Best Entrepreurship Podcasts (2024)

1
Employee Ownership Trusts Revisited with Jon Shell | E120 32:17

9d ago32:17

32:17

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…

1
ROffice with Andrew Evans | E119 24:02

16d ago24:02

24:02

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. Thi…

1
What the Seller isn't telling you with Richard Parker | E118 39:02

4M ago39:02

39:02

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 exten…

1
Legal Wills with Tim Hewson | E117 29:28

6M ago29:28

29:28

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: Recognizi…

1
True Cost of CPP with Aravind Sithamparapillai | E116 26:56

6M ago26:56

26:56

Jason 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…

1
Mortgages Renewals in 2024 and Beyond with Ron Butler | E115 28:38

7M ago28:38

28:38

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 …

1
Don't Leave A Mess with Sandy Pollack | 114 39:05

7M ago39:05

39:05

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 …

1
Bilan de la vie spirituelle 19:39

7M ago19:39

19:39

Ce quoi ton bilan spirituel de 2023--- Send in a voice message: https://podcasters.spotify.com/pod/show/adunewsradio/message

1
Consumer Insolvency Revisited with Scott Terrio | E113 35:27

7M ago35:27

35:27

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 …

1
Canada Digital Adoption Program with Alexandra Moore | E112 22:03

8M ago22:03

22:03

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 f…

1
2024 Compensation Planning with Luc Lapalme | E111 23:25

9M ago23:25

23:25

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 st…

1
Family Coaching with Alex Kirby | E110 35:47

10M ago35:47

35:47

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 famil…

1
AI Guides with John Stroud | E109 35:11

1y ago35:11

35:11

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 ope…

1
Employee Ownership Trusts with Jon Shell | E108 36:02

1y ago36:02

36:02

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 …

1
Optimal Compensation Saving and Consumption with Braden Warwick | E107 43:42

1y ago43:42

43:42

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 dee…

1
FHSA with Aaron Hector | E106 29:21

1y ago29:21

29:21

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…

1
Benefits Benchmarking with Matt Lister | E105 24:30

1y ago24:30

24:30

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. Servi…

1
Behaviour Finance with Brian Portnoy | E104 35:06

1y ago35:06

35:06

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 advi…

1
The Disability Tax Credit with Christine Brunsden | E103 30:20

1y ago30:20

30:20

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: Thr…

1
Find Your Freedom with Jamie Hopkins | E102 34:52

1+ y ago34:52

34:52

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 Hig…

1
SR&ED with Vipul Jain | E101 22:47

1+ y ago22:47

22:47

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…

1
Working with a CoFounder with Tanis Jorge | E100 31:15

1+ y ago31:15

31:15

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 b…

1
Mastermind Groups with Grant Hicks | E099 23:34

1+ y ago23:34

23:34

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 Highlight…

1
Experience Economy with Dennis Moseley-Williams | E098 34:37

1+ y ago34:37

34:37

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 part…

1
Estate Administration with David Edey | E097 25:12

1+ y ago25:12

25:12

In 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: Da…

1
Buying A Business with David Barnett | E096 34:36

1+ y ago34:36

34:36

Jason 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 po…

1
Old Age Security with Aaron Hector | E095 31:01

1+ y ago31:01

31:01

Jason 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 th…

1
Canada Pension Plan with Doug Runchey | E094 39:25

2y ago39:25

39:25

Jason 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 em…

1
Integrating ESG with Daniel Jacob | E093 29:41

2y ago29:41

29:41

Jason 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 metr…

1
Successfully Exiting | E092 30:21

2y ago30:21

30:21

Jason 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…

1
Selling A Business with Jason Watt | E091 36:17

2y ago36:17

36:17

Jason 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 p…

1
US Bank Accounts with Cato Pastoll | E090 13:39

2y ago13:39

13:39

On 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…

1
Canada/US Cross-Border Planning Revisited with Terry Ritchie | E089 43:13

2y ago43:13

43:13

Today 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 o…

1
Currency Hedging with Shane Slater | E088 19:44

2y ago19:44

19:44

Today, 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 internat…

1
Remec Carlson 1:12:36

2y ago1:12:36

1:12:36

By Breakthrough

1
Eric Wright 1:30:20

2y ago1:30:20

1:30:20

By Breakthrough

1
Financial Statements Basics: Part 5, with Jason Pereira | E087 20:01

2y ago20:01

20:01

Today'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 represent…

1
Sam Saideman 1:05:55

2y ago1:05:55

1:05:55

By Breakthrough

1
Financial Statements Basics: Part 4, with Jason Pereira | E086 18:45

2y ago18:45

18:45

Today'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 mos…

1
Financial Statements Basics: Part 3, with Jason Pereira | E085 23:07

2y ago23:07

23:07

Today 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 eff…

1
Financial Statements Basics: Part 2, with Jason Pereira | E084 20:37

2y ago20:37

20:37

Today 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 o…

1
Caite Zeliff 1:11:02

2y ago1:11:02

1:11:02

By Breakthrough

1
Financial Statements Basics: Part 1, with Jason Pereira | E083 18:42

2y ago18:42

18:42

Jason 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. Ep…

1
Budget 2022 with Jason Pereira | E082 19:02

2+ y ago19:02

19:02

On 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 sav…

1
Tax Audits & How They Are Changing with Anna Malazhavaya | E081 31:25

2+ y ago31:25

31:25

Today’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 audi…