Jason M. Pereira

Jason M. Pereira is a highly accomplished financial professional with over two decades of experience in the industry.

He has held various prestigious designations including CFA Charterholder, Certified Financial Planner (CFP), and Trust & Estate Practitioner (TEP).

Jason's commitment to the financial sector is evident through his involvement with the Financial Planning Standards Council and his role as a lecturer at the Schulich School of Business at York University.

He has been recognized with numerous awards, both nationally and internationally, highlighting his expertise and influence within the wealth management field.

Jason's specialties include financial investment, financial insurance, tax & estate planning, corporate wealth management, and crossborder planning.

His educational background includes an MBA in Finance from Schulich School of Business at York University and an H.B.Comm in Finance & Economics from DeGroote School of Business at McMaster University.

Throughout his career, Jason has been engaged in various organizations and initiatives such as serving as an Advisory Board Member at AdvisoryAI and SideDrawer™ Inc., and hosting podcasts like The Financial Planning For Canadian Business Owners and The Fintech Impact.

He has also showcased his expertise through public speaking, writing, and mentoring roles.

Jason's extensive experience encompasses roles such as Financial Planner at Alvista Financial, Trading Floor Supervisor at DeGroote School of Business, and Instructor at Schulich School of Business.

His dedication to advancing the industry and mentoring entrepreneurs reflects his passion for financial planning and wealth management.