Mr. Jason PereiraFinancial Planner at Woodgate FinancialKeynote
Profile
Jason Pereira is a practicing financial planner and a well-known expert in financial planning, regulatory, and advisor technology. Jason is the former founding president of the Financial Planning Association of Canada (FPAC), a director of the Insitute of Advanced Financial Planners, and The Individual Finance and Insurance Decision Centre. He currently serves as the Co-Chair of the FPAC Regulatory Advocacy Committee and has helped author numerous submissions on various regulatory issues.
Agenda Sessions
Opening Keynote: From Concept to Compliance: Developing Your KYC & KYP Framework
, 9:05amView Session