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Jason Pereira

Award-winning financial planner with expertise in financial planning, practice management, and fintech. He offers family office services and specializes in complex cases for business owners and entrepreneurs.

Best podcasts with Jason Pereira

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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.