In this 161st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host is joined by Ben Harrison (Portag3 Ventures), Andrew Moor (EQ Bank), & Daniel Eberhard (KOHO) for part 3 of his series on Open Banking. This one is all about Canada!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Ashley Murphy, Founder of the Global Financial Planning Institute. Ashley is here to talk about the challenges of financial planning across borders!
Read MoreIn this 160th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Frederik Mennes (OneSpan), John Pitts (Plaid), & Yoseph West (Relay) to discuss the state of Open Banking in the United States!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Gil Petersil, a serial entrepreneur, public speaker, coach, and expert in editing and altering online and offline networks to make massive impacts on lives and businesses!
Read MoreIn this 159th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Hesus Inoma and Daniel Döderlein. As 2 pioneers of Open Banking in Europe, Daniel and Hesus are here to discuss the current movements and innovations of world leaders in European Banking!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Harold Gellar, a well-known lawyer that represents clients when their financial advisors lead them astray!
Read MoreToday on the wisdom of wealth, we're going to talk about donating to charity. There are several ways to donate to charity. There's the direct method by just giving them money, there's automated methods, there's something called donor advised funds and foundations, and there's through your estate. We're going to talk a little bit about each of those options.
Read MoreIn this 158th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian business founders who wish to make a positive impact on the future of their communities!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Dane ZoBell, Partner of Feleski Flynn, where he specializes in farm sales and estate planning!
Read MoreIn this 157th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Lil Roberts, CEO of Xendoo, an online accounting firm that aims to serve small businesses by simplifying the bookkeeping process!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews John Vuong, Founder and Owner of Local SEO Search. John specializes in helping small businesses increase their revenue by increasing their digital visibility!
Read MoreJason Pereira makes a guest appearance on “Legacy You: Evolution of Estate Planning” for their episode: "Don't Plan in Silos Integrate Legacy Planning into your Financial Plan".
Read MoreIn 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!
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