In this 124th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edmond Walters, CEO and Founder of Apprise Labs, and the original Founder of eMoney. Edmond Walters talks about building both services, how Apprise Labs can be a fun tool for clients and advisors to gage financial plans and how spending impacts them, and integration with Invest Net Connect.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Terry Richie, Partner and Vice President at Cardinal Point Wealth Management. Cardinal Point is a firm that specializes in dealing with U.S./Canadian cross-border issues. Terry Ritchie discusses tricks and traps that Canadian business owners are exposed to when they are also United States tax residents.
Read MoreIn this 123rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dr. Daniel Crosby, Founder of Tulip, Chief Behavioral Officer at Brinker Capital, and Best-Selling Author. He is known for figuring out ways to take behavioral finance theory and implement in real life. Dr. Daniel Crosby speaks about his new platform, Tulip which puts that process into action.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Scott Terrio, Manager of Consumer Insolvency at Hoyes Michalos. Hoyes Michalos is a Toronto-based license and insolvency trustee. Scott Terrio talks about what insolvency means, what the options are, and how business owners can protect their assets in the event of insolvency.
Read MoreIn this 122nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lisha Davis, Founder of Arable Ventures LLC, an innovation and startup consulting/advisory practice in NYC. Davis is also an investor at 37 Angels, Venture Partner at VU Venture Partners, and Former Head of Innovation at Vanguard.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Sheldon Brow, Independent Mortgage Broker. Sheldon Brow talks about how mortgage lending and debt in general work differently for business owners than they do for the average consumer. He also provides guidance and tips on how to make your life easier as a business owner when you need to apply for debt.
Read MoreIn this 121st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Daniel P. Simon, Author of the book The Money Hackers. Daniel P. Simon talks about the different founders and companies that have changed the finance world in the last 10 years.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Lee Fernandes, Senior Wealth Consultant at Cidel. Cidel is a company that helps high-wealth Canadians establish structures and planning to help them meet their needs. Lee Fernandes discusses one of Cidel’s core offerings, trust services. This episode provides a general education on what trusts are, how they can be used, common use cases, and why they are beneficial to people.
Read MoreIn this 120th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Melika Hope, Head of Product for Small Business and Self-Employed Group at Intuit. Intuit is the world’s largest provider of accounting software. Melika Hope talks about how Intuit has managed to, through customer focus, continuously innovate up it’s product.
Read MoreIn 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.
Read MoreIn this 119th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Alex Lazarow, Venture Capitalist and Investment Director at Cathay Innovation and Author of the book Out-Innovate: How Global Entrepreneurs--from Delhi to Detroit--Are Rewriting the Rules of Silicon Valley. Alex Lazarow talks about how entrepreneurs around the world approach various problems differently in order to achieve success.
Read MoreIn recent years, podcasting has grown from its humble hobbyist origins to become a big, global business. It’s estimated that there are currently over 1 million active podcasts, featuring 30 million podcast episodes available in over 100 languages. Stats tell us that more than one in five Americans currently listen to podcasts weekly, and the numbers are only going in one direction: up.
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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.
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In this 118th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matt Alston, COO & Co-Founder at Surex, an online digital insurance broker that caters to home, auto, and various forms of casualty, seeking to digitize the entire consumer experience. Matt Alston explains the origin of Surex, the solutions that it provides to its users, increasing automation to compete long-term, and providing intelligent distribution.
Read MoreI have asked the question countless times when meeting with representatives from various product and service providers.
“When am I going to be able to do this digitally?”
The typical response to this question? “Don’t hold your breath.” Usually accompanied by some sort of either laughter or awkwardness.
My response to this nonsense and heel-dragging has always been the same. “What year, exactly, do you think it is?” After all, DocuSign was founded in 2003.
Needless to say, in the wake if COVID 19, companies’ apathy to digitization is no longer funny. In fact, it never was.
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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.
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In this 117th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Dan Doney, CEO of Securrency, a blockchain-enabled tokenization platform that bakes compliance into the actual token. This enables the token to represent the actual asset and simultaneously has rules set around who can participate, what the issuance policies are, and what government regulations come into play.
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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.
Read MoreAttention all Financial Advisors:
My friends over at Advisorstream re conducting a short 3 question client communication survey. Please take the time to fill it out and you will be entered in a draw for a $100 Starbucks gift card.
http://advisorstream.com/survey2020
All the best,
Jason
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In this 116th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Giles Sutherland, Managing Director for Growth Markets at Carta. Carta is a provider of underlining payment infrastructure for various players in the market, including many well-known fintechs.
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