In this 156th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zachary Dan, CoFounder and CTO of Act Analytics, a platform that helps financial advisors make better decisions around environmental, social, and governmental factors!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Mike Brcic, Founder and Chief Explorer at Way Finders, a company that hosts entrepreneurs in some of the most amazing places around the world!
Read MoreToday we're going to talk about coping with financial difficulty. So let's face it. Life happens. The best laid plans often go to waste because essentially, things get in the way unexpected expenses crop up, maybe job loss or something more severe, but life has a way of changing course quite frequently. And today we're going to talk about coping with that, specifically about a few things. How to plan for it in advance, adjusting when it happens, and what to do when you need help.
Read MoreIn this 155th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Christopher Doyle, the CEO of Billd, a vendor–financing company that allows contractors to purchase materials via credit so they can take on bigger projects!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Rick Di Donato, the Director of Development for Red Berry Restaurants, a massive multi-brand restaurant franchisee located in Canada!
Read MoreIn this 154th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is interviewed by Guy Anderson about what has been going on for the last 12 months!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Christine Brunsden from Trusted Legacy. Christine helps her clients plan out more than just their finances, but how they want to be remembered!
Read MoreToday, on The Wisdom of Wealth, we're going to talk about socially responsible investing. So, it comes as no surprise to anyone that sometimes companies do bad things, and sometimes they're not even bad, just things you don't agree with. Social responsible investing is all about taking into consideration different factors like environmental, social, and governance factors when deciding whether or not you should invest in a company.
Read MoreIn this 153rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Sara Green Broderson from Canaree, an online projection tool that holds the hands of startups by building their financial model and providing financial advice!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Harris Jones, a well-known estate planner, about how to avoid estate-planning disasters!
Read MoreIn this 152nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Richard Owen, VP of Sales for Retail Wealth Management in North America for Ortec, a company that projects out returns for a variety of asset classes through the use of sophisticated econometric models!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Rachel Blumenfeld, a financial advisor in the Estates and Trust group at Aird & Berlis, about estate planning for business owners!
Read MoreIn this 151st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Matthew Unger, the CEO of iComply, a company that deploys intelligent compliance management services!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, is interviewed by Guy Anderson in the first episode of his series on estate planning for business owners!
Read MoreIn this 150th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Bill Winterberg, Founder of FP Pad, a source of educational content on tech for financial advising and forecasting. Bill is here to have a friendly chat about the current state of affairs as well as the future of tech in the world of financial advising!
Read MoreHost, Anthony Munns invited me to come on to the 8topod the 8topuz Fintech Podcast where we discussed the battle between fintech v traditional financial institutions.
Is the world of global fintech shaking up the financial world to a point where the incumbent financial institutions are quivering in their boots? Or are the established networks still able to convince the retail sector that their products are worthy of their time.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Jen Jacobs, an expert in long-term care insurance, about why long-term care insurance is important for business owners in particular.
Read MoreIn this 149th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Mahima Poddar, the Senior Vice President of Digital Banking Strategy at Equitable Bank and head of EQ Bank!
Read MoreStephen & Kevin were kind enough to ask me to come on to the The Stephen & Kevin Show where we discussed podcasting best practices for Advisors.
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Ajani Charles, a mental health advocate that is here to discuss the benefits of mindfulness on life and individual wellness!
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