, Big Data

Vision Systems with Michael Curtis (CEO) | E67

Vision Systems with Michael Curtis (CEO) | E67

Summary:

In this 67th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Michael Curtis, President of Vision Systems. Vision Systems is a Canadian-based financial software corporation that is capable of performing full and comprehensive financial planning for individuals, businesses, and trusts. Jason and Michael’s discussion covers what Vision Systems is capable of handling, the difference between dynamic and static planning, and how the software is able to mold to the client.

Jason PereiraApril 30, 2019Financial Planning

Asset Map with Adam Holt (CEO) | E65

Asset Map with Adam Holt (CEO) | E65

Summary:

In this 65th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Adam Holt, the CEO of Asset-Map. Asset-Map is a powerful online visualization tool that helps financial advisors, as well as clients, get aligned with each other. Adam shares the road that brought him into creating this service, how Asset-Map provides tangible value, and what changes Adam believes need to take place to improve the industry.

Jason PereiraApril 16, 2019Visualization, Financial Planning

Advisor Websites with Nitesh Verma (Director of Marketing) | E64

Advisor Websites with Nitesh Verma (Director of Marketing) | E64

Summary:

In this 64nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Nitesh Verma, Director of Marketing and Enterprise Solutions at Advisor Websites. Advisor Websites operates as a platform that enables financial advisors to publish attractive and compliant websites. Nitesh shares the ways that Advisor Websites can improve business access and referrals for financial advisors, the integration capabilities of their services, and he points out the reasons why some advisors make the mistake of avoiding websites.

Jason PereiraApril 9, 2019Websites

Riskalyze with Aaron Klein (CEO) | E63

Riskalyze with Aaron Klein (CEO) | E63

Summary:

In this 63rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host has an informative interview with Aaron Klein, CEO, and Co-Founder of Riskalyze, a risk tolerance assessment and illustration tool that helps advisors analyze the amount of risk in their client's portfolios. Aaron opens up about how Riskalyze operates, how it can benefit advisors and the importance of risk assessment in the financial industry.

Jason PereiraApril 2, 2019Risk Assessment

Yourefolio with Scott Huff (CEO) | E61

Yourefolio with Scott Huff (CEO) | E61

Summary:

In this 61th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Scott Huff, the CEO of YourEfolio, an estate planning software platform to assist financial advisors facilitate the transfer of assets. Scott Huff shares his background in financial services and how it steered him in the direction of establishing YourEfolio, a company he has been active with now since March 2015.

Jason PereiraMarch 19, 2019Collaboration, Estate

RazorPlan with David Faulkner (CEO) | E60

RazorPlan with David Faulkner (CEO) | E60

Summary:

Host Jason Pereira interviews Dave Faulkner, CEO of Razorplan. The two discuss RazorPlan’s easy but comprehensive financial planning system, and Faulkner provides details about its background, development, and benefits. The two also share ideas on the future of financial planning.

Jason PereiraMarch 12, 2019Financial Planning

Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E59

Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E59

Summary:

Host Jason Pereira interviews the leadership team of Four Eyes Financial, a data discovery tool used by brokers and dealers to help gather information and transform their businesses from transaction based to relationship based. The group discusses their integrative approach, dynamic tools, customization, and future plans in the industry.

Jason PereiraMarch 5, 2019Financial Planning

Cascades with Jonathan Kestle (VP) | E58

Cascades with Jonathan Kestle (VP) | E58

Summary:

Host Jason Pereira interviews Jonathan Kestle, an Advisor with Casades Financial Solutions Inc. which is a company specifically focused on financial accumulation and retirement income calculation. Kestle explains why the Cascades’ software has been and will be extremely helpful for the retiring population.

Jason PereiraFebruary 26, 2019Financial Planning

Factgem with Clark Richey (CTO) | E56

Factgem with Clark Richey (CTO) | E56

Summary:

Jason Pereira, award-winning financial planner, university lecturer, and writer, speaks with Clark Richey, CTO of FactGem, about the recent strides in connecting “big” data and the challenges associated with it.

Jason PereiraFebruary 12, 2019Big Data