Jason M. Pereira

Jason M. Pereira

Toronto, Ontario, Canada
11K followers 500+ connections

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    Financial Planning, Wealth Management, Insurance, Financial Consulting, Small Business Tax, Public Speaking, Personal Tax Planning, Financial Accounting, Financial Advisory, and Retirement Planning

About

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 volunteer with the Financial Planning Standards Council, lecture at the Schulich School of Business at York University, and have mentored several entrepreneurs.

During my career, I have received:
• Masters of Business Administration (MBA)
• CFA Charterholder (Chartered Financial Analyst)
• Certified Financial Planner (CFP) designation in both Canada and the US
• FP Canada Fellow
• Registered Financial Planner (RFP) designation
• Trust & Estate Practitioner (TEP) 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 with several awards, including:
• Winner of the Global Financial Planning Award (2015, 2017 & 2018)
• Top Multi-Service Advisor in Canada (2018)
• 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
• Crossborder Planning

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Experience

  • Woodgate Financial Inc. Graphic

    Woodgate Financial Inc.

    Toronto, Canada Area

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    Toronto, Ontario, Canada

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    Toronto, Canada Area

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    London, England, United Kingdom

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    Toronto, Ontario, Canada

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    Toronto, Canada Area

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    Toronto, Ontario, Canada

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    Toronto, Ontario, Canada

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    Toronto, Ontario, Canada

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    Toronto, Ontario, Canada

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    Ontario, Canada

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    Toronto, Canada Area

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    Toronto, Canada Area

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    Toronto, Canada Area

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    Toronto, Canada Area

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    Hamilton

Education

  • Graphic

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    Awarded a Master of Business Administration degree by the the Schulich School of Business at York University

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    Activities and Societies: Commerce Society

    Awarded a Bachelor of Commerce (Honours) degree with a minor in Economics by the DeGroote School of Business at McMaster University

Licenses & Certifications

Volunteer Experience

Courses

  • Applied Financial Planning Course

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  • CFA Level 1

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  • CFA Level 2

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  • CFA Level 3

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  • Canadian Securities Course

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  • Conducts & Practices Handbook

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  • Derivatives Fundamentals & Options Licencing Course

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  • Foran CFP Course (Canada)

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  • Kaplan CFP Course (US)

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  • Life Licensing Qualification Program

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  • Professional Financial Planning Course

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  • Strategic Wealth 360

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  • Wealth Management Essentials

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  • Wealth Management Techniques

    -

Honors & Awards

  • Holistic Advisory Team of the Year

    WP Awards

  • Finalist: Advisory Team of the Year (Under 10 Staff)

    WP Awards

  • Top Portuguese Canadian Influencer

    Milenio Stadium

    Named as one of the most influential people in the Portuguese Community in Toronto

  • Finalist: WP Holistic Advisory Team of the Year

    WP Awards

  • Finalist: WP Most Innovative Use of WealthTech

    WP Awards

  • Top 3: Toronto Financial Services

    Thee Best Rated

  • Top 3: Toronto Financial Services

    Three Best Rated

  • 5-Star Top Teams

    Wealth Professional

  • Finalist: WP Multi-Service Advisory Team of the Year

    WP Awards

    Finalist

  • Finalist: WP Canadian Financial Advisor of the Year

    WP Awards

    Finalist

  • Winner: WP Multi-Service Advisory Team of the Year

    WP Awards

    Winner

  • Top 3: Toronto Financial Services

    Three Best Rated

    Rated on of the top three financial services firms in Toronto by Three Best Rated.
    https://threebestrated.ca/financial-services-in-toronto-on

  • Finalist: Top Under 40

    Investment Industry Association of Canada

    Top three finalist for the IIACs Top Industry Professional under age 40.

  • Top 3: Toronto Financial Services

    Three Best Rated

    Rated on of the top three financial services firms in Toronto by Three Best Rated.
    https://threebestrated.ca/financial-services-in-toronto-on

  • Finalist: WP Multi-Service Advisory Team of the Year

    WP Awards

  • Finalist: Life & Health Advisor of the Year

    IB Awards

  • IPC Value of Advice Award

    Investment Planning Counsel

  • Finalist: Financial Advisor Team Of The Year

    STEP Private Client Awards

    Finalist for the Society of Trust and Estate Planners global award for private client service.

  • Top 3: Toronto Financial Services

    Three Best Rated

    Rated on of the top three financial services firms in Toronto by Three Best Rated.
    https://threebestrated.ca/financial-services-in-toronto-on

  • Winner: 2018 Global Financial Planning Award

    Plan Plus

    Winner of the 2018 Global Financial Planning Awards.

  • 2nd Place: 2018 Canadian Financial Planning Awards

    Plan Plus

  • Finalist: Engagement, Loyalty & Client Care Award

    WP Awards

  • Winner: Multi-Service Advisor of the Year

    WP Awards

  • Finalist: Best Brokerage (Under 10 People)

    Insurance Business Awards

  • Top 10 Wealth Management Teams

    Investment Planning Counsel

  • Finalist: Top Under 40

    Investment Industry Association of Canada

    Finalist for the IIACs top Industry Professional under age 40.

  • Winner (America's Region): Global Financial Planning Awards

    Plan Plus

    Winner of the 2017 Global Financial Planning Award for the America's region.

  • 2nd Place: 2017 Canadian Financial Planning Award

    Plan Plus

    Runner up for the 2017 Canadian Financial Planning Award.

  • Finalist: Young Gun of the Year

    WP Awards

    Finalist for the 2017 WP Young Fun of the Year Award.

  • Canada's Top 50 Financial Advisors

    Wealth Professional Magazine

    Named to the list of Top 50 (#50) Financial Planners in the country.

  • Winner: Life & Health Advisor of the Year

    Insurance Business Awards

    Winner of the 2016 Insurance Business Award for the top Life & Health Advisor in Canada.

  • Canada's Outstanding Advisory Teams

    Wealth Professional Magazine

    Woodgate Financial was named as one of the top 10 most outstanding Wealth Management Teams in Canada.

  • Finalist (America's Region): Global Financial Planning Awards

    Plan Plus

    Finalist for he 2016 Global Financial Planning Award for the America's region.

  • Winner: Outstanding Advisor (Insurance Channel) Award

    WP Awards

    Recognizing as the most outstanding insurance advisor in Canada.

  • 2nd Runner Up (Tied): Canadian Financial Planning Awards

    Plan Plus

    Tied for 2nd runner up in the inaugural Canadian Financial Planning Awards.

  • WP 2016 Hot List

    Wealth Professional Magazine

    Named as one of the top 50 people of influence in the Financial Services Industry.

  • Canada's Top 50 Financial Advisors

    Wealth Professional Magazine

    Named to the list of Top 50 (#28) Financial Planners in the country.

  • Winner (Americas Region): Global Financial Planning Awards

    Plan Plus

    Winner of the 2015 Global Financial Planning Awards for the Americas Region.

  • Finalist: Outstanding Advisor (Insurance Channel) Award

    Wealth Professional Awards

    Named as a finalist as the award recognizing the most outstanding insurance advisor in Canada.

  • Canada's Top 50 Financial Advisors

    Wealth Professional Magazine

    Named to the list of the Top 50 (#45) Financial Planners in the country.

Languages

  • English

    Native or bilingual proficiency

Organizations

  • Global Financial Planning Insitute

    Associate Member

    - Present

  • Responsible Investment Association (RIA)

    Member

    - Present

  • Financial Planning Association of Canada (FPAC)

    President

    - Present

  • Financial Planning Association (FPA)

    Member

    - Present

  • Estate Planning Counsel of Toronto (EPCT)

    Member

    - Present

  • Society of Trust & Estate Planners (STEP)

    Member

    - Present

  • Institute of Advanced Financial Planners (IAFP)

    Member

    - Present

  • CFA Society Toronto

    Member

    - Present

  • Investments & Wealth Insitute

    Member

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  • Canadian Tax Foundation (CTF)

    Member

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  • Conference For Advanced Life Underwriting (CALU)

    Member

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  • Advocis

    Member

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