Members

Jason Pereira

Toronto
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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jason Pereira

Member Bio

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I began my career in the financial industry in 1997 in the brokerage business and have been with Woodgate Financial since 2007. Committed to the betterment of the industry, I volunteer with the Financial Planning Standards Council, lecture at the Schulich School of Business at York University, and have mentored several entrepreneurs. During the course of my career, I have received: • Masters of Business Administration (MBA) • CFA Charterholder (Chartered Financial Analyst) • Certified Financial Planner (CFP) designation in both Canada and the US • Registered Financial Planner (RFP) designation • Trust & Estate Practitioner (TEP) designation My commitment to the industry has been recognized both nationally and internationally with several awards including: • Winner of the Global Financial Planning Award (2015, 2017 & 2018) • Top Multi-Service Advisor in Canada (2018) • The Top Insurance Advisor in Canada (2016) • A finalist for the Canadian Financial Planning Award (2016-2017) • One of the Top 50 Financial Advisors in Canada (2015-2017) • One of the most influential people in wealth management (2016) Specialties: • Financial Investment • Financial Insurance • Tax & Estate Planning • Corporate Wealth Management • Crossborder Planning

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
ESG & Impact Investing
Estate Planning
Executive Compensation
Financial Planning
Group Insurance Planning
Group Investment Planning
Insurance Planning
Investment Management
SRI
Succession Planning
Tax Planning

Designation(s)

CFA
CFP (US)
FMA
RFP
TEP

Compensation Models

Insurance Commission
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

IAFP
CALU
CFA Society
STEP
FPA (US)

Education

Masters Degree

Assets Under Management

100,000,000-250,000,000

Practice Size

6 to 10

Investment License

Portfolio Manager

Provinces Licensed (Investment)

British Columbia
Ontario
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