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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

Tax

Is Your Share Structure Making Your Business Sale Taxable? - FPCBO 131

Tax

Wait, What's My Capital Gains Tax Rate? - FPCBO 130

Signs You Chose The Wrong Advisor - FPCBO 129

Treasury Services

The Financial Planning Association of Canada with Julia Chung

US Cross Border Update

Insurance Grey Areas

How financial planners should approach a client’s life expectancy

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