Guest Appearances & Interviews
From time to time the tables turn and I become the interviewee instead of the interviewer. The below are some of those appearances.
Featured
From time to time the tables turn and I become the interviewee instead of the interviewer. The below are some of those appearances.
Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real challenges start after launch.
In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Jason Pereira, senior partner and financial planner at Woodgate Financial, about what actually broke in wealthtech adoption this year. They unpack why most failures are human, not technical, how unrealistic expectations derail implementation and why AI often complicates workflows before helping.
They also explore where AI truly adds value, why surface-level integrations fall short, and what advisors should focus on before buying the next shiny tool.
Our guest this episode is Jason Pereira (@jasonperieraFP) — Senior Partner & Financial Planner at Woodgate Financial and one of Canada’s most prolific voices in the financial planning industry. Jason has spent over two decades immersed in the world of financial planning — earning nine professional designations, contributing to hundreds of articles and podcasts and becoming a trusted expert on everything from practice management to fintech to insurance strategy. In this wide-ranging conversation, Dave and Jason explore the evolution of financial advice in Canada including how it compares globally, why many Canadians still have blind trust in big institutions and what younger advisors are doing differently. They also dig into some of the thorniest financial planning topics: over- and under-insurance, capital gains at death, intergenerational wealth transfers, life insurance for children, rental real estate in 2025 and much, much more. Jason doesn’t hold back — sharing candid insights on the gaps in Canada’s advisory landscape and how consumers can better navigate the system. Whether you’re a new investor or just someone trying to make smart decisions with your money, this episode is packed with thought-provoking ideas and practical takeaways. Available now on our website, YouTube, Apple Podcasts, Spotify, or wherever you get your podcasts!
Two visions for AI are competing for the minds of wealth advisors. In the first, AI accelerates the digitization of countless tasks, freeing time and resources to scale based on elevated client-to-advisor ratios and advisor replacement through process automation. By contrast, the second vision recognizes the actual history of our industry, one in which each technological advance has resulted in more advisors servicing fewer clients in more comprehensive ways. In this alternative vision, success banks less on efficiency and more on effectiveness. In this session, attendees can expect to walk away with a greater understanding of how AI's strengths and limitations create the opportunity for more effective and valuable client-to-advisor relationships through deeper human understanding.
NOT A Great Investment SPECIAL GUEST: Jason Pereira- Senior Partner and Financial Planner at Woodgate Financial Inc. Jason is the perfect person to discuss the absolute disaster many Real Estate Investors face today. Because Jason has spent 10 years doing the math to explain to his Investment Advisory Clients that they were taking senseless risks buying cash flow negative Real Estate We explore all the things that went wrong
Beyond the sales pitches, acronyms, and product talk, what does it mean to be a financial planner? In this episode of the Rational Reminder Podcast, we sit down with long-time industry leader and advocate Jason Pereira. Jason is a Canadian financial planner with over 20 years of experience, dual CFP certification (Canada and US), and a passion for professionalizing the field. In our conversation, Jason shares details about his client-centred investment philosophy, explains why fiduciary duty is foundational, and unpacks the complexities of index fund adoption in Canada. We also delve into the barriers to transparent, evidence-based advice, the true role of a financial planner, the impact of the Fintech revolution, and the pros and cons of mortality pooling. He also challenges common myths surrounding financial planning, shares best practices for vetting financial advisors, and explains why the industry is long overdue for a transformation. Join us for career insights, cautionary tales, and forward-looking ideas that challenge the conventional thinking of what financial planning is, with Jason Pereira!
How will #AI reshape the role of human advisors in #wealthmanagement? Is it currently overhyped or underhyped? Three Crowns CEO Johnny Sandquist is joined by Jason Pereira, Sr. Partner and Financial Planner at Woodgate Financial, to talk about the impact of AI on #financialadvisors. Subscribe for more updates from Wealth Management's 2024 RIA Edge West Conference. Visit threecrownsmarketing.com for branding, websites, and original content marketing built exclusively for financial advisors and fintech.
Jason Pereira, Senior Partner and Financial Planner, Woodgate Financial sits down with Shannon Rosic to demystify the hype around AI and prompt us to start thinking about how and where we want to be replaced by AI (hint: it won't look like a Terminator movie...)
Jason Pereira, senior partner & financial planner at Woodgate Financial, and Brian Portnoy, Shaping Wealth founder, join CNBC's Bob Pisani on 'ETF Edge' live from the ETF Exchange conference in Miami to discuss how financial advisors are incorporating artificial intelligence into their work and the role the technology is playing on Wall Street.
What is #fintech? Why should you care and be aware? Is Fintech company's security is on par with the banks? I had an amazing opportunity to talk to one of the leading forward thinkers in the space
In today’s conversation, we chatted with Jason M. Pereira one of Canada’s foremost experts in financial planning. Jason is a recognized writer, public speaker, podcaster, and teacher. He is an expert in all things related to financial planning and fintech. Questions we ask Jason in this episode: • What were the series of events that led to his interest in the topic of financial market regulation • His thoughts on the Client Focused Reforms (CFRs) and how he believes it will shape our industry going forward • The top things Jason would do to transform the wealth industry • The role he believes technology plays in helping firms and advisors fulfill their CFR obligations • How he believes the financial advisory industry will change in a decade from today
Jason Pereira makes a guest appearance on The Most Hated F Word for their episode: "The Future Of Banking Is Coming. Are You Ready”, where they discuss Open Banking.
Jason Pereira makes a guest appearance on The BCC (Business Career College) Education Channel for their episode: "CE Drive with Jason Watt — The F-Word and Other Regulatory Concerns.”
Jason Pereira makes a guest appearance on “The Leadership to Wealth Podcast” for their episode: "How To Do What You Love & Help Others” with Host, Neil D’Souza.
Jason Pereira makes a guest appearance on “Be Advised - Leading with Value” for their episode: "It’s Time To Make Your Voice Heard” with Host, Brad Swineheart.
What is #fintech? Why should you care and be aware? Is Fintech company's security is on par with the banks? I had an amazing opportunity to talk to one of the leading forward thinkers in the space
Host, Anthony Munns invited me to come on to the 8topod the 8topuz Fintech Podcast where we discussed the battle between fintech v traditional financial institutions.
Is the world of global fintech shaking up the financial world to a point where the incumbent financial institutions are quivering in their boots? Or are the established networks still able to convince the retail sector that their products are worthy of their time.
Stephen & Kevin were kind enough to ask me to come on to the The Stephen & Kevin Show where we discussed podcasting best practices for Advisors.
Tracey Bissett was kind enough to ask me to come on to the Young Money Podcast where we discussed how young entrepreneurs can plan for success.
The most common myth about financial advisors? That they’re required to work in your best interest. In this episode, fiduciary advisor Jason Pereira helps us break down the difference between a financial advisor and a fiduciary advisor. You'll learn what financial planning looks like beyond investing, the risks of relying on AI for financial advice, and how he's fighting for more transparency and accountability in the industry. Topics discussed: Introduction (00:00) Jason’s early interest in finance (01:42) How his view of entrepreneurship changed (04:13) The truth about financial advisors and fiduciary duty (05:07) What most people misunderstand about financial planning (10:24) Why pricing models shouldn’t be one-size-fits-all (11:42) The positive and negative impact of AI on the industry (15:16) Why advisors should embrace digital intimacy (20:29) Work boundaries that protect your family life (22:56) What brought you JOY today? (25:41) 🛎️ Subscribe so you never miss an update → https://mitlin.us/YouTubeSub Bringing JOY to Your Money Journey® Schedule a free 15-minute intro call https://mitlin.us/SpeakwithMitlin to see if we can help bring more JOY to your money journey. Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/colle... Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-co... Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retir... Connect with Larry Sprung: LinkedIn: / lawrencesprung Instagram: / larry_sprung Facebook: / lawrencedsprung X (Twitter): https://x.com/Lawrence_Sprung Connect with Jason Pereira: X (Twitter): https://x.com/jasonpereira/ LinkedIn: / pereirajm Facebook: / jason.pereira Instagram: / jasonmpereira TikTok: / jason.m.pereira Bluesky: https://bsky.app/profile/jasonpereira... Threads: https://www.threads.com/@jasonmpereira Website: https://jasonpereira.ca/ Woodgate Financial: https://www.woodgate.com/ About Our Guest: Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 400 fintech founders, executives, and thought leaders in the space. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.