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Jason Pereira

Jason Pereira MBA CFA CFP (Can & US) RFP TEP FCSI CIWM PFP FMA is a well-known and accomplished financial planner and industry advocate. His commentary and writing have appeared in every major media outlet in Canada and is a columnist and advisory board member of the Globe & Mail’s Globe Advisor.

He is a director of the Institute of Advanced Financial Planners and the Individual Finance and Insurance Decision Centre and was the founding President of the Financial Planning Association of Canada. In addition, he has held various volunteer positions with IIROC, FP Canada, The FPSB, CIRO and the CFA Institute, among others.

Jason has also worked to educate the public and his peers on financial planning and practice management topics. He has worked as an Instructor at the Schulich School of Business, recorded over 400 podcasts on financial planning and fintech, several regulatory commentaries, published dozens of articles and is a frequent contributor in the media advocating for financial planners and consumers.

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