What the Seller isn't telling you with Richard Parker | E118
Financial Planning For Canadian Business Owners
by Jason Pereira
3M 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
4M 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
5M 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
6M 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
6M 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
7M 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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2024 Compensation Planning with Luc Lapalme | E111
Financial Planning For Canadian Business Owners
by Jason Pereira
8M ago
Jason talks to Luc Lapalme, Senior Principal at Mercer. It is a very large consulting company that consults on various aspects of business. Today he will be discussing about their compensation planning survey, and this is a survey about employers and what they are looking to accomplish or what they are looking to do when it comes to salaries for staff in the coming year. Episode Highlights: 01.15: Luc explains that he specializes in compensation management and advises clients on various aspects of compensation programs, including salary structures and incentive design for both executives and ..read more
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Family Coaching with Alex Kirby | E110
Financial Planning For Canadian Business Owners
by Jason Pereira
10M ago
Jason talks to Alex Kirby, Co-Founder and CEO of Total Family Management. It is a company focused on family coaching and helping families through the dynamics and personalities that are in the family to create better cohesion and better family Wellness and long-term satisfaction for everybody. They explore the challenges of entitlement within family businesses and how purpose can be used to unify the family's values and goals. It also touches on the initial steps of onboarding with Total Family Management. Episode Highlights: 4.12: Jason wants to know how family dynamics change as young fami ..read more
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AI Guides with John Stroud | E109
Financial Planning For Canadian Business Owners
by Jason Pereira
1y ago
Jason Pereira interviews John Stroud, the CEO of AI Guides, an AI strategy and consulting company. The episode focuses on artificial intelligence, particularly generative AI, and how it can benefit businesses of all sizes, including single-person operations. The conversation explores various options available in the AI space to improve business operations. Episode Highlights 00:43: John Stroud explains that AI Guides help organizations harness the power of artificial intelligence, specifically focusing on generative AI. He mentions that AI can benefit businesses of all sizes, even single-per ..read more
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Employee Ownership Trusts with Jon Shell | E108
Financial Planning For Canadian Business Owners
by Jason Pereira
1y ago
Jason talks to Jon Shell, the managing director and partner at Social Capital Partners. Jon is an advocate for employee ownership trusts in Canada. The episode discusses what employee ownership trusts are, the benefits they provide to employees, and the challenges faced in implementing them in Canada. The conversation highlights the changes in tax laws related to employee ownership trusts and Canada's first attempt at implementing them.  Episode Highlights 03:16: Jon Shell explains that the objective of the employee ownership trust structure was to provide access to ownership for those ..read more
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