Royalty Financing For Online Business with Andrew D'Souza | E025
Royalty Financing For Online Business with Andrew D'Souza | E025

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with 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. Clearbanc’s business model of lending isn’t one of debt or equity, but specifically one of royalties, which is important in an emerging market for lending options.

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FPCBOJason PereiraFinancing, Online business
Finding Purpose with Money at Later Stages with Peter Merrick | E024
Finding Purpose with Money at Later Stages with Peter Merrick | E024

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Peter Merrick, Financial Expert and the author of the book The King of Main Street. Peter talks about finding purpose through philanthropy, the ways people can give back, dynastic wealth trends, and overcoming charity fatigue.

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FPCBOJason PereiraPhilanthropy
Become with Shuli Mantsur | E131
Become with Shuli Mantsur | E131

In this 131th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Shuli Mantsur, Director of Partnerships at Become. Become is an aggregation company that provides a single-stop source for business owners to go to one website and potentially apply for multiple lines of business with multiple lenders.

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Fintech ImpactJason PereiraLending
Family Law & Business Owners with Heather Hansen | E023
Family Law & Business Owners with Heather Hansen | E023

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, talks with Heather L. Hansen, Lawyer and Partner at Martha McCarthy & Company. Heather L. Hansen talks about family law and its impact on business owners, the legal ramifications of marriage and separation, and the myths to be aware of surrounding both of those instances.

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FPCBOJason PereiraFamily Law, Business Owner
Business Owner Health & Human Performance with Dr. Randy Knipping | E022
Business Owner Health & Human Performance with Dr. Randy Knipping | E022

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Dr. Randy Knipping, Medical Director of the Deerfields Clinic. The Deerfields Clinic is an integrated medicine clinic that focuses on human longevity and performance. Dr. Randy Knipping talks about health challenges facing business owners and how integrated medicine can help fix those issues and get ahead of challenges in their health.

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FPCBOJason PereiraBusiness Owner, Health
Find Bob with Roland Chan | E129
Find Bob with Roland Chan | E129

In this 129th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Roland Chan, CEO of Find Bob, Find Bob is an online transition platform that enables advisors and firms that employ them to better facilitate their succession planning and better transition their practice to another advisor in order to ensure continuity for them and for and their clients.

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Fintech ImpactJason PereiraFinancial Advisor
Outsourcing Financial Operations of Your Business with Josh Zweig | E021
Outsourcing Financial Operations of Your Business with Josh Zweig | E021

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.

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FPCBOJason PereiraOutsourcing, Finance
YCharts with Sean Brown | E128
YCharts with Sean Brown | E128

In 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.

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Fintech ImpactJason PereiraCharting, Fintech
Valuing Your Business With Melanie Russell | E020
Valuing Your Business With Melanie Russell | E020

In 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.

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FPCBOJason PereiraValuation
Clearbanc With Andrew D'Souza | E127
Clearbanc With Andrew D'Souza | E127

In 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.

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Fintech ImpactJason PereiraRevenue, Finance
Tracking Shares with Jonah Mayles | E019
Tracking Shares with Jonah Mayles | E019

In 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.

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FPCBOJason PereiraInvesting
Koyfin with Rob Koyfman | E126
Koyfin with Rob Koyfman | E126

In 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.

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Fintech ImpactJason Pereiradata, analytics
HR Tips and Best Practices with Kevin Kliman | E018
HR Tips and Best Practices with Kevin Kliman | E018

In 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.

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FPCBOJason PereiraHR
CFIB And Why You Should Join With Ryan Mallough | E017
CFIB And Why You Should Join With Ryan Mallough | E017

In 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.

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FPCBOJason PereiraCFIB, Small Business