Young Money With Tracey Bissett

EP164 Financial Planning for Business Owners with Jason Pereira of Woodgate Financial

Informações:

Sinopse

Jason Pereira is a partner and senior financial consultant with Woodgate Financial, a volunteer with the Financial Planning Standards Council, a mentor for entrepreneurs, a podcast host, a lecturer at the Schulich School of Business at York University, and—if that isn’t enough—he is also a regular contributor to The Globe and Mail. With a wealth of experience behind him, Jason is committed to the betterment of the financial industry and has been recognized both nationally and internationally with numerous awards and accolades. Listen in as he shares how a financial planner helps you to live your best life, as well as the common mistakes he sees business owners make. You'll hear his advice for creating wealth and success in your life (hint: it’s not a quick journey, but it is worth it) and the best time for small business owners to start working with a financial planner. If you’ve been wondering whether a financial planner is something you should have in your life, this is the episode for you. “Having the righ