Jason Pereira

Member Bio

(This member hasn't written a bio yet!)

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