Jason Pereira: What AI Can’t Replace in Financial Advice (Yet)

In this episode of The Blunt Dollar, we sit down with one of the most prolific voices in the financial planning space: Jason Pereira. A financial planner, fintech strategist, professor, podcaster, and tireless advocate for professional standards, Jason joins Ignacio to talk through the present and future of financial advice.

With over 750 pieces of content under his belt and multiple roles shaping the Canadian and global advisor landscape, Jason doesn’t hold back in this wide-ranging conversation on technology, regulation, and what it really means to serve clients in a world reshaped by AI.

In this episode, we talk about:
💼 Jason’s multifaceted career: financial planner, tech consultant, policy advocate
🧠 The evolution of advice from stock picking to life planning
🤖 Why AI will elevate, not replace, human advisors
📉 What breaks in advisory firms and how to rebuild better
🔥 The real problems with financial industry incentives and education

If you’re into advisor tech, financial planning evolution, and unfiltered industry truths, this one’s for you.

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Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.