Financial Planning For Canadian Business Owners
120 episodes - English - Latest episode: 4 months ago -Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help give you the right advice.
The Financial Planning for Business Owners Podcast is here to help guide you regardless of the stage of your business. Each week we interview experts from various fields to help you become aware of what good advice looks like. From setting up your corporate structure to selling your business we tackle both the technical and personal considerations impacting all of your decisions. We can’t make you better at what you do, but we can help you benefit the most from the fruits of your labours.
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Episodes
What the Seller isn't telling you with Richard Parker | E118
March 14, 2024 10:00 - 39 minutes - 89.4 MBJason 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, ...
Legal Wills with Tim Hewson | E117
February 01, 2024 11:00 - 29 minutes - 67.4 MBJason 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'...
True Cost of CPP with Aravind Sithamparapillai | E116
January 25, 2024 11:00 - 26 minutes - 61.7 MBJason talks to Aravind Sithamparapillai, an associate at Ironwood Wealth Management Group. Aravind is known for his unique and novel research on the cost of the Canada Pension Plan, and they will talk about the intricacies of Canada Pension Plan and its often-underestimated value for business owners. During the conversation, Aravind and Jason delve into the comprehensive out-of-pocket expenses for employees, taking into account tax credits and deductions. The dialogue explores the fluctuatio...
Mortgages Renewals in 2024 and Beyond with Ron Butler | E115
January 04, 2024 14:00 - 28 minutes - 39.3 MBJason 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, a...
Don't Leave A Mess with Sandy Pollack | 114
December 28, 2023 13:55 - 39 minutes - 53.7 MBJason 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 stre...
Consumer Insolvency Revisited with Scott Terrio | E113
December 21, 2023 11:00 - 35 minutes - 48.7 MBJason 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 service...
Canada Digital Adoption Program with Alexandra Moore | E112
November 30, 2023 11:00 - 22 minutes - 30.3 MBJason 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: Al...
2024 Compensation Planning with Luc Lapalme | E111
October 12, 2023 11:20 - 23 minutes - 53.6 MBJason 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 as...
Family Coaching with Alex Kirby | E110
September 07, 2023 12:07 - 35 minutes - 32.8 MBJason 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 Fam...
AI Guides with John Stroud | E109
July 13, 2023 13:19 - 35 minutes - 32.2 MBJason 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, specific...
Employee Ownership Trusts with Jon Shell | E108
July 07, 2023 13:14 - 36 minutes - 49.5 MBJason 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 th...
Optimal Compensation Saving and Consumption with Braden Warwick | E107
May 18, 2023 13:05 - 43 minutes - 60 MBJason 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...
FHSA with Aaron Hector | E106
May 11, 2023 10:00 - 29 minutes - 40.3 MBJason 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. ...
Benefits Benchmarking with Matt Lister | E105
May 04, 2023 10:00 - 24 minutes - 56.1 MBJason 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...
Behaviour Finance with Brian Portnoy | E104
April 27, 2023 10:00 - 35 minutes - 48.2 MBJason 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 th...
The Disability Tax Credit with Christine Brunsden | E103
April 20, 2023 10:00 - 30 minutes - 69.4 MBJason 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 realize...
Find Your Freedom with Jamie Hopkins | E102
April 13, 2023 10:00 - 34 minutes - 47.9 MBJason 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 m...
SR&ED with Vipul Jain | E101
March 23, 2023 10:00 - 22 minutes - 20.9 MBJason 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 approache...
Working with a CoFounder with Tanis Jorge | E100
March 17, 2023 10:00 - 31 minutes - 28.6 MBJason 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 con...
Mastermind Groups with Grant Hicks | E099
March 09, 2023 11:00 - 23 minutes - 54 MBJason 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 i...
Experience Economy with Dennis Moseley-Williams | E098
March 02, 2023 11:00 - 34 minutes - 79.2 MBOn 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 pract...
Estate Administration with David Edey | E097
November 17, 2022 11:00 - 25 minutes - 23.1 MBIn today's episode we have David Edey, CEA and financial advisor in Montreal. He is an author of a book called Executor Help. He is on the show to talk about what it is to be an executor and how an executor can have a successful execution of someone's will in both cases of if you are a business owner and if you are not. Episode Highlights: 1.01: David is a certified Executive Advisor. He has been in the financial planning industry for over 35 years in Montreal. He is an author of a book, ...
Buying A Business with David Barnett | E096
November 10, 2022 11:00 - 34 minutes - 31.7 MBJason talks to David Barnett; a private transaction advisor. Today he is going to specifically talk about acquisitions, but not from the seller's point of view, but from the buyer's point of view. Episode Highlights: 2.30: David says that he works with business owners who realize it might be faster and easier to grow through acquisition. Another pool of buyers are people who work someplace and don't like it and typically these people are sort of in the Middle age group where they have got...
Old Age Security with Aaron Hector | E095
November 03, 2022 10:00 - 31 minutes - 28.4 MBJason talks to Aaron Hector, a private wealth advisor for CWB wealth. He is here to talk about old age security. Episode Highlights: 1.09: Aaron is a financial planner. He works with CWB wealth, and the majority of his time is spent serving private clients and helping them out with their retirement planning and taxes. 1.55: Aaron has been one of the few who spent time writing about old age security topic that is an overlooked benefit compared to the Canada Pension Plan. 2.12: Old age se...
Canada Pension Plan with Doug Runchey | E094
October 06, 2022 10:00 - 39 minutes - 36.1 MBJason talks to Doug Runchey, owner & operator of DR Pensions Consulting; he's a foremost authority when it comes to understanding CPP. Episode Highlights: 2.06: Doug started his consulting career 10 years ago on Canada pension and all the age security, but primarily Canada pension. 03.38: You pay for Canada Pension Plan if you have earnings from employment or self-employment. Those are the only two incomes that you can make in CPP contributions. 07.34: Talking about the CPP rates, Dou...
Integrating ESG with Daniel Jacob | E093
September 22, 2022 10:00 - 29 minutes - 27.2 MBJason talks ESG (Environmental, Social, Governance) with Daniel Jacob, Founder of Changing Habits Solutions; a market leading ESG Consultancy that helps businesses incorporate ESG and sustainability strategies into their business model. Episode Highlights: 0.57: Daniel says that they help companies integrate Environmental Social and Governance metrics into daily corporate operations and develop strategies to improve their ESG performance over time. 3.01: The "E" in ESG stands for Environ...
Successfully Exiting | E092
September 15, 2022 10:00 - 30 minutes - 27.8 MBJason Pereira talks to Jeff Cullen, Owner & Lead Consultant at Basecamp4; a company that specializes in exit planning. Episode Highlights: 1.05: Exit planning is an emergent specialization in management consulting. It is particularly being driven by the saying that time is running short for a lot of business owners. 1.54: The whole idea behind exit planning is to maximize value and basically get the most successful exit plan or exit from your business as possible, says Jeff. 3.42: Ex...
Selling A Business with Jason Watt | E091
August 11, 2022 10:00 - 36 minutes - 33.2 MBJason Pereira talks to Jason Watt. He recently was part of the sale of his family business. Today they will discuss the tales of what it's like to sell a family business. They will also discuss the ups and downs and unexpected turns that may be included in that. Episode Highlights: 1.06: Watt trains financial planners and he was never a financial planner previously. He was in the military till 2006 then he entered the family business. 1.58: Watt says that they had a pretty good transitio...
US Bank Accounts with Cato Pastoll | E090
July 07, 2022 10:00 - 13 minutes - 12.5 MBOn today’s episode of FPCBO we have brought back Cato Pastoll from Loop. This time he has got a new product that he is basically working with that solves a very simple problem - Opening of bank accounts for Canadian businesses in the US. Episode Highlights: 1.19: Cato says that early this year, they launched Loop card which is a multi-currency card that allows users to spend in different currencies. Then more recently they launched the loop accounts product which allows users to open acco...
Canada/US Cross-Border Planning Revisited with Terry Ritchie | E089
June 30, 2022 10:00 - 43 minutes - 39.6 MBToday we have Terry Ritchie. He is Jason’s go-to guru on all things for American Canadian cross border, and also a friend. Terry is a vice president and partner at Cardinal Point Capital and Cardinal Point Wealth Management, a cross-border or ICPM firm specializing in the cross-border space. Episode Highlights: 1.41: Terry’s responsibility as one of the private wealth managers is to work with typically private clients and individuals with cross-border issues. 4.29: In Canada, if you die a...
Currency Hedging with Shane Slater | E088
June 23, 2022 10:00 - 19 minutes - 18.1 MBToday, we have Shane Slater, Corporate Currency Specialist from FirmaFX. He talks about foreign exchanges, how it impacts business owners and how you can do better than just taking what the bank or your credit card will give you. Episode Highlights: 1.15: Shane is a corporate currency specialist which means he helps SMEs who get exposed to international business and FX dealings on a regular daily business. 1.44: We are reducing the margins that the big banks are typically known for and pr...
Financial Statements Basics: Part 5, with Jason Pereira | E087
May 19, 2022 10:00 - 20 minutes - 18.3 MBToday's the 5th part of a series on understanding financial statements. Episode Highlights: 01:10: Different provinces have different amounts. Today, on top of that, anywhere from zero to 4%, depending on what province. One will actually apply that zero percent rate up to 600,000, but for all intents and purposes, the half $1,000,000 mark represents a small business's income. 03:40: $500,000 is a business limit or exemption. So, for the first $500,000 you get to pay the lower rate, but ...
Financial Statements Basics: Part 4, with Jason Pereira | E086
May 12, 2022 10:00 - 18 minutes - 17.2 MBToday's the 4th part of a series on understanding financial statements. Today, Jason focuses on cash management and working capital because cash is your lifeblood of a business. Episode Highlights: 03:16: Profits are priority, not the leftovers. You have to have your expenses controlled such that you hit your target profit because all too often most businesses look at profits. They wonder why it doesn't grow, it doesn't grow because you are now focusing on growing the revenue and shrinking...
Financial Statements Basics: Part 3, with Jason Pereira | E085
May 05, 2022 10:00 - 23 minutes - 21.2 MBToday is the third part of a series that Jason is doing on understanding financial statements. Today, is about accounting ratios. Accounting ratios are used to analyze your business in several different ways. First, it’s helpful to track the performance of your business in multiple different facets, from its solvency to its profitability to its efficiency. It also is a valuable tool if you can combine comparing the help of your business with another business. Episode Highlights: 1.58: Liqu...
Financial Statements Basics: Part 2, with Jason Pereira | E084
April 28, 2022 10:00 - 20 minutes - 18.9 MBToday is the second part of the continuation of a series that Jason is doing on understanding financial statements and some of the data. Today, Jason will move on to a couple of other less common reports and is going to look for the cash flow statement; this is not required for tax purposes, but every accounting software should be able to produce one of these. Episode Highlights: 01:25 A cash flow statement gives you an understanding of what happened to your company’s cash and how you go...
Financial Statements Basics: Part 1, with Jason Pereira | E083
April 21, 2022 15:55 - 18 minutes - 17.1 MBJason Pereira reviews financial statements, how to read them properly, & what different terminologies mean. There are all kinds of rules about how depreciation impacts different types of business, and it’s also known as capital cost allowance in Canada.Today, Jason will discuss income statements, balance sheets, cash flow statements, and ratios. Episode Highlights: 01.26: The balance sheet is a document that summarizes everything you own and owe and where the equity came from in the compan...
Budget 2022 with Jason Pereira | E082
April 14, 2022 15:45 - 19 minutes - 17.4 MBOn today’s episode, Jason Pereira will be reviewing the federal budget for 2022, and the reason is that when it came out a couple of days ago, there was a lot to go through. There are 17 key personal, and corporate points that he thinks are worth accounting for. Episode Highlights: The first big change is the addition of the tax-free first home savings account. This new account will help Canadians over 18 who have not owned a home in the current or last four calendar years. You can also...
Tax Audits & How They Are Changing with Anna Malazhavaya | E081
April 07, 2022 10:00 - 31 minutes - 28.8 MBToday’s guest is Anna Malazhavaya, a tax lawyer and Advotax Law Professional Corp founder. Anna is an expert in dealing with problems involving audits. Jason and Anna are going to talk about what it means to go through an audit and what the reality of it is. Episode Highlights: · You don’t need to be doing something wrong to be selected for an audit or free audit to go up really bad. · The CRA has upped their game in the last three or four years. They got a lot of money for it, and w...
Islamic Finance with Mohamad Sawwaf | E080
January 13, 2022 11:00 - 33 minutes - 30.2 MBToday, Islamic finance and the challenges it brings to people who follow that faith, particularly business owners, and how those restrictions around Islamic finances can be adapted to many of our current financial structures that are not supportive of it. But there are options, and to discuss that, we have Mohamad Sawwaf, co-founder of a company called Manzil. Episode Highlights: 02.00: Islamic finance is finance before interest, and that is the difference in terms of what we see today. I...
From DIY to Advised with Robb Engen | E079
December 16, 2021 11:00 - 38 minutes - 35.2 MBJason talks to Robb Engen, the Fee-only Financial Planner and Blogger at Boomer and Echo. Robb is a well-known voice in the Canadian financial blogosphere, and he has run a blog for 11 years and is one of the recognized voices in Canadian online finance. Episode Highlights: 01.35: Robb has run the Boomer and Eco personal finance blog since 2010. About six years ago, he started a fee-only financial planning service to help regular people approach big-burning financial stages of their lives....
The Value of Brand with David Pullara | E078
November 04, 2021 10:00 - 41 minutes - 38.2 MBJason speaks with David Pullara, a marketing instructor and brand-building expert who's worked with companies like Starbucks, Coca-Cola, and Google. David Pullara is a senior business leader with over 20 years of diverse experience in marketing strategy, brand management, and product innovation. He's spent 12 years of his career to date working with four world-renowned, consumer-centric, Fortune 500 organizations: Starbucks, Yum! Brands (Pizza Hut), Coca-Cola, and Google. David is recognize...
Digital Assets On Death with Betsy Ehrenberg | E077
October 21, 2021 10:00 - 33 minutes - 30.3 MBJason talks to Betsy Ehrenberg, the CEO and founder of Legacy Concierge. Legacy Concierge is a service that helps people deal with digital assets after death. This is a newer problem in state planning, but one that cannot be underestimated. Episode Highlights: 01.00: Betsy talks about how she enjoys talking about how people protect their assets and explain what digital assets are because they are all over the place, and most people are unaware of them. 03.08: The implication of having y...
Visioning with Kyley Paul | E076
October 14, 2021 10:00 - 27 minutes - 25.2 MBJason talks to Kyley Paul; a business coach and CEO of coaching with Kyley. In today’s show, they are specifically going to talk about vision planning for business owners and what that means. Episode Highlights: 01.40: Jason inquires, “What is this abstract concept vision planning in actuality?” 01.50: Kyley has been in business for seven years, building and scaling her businesses from scratch. And on a huge journey of personal and professional development, in line with that, and really...
Corporate Financial Planning & Analysis with Tom Seegmiller | E075
October 07, 2021 10:00 - 27 minutes - 24.7 MBIn today’s episode, Jason is going to talk to Tom Seegmiller; he is the VP of Financial Planning Analysis for Vena Solution. Most companies tend to have a centralized finance function which means finance rules up within the finance organization as opposed to sitting within the business with business owners or think of general managers or functional owners. Episode Highlights: 01.06: Tom acts as a financial business partner or planner for the companies that he has worked for. 01.54: When ...
Crypto Currency Taxation with Fabio Campanella | E074
September 30, 2021 10:00 - 37 minutes - 33.8 MBIn today’s episode, Jason is going to talk to Fabio Campanella of the Campanella group. Fabio is a taxation and state planner and is associated with the Capital Group, a professional corporation registered with CPA Ontario. Episode Highlights: 1.10: Fabio is going to talk about what the realities are when it comes to cryptocurrency transactions. 2.08: Fabio says this is a new asset class, and in essence, it relies on something called blockchain technology, which is a network. It is a net...
HR Law with Ellen Swan | E073
September 23, 2021 10:00 - 38 minutes - 35.5 MBIn today’s episode, Jason Pereira talks to Ellen Swan. She is a Barrister and Solicitor at Caravel Law. Ellen has a specialization in HR Law, and Jason brought her on the show to talk about best practices when bringing on, maintaining, and firing your staff and even addressing what to do during Covid with some of these more interesting cases for dealing with. Episode Highlights: 1.01: Ellen supports employers with HR issues in the workplace that range from onboarding, management of the rel...
Finding Advice with John DeGoey | E072
September 16, 2021 10:00 - 38 minutes - 34.8 MBIn today’s episode Jason Pereira talks to his friend and colleague John DeGoey. Together they are going to discuss “What to look for when hiring financial advisor? John is a well-known pundit in the industry and author of several books, specifically - The Professional Financial Advisor. Episode Highlights: 00.56: John has been an advisor for 28 years. He has written a couple of books and articles. He is a proponent of professional, transparent financial advice in a way that is consumer ce...
Creditor Insurance with Matthew Inglis | E071
September 09, 2021 10:00 - 32 minutes - 29.6 MBOn this episode of Financial Planning For Canadian Business Owners, Jason Pereira talks to Matthew Inglis. He is the founder of Creditor Insurance Watchdogs, which is division of Mobile Advisors. Matthew specializes in educating people and providing tools for people to get better rates and better coverage on their various forms of creditor insurance. Episode Highlights: 01.38: Matthew is a life and health insurance advisor. He has been in the industry for a long period of time that just ha...
Steps In An Estate Freeze with Chris Sabat | E070
September 02, 2021 10:00 - 30 minutes - 28 MBOn this episode of Financial Planning For Canadian Business Owners, Jason Pereira talks to Chris Sabat - General Counsel McMillan Estate Planning. Today Chris is going to talk about a deeper dive into statement freezes. We have covered a freeze in the past, but specifically today, we are going to go over a little bit more around the thinking and the mechanics of how you execute an estate freeze and why? Episode Highlights: 1.16 Chris is a lawyer working with a team of lawyers, accounta...
Longevity Planning with Alexandra Macqueen | E069
August 26, 2021 10:00 - 39 minutes - 35.9 MBIn today’s episode, Jason is going to talk to Alexandra MacQueen. She is a well-known financial author and co-conspirator of many different projects. Today Jason and Alexandra are going to zero in on a core issue of retirement for any generation. Episode Highlights: 1.19: For the last few years, Alexandra has focused on providing quality content; this is the new word that people use now. 1.30: Jason says, basically, the retirement income question or making sure that you do not run out of...