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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

The Zoomer: Maximizing Your Pension Potential

Why You Will (Probably) Lose Money Trading Options

Why modelling decumulation products for clients is so challenging

Decumulation in Canada: New tontines refresh an old decumulation solution

Launch of ALDAs, return of GMWBs provide more decumulation options

Is the wealth management industry ready for the decumulation challenge?

Financial abuse against seniors is on the rise

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