Financial Planning For Canadian Business Owners
122 episodes - English - Latest episode: 18 days 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
Outsourcing Financial Operations of Your Business with Josh Zweig | E021
July 02, 2020 10:00 - 36 minutes - 33.4 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Josh Zweig, CEO and Partner at LiveCA. Josh Zweig talks about the benefits of outsourcing various financial functions and work to a professional accounting firm that can do it on your behalf, supporting ongoing engagement with your clients. Episode Highlights: ● 01:10 – Josh Zweig explains what LiveCA does. ● 01:33 – Where is LiveCA...
Valuing Your Business With Melanie Russell | E020
June 25, 2020 10:00 - 28 minutes - 26.2 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Melanie Russell, President of Kalex Valuations. Melanie Russell, is a business evaluator who does so to meet the needs of businesses for a range of issues like MNA and family law issues. Episode Highlights: ● 01:16 – Melanie Russell, explains what he does for a living. ● 03:18 – What does the process of valuation look like? ● 04:5...
Tracking Shares with Jonah Mayles | E019
June 18, 2020 04:00 - 26 minutes - 24.6 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Jonah Mayles, Partner, Tax and Estate Planning at Sterling Park Financial. Jonah Mayles shares his wisdom derived in the field of tax law as well as insurance, and the often overlooked topic of insurance tracking shares in reference to estate planning. Episode Highlights: ● 01:16 – Jonah Mayles explains what he does for a living. ● ...
HR Tips and Best Practices with Kevin Kliman | E018
June 11, 2020 10:00 - 40 minutes - 37.5 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Kevin Kliman, Co-Founder and Co-CEO of Humi. Humi is an online platform for managing basically everything that has to do with people in your business. Kevin Kliman talks about HR advice, strategies, and pitfalls to avoid for human resources in its relationship to financial planning. Episode Highlights: ● 01:32 – Kevin Kliman explains ...
CFIB And Why You Should Join With Ryan Mallough | E017
June 04, 2020 10:15 - 32 minutes - 29.8 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Ryan Mallough, Director of Provincial Affairs for Ontario at the Canadian Federation of Independent Business. CFIB is the largest advocacy group for small business owners in Canada. Ryan Mallough talks about what CFIB does and why small business owners should consider becoming members. Episode Highlights: ● 01:13 – Ryan Mallough expla...
Tax Implications for Americans Living In Canada with Terry Ritchie | E016
May 28, 2020 10:00 - 50 minutes - 46.2 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Terry Richie, Partner and Vice President at Cardinal Point Wealth Management. Cardinal Point is a firm that specializes in dealing with U.S./Canadian cross-border issues. Terry Ritchie discusses tricks and traps that Canadian business owners are exposed to when they are also United States tax residents. Episode Highlights: ● 01:02 – T...
Creditor Protection & Insolvency with Scott Terrio | E015
May 21, 2020 10:15 - 34 minutes - 31.6 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Scott Terrio, Manager of Consumer Insolvency at Hoyes Michalos. Hoyes Michalos is a Toronto-based license and insolvency trustee. Scott Terrio talks about what insolvency means, what the options are, and how business owners can protect their assets in the event of insolvency. Episode Highlights: ● 01:15 – Scott Terrio explains the wor...
Business Mortgage Lending with Sheldon Brow | E014
May 14, 2020 10:00 - 24 minutes - 56.1 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Sheldon Brow, Independent Mortgage Broker. Sheldon Brow talks about how mortgage lending and debt in general work differently for business owners than they do for the average consumer. He also provides guidance and tips on how to make your life easier as a business owner when you need to apply for debt. Episode Highlights: ● 01:12 – S...
Trusts with Lee Fernandes | E013
May 07, 2020 10:00 - 46 minutes - 42.1 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Lee Fernandes, Senior Wealth Consultant at Cidel. Cidel is a company that helps high-wealth Canadians establish structures and planning to help them meet their needs. Lee Fernandes discusses one of Cidel’s core offerings, trust services. This episode provides a general education on what trusts are, how they can be used, common use cases, ...
Venture Capital with Stephanie Choo | E012
April 30, 2020 15:16 - 33 minutes - 30.5 MBIn this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Stephanie Choo, Partner and Head of Investments at Portag3 Ventures. Portag3 Ventures is a venture capital firm that specifically invests within the fintech financial technology space. Stephanie Choo explains what venture capitalists are, how to approach them, what they are looking for, and how to know if you are someone who should be ta...
Credit Ratings and Alternative Lending with Cato Pastol | E011
April 23, 2020 10:00 - 44 minutes - 40.4 MBSummary: In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Cato Pastoll, CEO at Lending Loop, an alternative lender to small businesses. Cato Pastoll talks about personal and business credit ratings as well as his work at Lending Loop. Episode Highlights: ● 00:39 – Jason Pereira introduces Cato Pastoll. ● 01:00 – Cato Pastoll describes who he is and what he does. ● 01:5...
Canada’s COVID-19 Economic Response Plan with Guy Anderson | E010
April 16, 2020 10:00 - 36 minutes - 33.7 MBSummary: In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Guy Anderson, Full-Licensed Investment and Financial Planner with Aligned Capital about Canada’s response plan to the COVID-19 coronavirus pandemic. Episode Highlights: ● 01:24 – Guy Anderson introduces himself and what he does ● 01:50 – They go over the first category of benefits for businesses: avoiding layoffs and rehir...
Post Mortem Planning with Trevor Parry | E009
April 09, 2020 10:00 - 27 minutes - 25.5 MBSummary: In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Trevor Parry, President of TRP Strategy Group and Tax and Estate Expert. Trevor Parry discusses the ins and outs of post-mortem planning to prepare for what happens to the investments in your holding company after you pass away. Episode Highlights: ● 00:47 – Jason Pereira introduces Trevor Parry. ● 01:35 – Trevor ...
Cyber Insurance with Greg Markell | E008
April 02, 2020 10:06 - 49 minutes - 44.9 MBSummary: In the 4th episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host of the podcast Fintech Impact, welcomes Greg Markell of Ridge Canada, a cyber security insurance firm. They discuss the origins of cyber insurance, how to protect yourself and your business from breaches, and more. Episode Highlights: ● 01:06: – Ridge Canada is a wholesale underwriting shop that focuses on cyber and privacy...
Insurance Planning for Business with Zachary Goldman | E007
March 26, 2020 10:00 - 46 minutes - 42.3 MBSummary: In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Zak Goldman, Managing Partner of Sterling Park Financial Group in Toronto, Canada. Sterling Park is one of the more better-known high-end insurance operations in Canada. Zak and Jason discuss why business owners need to consider insurance and the key benefits of it. Episode Highlights: ● 01:25: – Zak Goldman introdu...
Mentorship And Grooming The Next Generation With Peter Merrick | E006
March 19, 2020 10:00 - 46 minutes - 43 MBSummary: In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Peter Merrick, Financial Expert that has been in the industry a very long time and is the author of the book The King of Main Street. His book discusses business owners at different stages of life and the value of mentorship between them. Peter Merrick talks about life beyond working on and at your own business. Epis...
An Introduction to Employee Benefits with Keith Foot | E005
March 12, 2020 10:00 - 1 hourSummary: In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Keith Foot, CEO of Ralph Moss Insurance. Jason Pereira and Keith Foot discuss employee benefit plans, the different components of the plans, and tips on how you can contain cost. Episode Highlights: ● 01:00: – Keith Foot introduces himself and what he does. ● 01:41: – What are the reasons for group employee benefi...
IPPs & RCAs with Fraser Lang | E004
March 05, 2020 11:00 - 42 minutes - 38.7 MBGoing beyond RRSPs when planning for retirement. Hosted on Acast. See acast.com/privacy for more information.
Fundamentals of Corporate Taxation with Kim Moody | E003
February 27, 2020 11:00 - 28 minutes - 26.3 MBSummary: In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Kim Moody, Director of Canadian Tax Advisory Services at Moodys Gartner Tax Law in the Calgary area. Kim Moody talks about the expertise that Moody Gartner offers, the general percentages of taxation that businesses face, the differences in paying dividends and salaries, the Kiddie Tax rule, and what to know before payi...
Family Succession Planning with Tom Deans | E002
February 20, 2020 11:00 - 47 minutes - 43.5 MBSummary: In the 2nd episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host of the podcast Fintech Impact, welcomes Dr. Tom Deans, estate and family succession planning expert and author of NY Times Bestseller Every Family’s Business, to talk about how to handle exit planning with your business, especially when family succession is involved. Episode Highlights: ● 01:29: – Tom shares his background ...
Incorporation & Corporate Structure Planning with Ted Maduri | E001
February 13, 2020 11:00 - 36 minutes - 33 MBSummary: In the first episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, and host of the podcast Fintech Impact, welcomes Ted Maduri, Partner at the law firm DLA Piper, to talk about how to establish a strong business structure from the start, challenges people may face along the way, and more. Episode Highlights: ● 01:53: – From a legal standpoint, the easiest way to start a business is through a sole...
Introducing Financial Planning For Canadian Business Owners
January 14, 2020 01:55 - 39 seconds - 642 KBBusiness 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 ...