Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Jason Pereira, MBA, CFA, CFP (US & Can), RFP, TEP, FCSI, CIWM, PFP, FMA,
Title
Partner, Woodgate Financial
Bio
Jason Pereira is a partner at Woodgate Financial in Toronto, Canada. He is a well-known and accomplished financial planner, industry advocate, fintech and practice management expert. He holds two degrees and nine industry designations and has either been a finalist or a winner of over 40 industry awards.
His commentary and writing have appeared in every major media outlet in the country, and he currently serves as a columnist and advisory board member of the Globe & Mail's Globe Advisor and is the host of two podcasts: Fintech Impact and The Financial Planning for Canadian Business Owners Podcast.
Jason also holds the position of the founding President of the Financial Planning Association of Canada, a director of the Institute of Advanced Financial Planners, and a director of the Individual Finance and Insurance Decision Centre.
His commentary and writing have appeared in every major media outlet in the country, and he currently serves as a columnist and advisory board member of the Globe & Mail's Globe Advisor and is the host of two podcasts: Fintech Impact and The Financial Planning for Canadian Business Owners Podcast.
Jason also holds the position of the founding President of the Financial Planning Association of Canada, a director of the Institute of Advanced Financial Planners, and a director of the Individual Finance and Insurance Decision Centre.
