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Artwork for Financial Planning For Canadian Business Owners

Financial Planning For Canadian Business Owners

Jason Pereira

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... more

PublishesWeeklyEpisodes136Founded6 years ago
Categories
EntrepreneurshipBusiness

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Artwork for Financial Planning For Canadian Business Owners

Latest Episodes

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 examples and explore the implica... more

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 cover what a sole proprietorship i... more

YouTube

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 of private equity, the motivati... more

YouTube

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 these approaches to selling a hou... more

YouTube

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Reviews

4.8 out of 5 stars from 34 ratings
  • A treasure trove of information

    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 planning.

    Apple Podcasts
    5
    Matthew-wholesaler
    Canada4 years ago
  • Valuable resource for business owners and financial planning

    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 lifetime alone.

    He prefers drums to flats when eating chicken wings, so while that makes him a freak it also makes him useful to have around if YOU are eating chicken wings so he can eat all the garbage.... more

    Apple Podcasts
    5
    Preet182
    Canada5 years ago
  • Great interview style!

    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!

    Apple Podcasts
    5
    Young Money with Tracey Bisset
    Canada5 years ago
  • Awesome info

    Great Canadian content, which is harder to find vs American focused. Thanks a lot.

    Apple Podcasts
    5
    MWillM
    Canada5 years ago
  • Great conversations and guests

    Thank you Jason for the great material, topics and guests. I’m learning something new every time I tune in. Keep the great content coming! 👍.

    Apple Podcasts
    5
    Frank loves Finance
    Canada5 years ago

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this podcast launched 6 years ago and published 136 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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