In today's 250th episode we have guest host, Guy Anderson to interview Jason Pereira. We brought him on the show to ask Jason what he has learned till now and where he is going from this point. There has been a couple of impressive technologies that have almost broken Jason's view of how things work. Financial planning software that was powered by artificial intelligence and made things super easy and what they showed Jason was better than what he had imagined.
Read MoreOn today's episode Jason Pereira is going to talk to Aaron Hector, a private wealth advisor for CWB wealth. He is here to talk about old age security. Basically, what it is, how it works, how you can plan around it and what are the planning opportunities for this exist. Aaron also talks about how dividend junkies who love being different impact only security, different than other forms of income.
Read MoreToday on the show we have Brooker Belcourt, founder of Covey. It is an online platform for new inspiring portfolio managers to earn credibility by sharing their best ideas online in order to establish a track record and hopefully establish a career input for the management.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Ari Brojde. He is the Founder and CEO of Estateably, a leading provider of digital solutions for the North American trust and estates industry. Ari talks about his personal ordeal that motivated him to launch Estateably, how it was initially a failure and how they overcame it to become a successful company in 2022.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Wilbur Swan, CEO of Catchlight. It is a company that uses artificial intelligence to help advisors basically find and close better leads. Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisor's best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Shirin Oreizy. Founder and CEO of Next Step, an award-winning Behavioral Design Agency with offices in San Francisco, CA & Boston, MA. Next step is a company that advises FinTech on how to incorporate behavioral science into product development and marketing to be more effective.
Read MoreOn today's episode Jason Pereira is going to talk to Doug Runchey, owner and operator of DR Pensions Consulting. Doug is probably the foremost authority when it comes to understanding Canada Pension Plan and what it is in the implications and decisions that go around that simple enough topic. But there is actually a fair amount of complexity to the program and a lot of myths to dispel.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Michael Butler, President & CEO Grasshopper Bank. The company began operations in 2019 and is a client-first digital bank serving small businesses, start-ups, and investors supporting them across the innovation economy.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Akshay Singh, Founder, and CEO of Indyfin; it is the investor experience platform that has redefined the way consumers find, research, review, and interact with financial advisors.
Read MoreOn today's episode Jason Pereira talks ESG (Environmental, Social, Governance) with Daniel Jacob, founder of Changing Habits Solutions. Changing Habits is a market leading ESG Consultancy that helps businesses incorporate ESG and sustainability strategies into their business model.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to David Whitcomb, VP of Product at MX. It is an aggregator of aggregators in that it provides technology companies and traditional finance companies with a way of accessing a common data format across multiple different data aggregation companies and kind of pulls into data from all includes above and spits it up. It's a silver simplification.
Read MoreOn today's episode Jason Pereira is going to talk to Jeff Cullen, owner and lead consultant at Basecamp4. It is a company that specializes in exit planning. He will be talking about the exit life cycle and what it looks from an exit planner's perspective and a client perspective to go through certain milestones and the journey of exiting.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Shep Hickey, founder, and CEO of Bryzos. It is an online steel marketplace. Any kind of marketplaces are financial solution, and Shep incorporated Fintech solutions into the platform itself.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Tyrone Ross, CEO and Co-Founder of Turnqey Labs. The company is a new fintech that's looking to solve the problem of crypto reporting within traditional finance. With Turnqey Tyrone facilitated getting every other asset real-time performance reporting and one can also see it on a statement.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Ehsan Shariati, CEO and Co-Founder of Functionland. The company is the distributed storage platform that allows you to store data on the blockchain but utilizing your own dedicated hardware. Ehsan articulates the cost difference in AWS like what kind of savings people are looking from a usage standpoint and what level of revenue could someone be looking in a return on investment from a provider or storage standpoint?
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Hemant More CEO of Arcons Technology. Arcons technology is a suite of software targeting RA's and advisors in the US specifically helping them with various cloud solutions, online billing, CRM reporting, trading, and client portals.
Read MoreIn today’s conversation, we chatted with Jason M. Pereira one of Canada’s foremost experts in financial planning. Jason is a recognized writer, public speaker, podcaster, and teacher. He is an expert in all things related to financial planning and fintech. Questions we ask Jason in this episode: • What were the series of events that led to his interest in the topic of financial market regulation • His thoughts on the Client Focused Reforms (CFRs) and how he believes it will shape our industry going forward • The top things Jason would do to transform the wealth industry • The role he believes technology plays in helping firms and advisors fulfill their CFR obligations • How he believes the financial advisory industry will change in a decade from today
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Rebecca Wilde, Managing Director of StockSnips. StockSnips is an AI and natural language processing platform that harvests data to provide stock purchase and sale indicators, bringing artificial intelligence to the world of stock selection.
Read MoreOn today's episode Jason Pereira is going to talk to Jason Watt. He recently was part of the sale of his family business. Today they will discuss the tales of what it's like to sell a family business. They will also discuss the ups and downs and unexpected turns that may be included in that.
Read MoreOn today's Fintech Impact episode, Jason Pereira will talk to Rohit Mittal, CEO of Stilt. The company is an online lender that specifically targets immigrant and unreserved populations who have very specific challenges when trying to obtain debit and credit. Rohit shares how he solved the credit card problem and how does one figure out who to lend to?
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