Get the app
Jason Pereira
Senior Partner and Financial Planner at Woodgate Financial with decades of experience and multiple professional designations; frequent industry commentator on financial planning, insurance strategy, fintech, and practice management.
Best podcasts with Jason Pereira
Ranked by the Snipd community
Oct 28, 2025
• 1h 5min
#29 — Jason Pereira: The Evolution of Financial Advice in Canada
chevron_right
In this discussion, Jason Pereira, a financial planner with over 20 years of experience, critiques Canada's financial advisory landscape. He highlights how young advisors are pioneering innovative models to better serve clients. Topics include the often superficial planning offered by large firms, the importance of term insurance, and the emotional complexities of estate planning. Jason also delves into underinsurance among young families and shares insights on using AI in financial advice as a powerful tool, not a replacement.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app
