Meet Our Team
Jason began his career in the financial industry in 1997 in the brokerage business. Before joining Bennett March, Jason founded Woodgate Financial Partners with his business partner, James Collins. Jason regularly writes articles for several industry publications. His commentary has also found its way into the Toronto Star and MSN Finance. He serves on the Editorial Advisory Board of the Advisor Group, a division of Rogers, and is a guest lecturer at the Schulich School of Business at York University.
Jason Pereira is a regular contributing columnist in Advisor's Edge. The publication is a resource for Canadian financial advisors, covering news about financial markets, insurance, investments, practice management, and tax and estate issues. Please click to read Jason's articles:
http://www.advisor.ca/columnists/jason-m-pereir
Jason has been awarded a Masters of Business Administration (MBA), the Certified Financial Planner (CFP) certification, the Chartered Professional in Strategic Wealth (CSWP) certification, the Financial Management Advisor (FMA) designation, and is a Fellow of the Canadian Securities Institute (FCSI).
Industry Courses Completed:
- Canadian Securities Course (CSC)
- Conducts & Practices Handbook (CPH)
- Professional Financial Planning (PFPC)
- Wealth Management Techniques (WMT)
- Life Licensing Qualification Program (LLQP)
- Branch Managers Examination (BME)
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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.