Jason Pereira

Partner & Senior Financial Planner, Woodgate Financial

Jason Pereira is a Partner and Senior Financial Planner at Woodgate Financial and IPC Securities Corp and a part-time professor at the Schulich School of Business.  Jason is also the co-founder of two technology start-ups and the producer of the Fintech Impact podcast, one of the top-rated podcasts on Fintech in the world.  Jason holds 2 degrees and 9 designations, including MBA, CFA, CFP in Canada & the US, RFPp and TEP and is the current Founding President of the Financial Planning Association of Canada.