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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

Tax

Wait, What's My Capital Gains Tax Rate? - FPCBO 130

Signs You Chose The Wrong Advisor - FPCBO 129

Treasury Services

The Financial Planning Association of Canada with Julia Chung

US Cross Border Update

Insurance Grey Areas

How financial planners should approach a client’s life expectancy

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