Jason Pereira
@jasonpereira.bsky.social
Thanks to Ron Butler for having me on the Angry Mortgage to discuss the realities of real estate investing.
youtu.be/HrsLfIpj62E?...
youtu.be/HrsLfIpj62E?...
Real Estate LOSSES
YouTube video by Angry Mortgage Podcast
youtu.be
September 16, 2025 at 2:39 PM
Thanks to Ron Butler for having me on the Angry Mortgage to discuss the realities of real estate investing.
youtu.be/HrsLfIpj62E?...
youtu.be/HrsLfIpj62E?...
A realtor on Twitter once told me I didn’t know what I was talking about because I hadn’t read Rich Dad Poor Dad? That will never stop being funny”
August 30, 2025 at 12:34 PM
A realtor on Twitter once told me I didn’t know what I was talking about because I hadn’t read Rich Dad Poor Dad? That will never stop being funny”
Alts providers talking about their Sharpe Ratios is basically no different than them describing the plot of a fairy tale.
August 20, 2025 at 2:46 PM
Alts providers talking about their Sharpe Ratios is basically no different than them describing the plot of a fairy tale.
Jason breaks down salary vs dividends - uncover the tax surprises and retirement considerations you need to know. Don’t miss out on potentially big savings!
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE
- YouTube
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
youtu.be
July 15, 2025 at 2:00 PM
Jason breaks down salary vs dividends - uncover the tax surprises and retirement considerations you need to know. Don’t miss out on potentially big savings!
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE
Never let the marketing department get hold of a valid strategy that applies to 5% of the population…all they see is the other 95%
July 14, 2025 at 3:21 PM
Never let the marketing department get hold of a valid strategy that applies to 5% of the population…all they see is the other 95%
Think dividends are always the better payout option? 🤔 Think again! Explore the surprising tax implications & retirement impacts of dividends vs salary for business owners.
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE
- YouTube
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
youtu.be
July 12, 2025 at 2:00 PM
Think dividends are always the better payout option? 🤔 Think again! Explore the surprising tax implications & retirement impacts of dividends vs salary for business owners.
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning
youtu.be/XUbUtj4G9IE
Dividends vs Salary in Canada: Avoid This Tax Mistake
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxPlanning #BusinessOwner #RetirementPlanning
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxPlanning #BusinessOwner #RetirementPlanning
- YouTube
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
youtu.be
July 11, 2025 at 2:00 PM
Dividends vs Salary in Canada: Avoid This Tax Mistake
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxPlanning #BusinessOwner #RetirementPlanning
youtu.be/XUbUtj4G9IE
#BusinessTips #FinancialPlanning #TaxPlanning #BusinessOwner #RetirementPlanning
I might be addicted to vibe coding...
July 10, 2025 at 6:51 PM
I might be addicted to vibe coding...
And my analogy has made the headlines 🤣
"It's a really smart, lazy intern": Experts warn against relying on AI for investment decisions
t.co/7abA05YqYW
"It's a really smart, lazy intern": Experts warn against relying on AI for investment decisions
t.co/7abA05YqYW
https://ca.finance.yahoo.com/news/its-a-really-smart-lazy-intern-experts-warn-against-relying-on-ai-for-investment-decisions-170540679.html?soc_src=social-sh&soc_trk=tw&tsrc=twtr
t.co
June 30, 2025 at 11:02 PM
And my analogy has made the headlines 🤣
"It's a really smart, lazy intern": Experts warn against relying on AI for investment decisions
t.co/7abA05YqYW
"It's a really smart, lazy intern": Experts warn against relying on AI for investment decisions
t.co/7abA05YqYW
Bank advisor who liked a comment calling out banks in general for anti consumer behaviour told me he got a call from compliance to “unlike” the comment.
June 16, 2025 at 1:48 PM
Bank advisor who liked a comment calling out banks in general for anti consumer behaviour told me he got a call from compliance to “unlike” the comment.
Selling to private equity: Return maximization vs company health
youtu.be/WhZiZTN9q80?si=gqr...
#financialplanning
#businessowners
youtu.be/WhZiZTN9q80?si=gqr...
#financialplanning
#businessowners
May 4, 2025 at 2:30 PM
Selling to private equity: Return maximization vs company health
youtu.be/WhZiZTN9q80?si=gqr...
#financialplanning
#businessowners
youtu.be/WhZiZTN9q80?si=gqr...
#financialplanning
#businessowners
It's always a pleasure talking to Ben Felix and Cameron Passmore, and this time we recorded it for Rational Reminder
I also now hold the honour of being the first RR guest to have multiple lightsabers visible in the background 🤣
www.youtube.com/watch?si=T_7...
I also now hold the honour of being the first RR guest to have multiple lightsabers visible in the background 🤣
www.youtube.com/watch?si=T_7...
Jason Pereira: Expert Financial Planning | Rational Reminder 354
YouTube video by The Rational Reminder Podcast
www.youtube.com
April 24, 2025 at 2:56 PM
It's always a pleasure talking to Ben Felix and Cameron Passmore, and this time we recorded it for Rational Reminder
I also now hold the honour of being the first RR guest to have multiple lightsabers visible in the background 🤣
www.youtube.com/watch?si=T_7...
I also now hold the honour of being the first RR guest to have multiple lightsabers visible in the background 🤣
www.youtube.com/watch?si=T_7...
Are you a Canadian business owner thinking about selling your company? Discover how to maximize your gains and avoid hidden tax surprises with expert tips on leveraging the Lifetime Capital Gains Exemption. Don't leave money on the table!
www.youtube.com/watch?v=hjLm...
www.youtube.com/watch?v=hjLm...
Is Your Share Structure Making Your Business Sale Taxable? - FPCBO 131
YouTube video by Jason Pereira
www.youtube.com
April 17, 2025 at 3:18 PM
Are you a Canadian business owner thinking about selling your company? Discover how to maximize your gains and avoid hidden tax surprises with expert tips on leveraging the Lifetime Capital Gains Exemption. Don't leave money on the table!
www.youtube.com/watch?v=hjLm...
www.youtube.com/watch?v=hjLm...
The fact that so much "advisor education" is provided by product providers is a massive issue in our industry.
The inherent conflict of interest this represents is the source of why so many false beliefs are held by advisors.
The inherent conflict of interest this represents is the source of why so many false beliefs are held by advisors.
April 10, 2025 at 2:24 PM
The fact that so much "advisor education" is provided by product providers is a massive issue in our industry.
The inherent conflict of interest this represents is the source of why so many false beliefs are held by advisors.
The inherent conflict of interest this represents is the source of why so many false beliefs are held by advisors.
Sees a document regarding compensation with a random number assigned to it that ended up with 1099.
Me: That's funny
Also me, as soon as I think that:
Me: That's funny
Also me, as soon as I think that:
a cartoon character is walking down the street with a book
ALT: a cartoon character is walking down the street with a book
media.tenor.com
March 30, 2025 at 6:58 PM
Sees a document regarding compensation with a random number assigned to it that ended up with 1099.
Me: That's funny
Also me, as soon as I think that:
Me: That's funny
Also me, as soon as I think that:
Sigh.
This is where we are at, Canadians. No law prevents us from hosting data on foreign servers, but the myth is so persistent that companies like Wealthbox have to spend time and money to port to Canadian servers, all becuase this myth won't die.
www.wealthbox.com/wealthbox-to...
This is where we are at, Canadians. No law prevents us from hosting data on foreign servers, but the myth is so persistent that companies like Wealthbox have to spend time and money to port to Canadian servers, all becuase this myth won't die.
www.wealthbox.com/wealthbox-to...
Wealthbox Expands to Canada with In-Country Data Hosting | Wealthbox CRM
Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.
www.wealthbox.com
March 26, 2025 at 1:19 PM
Sigh.
This is where we are at, Canadians. No law prevents us from hosting data on foreign servers, but the myth is so persistent that companies like Wealthbox have to spend time and money to port to Canadian servers, all becuase this myth won't die.
www.wealthbox.com/wealthbox-to...
This is where we are at, Canadians. No law prevents us from hosting data on foreign servers, but the myth is so persistent that companies like Wealthbox have to spend time and money to port to Canadian servers, all becuase this myth won't die.
www.wealthbox.com/wealthbox-to...
Clients really need to pay more attention to their advisors LinkedIn arguments. It never ceases to amaze me how many charlatans put themselves on there regularly
March 21, 2025 at 4:50 PM
Clients really need to pay more attention to their advisors LinkedIn arguments. It never ceases to amaze me how many charlatans put themselves on there regularly
Retired clients concerned about outliving their money will have fewer options that address longevity risk as Guardian Capital LP prepares to close two innovative funds it launched less than three years ago
x.com/GlobeAdvisor...
x.com/GlobeAdvisor...
March 18, 2025 at 8:28 PM
Retired clients concerned about outliving their money will have fewer options that address longevity risk as Guardian Capital LP prepares to close two innovative funds it launched less than three years ago
x.com/GlobeAdvisor...
x.com/GlobeAdvisor...
Spoke directly Microsoft about Teams today.
They didn't see a problem
They didn't see a problem
a man in a suit and tie is making a funny face and saying wait what ?
ALT: a man in a suit and tie is making a funny face and saying wait what ?
media.tenor.com
March 17, 2025 at 8:01 PM
Spoke directly Microsoft about Teams today.
They didn't see a problem
They didn't see a problem
Few things disgust me more than financial elder abuse.
My blood boils when people come to me with these cases.
My blood boils when people come to me with these cases.
March 17, 2025 at 2:23 PM
Few things disgust me more than financial elder abuse.
My blood boils when people come to me with these cases.
My blood boils when people come to me with these cases.
every single time
March 14, 2025 at 8:55 PM
every single time
Someone just emailed me askign if they should work at WFG
a man in a suit and tie is sitting in a room with his eyes closed and making a funny face .
ALT: a man in a suit and tie is sitting in a room with his eyes closed and making a funny face .
media.tenor.com
March 13, 2025 at 3:09 PM
Someone just emailed me askign if they should work at WFG
First thing I heard this morning was the little girl yelling to wake up the boy by screaming “get up there are new Bluey mini-sodes on Disney+!”
Apparently it’s go time
Apparently it’s go time
Bluey Bingo GIF
ALT: Bluey Bingo GIF
media.tenor.com
March 13, 2025 at 12:05 PM
First thing I heard this morning was the little girl yelling to wake up the boy by screaming “get up there are new Bluey mini-sodes on Disney+!”
Apparently it’s go time
Apparently it’s go time
Me: Can I get the spreadsheet version of that table?
Them: No, it's proprietary.
Me: That's fine, I will extract the data with AI
Them: Wait. What? You can't do that.
Me: Yes, I can. Now you can choose to make it easy on me or not.
Them: 😕
Them: No, it's proprietary.
Me: That's fine, I will extract the data with AI
Them: Wait. What? You can't do that.
Me: Yes, I can. Now you can choose to make it easy on me or not.
Them: 😕
March 12, 2025 at 4:42 PM
Me: Can I get the spreadsheet version of that table?
Them: No, it's proprietary.
Me: That's fine, I will extract the data with AI
Them: Wait. What? You can't do that.
Me: Yes, I can. Now you can choose to make it easy on me or not.
Them: 😕
Them: No, it's proprietary.
Me: That's fine, I will extract the data with AI
Them: Wait. What? You can't do that.
Me: Yes, I can. Now you can choose to make it easy on me or not.
Them: 😕