Jason Pereira's Schedule
AI is poised to change our industry forever. How do we navigate this dual-edged sword of threat and opportunity? What can AI do for you and your practice? What tools are available today, and how do you evolve to keep yourself relevant? Don’t miss this dynamic session replete with demonstrations and real-world examples of the intersection of AI and financial advisors.
Show MoreRegister Now to meet me and other top money experts IN PERSON in Toronto!
Top 5 Benefits of Attending The MoneyShow
- Talk to Top Money Experts Up Close and in Person
- Discover New Investment Opportunities
- Get Live Market Analysis, Research Reports, & Hands-on Demos
- Network with Other Savvy Investors
- Win Daily Cash Prizes, Shares of Stock, & Swag
Jason Pereira's Profile
Jason Pereira, MBA, CFA, CFP (Can & US), RFP, TEP, is a well-known and accomplished financial planner and industry advocate. Mr. Pereira's commentary and writing have appeared in every major media outlet in Canada and he is a columnist and advisory board member of the Globe & Mail's Globe Advisor.
He is a director of the Institute of Advanced Financial Planners and the Individual Finance and Insurance Decision Centre and was the founding president of the Financial Planning Association of Canada. In addition, he has held various volunteer positions with IIROC, FP Canada, The FPSB, CIRO, and the CFA Institute, among others.
Mr. Pereira has also worked to educate the public and his peers on financial planning and practice management topics. He has worked as an instructor at the Schulich School of Business, recorded over 400 podcasts on financial planning and fintech, several regulatory commentaries, published dozens of articles, and is a frequent contributor in the media advocating for financial planners and consumers.