Brought to you by
Skip to content
Financial Planning
for Canadian Business Owners
Home
Episodes
Videos
Topics
Guests
Glossary
FAQ
About
Subscribe
Book a call
Home
Episodes
Videos
Topics
Guests
Glossary
FAQ
About
Subscribe
Book a call
The people
Podcast guests
Advisors, accountants, lawyers, and founders who have joined Jason on the show.
Aaron Hector
Founding Partner & Senior Wealth Advisor, TIER Wealth
Ajani Charles
Photographer, Director & Producer; Founder, Ajani Charles Photography
Alexandra Macqueen
CFP; Author and Personal-Finance Writer
Alexandra Moore
Founder & CEO, Coach House Marketing Inc.
Alex Kirby
Co-Founder & CEO, Total Family Management
Andrew D'Souza
Co-Founder, Clearco (formerly Clearbanc)
Andrew Evans
Founder & CEO, ROffice
Anna Malazhavaya
Founder & Tax Lawyer, Advotax Law
Anna Spivak
Founder, Blueprint to Fit
Aravind Sithamparapillai
Financial Planner, Ironwood Wealth Management Group
Ashley Murphy
Principal & Wealth Strategist, Areté Wealth Strategists; Founder, Global Financial Planning Institute
Betsy Ehrenberg
Founder & CEO, Legacy Concierge
Braden Warwick
Research Associate, PWL Capital
Brian Laundry
Insurance Consultant, Westminster Private Wealth / Manulife Securities
Brian McClennon
President & CEO, LINK Investment Management
Brian Portnoy
Founder & CEO, Shaping Wealth; Author
Cato Pastoll
Co-Founder & CEO, Loop Financial (formerly Lending Loop)
Chad Davis
Co-Founder & Partner, LiveCA LLP
Chad Willardson
Founder & President, Pacific Capital; Author
Chris Sabat
Estate Planning Lawyer
Christine Brunsden
Co-Founder & CEO, Benefits2
Dane ZoBell
Partner, Felesky Flynn LLP
Daniel Jacob
Founder & CEO, Changing Habits Solutions
Dave Sinclair
Founder and Leadership Coach, Dave Sinclair Coaching
David Barnett
Business Buy/Sell Consultant, Educator and Author; Owner, Business Buyer Advantage
David Edey
Certified Executor Advisor (CEA) and Author
David Field
CFP; Founder, Papyrus Planning
David O'Leary
Founder & Principal, Kind Wealth (CFA, MBA)
David Prowse
Exit Planning & Valuation Advisor, Velorum Business Advisory
David Pullara
Marketing Consultant and Fractional CMO; Instructor, Schulich School of Business
Denise Fernandes
Planned Giving Professional, Diabetes Canada
Dennis Moseley-Williams
Founder, DMW Strategic Consulting
Doug Runchey
Owner, DR Pensions Consulting
Dr. Daniel Crosby
Chief Behavioral Officer, Orion Advisor Solutions
Dr. Daren Heyland
Professor of Critical Care Medicine, Queen's University; Founder, Plan Well Guide
Dr. Randy Knipping
Physician and Co-Founder, DeerFields Clinic
Ellen Swan
Lawyer, Caravel Law
Fabio Campanella
Partner & Co-Founder, The Campanella Group
Fraser Lang
Senior Vice President, Sales & Business Development, GBL Inc.
Gil Petersil
Networking Strategist, Speaker and Business Coach
Grant Hicks
President, Advisor Practice Management
Greg Markell
President & CEO, Ridge Canada Cyber Solutions Inc.
Guy Anderson
Investment and Financial Planner, Aligned Capital Partners
Harold Geller
Lawyer, Financial Loss Group
Harris Jones
Estate Planning Advisor
Heather Hansen
Family Law Lawyer and Partner, McCarthy Hansen & Company LLP
Jamie Hopkins
Attorney and Retirement-Income Expert
Jason Watt
Lead Instructor, Business Career College
Jeff Cullen
Owner & Lead Consultant, Basecamp4
Jen Jacobs
Long-Term-Care Insurance Consultant
Jennifer Couldrey
Certified EOS Implementer; former Executive Director, The Upside Foundation of Canada
John DeGoey
Portfolio Manager, STANDUP Advisors at Designed Securities Ltd.
John Pelley
Co-founder & CEO, Colibri Financial Services Agents
John Stroud
Founder & CEO, AI Guides
John Vuong
Founder & President, Local SEO Search Inc.
Jonah Mayles
Partner, MNP LLP
Jon Shell
Chair, Social Capital Partners
Josh Zweig
Co-Founder & CEO, LiveCA LLP
Julia Chung
CEO, Spring Planning; President, Financial Planning Association of Canada
Justin Abrams
Tax Partner, Kraft Berger LLP
Next
