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
Articles by Jason M.
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5 Financial Wellness Tips for the Sandwich Generation
5 Financial Wellness Tips for the Sandwich Generation
By Jason M. Pereira
Activity
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If you've reached your retirement years and find yourself needing additional income, there are several ways to utilize your skills to bridge the gap.
If you've reached your retirement years and find yourself needing additional income, there are several ways to utilize your skills to bridge the gap.
Shared by Jason M. Pereira
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Understanding how life insurance works and how to shop for a policy can help you find the best coverage to meet your family's needs.
Understanding how life insurance works and how to shop for a policy can help you find the best coverage to meet your family's needs.
Shared by Jason M. Pereira
Experience
Education
Licenses & Certifications
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Trust and Estate Practitioner (TEP)
STEP Canada | The Society of Trust and Estate Practitioners (Canada)
IssuedCredential ID 266701 -
Registered Financial Planner (RFP)
Institute of Advanced Financial Planners - IAFP
IssuedCredential ID 0922 -
Personal Financial Planner (PFP)
Canadian Securities Institute (CSI)
Issued ExpiresCredential ID 105935 -
Fellow of the Canadian Securities Institute (FCSI)
Canadian Securities Institute (CSI)
Issued ExpiresCredential ID 7772 -
Certified International Wealth Manager (CIWM)
Canadian Securities Institute (CSI)
Issued ExpiresCredential ID 2567
Volunteer Experience
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Co-Chair: Regulatory Engagement Committee
Financial Planning Association of Canada
- Present 3 years 10 months
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Board Member
The IFID Centre - The Individual Finance & Insurance Decisions Centre
- Present 6 years 10 months
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Proficiency Committee Member
IIROC (Investment Industry Regulatory Organization of Canada)
- Present 3 years 2 months
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FPtech Working Group Member
Financial Planning Standards Board Ltd.
- 2 years 1 month
Economic Empowerment
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Education Advisory Board Working Body Member
CFA Institute
- 3 years 2 months
Education
Ensuring that the CFA Program Candidate Body of Knowledge (CBOK) stays relevant and up-to-date.
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Spokesman
CFA Society Toronto
- 2 years 6 months
Speaking to media on behalf of the CFA Society Toronto on various industry topics.
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Public Policy Ambassador
Financial Planning Standards Council (FPSC)
- 3 years 5 months
Politics
Acting as an advocate for various financial planning industry related topics by reaching out to various politicians.
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FCSI Mentor
CSI Global Education Inc.
- 6 years 1 month
Education
Providing mentorship and sponsorship to aspiring FSCIs.
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Small Business Sub Group Member
Financial Planning Standards Council (FPSC)
- 2 years 5 months
Education
Advised the FPSC in defining the Small Business Technical Knowledge contained within the CFP Competency Profile.
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Judge: Global Financial Planning Awards
PlanPlus Global
- 1 year 3 months
Economic Empowerment
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CFP Level 1 Examination Item Writing Committee Member
Financial Planning Standards Council
- 1 month
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Guest Lecturer
Schulich School of Business
- 12 years 1 month
Education
Speaking to classes on Financial Planning and the Financial Services Industry
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Mentor
Techstars Startup Weekend
- 1 month
Science and Technology
Mentored teams on the development of their proposed startups.
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Editorial Advisory Board Member (Advisor Group)
Newcom Media Inc.
- 4 years 11 months
- Reviewing of content for Advisor Group’s various periodicals and website
- Providing of ideas for content
- Referring writers to potential sources of information -
MBA Games: Case Study Competition Judge
DeGroote School of Business - McMaster University
- 1 month
Education
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Presenter
Chartered Professional Accountants of Ontario (CPA Ontario)
- 2 months
Education
Developed and presented a seminar on "Tax Alpha: Tax effective Investment Management" to membership of CErtified Management Accountant of Ontario (now CPA Ontario) as a continuing education seminar.
Courses
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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
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Honors & Awards
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Holistic Advisory Team of the Year
WP Awards
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Finalist: Advisory Team of the Year (Under 10 Staff)
WP Awards
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Top Portuguese Canadian Influencer
Milenio Stadium
Named as one of the most influential people in the Portuguese Community in Toronto
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Finalist: WP Holistic Advisory Team of the Year
WP Awards
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Finalist: WP Most Innovative Use of WealthTech
WP Awards
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Top 3: Toronto Financial Services
Thee Best Rated
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Top 3: Toronto Financial Services
Three Best Rated
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5-Star Top Teams
Wealth Professional
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Finalist: WP Multi-Service Advisory Team of the Year
WP Awards
Finalist
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Finalist: WP Canadian Financial Advisor of the Year
WP Awards
Finalist
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Winner: WP Multi-Service Advisory Team of the Year
WP Awards
Winner
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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.
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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
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Finalist: Life & Health Advisor of the Year
IB Awards
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IPC Value of Advice Award
Investment Planning Counsel
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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.
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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.
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2nd Place: 2018 Canadian Financial Planning Awards
Plan Plus
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Finalist: Engagement, Loyalty & Client Care Award
WP Awards
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Winner: Multi-Service Advisor of the Year
WP Awards
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Finalist: Best Brokerage (Under 10 People)
Insurance Business Awards
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Top 10 Wealth Management Teams
Investment Planning Counsel
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Finalist: Top Under 40
Investment Industry Association of Canada
Finalist for the IIACs top Industry Professional under age 40.
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Winner (America's Region): Global Financial Planning Awards
Plan Plus
Winner of the 2017 Global Financial Planning Award for the America's region.
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2nd Place: 2017 Canadian Financial Planning Award
Plan Plus
Runner up for the 2017 Canadian Financial Planning Award.
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Finalist: Young Gun of the Year
WP Awards
Finalist for the 2017 WP Young Fun of the Year Award.
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Canada's Top 50 Financial Advisors
Wealth Professional Magazine
Named to the list of Top 50 (#50) Financial Planners in the country.
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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.
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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.
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Finalist (America's Region): Global Financial Planning Awards
Plan Plus
Finalist for he 2016 Global Financial Planning Award for the America's region.
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Winner: Outstanding Advisor (Insurance Channel) Award
WP Awards
Recognizing as the most outstanding insurance advisor in Canada.
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2nd Runner Up (Tied): Canadian Financial Planning Awards
Plan Plus
Tied for 2nd runner up in the inaugural Canadian Financial Planning Awards.
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WP 2016 Hot List
Wealth Professional Magazine
Named as one of the top 50 people of influence in the Financial Services Industry.
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Canada's Top 50 Financial Advisors
Wealth Professional Magazine
Named to the list of Top 50 (#28) Financial Planners in the country.
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Winner (Americas Region): Global Financial Planning Awards
Plan Plus
Winner of the 2015 Global Financial Planning Awards for the Americas Region.
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Finalist: Outstanding Advisor (Insurance Channel) Award
Wealth Professional Awards
Named as a finalist as the award recognizing the most outstanding insurance advisor in Canada.
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Canada's Top 50 Financial Advisors
Wealth Professional Magazine
Named to the list of the Top 50 (#45) Financial Planners in the country.
Languages
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English
Native or bilingual proficiency
Organizations
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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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Recommendations received
13 people have recommended Jason M.
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