On today’s episode, Jason is going to talk to Kylie Paul; a business coach and CEO of coaching with Kylie. In today’s show, they are specifically going to talk about vision planning for business owners and what that means.

In today’s episode, Jason is going to talk to Tom Seegmiller; he is the VP of Financial Planning Analysis for Vena Solution. Most companies tend to have a centralized finance function which means finance rules up within the finance organization as opposed to sitting within the business with business owners or think of general managers or functional owners.

In today’s episode, Jason is going to talk to Fabio Campanella of the Campanella group. Fabio is a taxation and state planner and is associated with the Capital Group, a professional corporation registered with CPA Ontario.

In today’s episode, Jason Pereira talks to Ellen Swan. She is a Barrister and Solicitor at Caravel Law. Ellen has a specialization in HR Law, and Jason brought her on the show to talk about best practices when bringing on, maintaining, and firing your staff and even addressing what to do during Covid with some of these more interesting cases for dealing with.

In today’s episode Jason Pereira talks to his friend and colleague John DeGoey. Together they are going to discuss “What to look for when hiring financial advisor? John is a well-known pundit in the industry and author of several books, specifically - The Professional Financial Advisor.

On this episode of Financial Planning For Canadian Business Owners, Jason Pereira talks to Matthew Inglis. He is the founder of creditor insurance watchdogs, which is division of mobile advisers. Matthew specializes in educating people and providing tools for people to get better rates and better coverage on their various forms of creditor insurance.

On this episode of Financial Planning For Canadian Business Owners, Jason Pereira talks to Chris Sabat - General Counsel McMillan Estate Planning. Today Chris is going to talk about a deeper dive into statement freezes. We have covered a freeze in the past, but specifically today, we are going to go over a little bit more around the thinking and the mechanics of how you execute an estate freeze and why?

In today’s episode, Jason is going to talk to Alexandra MacQueen. She is a well-known financial author and co-conspirator of many different projects. Today Jason and Alexandra are going to zero in on a core issue of retirement for any generation.

In today’s episode, Jason and Guest Parham Nasseri is going to discuss a bit different subject. They are going to talk about the implementation of something known as client-focused reforms. This is one of the biggest series of regulatory changes to happen in the investment industry in Canadian history. While the average consumer may not really have an understanding for what’s going to happen or know what was going to change for them. These reforms will change the way your advisor has to operate and actually interact with you.