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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.
Kam Chari
Author, The Seven Stages of Planning: A Financial Tale
Keith Foot
Employee-Benefits and Plan Administration Specialist, Automated Administration Services Inc.
Kevin Kliman
Co-Founder; President, Canadian Business at Employment Hero (formerly CEO, Humi)
Kim Moody
Founder, Moodys Tax / Moodys Private Client
Kyley Paul
Business Coach and Founder, Coaching with Kyley
Lee Fernandes
Senior Wealth Consultant, Cidel
Luc Lapalme
Principal, Laulima Consulting Inc.
Mark Halpern
Founder & CEO, WEALTHinsurance.com
Mark Patterson
Executive Director, Magnet
Matthew Inglis
Founder, Creditor Insurance Watchdogs (a division of Mobile Advisors)
Matt Lister
Co-Founder & CEO, CloudAdvisors
Melanie Russell
President & Senior Managing Director, Kalex Partners Inc.
Melissa Best
Founder & CEO, QuickEstate Administrators Inc.
Mike Brcic
Founder & Chief Explorer, Wayfinders
Mohamad Sawwaf
Co-Founder & CEO, Manzil
Moira Somers
Financial Psychologist, Money, Mind and Meaning
Parham Nasseri
President, InvestorCOM
Paul Martin
President & COO, KRG Insure
Paul Nazareth
Vice President, Education & Development, Canadian Association of Gift Planners (CAGP)
Peter Merrick
Author, Speaker and Cross-Border Planning Specialist
Preet Banerjee
Personal Finance Commentator, Consultant and Speaker
Rachel Blumenfeld
Partner, Aird & Berlis LLP
Rachel Wasserman
Founder & Principal, Wasserman Business Law
Riccardo Di Donato
Director of Development, Red Berry Restaurants
Richard Parker
Founder, Diomo Corporation
Robb Engen
Founder and Advice-Only Financial Planner, Boomer & Echo
Romesh Hettiarachchi
Business Lawyer and Founder, Signal Lawyers
Ron Butler
Co-Founder, Butler Mortgage Inc.
Ryan Mallough
Vice-President, Communications and Legislative Affairs, Canadian Federation of Independent Business (CFIB)
Sandy Pollack
Founder & Principal, Trimaran Advisory Group
Scott Terrio
Manager, Consumer Insolvency, Hoyes, Michalos & Associates
Shane Slater
Co-Founder and FX Dealer, PulseFX (formerly FirmaFX)
Sheldon Brow
Founder, Pocket Finance
Stephanie Choo
General Partner and Co-Head, Portage Ventures
Steve McEwen
Co-Founder, myHSA
Susan O'Brien
Wealth Advisor, The Susan O'Brien Group, BMO Nesbitt Burns
Tanis Jorge
Founder, The Cofounder's Hub; Co-founder, Trulioo
Tashia Batstone
President & CEO, FP Canada
Ted Maduri
Partner and Canada Co-Chair, Corporate Practice, DLA Piper (Canada) LLP
Terry Ritchie
Senior Director & Private Wealth Manager, Cardinal Point Wealth Management
Tim Hewson
Founder & CEO, LegalWills.ca
Tom Deans
Author and Family-Enterprise Speaker; Founder, Détente Financial Press
Tom Seegmiller
Chief Financial Officer, Texada Software (CPA, CA)
Tracey Bissett
Founder & Chief Financial Fitness Trainer, Bissett Financial Fitness Inc. (CFA, MBA)
Trevor Parry
Senior Estate Planning Advisor, Rosen Group Private Wealth Management
Vic Gasparitsch
Corporate Lawyer
Vipul Jain
SR&ED Tax-Credit Consultant
Zachary Goldman
Managing Partner, Sterling Park Financial Group
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