In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Josh Zweig, CEO and Partner at LiveCA. Josh Zweig talks about the benefits of outsourcing various financial functions and work to a professional accounting firm that can do it on your behalf, supporting ongoing engagement with your clients.
Read MoreIn this 128th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sean Brown, President and CEO of YCharts. YCharts is an online next generation platform for charting and displaying various forms of data in easy-to-use and digestible user-friendly ways.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Melanie Russell, President of Kalex Valuations. Melanie Russell, is a business evaluator who does so to meet the needs of businesses for a range of issues like MNA and family law issues.
Read MoreIn this 127th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Andrew D'Souza, Co-Founder and CEO of Clearbanc. Clearbanc is an online lender to businesses that helps them gain access to capital through royalty models that serve as alternatives to lending and venture capital.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Jonah Mayles, Partner, Tax and Estate Planning at Sterling Park FInancial. Jonah Mayles shares his wisdom derived in the field of tax law as well as insurance, and the often overlooked topic of insurance tracking shares in reference to estate planning.
Read MoreIn this 126th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Rob Koyfman, Founder and CEO at Koyfin. Koyfin is an online financial data terminal that aggregates data from various data sources like indexes and funds into an easy-to-use interface.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Kevin Kliman, Co-Founder and Co-CEO of Humi. Humi is an online platform for managing basically everything that has to do with people in your business. Kevin Kliman talks about HR advice, strategies, and pitfalls to avoid for human resources in its relationship to financial planning.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Ryan Mallough, Director of Provincial Affairs for Ontario at the Canadian Federation of Independent Business. CFIB is the largest advocacy group for small business owners in Canada. Ryan Mallough talks about what CFIB does and why small business owners should consider becoming members.
Read MoreIn 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.
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