In today's episode of the Fintech Impact, we have Andrew Kirkland, President, and Co-Founder of Justwealth. The company is a Canadian based Robo advisor that deals directly with consumers but also collaborates with financial advisors.
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In today's episode of the Fintech Impact, we have Greg Leroux, founder of Retirement Optimizer. It is a Canadian software that optimizes your retirement specifically around strategies on drawing down your assets over time to ensure that you successfully make it to the finish line.
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In today's episode of Fintech Impact, we have Marcilio Oliveira, Co-Founder of Sensedia. It is a platform that provides API access through microservices for different financial institutions around the world, basically connecting them seamlessly. They are helping the enterprise companies around the world to become more connected, open and digital using the modern integration platform and API.
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In today's episode we have David Edey, CEA and financial advisor in Montreal. He is an author of a book called Executor Help. He is on the show to talk about what it is to be an executor and how an executor can have a successful execution of someone's will in both cases of if you are a business owner and if you are not.
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Today on the show we have Timothy Nuy, Founder and Co-CEO of Finclusion. The company is an African based neobank that is basically tackling a lot of the structural issues in banking in Africa in a digital way. With Finclusion Timothy is trying to build neobank for Africans that offers basic financial services starting with credit because they think credit is the hardest thing to get and yet the most needed in the current ecosystem.
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On today's episode, Jason Pereira is going to talk to David Barnett, he is a private transaction advisor. Today he is going to specifically talk about acquisitions, but not from the seller's point of view, but from the buyer's point of view. David works with people who are looking at doing the purchase or sale of small businesses. He is a former business broker, but he does not act as a business broker today. He simply works in an advisory or consulting role.
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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.
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On 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.
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Today 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.
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On 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.
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On 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.
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On 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.
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On 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.
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On 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.
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On 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.
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On 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.
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On 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.
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On 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.
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On 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.
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On 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.
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