Jason Pereira

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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


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
Succession Planning
Tax Planning



Compensation Models

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

Professional Associations

CFA Society


Masters Degree

Assets Under Management


Practice Size

6 to 10

Investment License

Portfolio Manager

Provinces Licensed (Investment)

British Columbia
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