In this 141st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Ned Phillips, Founder and CEO of Bambu. Bambu is a digital platform that helps businesses deploy robo advisor solutions quickly, fast, and customized.
Read MoreA few weeks ago, I published a critique of Questrade’s marketing and brand promise. As the post gained traction, several people publicly commented both in support and opposition to the article, and many more reached out privately.
Read MoreOn February 7th, the Globe published an article – Why Wealthsimple and robo-advisors aren’t scaring Bay Street anymore – concluding that “the robo-revolution has been a flop:” “the harsh reality is that [Wealthsimple] simply isn’t growing fast enough. Even more sobering, the whole sector is facing a reckoning.”
Since then, several people have reached out to ask my opinion of the piece. In response, I thought I would take the time to share my thoughts in this blog post.
Read MoreIn this 102nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Yaron Ben-Zvi, founder of Haven Life, to talk about how he ended up in the life insurance industry, the problems he found once he got there, and how Haven Life aims to fix those problems.
Read MoreSummary:
In this 101st episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes Phillip Barrar, founder of the Mylo savings and investment app, to talk about banking differences in Canada versus the EU, banking regulations, and more.
Read MoreIn this 92nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host welcomes back Randy Cass (Nest Wealth) and David Faulkner (RazorPlan) about their company’s merger and how fintech can be used to holistically improve clients’ lives.
Read MoreDuring this 34th episode of the Fintech Impact podcast, Jason Pereira interviews Tea Nicola, CEO, and Co-Founder of Wealth Bar. Wealth Bar is both a robo adviser and robo planner in Canada that works to provide integrated planning and investment solutions to clients. Learn the story behind this fintech company, what they are offering present and future clients, and what it took to bring this company to fruition.
Read MoreDuring this 32nd episode of the Fintech Impact podcast, Jason Pereira interviews Randy Cass, the CEO, Founder, and Portfolio Manager of Nest Wealth. Nest Wealth is the second largest robo adviser in Canada, and a platform provider of digital solutions for the client onboarding experience in asset management. The conversation digs into what has led Randy Cass to create Nest Wealth, how the company has evolved and expanded, and how they fit into the financial space in Canada.
Read MoreDuring the 14th episode of Fintech Impact, Jason Pereira, interviewsPaolo Sironi, Fintech thought leader and author who currently works at IBM Watson Financial Services at the IBM Industry Academy. Paolo shares information that he has gained about our relationship with money, how it is changing, and the ways in which Fintech plays a role in that relationship.
Read MoreIn the very first episode of the Fintech Impact podcast, Jason interviews David Nugent, the CIO and Co-Founder of Wealthsimple, a robo advisoroperating in Canada, the US, and the UK.
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