Today’s episode is a recording of a brief intro that Jason gave to the recent Canadian advisor Tech Expo. It was the first financial advisor technology expo of its type in Canada, and that was put on by the Financial planning association Canada, for which Jason is the President.
Read MoreOn this episode of the Fintech Impact, Jason is going to talk to Gavin Spitzner, President of Wealth Consulting partners. Gavin is one of the more recognized fintech experts in the US that consults with significant players on the state of their advisor technology and its future development.
Read MoreIn today’s episode, Jason is going to talk to Kevin Levitt; he is the Director of Industry and Business Development for Financial Services for Nvidia. The company is one of the driving forces behind the technology powering artificial intelligence today.
Read MoreJason Pereira makes a guest appearance on The Most Hated F Word for their episode: "The Future Of Banking Is Coming. Are You Ready”, where they discuss Open Banking.
Read MoreOn today’s episode, Jason is going to talk to Denelle Dixon, CEO and executive director of the Stellar Development Foundation. Stellar is one of those coins that has been around for a while and has some very interesting use cases.
Read More"On today’s episode, Jason is going to speak with David Pullara, a marketing instructor and brand-building expert who's worked with companies like Starbucks, Coca-Cola, and Google. Today, they talk about the benefits of building a brand.
Read MoreIn today's episode, Jason will talk to Brandon Chapman, founder of Advisor Flow. It is a tool that helps advisors learn more about their clients in on-boarding and acquire vital information to them faster and better.
Read MoreIn today's episode, Jason will talk to Tom Carpenter and Jason Chomik from the financial data exchange. The Financial Data Exchange is an organization that works towards unifying data flow across different financial platforms.
Read MoreOn today’s episode, Jason is going to talk to Betsy Ehrenberg. She is the CEO and founder of Legacy Concierge. Legacy Concierge is a service that helps people deal with digital assets after death. This is a newer problem in state planning, but one that cannot be underestimated.
Read MoreOn today’s episode, Jason is going to talk to cyber security expert, Evgeniy Kharam. They talk about general concerns around cybersecurity and best practices both for end-users and for the company supplying these services.
Read MoreJason Pereira makes a guest appearance on The BCC (Business Career College) Education Channel for their episode: "CE Drive with Jason Watt — The F-Word and Other Regulatory Concerns.”
Read MoreOn 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.
Read MoreOn today’s episode, Jason is going to talk to Maya Pochiraju, VP of product at Payability. Today, Maya will talk about the challenges faced during covid by retailers and themselves in scaling to a giant shift to online business.
Read MoreIn 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.
Read MoreOn today’s episode, Jason is going to talk to David Reeve CEO of InvestorCOM. The company is a provider of regulatory compliance software and communications solutions for wealth managers, asset managers, and insurers in the financial services industry.
Read MoreIn 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.
Read MoreOn today’s episode, Jason is going to talk to Trevor Greenway Founder and CEO of InterVal. It is a dual-sided platform that is predicated on the democratization of valuation. The company believes that business owners and their key advisors deserve to have access to key metric and the leading indicators that are driving it at all times.
Read MoreIn 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.
Read MoreOn today’s episode, Jason is going to talk to Hans Zandhuis, President of Ally Lending (Acquired Health Credit Services) at Ally. Hans is working on the point-of-sale lending arm of Ally Financial and Ally Bank. The company has been around for four to six years. It started as a credit services court, but they were only lending in the medical environment; later, Ally wired us in October of 2019 and continued growing and standing.
Read MoreIn 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.
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