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Jason Pereira

Toronto

Jason Pereira

Partner & Financial Planner Woodgate Financial, Ex.Pres. of FPA Canada, Director of the IAFP and IFID, fintech expert, writer, podcaster, speaker, lecturer, etc

Compliance

Signs You Chose The Wrong Advisor - FPCBO 129

1 min read
Cashflow

Treasury Services

1 min read

The Financial Planning Association of Canada with Julia Chung

1 min read
Cross Border

US Cross Border Update

1 min read
Insurance

Insurance Grey Areas

1 min read
Financial Planning

How financial planners should approach a client’s life expectancy

1 min read

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