This Week on The Fuse Show, Natalie and Brian are joined by Jason Pereira, Partner and Senior Financial Consultant at Woodgate Financial. Jason began his career in the financial industry in 1997, in the brokerage business, and has been with Woodgate Financial since 2007. Committed to the betterment of the industry, he volunteers with the Financial Planning Standards Council and mentors several entrepreneurs. In addition, he is also a Lecturer at the Schulich School of Business at York University where he teaches financial planning. He contributes regularly to the Globe & Mail's 'Financial Facelift' section and he hosts his own podcast on Financial Technology called 'Fintech Impact.' Lastly, he writes 'The Wisdom of Wealth Management' blog and is a prolific podcaster and public speaker. Over the course of his career, he has received: • Masters of Business Administration (MBA) • CFA Charterholder (Chartered Financial Analyst) • Certified Financial Planner (CFP) designation in both Canada & the US • Registered Financial Planner (RFP) designation • Trust & Estate Practitioner (TEP) designation • Financial Management Advisor (FMA) designation • Certified International Wealth Manager (CIWM) certification • The Personal Financial Planner (PFP) designation • Fellow of the Canadian Securities Institute (FCSI)
