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Jason Pereira

Toronto

Jason Pereira

Partner & Financial Planner Woodgate Financial, Ex.Pres. of FPA Canada, Director of the IAFP and IFID, fintech expert, writer, podcaster, speaker, lecturer, etc

Technology

Good Vibes Only: How Financial Advisors Can Build Custom Tools With AI

1 min read
Financial Planning

Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!

1 min read
Estate Planning

Defining Your Legacy with Christine Brunsde

1 min read
Estate Planning

Avoiding Estate Planning Disasters with Harris Jones

1 min read

Estate Planning with Rachel Blumenfeld

1 min read
Technology

AI for Advisors

1 min read
Technology

Good Vibes Only

1 min read

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