Financial Planning For Canadian Business Owners

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 extensive experience in helping individuals acquire businesses in the lower market. Episode Highlights: Key Points: Tweetable Quotes Resources Mentioned: FacebookLinkedInWoodgate.comRichard ParkerDiomo Hosted on Acast. See acast.com/privacy for more information.

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: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comLinkedInhttps://legalwills.company/https://www.linkedin.com/in/timhewson/?originalSubdomain=caPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

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: Key Points: Tweetable Quotes: Resource Mentioned: FacebookLinkedInWoodgate.comLinkedInhttps://legalwills.company/https://www.linkedin.com/in/timhewson/?originalSubdomain=caPodcast Editing Hosted on Acast. See acast.com/privacy for more information.

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 into the comprehensive out-of-pocket expenses for employees, taking into account tax credits and deductions. The dialogue explores the fluctuation in costs depending on income levels and the potential for tax savings. Disclaimers -“investment shop” *Investment services are provided through Ironwood Securities, an approved trade name of Aligned Capital Partners Inc. (“ACPI”). ACPI is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Only investment-related products and services are offered through ACPI/Ironwood Securities and covered by the CIPF. -“I do full scale planning” *Aravind Sithamparapillai is an Associate at Ironwood Wealth Management Group. Ironwood Wealth Management Group offers financial planning and insurance services. Ironwood Wealth Management Group is an independent company separate and distinct from ACPI/Ironwood Securities. Episode Highlights: Key Points: Resources Mentioned: https://www.ironwoodcanada.com/aravind-sithamparapillaiFacebookLinkedIn Hosted on Acast. See acast.com/privacy for more information.

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: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

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: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

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: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

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: Key Points: Tweetable Quotes: Resources Mentioned: Hosted on Acast. See acast.com/privacy for more information.

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 Highlights: Key Points: Tweetable Quotes: Resources Mentioned: https://www.dontleaveamess.ca/ Hosted on Acast. See acast.com/privacy for more information.

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 unexpected impacts on certain sectors during different phases. Episode Highlights: Key Points: Tweetable Quotes: Resources mentioned: https://www.linkedin.com/in/scott-terrio/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca Hosted on Acast. See acast.com/privacy for more information.

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 unexpected impacts on certain sectors during different phases. Episode Highlights: Key Points: Tweetable Quotes: Resources mentioned: https://www.linkedin.com/in/scott-terrio/?original_referer=https%3A%2F%2Fwww%2Egoogle%2Ecom%2F&originalSubdomain=ca Hosted on Acast. See acast.com/privacy for more information.

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: Key Points: Tweetable Quotes: Resources: FacebookLinkedInhttps://coachhousemarketing.com/ Hosted on Acast. See acast.com/privacy for more information.

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 staff in the coming year. Episode Highlights: 3 Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInhttps://www.linkedin.com/in/luc-lapalme-mba-96563239/?originalSubdomain=cahttps://www.mercer.com/en-in/ Hosted on Acast. See acast.com/privacy for more information.

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 family businesses and how purpose can be used to unify the family's values and goals. It also touches on the initial steps of onboarding with Total Family Management. Episode Highlights: 3 Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedIn Hosted on Acast. See acast.com/privacy for more information.

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 operations. Episode Highlights 3 Key Points Tweetable Quotes Resources Mentioned FacebookLinkedIn Hosted on Acast. See acast.com/privacy for more information.

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 laws related to employee ownership trusts and Canada's first attempt at implementing them. Episode Highlights 3 Key Points Tweetable Quotes Resources Mentioned FacebookLinkedIn Hosted on Acast. See acast.com/privacy for more information.

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 deep dive at a lot of things that started by looking specifically at compensation, structures, and methodologies and had several interesting findings. Episode Highlights: 3 Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWebsite Hosted on Acast. See acast.com/privacy for more information.

Jason talks to Branden Warwick, research associate at PWL Capital. Branden has recently composed a study on optimal compensation savings and consumption for business owners of private corporations. Branden has recently composed a study on optimal compensation savings and consumption for business owners of private corporations. Branden's study was a deep dive at a lot of things that started by looking specifically at compensation, structures, and methodologies and had several interesting findings. Episode Highlights: 3 Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedInWebsite Hosted on Acast. See acast.com/privacy for more information.

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: 3 Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedIn Hosted on Acast. See acast.com/privacy for more information.

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. Service is free for employers. Paid by advisors and providers. Episode Highlights: 3 Key Points: Tweetable Quotes: Resources Mentioned: FacebookLinkedIn Hosted on Acast. See acast.com/privacy for more information.