Optimal Compensation Saving and Consumption with Braden Warwick | E107
Financial Planning For Canadian Business Owners
by Jason Pereira
2w ago
Jason talks to Braden Warwick, research associate at PWL Capital. Braden has recently composed a study on optimal compensation savings and consumption for business owners of private corporations. Braden has recently composed a study on optimal compensation savings and consumption for business owners of private corporations. Braden's study was a deep dive at a lot of things that started by looking specifically at compensation, structures, and methodologies and had several interesting findings. Episode Highlights: 01:38: Braden shares how he switched his field and how he joined PWL Capital whe ..read more
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FHSA with Aaron Hector | E106
Financial Planning For Canadian Business Owners
by Jason Pereira
3w ago
Jason talks to Aaron Hector about Canada's newest registered account, the FHSA - The First Home Savings Account. Aaron Hector is a private wealth advisor for CWB Wealth. He works primarily with individual clients and family direct client relationships. Episode Highlights: 02:30: Aaron talks about the restrictions in the FHSA account. You can put up to $40,000 in your lifetime. But you can only put $8000 per year. 03:07: Jason explains how housing is a bigger concern in Canada than in US. 03:52: One of the things that always happens when new accounts come out is that invariably people don't u ..read more
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Benefits Benchmarking with Matt Lister | E105
Financial Planning For Canadian Business Owners
by Jason Pereira
1M ago
Jason talks to Matt Lister, CEO of Cloud Advisors. It is a company in the group benefits space, and one of the unique things they have done is they have built a benchmarking system that helps inform business owners as to basically how their plans stack up against competitors in the same space and helps advise around best practices and design. Service is free for employers. Paid by advisors and providers. Episode Highlights: 01:04: Cloud advisors use the Canvas employee benefits marketplace. Matt explains how they show employers how their benefit plans stack up. 1.20: The number one reason wh ..read more
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Behaviour Finance with Brian Portnoy | E104
Financial Planning For Canadian Business Owners
by Jason Pereira
1M ago
Jason Pereira talks to Brian Portnoy, Founder of Shaping Wealth and author of three books, including the must-read advisor book - The Geometry of Wealth. Brian is a well-known expert in the field of behavioral finance, and he will talk about what behavioral finance is and how it affects our decision-making and our relationships with the people advising us. Episode Highlights: 07:16: We think of ourselves as kind of thoughtful, critical thinkers. But the fact is that the main elements of the brain are designed or evolved to basically regulate all the different biological or physical systems i ..read more
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The Disability Tax Credit with Christine Brunsden | E103
Financial Planning For Canadian Business Owners
by Jason Pereira
1M ago
Jason talks to Christine Brunsden, CEO of Benefits2, a web-based application designed to help people and medical practitioners identify disabilities that qualify for the Disability Tax Credit. It also assists them by saving time and money while increasing the rate of success when applying for the Disability Tax Credit. Episode Highlights 02:56: Through her teenage years, Christine's daughter went downhill, and she ended up going through some really terrible stuff. 03:52: Christine realized how hard it is for young people who are aging out of the system, they don't have the proper support. 09 ..read more
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Find Your Freedom with Jamie Hopkins | E102
Financial Planning For Canadian Business Owners
by Jason Pereira
1M ago
Jason talks to Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. Jamie is a well-known personality in the US Financial advisory space and recently published a book called Find Your Freedom Financial Planning and Life Purpose. Episode Highlights: 05:17: As per Jamie one must take care of basic level of financial planning, cash and flow, budgeting, debt management before one can move on to more complex financial planning, pictures, and strategies. 07:21: Jamie shares his background ..read more
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SR&ED with Vipul Jain | E101
Financial Planning For Canadian Business Owners
by Jason Pereira
2M ago
Jason Pereira talks to Vipul Jain, an accounting and tax consultant who helps business owners file for shred credits. Vipul explains what SR&ED, or the Scientific Research and Experimental Development program is and who qualifies, and how one can apply. Episode Highlights: 03:57: Ask yourself these two key questions. The work you are doing, does it have some sort of technological or scientific innovation, and the code of your business? And are you experimenting with new ideas and approaches to solve problems? 05:34: One of the key principles that must be involved in your work is the use ..read more
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Working with a CoFounder with Tanis Jorge | E100
Financial Planning For Canadian Business Owners
by Jason Pereira
2M ago
Jason talks to Tanis Jorge, founder of the CoFounders Hub. It is a resource for helping understand how to come together as CoFounders in order to enable success. For those of you who have been in successful partnerships, it could be great for those of you who have been in unsuccessful partnerships. Episode Highlights: 01:43: Tanis explains how he built three data-driven tech companies over the course of the 10 years with his best friend Stephen.  05:07: Tanis shares what people should consider at an early stage before starting any kind of partnership. 06:37: Self-assessment is important ..read more
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Mastermind Groups with Grant Hicks | E099
Financial Planning For Canadian Business Owners
by Jason Pereira
3M ago
Jason Pereira talks to Grant Hicks, a known financial advisor coach who has been out there basically helping advisors build better practices. He is going to share more powerful and more effective means or strategies that he has seen advisors put in place for business owners that have really helped elevate their business practices. Episode Highlights: 01:07: Grant has been in the industry for 33 years, he now focuses on practice management and all facets of practice management. 01:35: He is going to share a story of one of the advisors he has worked with and their mastermind group, how to bui ..read more
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Experience Economy with Dennis Moseley-Williams | E098
Financial Planning For Canadian Business Owners
by Jason Pereira
3M ago
On today's episode, Jason is going to talk to Dennis Moseley-Williams. He is a well-known speaker in the financial advisor circuit who talks specifically about how advisors should transform their business to be based on experiences that deliver true value and enlightenment and transformation to clients.  Episode Highlights: 1.47: Dennis and his partner Tom and own a small boutique firm and we work predominantly in the financial services industry, helping practices, financial planning practices, create more client value by innovating around customer experience and design and layout.  ..read more
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