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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

What Clients’ Want from Their Advisor: A Case Study with Broadridge

A pricing model is not a value proposition – here’s how to create one

A Tale of 4 RESPs

Tax

When TFSAs make sense for Americans living in Canada

Title protection in Ontario is a failure – and it’s time we admitted it

Coming soon

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