Jason Pereira

2 weeks ago | fpcollective.ca | Jason Pereira

Wondering if selling your Canadian business will incur significant taxes? Learn about the Lifetime Capital Gains Exemption (LCGE) and how it can save you up to $1.25 million in tax-free capital gains as of 2025. Jason Pereira, senior partner and financial planner at Woodgate Financial, breaks down the eligibility criteria and tests your business “must meet” to qualify, and how improper planning can lead to costly tax liabilities.

3 weeks ago | fpcollective.ca | Jason Pereira

Wait, What's My Capital Gains Tax Rate? - FPCBO 130 From initial changes announced by the Trudeau government to the ensuing financial planning frenzy, and culminating in the resignation of the Prime Minister and a subsequent lawsuit, this video clarifies what capital gains are and how they are taxed.

1 month ago | fpcollective.ca | Jason Pereira

Treasury Services In this episode of Financial Planning for Canadian Business Owners, host Jason welcomes John Pelley, Co-founder and CEO of Colibri Financial Services Agents. John explains how Colibri offers fractional treasury manager services, diving into the intricacies of optimizing banking fees, loan structures, and merchant services for small businesses.

2 months ago | fpcollective.ca | Jason Pereira

The Financial Planning Association of Canada with Julia Chung Join host Jason Pereira in this special episode of Financial Planning for Canadian Business Owners as he sits down with Julia Chung, Chair of the Financial Planning Association of Canada (FPAC). They discuss the importance of finding the right financial advisor, the different membership levels of FPAC, and the significance of a fiduciary standard in financial planning.

2 months ago | wealthmanagement.com | Kristy Smith |Jason Pereira

Want to attend this webinar? Register to reserve your place. Today’s investors aren’t just looking for advisors—they want trusted educators who can simplify complex financial concepts and guide them toward smarter decisions. While 42% of investors value financial literacy from their advisors, only 4 in 10 advisors provide personalized financial education.