Jason Pereira, BA CFA CFP® FCSI CIWM PFP FMA, Partner & Senior Financial Consultant, IPC/Woodgate Financial.
Jason Pereira is a Partner and Senior Financial Consultant at Woodgate Financial where he caters primarily to business owners and entrepreneurs providing award-winning comprehensive financial planning advice and services. Since starting his career on Bay Street in 1997, Jason has been awarded numerous degrees and professional designations.
An industry expert, he is a financial expert on SiriusXM, is a regular contributor to the Globe & Mail’s Financial Facelift column, has appeared on The Business News Network (BNN), and his commentary has been featured in every major national newspaper, along with various online forums.
Committed to the betterment of the industry, Jason is a lecturer Schulich School of Business at York University, is a member of and volunteers with several industry organization including the FPSC, CFA Institute, STEP, IAFP, CTF, and Advocis as well as spending time mentoring several entrepreneurs.
Jason’s commitment to the industry has been recognized both nationally and internationally. From 2015 to 2017, he was named one of the Top 50 Financial Advisors in Canada, Winner of the Top Multi Service Advisor award in 2018, Finalist for the IIACs Top Under 40 Award and is the first three-time Winner of the Plan Plus Global Financial Planning Award (2015, 2017, 2018).