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

Treasury Services

2 weeks 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

1 month 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.
How to Make Financial Literacy Your Most Powerful Marketing Tool

1 month 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.
Insurance Grey Areas

1 month ago | fpcollective.ca | Jason Pereira

Insurance Grey Areas Join host Jason Pereira and guest Jason Watt as they delve into the complex world of Canadian insurance and tax law. This episode sheds light on the gray areas in the Income Tax Act related to insurance, including permanent life insurance taxation, critical illness insurance, health spending accounts, and group benefits. They also discuss the risks and misconceptions associated with offshore insurance policies and the obligations of insurance advisors.
Jason Pereira | WealthManagement.com

2 months ago | wealthmanagement.com | Jason Pereira

Why convergence is coming and what it means.
The Soul of Wealth

2 months ago | fpcollective.ca | Jason Pereira

The Soul of Wealth Jason Pereira relaunches his financial planning podcast with a special video edition featuring Dr. Daniel Crosby, a clinical psychologist and New York Times bestselling author.
How financial planners should approach a client’s life expectancy

2 months ago | theglobeandmail.com | Jason Pereira

Open this photo in gallery:One important thing to remember about life expectancy is that it’s the average expected age of death for people in a certain group.
What Clients’ Want from Their Advisor

2 months ago | fpcollective.ca | Jason Pereira

What Clients’ Want from Their Advisor Kevin Mulhern moderated a thought-provoking discussion at the Social Audio Experiment Stage with Joy Lere, Greg Bartalos, and Jason Pereira. They delved into a recent study conducted by Broadridge in collaboration with Dow Jones, offering insights into client expectations. The conversation revealed some common misconceptions advisors hold.
When did 30% more become 50% more?

Jan 17, 2025 | fpcollective.ca | Jason Pereira

Many of you have no doubt noticed that every advisor's least favourite discount broker has recently amended its marketing campaign and stopped claiming that investors could be 30% better off with Questrade. Unfortunately, they have amended it to claim the number is now 50% better off despite their robo advisor offering returns falling far from the initial promise so far.
Digital tools to help build client relationships

Dec 10, 2024 | fpcollective.ca | Jason Pereira

The financial services sector may be missing out on a powerful way to connect with clients: digitally.