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Inside ETFs
May 21 - 24
The Diplomat Beach ResortHollywood, Florida

Jason Pereira
Partner, Senior Financial Planner and Portfolio Manager at Woodgate Financial Inc.


Jason Pereira MBA CFA CFP (Can & US) RFP TEP FCSI CIWM PFP FMA is a well-known and accomplished financial planner and industry advocate. He holds nine industry designations and has either been a finalist, or a winner of over 40 industry awards, including being the first and only three-time winner of the Global Financial Planning Award. His commentary and writing have appeared in every major media outlet in the country and he currently serves as a columnist and advisory board member of the Globe & Mail's Globe Advisor.

Jason also holds the positions of the founding President of the Financial Planning Association of Canada, a director of the Institute of Advanced Financial Planners and a is a director of the Individual Finance and Insurance Decision Centre.

In 2018 Jason combined his passions for Finance and Technology and created the Fintech Impact podcast in order to create a better understanding of technological trends and how they would compete or could be leveraged by advisors in their own practices. Since then he has recorded and aired over 240 episodes where he interviews fintech founders, consultants, venture capitalists and people of interest in the space and has become one of the top podcasts in the world on the subject. He also serves as a fintech consultant and an advisor to multiple fintechs and startups.

Agenda Sessions

  • Closing WealthStack Visionary: Digitizing Your Practice End to End