In this 145th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sam Bakken, the Senior Product Marketing Manager at OneSpan. OneSpan is a cybersecurity technology company that works to improve customer experience by improving security systems using things such as biometrics. Sam is here to talk about biometrics and the role that it will play in the future of technological security!
Read MoreTracey Bissett was kind enough to ask me to come on to the Young Money Podcast where we discussed how young entrepreneurs can plan for success.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Brian McClennon, CEO of Link Investment Management. Brian and Jason discuss the plethora of digital investment options that Link provides to employers for their employees.
Read MoreThe Wisdom Of Wealth, a show where we help educate Canadians about fundamental financial literacy topics, to help you make better and more informed decisions. And to know when and where to reach out for help. I'm your host, Jason Pereira. Today, The Wisdom Of Wealth, we're going to talk about planning for people with disabilities.
Read MoreIn this 144th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Michael Kane, co-founder of Hydrogen Platform, a fintech company working to build seamless financial platforms in an attempt to digitize the world financial system.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Dave Sinclair, a transition coach that helps individuals and business owners overcome the stress and anxiety that come with a major life shift.
Read MoreIn this 143rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Heinrich Zetlmayer, the Founder and CEO of Blockchain Valley Ventures, a Swiss venture firm that focuses on industry-leading blockchain businesses.
Read MoreJason Pereira: Hello, and thank you for joining me for The Wisdom of Wealth, a show where we help educate Canadians about fundamental financial literacy topics to help you make better and more informed decisions and to know when and where to reach out for help. I'm your host, Jason Pereira. Today on The Wisdom of Wealth, we are going to talk about the programs available to Canadians to help cope with the financial impact of COVID-19 and how these programs are changing.
Read MoreIn this 142nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matthew Bogart, Vice President of Marketing at NexJ Systems, a financial-specific CRM and data analytics tool.
Read MoreIn this 141st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ned Phillips, Founder and CEO of Bambu. Bambu is a digital platform that helps businesses deploy robo advisor solutions quickly, fast, and customized.
Read MoreIn this 140th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Samir Vasavada the Co-Founder & Chief Executive Officer of Vise and Runik Mehrotra the Co-Founder & Chief Investment Officer of Vise. Vise is a next generation asset measurement platform that allows for the development, tracking, monitoring, and testing of portfolios made up of individual stocks.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Tracey Bissett,Chief Financial FItness Trainer at Bissett Financial Fitness. Tracey Bissett is a cash-flow and financial management coach who helps people better understand, analyze, and manage their cash flows, and in particular business owners.
Read MoreIn this episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Peter Misek, Founding Partner of Framework Venture Partners. Framework Venture Partners is a venture capital firm that takes a data-driven approach to investigate and benchmark companies before they even invest in them, and also provide consulting investment feedback before and after the engagement process.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Mark Halpern, CEO of WEALTHinsurance.com. Mark Halpern is a well-known insurance advisor in Canada that has differentiated himself by focusing heavily on philanthropy. Mark talks about how business owners can enable their philanthropy through the use of insurance and other tactics.
Read MoreIn this 138th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ethan Buchman, Co-Founder of Cosmos and CEO of Informal Systems. Cosmos is one of the largest blockchains and one of the most valuable cryptocurrencies in the world, of which Ethan Buchman was an integral part of creating.
Read MoreA few weeks ago, I published a critique of Questrade’s marketing and brand promise. As the post gained traction, several people publicly commented both in support and opposition to the article, and many more reached out privately.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Brian Laundry, Planning & Insurance Expert for Advisors and Accountants, and Founder of BrianLaundry.ca. Brian Laundry is a well-known insurance expert in Canada who discusses business owners and disability planning, and what they can do to protect themselves in case of disability.
Read MoreIn this 139th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews John Bromley, Founder and CEO of Charitable Impact and Mike Todd, Director of Charitable Investment Programs at Charitable Impact. Charitable Impact is a fintech online platform that enables charitable donations through donor-advised funds. John Bromley and Mike Todd talk about how they are able to get this done and what a donor-advised fund is.
Read MoreMore and more Financial Advisors are having to act as their own Chief Technology Officers. In order to help facilitate advisors’ efforts, I have complied a market survey of technology products that can help advisors to enable their practice.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews his colleague Guy Anderson, Full-Licensed Investment and Financial Planner with Aligned Capital, on the topic of planning for disabilities for business owners, including how they can plan for their family members/employees/themselves that have disabilities.
Read More
