Jason is a Financial Planner, Entrepreneur, Writer, Broadcaster, Podcaster and Professor. He is a Partner, Senior Financial Planner & Portfolio Manager at Woodgate Financial Partners. Jason is a Part-time Professor at the Schulich School of Business. He is also the host of the Fintech Impact and Financial Planning for Canadian Business Owners Podcast and writer at the Wisdom of Wealth Management at jasonpereira.ca
Jason holds 2 degrees and 9 designations. He is a three-time winner of the Global Financial Planning Award and finalist/winner of 26 other industry awards.