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
Candor AdvisorTech
CEO
SideDrawer
Advisory Board Member
AdvisoryAI
Advisory Board Member
Focal
Advisory Board Member
Regulatory & Advocacy Co-Chair
RIA Catalyst
Advisory Board
Investipal
Advisory Board
Make it stand out
Whatever it is, the way you tell your story online can make all the difference.
Financial Planning Association of Canada
Founding President (Retired)
Regulatory & Advocacy Co-Chair
Institute of Advanced Financial Planners
Director
Individual Finance & Insurance Decision Centre
Director
Globe Advisor
Columnist
Magellan Community Foundation
Former Director
Schulich School of Business
Former Part time instructor
Pocket Finance
Former Advisory Board Member
Advisorstream
Former Advisory Board Member