Jason M. Pereira
I am first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time I have become a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management, and fintech. I have also obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 750 articles, podcasts, and interviews. JasonPereira.ca is my conduit for sharing my thoughts, views and learning that I have amassed over the years.
Woodgate Financial
Partner & Senior Financial Planner
Side Drawer
Advisory Board Member
AdvisoryAI
Advisory Board Member
Pocket Finance
Advisory Board Member
Focal
Advisory Board Member
Regulatory & Advocacy Co-Chair
Institute of Advanced Financial Planners
Director
Individual Finance & Insurance Decision Centre
Director
Magellan Community Foundation
Director
Globe Advisor
Columnist
Financial Planning Association of Canada
ex- Founding President
Regulatory & Advocacy Co-Chair
Schulich School of Business
Former Part time instructor