Fintech Impact

Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Kyle Kemper, Author. The two discuss crypto and the future of blockchain. Show Notes: ● :30— Introduction of Kyle Kemper, Author, thought leader, and consultant in the Crypto space ● 1:30— Kyle’s bitcoin awakening and what he has done since then to progress blockchain ● 2:36— What is possible when we have a single place to store our digital assets ● 3:33— Through our phones, we can capture...

Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Andrei Poliakov, CEO of Coinberry. Coinberry is breaking the barriers to enter the cryptocurrency market. They offer the best rate and no fees which encourages people to dabble in crypto. Andrei shares what life is like inside of a start-up and the challenges he faces in this groundbreaking agency. Show Notes: ● :30— Introduction of Andrei, CEO of Coinberry. ● 1:00— Coinberry is a solution...

During the 45th episode of the Fintech Impact podcast, Jason Pereira sits with Daniel Faggella, CEO of Emerj. Daniel well known consultant in the Artificial Intelligence space and shares his thoughts current and future implementations of AI in the financial industry. Show Notes: 3 Key Points: 1. Artificial Intelligence is taking the main stage in many industries and has many opportunistic applications. 2. However, trying to implement AI technologies into the trading world would mean that...

Summary: During the 44th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Andrew Ostro, Co-founder and CEO of PolicyMe. Andrew shares how his digital tool, Policy me, is changing the face of life insurance. Jason and Andrew discuss how the tool is streamlining and reinventing an industry that has a bad reputation of customer service and margins Show Notes: ● :30—Introduction of Guest Andrew Ostro, CEO of Policy...

Summary: During the 43rd episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Dan Rosen, Co-founder and CEO of D1g1t. They discuss how D1g1t is improving the digital wealth managment side of advising. D1g1t is creating a tool that streamlines and desegments financial advising. The impact is huge. Show Notes: ● :30—Introduction of Guest Dan Rosen, Co-founder and CEO of Digit. ● 1:00—Digit is a new digital wealth...

Summary: During the 42nd episode of the Fintech Impact Podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes Melissa Best, CEO and Founder of Quickestate. After 32 years as a money manager, Melissa leveraged her knowledge to create a tool to make estate settling easier for families. Quickestate is the company that resulted. It is a company that provides the software which allows for an easy estate settling process. The tool supports advisors in...

Summary: During the 41st episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, welcomes George Bordianu, Co-Founder of Balance. Balance is a cryptocurrency solution that allows people to invest and diversify their assets. Balance offers customers simplicity and ease while navigating the cryptocurrency. Jason and George delve into the intricacies of cryptocurrency and how Balance solves customer pain points. Show Notes: ●...

Summary: During the 40th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Paul Desmarais III, Chairman of Portag3 Ventures. They discuss the new technology within fintech, how Portag3 is making a difference, and how technology bridges gaps and addresses the pain points of the industry. Show Notes: ● 1:00—Introduction of guest Paul Desmarais III, Chairman of Portag3 Ventures. ● 1:23— Portag3 is one of the world...

Episode 39witha Panel from the Institute of Advanced Financial Planners Conference Title: Blockchain and Cryptocurrencies, Are They an Investment you should Recommend to your Clients? Summary: During the 39th episode of the Fintech Impact podcast, Jason Pereira(award-winning financial planner, university lecturer, writer), Kyle J Kemper (Executive Director and Chief Strategy Director of the Blockchain Association of Canada), and David Hayes (Technology Brokers International) discuss the...

During the 38th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host, interviews Gary Baker, COO of Cannex. Cannex is a one-stop shop for annuity pricing. Jason and Gary delve into the complexities surrounding the annuity industry. From Big Data to global trends, Gary gives an all-encompassing view of annuities and what the industry is up against. Show Notes: quantitatively 3 Key Points: 1. Gary and Jason discuss...

During this 37th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Thomas Schickler, the Founder and Chief Executive Officer for Liquidity Marketplace. Liquidity Marketplace is a platform that will allow and enable Fortune 1000 businesses to lend to other Fortune 1000 businesses for their liquidity needs—at a lower rate and a more efficient experience. Time Stamped Show Notes: ● 00:58 – Clients of...

During this 36th episode of the Fintech Impact podcast, Jason Pereira interviews Ben Harrison, Partner and Head of LP Engagement & Partnerships at Portag3 Ventures, one of the top venture capital firms in the fintech space. ● 00:56 – Portag3 is made of two funds that handle areas like blockchain and A.I.. ● 02:19 – Ben has just over 16 years with Great West Life. ● 05:08 – Financial customers want the same user experience that they are familiar with from Amazon and Google. ● 10:28 – In...

During this 35th episode of the Fintech Impact podcast, Jason Pereira interviews Chad Davis, the Co-Founder of LiveCA, which is an accounting firm rather than a fintech. What makes LiveCA an excellent company to talk about on Fintech Impact is that it is a next generation company with no fixed address, it has about 60 employees from all around the world, and it communicates and renders their service offers using a number of technology tools and fintech tools—some that have been featured on...

During this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions to clients. Learn the story behind this fintech company, what they are offering present and future clients, and what it took to bring this company to fruition. ● 00:53 – WealthBar doesn’t have physical offices—everything is done online or...

During this 33th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Johnathan Holland, the Founder and CEO of Curexe, that provides tools for enabling online foreign exchange transactions at reasonable rates—including a new product that will allow users to take payment with Interac. Time Stamped Show Notes: ● 00:55 – Curexe assists businesses to send and receive money. ● 01:34 – Johnathan Holland...

During this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to creating Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada. ●01:11 – Nest...

In this 31st episode of Fintech Impact, Jason Pereira interviews Kesem Frank, Co-Founder, and COO of Nuco, a company that helps implement blockchain technology for financial service companies—in banking and securities. Kesem will speak about his career in Nuco, the effects of the blockchain, and cryptocurrencies, of which he has his own. ● 01:00: – Kesem started Nuco with two partners: Matthew Spoke and Jin Tu. ● 02:30: – Nuco was faced with the question of serving or building? ● 03:24: –...

In this 30th episode of the Fintech Impact podcast, Jason Pereira interviews Amelia Young the Founder of Upside Consulting, which works within the fintech space, advising enterprises on how they can meet the challenges of the technology world and how it impacts finance. ● 00:49 – Amelia founded the Upside Consulting firm about 12 years ago ● 01:33 – She started off her career an equity analyst and trader, did investor relations, and ended up in corporate strategy. ● 04:15 – The biases...

In this 29th episode of Fintech Impact, Jason Pereira interviews Danish Yusef, the CEO and Co-Founder of Zensurance, a Canadian organization that manages the insurance needs of startups and small businesses. ● 01:09: – Zensurance helps small business manage and curate their insurance affairs. ● 01:40: – Danish is a software engineer by trade, and worked as a developer at IBM. ● 03:50: – Most people in the insurance industry have grown up in the industry— change is slow. ● 05:15: –...

In this 28th episode of the Fintech Impact podcast, Jason Pereira interviews Eva Wong, the Co-Founder and Chief Operating Officer of Borrowwell. As a Canadian credit score and lending recommendation engine, Borrowwell helps people manage their credit score and gives them advice on how to apply for credit cards and other solutions to improve their credit. ● 01:14 – Borrowwell was the first company to give Canadians their credit scores for free. ● 02:07 – Eva Wong doesn’t come from financial...