Financial Planning For Canadian Business Owners

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Kam Chari. He has 40 years of experience in major insurance companies. Episode Highlights: 01.21 – Kam introduces his profile. He talks about his experience in Financial and Tax Planning. 02:41 – Kam talks about his book Seven Stages Of Pla...

In this episode, host Jason Pereira discusses the Federal Budget with Guy Anderson. He is a portfolio manager mainly focused on financial planning.  Episode Highlights: 01.37: Jason shares that they have the first budget in two years from this government.  02.14: Guy agrees with Jason introduction on the Federal Budget. He says that it was indeed huge, it is $101 billion in new funding i...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Romesh Hettiarachchi, Commercial Lawyer at B&I Legal Counsel for small to medium size businesses in the Greater Toronto Area. Today’s discussion addresses the various ways that Romesh charges and interacts with his clients, and how that...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Vic Gasparitsch, a real estate lawyer who is raising the flag with the tax status surrounding the new Ontario Professional Real Estate Corporation! Episode Highlights: 1:07 – Vic Gasparitsch introduces himself and his profession. 2:27 – Wha...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Chad Willardson, President and Founder of Pacific Capital and best–selling author of Stress–Free Money. Chad is here to talk about how childhood perception of money can affect your money mindset for the rest of your life and how to get arou...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Paul Martin, President and COO at KRG Insure. As an expert in Property and Casualty insurance, Paul is here to explain what most of us don’t know about the insurance game! Episode Highlights: 1:15 – Paul Martin introduces himself and what h...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Mark Patterson, Executive Director of Magnet. Magnet is a social innovation platform out of Ryerson University that helps small businesses navigate talent markets and find support to reach their goals! Episode Highlights: 0:56 – Mark Patter...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Melissa Best, Founder of QuickEstate, a software that saves families time when organizing their estate. Melissa is here to discuss what it takes to be an effective executor, should the situation arise. Episode Highlights:   1:11 – Meli...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Dr. Daren Heyland, a former critical care doctor who now assists people in appointing a decision-maker and planning ahead in the case of serious illness! Episode Highlights: 1:07 – Dr. Daren Heyland introduces himself and his profession. 2:...

In this episode of Financial Planning for Canadian Business Owners , Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Denise Fernandes, Executive Director of Planned Giving for Diabetes Canada. Denise works with donors in life and assists them in planning gifts in their will! Episode Highlights: 1:16 – Denise Fernandes introduces herself and her professio...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award–winning financial planner, university lecturer, and writer, interviews Preet Banerjee, a Canadian financial guru who coaches the children of the affluent on how to deal with their money! Episode Highlights: 1:49 – Preet Banerjee introduces himself and what he does. 3:29 – What is the common motivation of the f...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Ashley Murphy, Founder of the Global Financial Planning Institute. Ashley is here to talk about the challenges of financial planning across borders! Episode Highlights: 1:15 – Ashley Murphy introduces himself and the GFPI. 2:26 – How did As...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Gil Petersil, a serial entrepreneur, public speaker, coach, and expert in editing and altering online and offline networks to make massive impacts on lives and businesses! Episode Highlights: 1:19 – Gil Petersil introduces himself and what...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Harold Gellar, a well-known lawyer that represents clients when their financial advisors lead them astray! Episode Highlights: 1:10 - What does Harold see as the value of financial planners? 3:09 - How should an individual consumer know whe...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Dane ZoBell, Partner of Felesky Flynn, where he specializes in farm sales and estate planning! Episode Highlights: 1:16 – Dane ZoBell introduces himself and what he does. 1:55 – Dane discusses how farms differ from other assets. 3:32 – How...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews John Vuong, Founder and Owner of Local SEO Search. John specializes in helping small businesses increase their revenue by increasing their digital visibility! Episode Highlights: 1:06 – John Vuong introduces Local SEO Search. 2:00 – What do...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Mike Brcic, Founder and Chief Explorer at Way Finders, a company that hosts entrepreneurs in some of the most amazing places around the world! Episode Highlights: 0:57 – Mike Brcic introduces himself and Way Finders. 2:09 – How did Mike get...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Rick Di Donato, the Director of Development for Red Berry Restaurants, a massive multi-brand restaurant franchisee located in Canada! Episode Highlights: 1:02 – Rick Di Donato introduces himself and Red Berry Restaurants. 2:36 – What are th...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Christine Brunsden from Trusted Legacy. Christine helps her clients plan out more than just their finances, but how they want to be remembered! Episode Highlights: 1:01 – Christine Brunsden introduces Trusted Legacy. 3:15 – Why do people pu...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Harris Jones, a well-known estate planner, about how to avoid estate-planning disasters!  Episode Highlights:  ● 1:00 – Harris Jones introduces himself and his work history.  ● 3:17 – What are the most common estate-planning...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Rachel Blumenfeld, a financial advisor in the Estates and Trust group at Aird & Berlis, about estate planning for business owners!  Episode Highlights:  ● 0:45 – Rachel Blumenfeld introduces Aird Berlis and her role at the com...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, is interviewed by Guy Anderson in the first episode of his series on estate planning for business owners! Episode Highlights: 1:25 – What is estate planning from a broad perspective? 2:19 – What are the different parts of estate planning? 4:57 – Jason...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Jen Jacobs, an expert in long-term care insurance, about why long-term care insurance is important for business owners in particular. Episode Highlights: 1:04 - Jen Jacobs introduces herself and her profession in long-term care. 3:54 - What...

In this episode of Financial Planning for Canadian Business Owners , Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Ajani Charles, a mental health advocate that is here to discuss the benefits of mindfulness on life and individual wellness! Episode Highlights: 1:20 – Ajani Charles introduces himself and his profession. 2:34 – What is Ajani’s definition...

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, and writer, interviews Jennifer Couldrey, the Executive Director of The Upside Foundation of Canada, an organization that enables equity donations by Canadian founders looking to make a difference! Episode Highlights:  1:20 – Jennifer Couldrey introduces Ups...