Jason Pereira
Canadian financial planner with over 20 years of experience and dual CFP certification (Canada and US). Industry leader and advocate with a passion for professionalizing the financial planning field.
Best podcasts with Jason Pereira
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Apr 24, 2025 • 1h 17min
Episode 354 - Jason Pereira: Expert Financial Planning
In this insightful discussion, Jason Pereira, a seasoned Canadian financial planner with over 20 years of experience, dives deep into what it means to be a financial planner. He shares his client-centered investment philosophy and the importance of fiduciary duty. Jason unpacks why Canada lags behind the US in index fund adoption and challenges common myths in financial planning. He explores ethical considerations with ESG, the role of technology in the industry, and why a transformation in advisory practices is desperately needed.
Jun 20, 2024 • 59min
Re-examining pension plans for professionals with Jason Pereira
In this conversation, Jason Pereira, an award-winning financial planner with deep expertise in pension strategies, discusses Individual Pension Plans (IPP) and their benefits for professionals. He explains the distinctions between defined benefit and defined contribution plans and identifies who is best suited for an IPP. Jason also highlights common financial mistakes among business owners and the potential improvements in Canada’s financial planning landscape. Additionally, he shares insights on the importance of continuous learning and personal growth in achieving financial success.
