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

Technology

This Week In AI For Financial Advisors

Feb 4, 2026 1 min read

Insolvency

Creditor Protection & Insolvency

Jan 30, 2026 1 min read

Venture Capital

Jan 20, 2026 1 min read

Investing

2025 Was Nut(s): A Canadian CIO's Review

Jan 16, 2026 1 min read

Trusts

Trusts With Lee Fernandes

Jan 13, 2026 1 min read

Sitting on cash for 2026? Why experts say the 'safe' option could be your biggest risk

Jan 5, 2026 1 min read

Top 10 of 2025: #1-3

Dec 31, 2025 2 min read

Top 10 of 2025: #4-6

Dec 30, 2025 2 min read

Top 10 of 2025: #7-10

Dec 29, 2025 2 min read

Happy Holidays!

Dec 25, 2025 1 min read

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