In this 167th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Arin Klug, Cofounder of Epilogue, an online will kit that helps people leave behind a legacy that does not bring their loved ones massive pain by enabling them to take control of their will!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Paul Martin, President and COO at KRG Insure. As an expert in Property and Casualty insurance, Paul is here to explain what most of us don’t know about the insurance game!
Read MoreJason Pereira makes a guest appearance on “Be Advised - Leading with Value” for their episode: "It’s Time To Make Your Voice Heard” with Host, Brad Swineheart.
Read MoreIn this 166th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Abraham Okusanya, CEO and Founder of Timeline. Timeline is an online platform that allows people to stress test the decumulation phase of their life and come up with a plan to deal with it!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Mark Patterson, Executive Director of Magnet. Magnet is a social innovation platform out of Ryerson University that helps small businesses navigate talent markets and find support to reach their goals!
Read MoreIn this 165th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Meenaz Sunderji, the Executive VP at Zafin. Zafin is a banking software platform that helps financial institutions personalize their services for their customers!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Melissa Best, Founder of QuickEstate, a software that saves families time when organizing their estate. Melissa is here to discuss what it takes to be an effective executor, should the situation arise.
Read MoreIn this 164th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Thomas Sponholtz, CEO of Unison, a company that enables equity financing of residential real estate and gives institutional investors access to the world’s largest asset class!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Dr. Daren Heyland, a former critical care doctor who now assists people in appointing a decision-maker and planning ahead in the case of serious illness!
Read MoreIn this 163rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Clayton Feick (Flinks) to go over the fundamental concepts of Open Banking!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Denise Fernandes, Executive Director of Planned Giving for Diabetes Canada. Denise works with donors in life and assists them in planning gifts in their will!
Read MoreIn this 162nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Edward Berks (Xero), Davyde Wachell (Responsive AI), and Chad Davis (LiveCA) on what works and doesn’t work with Open Banking in different countries around the world!
Read MoreIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Preet Banerjee, a Canadian financial guru who coaches the children of the affluent on how to deal with their money!
Read MoreIn 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.
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