Host Jason Pereira talks to Andrew Chou, CEO, and Co-founder of Neo Financial. It is a technology company that is building a better financial experience for all Canadians.
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In this episode host, Jason Pereira talks with authors of the book 5th edition of Boomers Retire - David Field and Alexandra Macqueen.
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Host Jason Pereira talks to Michael Stroev. He is the COO and Head of Products for Nebeus. The company is an online platform that allows people to borrow, transfer and rent cryptocurrencies.
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In this episode host, Jason Pereira, talks with Justin Abrams who is a partner with Kraft Berger LLP. Justin is a tax expert, and he is here to talk about the implication of expatriates.
Host, Jason Pereira, talks to Michael Lecours. He is the Co-Founder of fpPathfinder. It is a flow-charting tool for advisors so that they can make better and consistent decisions.
Host, Jason Pereira, talks to panelists gathered at the WP Wealthtech Summit. The topic of discussion was “How the wealth industry is adapting to technology and revolutionizing the future of advice.”
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In this episode of ‘Fintech Impact’ podcast, host Jason Pereira talks to Brandon Rembe, the Chief Product Officer of Envestnet, which encompasses his role overseeing product for Envestnet | Yodlee, the data & analytics arm of Envestnet. Jason & Brandon talk about every aspect of investment and shares some great ways to make people’s financial life better.
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In this episode of Financial Planning for Canadian Business Owners, the host, Jason Barrera (Award-winning Financial Planner and Entrepreneur) talks to Paul Nazareth (Vice President of Education Development for The Kenya Association of Gift Planners) about charity and financial planning for business owners. He also shares his thoughts about tax benefits.
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Host Jason Pereira talks to Shawn Yaeger, Vice President – Sales at Dataswift, a vanguard provider of infrastructure that delivers personal data access, storage, and portability. In this episode, Shawn talks about solutions and the issues around identity rights and access to those identities.
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In this episode, host Jason Pereira talks about a non-financial planning related topic. Today’s episode is targeted towards Corporate Wellness. Anna Spivak is invited to discuss on the stress faced by business owners and how to overcome it.
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In this episode host, Jason Pereira talks to Gil Petersil. He talks about how editing and auditing your networks, both online and offline, have massive impacts on your business.
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In this episode host, Jason Pereira talks with Susan O’Brien Founder and Author of Net Worth Thinking. They especially talk about decisions and discussions surrounding money with smaller kids.
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In this episode, host Jason Pereira talks to Andrew Altfest - Founder and CEO of FP Alpha, CFP and President of Altfest Personal Wealth Management. FP Alpha is an AI-driven comprehensive wealth management solution that helps advisors identify actionable recommendations to clients in a scalable, intelligent, and cost-efficient manner.
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In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Kam Chari. He has 40 years of experience in major insurance companies.
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In this episode, host Jason Pereira talks to Scott Plaskett. As a financial planner, he is in the business since 1993. As a financial planner, he was looking for systems and technologies that would support the need to run the practice.
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In this episode, host Jason Pereira discusses the Federal Budget with Guy Anderson. He is a portfolio manager mainly focused on financial planning.
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In this episode host, Jason Pereira talks to Binna Kim founder of Vested. The company is an integrated agency of Fintech and Financial Services Firm. She jokes about her Jerry Maguire moment when she decided to quit and start her firm.
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In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Romesh Hettiarachchi, Commercial Lawyer at B&I Legal Counsel for small to medium size businesses in the Greater Toronto Area. Today’s discussion addresses the various ways that Romesh charges and interacts with his clients, and how that change in compensation has led to very positive outcomes for his client relationships.
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In this 169th episode of Fintech Impact, Jason Pereira, award–winning financial planner, university lecturer, writer, and host interviews Adrien Treccani, Founder and CEO of Metaco, a company that enables traditional financial institutions to offer their clients blockchain solutions!
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In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Vic Gasparitsch, a real estate lawyer who is raising the flag with the tax status surrounding the new Ontario Professional Real Estate Corporation!
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