Jason Pereira

CFA
CFP (Canada)
CFP (US)
FCSI
FMA
PFP
RFP
TEP
DirectorFounding MemberVolunteer
Bio
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
• Financial Management Advisor (FMA) designation
• Certified International Wealth Manager (CIWM) certification
• the Personal Financial Planner (PFP) designation
• Fellow of the Canadian Securities Institute (FCSI)
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
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
• Financial Management Advisor (FMA) designation
• Certified International Wealth Manager (CIWM) certification
• the Personal Financial Planner (PFP) designation
• Fellow of the Canadian Securities Institute (FCSI)
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
Personal Information
Employer Information
Suite 202
Toronto ON M5A 3S5
Canada
Practice Information
Fee based (AUM)
Fee Only - Flat Fee/Project Based
Insurance Commission
British Columbia
New Brunswick
Ontario
British Columbia
Ontario
IAFP
Advocis
CALU
CFA Society
Local Estate Planning Counsel
CTF
STEP
FPA (US)
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