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Mr. Jason Pereira
Financial Planner at Woodgate Financial
Keynote

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

    9:05am