Jason Pereira

Fintech Impact

Business EN ↓ 434 episodes

Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.

Author

Jason Pereira

Episodes

Viviplan with Rona Birenbaum (Co-Founder)| EP09 17.04.2018 32:12

Summary: In this 9th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Rona Birenbaum, a Toronto-based financial planner, and the CEO of Viviplan, a Canadian Robo planner that uses technology to more effectively provide financial planning to clients and a better price point. They chat about how Rona came to creat...

Fintech Trends with Zaheer Merali (Consultant)| EP8 12.04.2018 43:56

Summary: During the 8th episode, Jason Pereira, interviews a colleague of his by the name of Zaheer Merali. Zaheer is an entrepreneur, investor, and consultant to several start-ups and has worked with many technology companies. Jason talks with Zaheer about the past and present evolution of financial planning solutions. ●   01:08 – Zaheer works primarily with venture funds and...

RiXtrema with Yon Perullo (Founder)| EP7 10.04.2018 38:18

Summary: In this 7th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Yon Perullo, the CEO of RiXtrema, a United States-based fintech that specializes in helping financial advisors build their practice and assist with the fiduciary responsibilities that they face in their practice. Show Notes: ●01:01 – RiXtrema...

Plan Plus with Shawn Brayman (Founder)| EP6 05.04.2018 49:39

Summary: In this 6th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Shawn Brayman, the CEO of PlanPlus, a prominent Canadian source of financial planning software. Jason and Shawn discuss how PlanPlus has grown, their focus on research, and how to evolve financial planning services ethically for their customer...

Lending Loop with Cato Pastoll (CEO)| EP5 03.04.2018 37:38

Summary: In this 5th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Cato Pastoll, the Co-Founder and CEO of Lending Loop – an alternative lending source. Lending Loop mixes peer-to-peer lending with crowdsourcing along with artificial intelligence. Find out the story from Cato Pastoll about how in 15 months Le...

Onist with Brad Kotansky (CEO)| EP04 29.03.2018 38:31

Summary: Welcome to the 4th episode of the Fintech Impact podcast, where Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews the CEO and Co-founder of Onist Technologies – Brad Kotansky. Onist Technologies is an Arizona-based online platform that allows users to aggregate all of their financial data and to be able to work with multiple professionals. Br...

FinaMetrica with Paul Resnik (Co-Founder) | EP03 27.03.2018 46:53

Summary: During the 3rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Paul Resnik, Co-founder and Director at FinaMetrica. As a risk assessment company, FinaMetrica provides tools for financial advisors to figure out the risk tolerance of their clients. Paul Resnik shares his history in the industry, the uphill battles t...

Humi with Kevin Kliman (CEO) | EP02 19.03.2018 38:59

Summary: In this second episode, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kevin Kliman, CEO and Founder of Humi – an HR software company. Kevin shares the highlights of his journey, what his company Humi is seeking to accomplish, and Humi’s impact on the financial space. Show Notes 00:41 – Humi is a fintech company because in addition to its...

Wealthsimple with Dave Nugent (CIO)| EP01 15.03.2018 33:01

Summary: Welcome to the very first episode of the Fintech Impact podcast, with Jason Pereira, award-winning financial planner, university lecturer, writer, and host of this show that offers expert insight into the Fintech world of financial technology. Today, Jason interviews David Nugent, the CIO and Co-Founder of Wealthsimple, Canada’s largest robo advisor and digital investment solutions for cl...