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Named one of Wealth Professional’s Top 50 Advisors earlier this year, Jason Pereira is the go-to-guy for many in the media when they need an expert opinion about the financial industry. Considered by his colleagues as one of the sharpest minds in the business, Pereira has had a presence on Bay Street since 1997. After a decade in the industry, he founded Woodgate Financial Partners with partner James Collins, which later morphed into Woodgate Financial. The firm has built a pristine reputation as an advisory service for high-net-worth clients seeking financial, tax, estate and corporate wealth planning all under one roof. In 2015, Pereira’s efforts earned him the 2015 Plan Plus Global Financial Planning Award for the Americas region.
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