Jason Pereira

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