Health Spending Accounts | E122
Financial Planning For Canadian Business Owners
by Jason Pereira
5d ago
Exploring Defined Contribution Health Plans with Steve McEwen In this episode of 'Financial Planning for Canadian Business Owners,' host Jason Pereira welcomes Steve McEwen from My HSA to discuss defined contribution benefits programs, specifically Health Spending Accounts (HSAs) in Canada. They delve into the differences between traditional benefits programs and HSAs, the flexibility and advantages of HSAs, and the insurance options that can be layered with these accounts. McEwen provides insights on setup, costs, and the use of technology to manage claims, fraud prevention, and the overall ..read more
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The Soul of Wealth with Dr. Daniel Crosby | E121
Financial Planning For Canadian Business Owners
by Jason Pereira
1w ago
In this episode, Jason welcomes back listeners to 'Financial Planning for Canadian Business Owners' after a hiatus, and announces a new video format with guest Dr. Daniel Crosby, a New York Times bestselling author and Chief Behavioral Officer at Orion. Dr. Crosby discusses his latest book, 'The Soul of Wealth: 50 Reflections on Money and Meaning,' exploring the intertwining of wealth with meaning and purpose. They delve into the PERMA model of positive psychology, the importance of naming financial goals, and how psychological and behavioural insights can enhance financial well-being. Dr. Cro ..read more
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Employee Ownership Trusts Revisited with Jon Shell | E120
Financial Planning For Canadian Business Owners
by Jason Pereira
8M ago
In this episode, Jason talks to Jon Shell about the advent of employee ownership trusts in Canada, a game-changing legislation that addresses previous concerns and paves the way for a more inclusive and equitable business ownership structure. Through a deep dive into the intricacies of this model, listeners are offered a comprehensive understanding of its benefits, implications, and transformative potential for both business owners and employees alike. Episode Highlights: 00:51: Jon shares his enthusiasm for being back on the podcast, reinforcing the collaborative nature of the conversation ..read more
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ROffice with Andrew Evans | E119
Financial Planning For Canadian Business Owners
by Jason Pereira
8M ago
In this episode, Jason Pereira discusses the world of virtual assistants for financial advisors, featuring insights from Andrew Evans, Founder of ROffice. Through their conversation, listeners gain valuable knowledge on how virtual assistants can revolutionize the way financial advisors operate, ensuring efficiency and effective client service. This episode is a deep dive into outsourcing certain business operations to optimize service delivery and business growth. Episode Highlights: 00:37 - Introduction of Andrew Evans and the background to the discussion on virtual assistants. Jason outli ..read more
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What the Seller isn't telling you with Richard Parker | E118
Financial Planning For Canadian Business Owners
by Jason Pereira
1y ago
Jason talks to Richard Parker, owner of the Diomo Corporation. They delve into the critical aspects of buying and selling businesses, focusing on the complexities around what sellers might not disclose and how buyers can navigate these challenges for a successful acquisition. The conversation offers a wealth of insights, drawing from Parker's extensive experience in helping individuals acquire businesses in the lower market. Episode Highlights: 00:07: Jason Pereira introduces the episode, setting the stage for an in-depth discussion on the intricacies of selling and buying businesses, with i ..read more
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Legal Wills with Tim Hewson | E117
Financial Planning For Canadian Business Owners
by Jason Pereira
1y ago
Jason Pereira interviews Tim Hewson, CEO of LegalWills, an online platform providing millions of users with a simple and accessible solution for creating legal and compliant wills. Tim discusses the importance of having a will, the challenges of estate planning, and how Legal Wills aims to demystify the process. Episode Highlights: 03:00: Recognizing the inadequacies of existing will templates, Tim and his co-founder envisioned an online platform, drawing inspiration from Microsoft Office's user interface to guide users through the will preparation process. 08:39: Tim talks about additional ..read more
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Mortgages Renewals in 2024 and Beyond with Ron Butler | E115
Financial Planning For Canadian Business Owners
by Jason Pereira
1y ago
Jason talks to Ron Butler, the founder of Butler Mortgages and a prominent figure in the Canadian mortgage space. Ron, known for his insightful Twitter presence, discusses the impending "perfect storm" of mortgage renewals and the current interest rate landscape in Canada. Episode Highlights: 00:39: Ron describes himself as an experienced mortgage broker with 29 years in the business, highlighting substantial mortgage volume. 05:10: Ron explains the impact of COVID, quantitative easing, and selling fixed-rate mortgages at 1.49%. He also talks about the upward trend in rates in 2019, coincidi ..read more
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Don't Leave A Mess with Sandy Pollack | 114
Financial Planning For Canadian Business Owners
by Jason Pereira
1y ago
Jason talks to Sandy Pollack, author of the book "Don't Leave a Mess." The focus of the book revolves around estate planning, emphasizing the crucial distinction between financial thinking and financial planning. Sandy delves into the necessity of understanding both concepts to effectively navigate the complexities of financial management. Episode Highlights: 01:55: Sandy introduces the concept of estate thinking and planning, emphasizing the need to differentiate between the two. She stresses the importance of careful consideration rather than a quick and efficient approach. 03:00: Jason sh ..read more
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Consumer Insolvency Revisited with Scott Terrio | E113
Financial Planning For Canadian Business Owners
by Jason Pereira
1y ago
Jason talks to Scott Terrio, Manager of Consumer Insolvency at Hoyes Michalos. Scott is here to discuss the impact of COVID-19 on businesses, focusing on the Canadian Emergency Business Account (CEBA). Jason and Scott will also delve into the economic challenges faced by various sectors and the diverse effects of the pandemic on businesses and the unexpected impacts on certain sectors during different phases. Episode Highlights: 01:06: Scott provides an overview of his role and the services offered by Hoyes Michalos, highlighting their focus on personal insolvencies and their significant exp ..read more
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Canada Digital Adoption Program with Alexandra Moore | E112
Financial Planning For Canadian Business Owners
by Jason Pereira
1y ago
Jason talks to Alexandra Moore, CEO and lead strategist at Coach House Marketing. she's also a certified digital advisor and she is here to discuss about Canada Digital Adoption program, a government program that's out there to help businesses adopt digital strategies. Episode Highlights: 02:12: Alexandra shares her journey of returning to school for a Digital Transformation Certification Program at Yale during the emergence of the Canadian government's Digital Adoption Program. 05:50: Alexandra clarifies her role as a certified digital advisor for the program and notes the underutilization ..read more
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