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Hosted by Jason Pereira · 🇺🇸 US · EN · 136 episodes
Established thought leaders with verified media credentials.
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 fro
Jason Pereira hosts Financial Planning For Canadian Business Owners, a business show with 136 episodes published.
Are dividends always the best way to pay yourself from your corporation? Think again. In this video, we'll explore whether dividends truly offer tax benefits compared to salary. We'll break down the numbers using real ex
Thinking about incorporating your small business in Canada? Hold on! This video breaks down why staying a sole proprietorship could save you thousands of dollars and even let you deduct your mortgage interest. We'll cove
Join Jason Pereira and business lawyer Rachel Wasserman on this week's episode of Financial Planning for Canadian Business Owners as they delve into the intricacies of private equity. Learn about the different segments o
In this informative episode, Jason Pereira, a senior partner and financial planner, provides a detailed breakdown of the two main approaches for selling or exiting a business: share sales and asset sales. He compares the
Wondering if selling your Canadian business will incur significant taxes? Learn about the Lifetime Capital Gains Exemption (LCGE) and how it can save you up to $1.25 million in tax-free capital gains as of 2025. Jason Pe
In this episode, Jason delves into the tumultuous developments in capital gains taxation in Canada over the past year. From initial changes announced by the Trudeau government to the ensuing financial planning frenzy, an
In this episode of Financial Planning for Canadian Business Owners, host Jason Pereira and guest Harold Geller discuss critical aspects of onboarding with a financial advisor. They delve into the importance of financial
In this episode of Financial Planning for Canadian Business Owners, host Jason welcomes John Pelley, Co-founder and CEO of Colibri Financial Services Agents. John explains how Colibri offers fractional treasury manager s
Choosing Qualified Financial Planners: Insights from Aaron Hector, President of the IAFP In this episode of Financial Planning for Canadian Business Owners, host Jason speaks with Aaron Hector, president of the Institute
Navigating Financial Planning in Canada with FP Canada In this episode of 'Financial Planning for Canadian Business Owners,' the focus is on finding credible financial advice. Special guest Tasha Batstone, President and
Elevating Financial Planning Standards: An In-Depth Look at FPAC with Julia Chung In this episode of Financial Planning for Canadian Business Owners, host Jason Pereira delves into the importance of seeking high-quality
Unlocking Insights: Expert Tips on Career Growth & Innovation In this episode, we explore critical insights from industry experts on how to supercharge your career and drive innovation. Key topics include strategies for
avigating Gray Areas in Insurance and Tax Law In this episode, host Jason Pereira, alongside guest Jason Watt, embarks on an in-depth discussion about the gray areas in insurance and tax law that Canadian business owners
Exploring Defined Contribution Health Plans with Steve McEwen In this episode of 'Financial Planning for Canadian Business Owners,' host Jason Pereira welcomes Steve McEwen from My HSA to discuss defined contribution ben
In this episode, Jason welcomes back listeners to 'Financial Planning for Canadian Business Owners' after a hiatus, and announces a new video format with guest Dr. Daniel Crosby, a New York Times bestselling author and C
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 busines
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
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
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
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 intricaci
Jason Pereira
senior partner and financial planner · Woodgate Financial
2 appearances on this show
Dr. Daniel Crosby
psychologist, behavioural finance expert, New York Times bestselling author · Orion Advisor Solutions
1 appearance on this show
Andrew Evans
Director of the Army’s ISR Task Force / Directorate for Strategy and Transformation · Jersey Financial Services Commission
1 appearance on this show
Richard Parker
Associate Director of Physical Environment & Life Safety · Accreditation Commission for Health Care
1 appearance on this show
Tim Hewson
founder · Mongrels Men Health & Wellbeing
1 appearance on this show
Aravind Sithamparapillai
CFP® Gold Medalist · Ironwood Wealth Management Group
1 appearance on this show
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Financial Planning For Canadian Business Owners is hosted by Jason Pereira. The show is categorised under business (entrepreneurship) and has published 136 episodes.
Financial Planning For Canadian Business Owners has published 136 episodes.
Financial Planning For Canadian Business Owners regularly covers business, entrepreneurship. It sits in the business category, with a entrepreneurship focus.
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Episodes of Financial Planning For Canadian Business Owners average 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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