Jason Pereira

Toronto

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

Estate Planning

Avoiding Estate Planning Disasters with Harris Jones

Apr 22, 2026 1 min read

Estate Planning with Rachel Blumenfeld

Apr 17, 2026 1 min read

Technology

AI for Advisors

Apr 9, 2026 1 min read

Technology

Good Vibes Only

Apr 2, 2026 1 min read

Estate Planning

The Basics of Estate Planning

Mar 27, 2026 1 min read

Charitable Giving

Donating Before You Exit

Mar 20, 2026 1 min read

Behavioural Finance

Taking Advice with Moira Somers

Mar 11, 2026 1 min read

Technology

Moolala: AI in Fintech

Mar 5, 2026 1 min read

Family Law

Family Law & Business Owners with Heather Hansen

Feb 26, 2026 1 min read

Corporate Planning

Valuing Your Business With Melanie Russell | E020

Feb 19, 2026 1 min read

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