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Jason Pereira
Financial Planning For Canadian Business Owners
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...
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Ratings & Reviews
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4.8 stars from 23 ratings
A treasure trove of information
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“I want to echo what other reviewers have said about the difficulty of finding great financial planning podcasts that are Canada-centric. The guests that Jason invites on are top-notch and the conversations are very engaging, especially for listeners who are currently in the business of financial...”Read full review »
Matthew-wholesaler via Apple Podcasts ·
Canada ·
09/19/21
“It is very hard to find expertise in the area of financial planning for business owners in Canada. Jason takes topics that are important for entrepreneurs to consider (or fix!) in their situations that could easily be worth tens, and even hundreds of thousands of dollars in tax savings over a...”Read full review »
Preet182 via Apple Podcasts ·
Canada ·
04/28/21
Great interview style!
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“Love Jason’s interview style – he’s a natural interviewer and the conversations flow well. Jason interviews great guests that allow you to learn practical, relevant and easy to implement tips and strategies in your business. Well done Jason!”
Young Money with Tracey Bisset via Apple Podcasts ·
Canada ·
09/01/20
Recent Episodes
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...
Published 03/14/24
Published 03/14/24
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...
Published 02/01/24
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