Jason Pereira
22 Podcast Episodes
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Jason Pereira on Using AI to Optimize and Grow Your Financial Planning Practice
Guest: Jason Pereira, Partner & Senior Financial Consultant at Woodgate Financial Inc. in Toronto. Jason is a financ... Read more
13 Jun 2023
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1hr 21mins
353 Exposing the Canadian Financial Industry - Jason Pereira, CFA, CFP and Partner at Woodgate Financial Inc.
353 Exposing the Canadian Financial Industry - Jason Pereira, CFA, CFP and Partner at Woodgate Financial Inc.
The Canadian financial industry can be overwhelming, there are so many different designations, plus what's the differenc... Read more
8 Feb 2023
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1hr 5mins
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353 Exposing the Canadian Financial Industry - Jason Pereira, CFA, CFP and Partner at Woodgate Financial Inc.
353 Exposing the Canadian Financial Industry - Jason Pereira, CFA, CFP and Partner at Woodgate Financial Inc.
The Canadian financial industry can be overwhelming, there are so many different designations, plus what's the differenc... Read more
8 Feb 2023
•
1hr 5mins
Financial Statements Basics: Part 5, with Jason Pereira | E087
Financial Statements Basics: Part 5, with Jason Pereira | E087
Today's the 5th part of a series on understanding financial statements. Episode Highlights:01:10: Different provinces ha... Read more
19 May 2022
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20mins
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EP4 - Leveraging technology to build your business as a financial advisor with Jason Pereira
EP4 - Leveraging technology to build your business as a financial advisor with Jason Pereira
Today on ‘Turning the Page… on building a better business’, Chris Reynolds sits down with independent financial advisor ... Read more
16 May 2022
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29mins
Financial Statements Basics: Part 4, with Jason Pereira | E086
Financial Statements Basics: Part 4, with Jason Pereira | E086
Today's the 4th part of a series on understanding financial statements. Today, Jason focuses on cash management and work... Read more
12 May 2022
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18mins
Financial Statements Basics: Part 3, with Jason Pereira | E085
Financial Statements Basics: Part 3, with Jason Pereira | E085
Today is the third part of a series that Jason is doing on understanding financial statements. Today, is about accountin... Read more
5 May 2022
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23mins
Financial Statements Basics: Part 2, with Jason Pereira | E084
Financial Statements Basics: Part 2, with Jason Pereira | E084
Today is the second part of the continuation of a series that Jason is doing on understanding financial statements and s... Read more
28 Apr 2022
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20mins
Financial Statements Basics: Part 1, with Jason Pereira | E083
Financial Statements Basics: Part 1, with Jason Pereira | E083
Jason Pereira reviews financial statements, how to read them properly, & what different terminologies mean. There ar... Read more
21 Apr 2022
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18mins
Budget 2022 with Jason Pereira | E082
Budget 2022 with Jason Pereira | E082
On today’s episode, Jason Pereira will be reviewing the federal budget for 2022, and the reason is that when it came out... Read more
14 Apr 2022
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19mins
