About the show
Business Owner FP is a Canadian financial planning podcast made for incorporated owners, founders, and professionals. No product pitches. No jargon for its own sake. Just the honest mechanics of building wealth through your business.
The backstory
Most Canadian business owners are getting product pitched at them. They're not getting planning. After 19 years of sitting across the table from incorporated owners, founders, and professionals, Jason Pereira kept hearing the same questions — questions that financial media wasn't answering honestly.
Business Owner FP started as a way to fix that. Every episode breaks down one real financial decision that owners face — the holdco question, the estate freeze, the LCGE, the earnout structure — in plain language, with the actual mechanics explained, not glossed over.
No sponsors. No affiliate deals. No product recommendations. Just the work, explained the way Jason explains it to his own clients. Because the gap between what business owners need to know and what they actually know is too wide, and too costly, to leave unfilled.
The show is produced by Woodgate Financial, a financial planning firm based in Toronto. Jason is a Senior Partner & Financial Planner at Woodgate Financial. He holds the MBA, CFA, CFP (Can & US), RFP, and TEP designations and is an FP Canada Fellow.
Beyond the microphone
Jason Pereira works with incorporated business owners, founders, and professionals at Woodgate Financial. He acts as a fiduciary for his clients.
Past guests
How it works
Every episode is a real conversation, not a lecture. Jason interviews practitioners, clients (anonymized), and fellow advisors to surface the real-world mechanics of each topic.
The goal of every episode is a listener who can walk into their next advisor meeting better informed. No topic is too technical to explain clearly.
Editorial independence is the point of the show, and the point of Woodgate Financial.