Jason Pereira

Jason Pereira

Jason Pereira

Partner & Senior Financial Consultant, Woodgate Financial at IPC Investment Corporation

I began my career in the financial industry in 1997 in the brokerage business and have been with Woodgate Financial since 2007.

Committed to the betterment of the industry, I volunteers with the Financial Planning Standards Council, and mentor several entrepreneurs. In addition I am also a Lecturer at the Schulich School of Business at York University where I teach financial planning, I contribute regularly to the Globe & Mail’s Financial Facelift section and am a Financial Expert on SiriusXM’s Krystal Nation.

During the course of my career, I have received:

  • Masters of Business Administration (MBA)
  • CFA Charterholder (Chartered Financial Analyst)
  • Certified Financial Planner (CFP) designation
  • Financial Management Advisor (FMA) designation
  • Certified International Wealth Manager (CIWM) certification
  • The Personal Financial Planner (PFP) designation
  • Fellow of the Canadian Securities Institute (FCSI)

My commitment to the industry has been recognized both nationally and internationally. In 2015 and 2016, I was named:

  • Winner of the Global Financial Planning Award (2015 & 2017)
  • The Top Insurance Advisor in Canada (2016)
  • A finalist for the Canadian Financial Planning Award (2016-2017)
  • One of the Top 50 Financial Advisors in Canada (2015-2017)
  • One of the most influential people in wealth management (2016)

Specialties:

  • Financial Investment
  • Financial Insurance
  • Tax & Estate Planning
  • Corporate Wealth Management