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

Cross Border

US Cross Border Update

Mar 10, 2025 1 min read

Insurance

Insurance Grey Areas

Mar 5, 2025 1 min read

Financial Planning

How financial planners should approach a client’s life expectancy

Feb 20, 2025 1 min read

Health Spending Accounts

Feb 14, 2025 1 min read

Behavioural Finance

The Soul of Wealth

Feb 7, 2025 1 min read

Practice Management

What Clients’ Want from Their Advisor

Jan 29, 2025 1 min read

Regulation

CE Drive with Jason Watt — The F-Word and Other Regulatory Concerns

Jan 24, 2025 1 min read

Investing

When did 30% more become 50% more?

Jan 17, 2025 2 min read

Happy 2025

Jan 1, 2025 1 min read

List

2024 Top 10: #1 & 2

Dec 31, 2024 1 min read

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