Jason Pereira

Toronto

Financial Planner and Contributor at Freelance

Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹

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Articles

The Difference Between Good & Bad Avice

2 weeks ago | fpcollective.ca | Jason Pereira

The Difference Between Good & Bad Avice In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, interviews Harold Gellar, a well-known lawyer that represents clients when their financial advisors lead them astray!VIDEO Register For Our Weekly Digest Don't miss a thing. Get everything sent to your inbox. Sign Up Now
The Value of a Human-Centric Approach To Financial Advice

2 weeks ago | fpcollective.ca | Jason Pereira

The Value of a Human-Centric Approach To Financial Advice Register For Our Weekly Digest Don't miss a thing. Get everything sent to your inbox. Sign Up Now
FPCBO: FHSA with Aaron Hector | E10

3 weeks ago | fpcollective.ca | Jason Pereira

On today's episode, Jason Pereira is going to talk to Aaron Hector about Canada's newest registered account, the FHSA - The First Home Savings Account. Aaron Hector of Teir Wealth. He works primarily with individual clients and family direct client relationships. FHSA with Aaron Hector | E106 — JasonPereira.caOn today’s episode, Jason Pereira is going to talk to Aaron Hector about Canada’s newest registered account, the FHSA - The First Home Savings Account.
The Realities of Selling to Private Equity - FPCBO 133

3 weeks ago | fpcollective.ca | Jason Pereira

The Realities of Selling to Private Equity - FPCBO 133 Join Jason Pereira and business lawyer Rachel Wasserman on this week's episode of Financial Planning for Canadian Business Owners as they delve into the intricacies of private equity. Learn about the different segments of private equity, the motivations behind selling your business to a private equity firm, and the potential long-term impacts on your business.
Should I Incorporate My Business? | FPCBO 134

3 weeks ago | fpcollective.ca | Jason Pereira

Should I Incorporate My Business? | FPCBO 134 Thinking about incorporating your small business in Canada? Hold on! This video breaks down why staying a sole proprietorship could save you thousands of dollars and even let you deduct your mortgage interest. We'll cover what a sole proprietorship is, its advantages and disadvantages, and reveal two tax planning strategies that are exclusive to sole proprietors.
Tax & Legal Implications Of Selling Your Business - FPCBO 132

1 month ago | fpcollective.ca | Jason Pereira

Tax & Legal Implications Of Selling Your Business - FPCBO 132 In this informative episode, Jason Pereira, a senior partner and financial planner, provides a detailed breakdown of the two main approaches for selling or exiting a business: share sales and asset sales. He compares these approaches to selling a house versus selling the furniture inside. Key points addressed include tax implications, legal liabilities, and the overall sale process for each method.
Is Your Share Structure Making Your Business Sale Taxable? - FPCBO 131

1 month 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.
Wait, What's My Capital Gains Tax Rate? - FPCBO 130

2 months 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.
Treasury Services

2 months 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.
The Financial Planning Association of Canada with Julia Chung

Mar 17, 2025 | 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.