Jason Pereira

Partner & Senior Financial Consultant, Woodgate Financial Inc.

Jason is a well-known award winning Financial Planner, Writer, Commentator, Fintech Expert, and thought leader in the Canadian Financial Advisory space.

He runs a successful independent financial planning and wealth management practice in Toronto, Woodgate Financial. In addition, he is a columnist for Globe Advisor, a director of the IAFP, FPAC, and IFID Centre as well as holding several advisory board and committee positions with regulators, dealers, and multiple fintechs.

Jason is also the producer and host of two podcasts: Fintech Impact and Financial Planning for Canada Business Owners and publishes a directory of advisor technology solutions.