On today's episode of the Fintech Impact, Jason Pereira is going to talk to Cato Pastoll, the CEO of Loop. They will discuss Loop's platform and how it helps companies operating as Canadian businesses get access to banking services in another market. Our goal is to help businesses anywhere who want to manage their business across borders, their finances, and in multiple jurisdictions, says Cato.
Read MoreOn today's Fintech Impact, Jason Pereira will speak with Jessie Vaid, the creator, and CEO of ReadyWhen. ReadyWhen is a digital legacy manager that assists you in putting all of your essential information in one place so that when the worst comes, your family will have a head start in settling your affairs, as well as other kinds of beneficial tools and use cases while you are still living. Jessie is trying to be an educator in the platform of knowing what needs to go into there and beyond all that information there. When he goes into a conversation, people don't realize there are masked digital footprints that they have a lot of the time.
Read MoreOn today's episode of the Fintech Impact, Jason Pereira is going to talk to Stefania DiBartolomeo, the founder, and CEO of Physis Investments. This investment is an ESG and impact investing platform for reporting sustainability amongst companies. Stefania realized that the next big question for people that wanted to invest in sustainability, they wanted to invest to respect and protect the planet. But the question was going to be, can you prove the impact of this investment? And she decided to leave the company at work for a disaster management company in Europe and she came back to Harvard to start vice investment to really answer this next big next big question, help people measure the impact of their money on the planet.
Read MoreOn today’s episode of the Fintech Impact, Jason Pereira is going to talk to Anita Koimur. Co-founder and COO of Liveflow. Liveflow is an online platform that pulls data into Google Sheets from various accounting software to allow and enable different workflows and processes more efficiently than currently can be done within that native software.
Read MoreToday is the 5th part of the continuation of a series that Jason is doing on understanding financial statements. On this episode, Jason will be talking about various accounts such as notional accounts and capital dividend accounts. He will be explaining further about RDTOH, refundable dividend tax on hand and safe income in this series on understanding your Financial Statements. Jason explains what are notional accounts? These are accounts that exist in your financial statements. They have to be tracked by your account separately and reported to CRA. Some of them, not all of them yet, but they are all being reported.
Read MoreOn today’s episode of the Fintech Impact, Jason Pereira is going to talk to Bill Petruck, Founder and CEO of funding matters. Funding matters is a light fintech with a series of calculators and other tools that help not-for-profit charities. It helps generate donations more easily by showing people the actual tax implication of various donation schemes and options and helping kind of grease the wheels towards making that happen.
Read MoreToday is the 4th part of the continuation of a series that Jason is doing on understanding financial statements. Today, Jason is going to focus on cash management and working capital because cash is your lifeblood of a business. He will give you a framework for how to work with the cash because the accounting books and looking at that just don't give you the full picture. He will be explaining all the queries related to cash flows in your business.
Read MoreOn today’s episode of the Fintech Impact, Jason Pereira is going to talk to Tim Rickards. He is the managing director of social and content strategy for Hearsay Systems. Hearsay is a social media and content management system that helps businesses market themselves better in today’s social and digital age.
Read MoreToday is the third part of the continuation of a series that Jason is doing on understanding financial statements. Today, Jason is going to talk about accounting ratios. Accounting ratios are used to analyze your business in several different ways. First, it’s helpful to track the performance of your business in multiple different facets, from its solvency to its profitability to its efficiency. It also is a valuable tool if you can combine comparing the help of your business with another business.
Read MoreOn today’s episode of the Fintech Impact, Jason Pereira is going to talk to Art Harrison, Co-founder and Chief Growth Officer of Daylight. It helps companies automate their data processes and create greater efficiencies around things like onboarding, documented population etc. TurboTax is a solution that will guide you through the right questions just to make sure that you contextually are providing the right information.
Read MoreToday is the second part of the continuation of a series that Jason is doing on understanding financial statements and some of the data. Today, Jason is going to move on to a couple of other less common reports. He is also going to look for the cash flow statement; this is not required for tax purposes, but every accounting software should be able to produce one of these.
Read MoreOn today’s episode of the Fintech Impact, Jason Pereira is going to talk to Sheldon Brow, founder of Pocket Finance; it is a platform for greater collaboration between clients and advisors giving them a personal financial management app on their phone that not only helps track their wealth but also educates them.
Read MoreOn today’s episode, Jason Pereira will review financial statements, how to read them properly, and what different terminologies mean. There are all kinds of rules about how depreciation impacts different types of business, and it’s also known as capital cost allowance in Canada.Today, Jason will discuss income statements, balance sheets, cash flow statements, and ratios.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Sarah Morton, Chief Strategy Officer at MeetAmi. MeetAmi is a company working to bring digital assets to Canada’s traditional wealth management space. We have brought her to this show to discuss how she will help evolve the industry into the digital asset space.
Read MoreOn today’s episode, Jason Pereira will be reviewing the federal budget for 2022, and the reason is that when it came out a couple of days ago, there was a lot to go through. There are 17 key personal, and corporate points that he thinks are worth accounting for.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Seth Ross, General Manager for Dayforce Wallet and Consumer Services at Ceridian. Ceridian is one of the powerhouses of payroll worldwide, and Dayforce Wallet is a payroll tide banking and pays as you earn the platform.
Read MoreToday’s guest is Anna Malazhavaya, a tax lawyer and Advotax Law Professional Corporation founder. Anna is an expert in dealing with problems involving audits. Jason and Anna are going to talk about what it means to go through an audit and what the reality of it is.
Read MoreToday in the show, we have Fidelma McGuirk, founder, and CEO of Payslip. Payslip is an Ireland-based payroll company that does work all around the world. She is on the show to discuss the challenges of working with multi jurisdictions and other complexities. Payslip is a technology company that provides a job apparel control platform to multinational companies, says Fidelma.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Daire Burke, head of Canada for Swoop Funding. Swoop Funding is an Irish-based company that works in multiple countries. It provides companies with access to a platform that aggregates lending solutions to meet their needs from various commercial blenders.
Read MoreOn today’s episode of the Fintech Impact, Jason is going to talk to Lori Weir and Jeff Harvie. They are going to specifically talk about how they have helped advisors and firms deal with implementing new systems to help them better support themselves in this new regime CFR. Lorie started the company in 2015, and they set out to help investors feel more confident that they were invested in products that met their risk tolerance and financial goals.
