Jason Pereira

Why advisors must move investment strategies into the 21st century

Award-winning Ric Edelman tells WP that portfolios built around old competencies will underperform

A new investment phenomenon? NFTs explained

What are they and how do they work? And are the prices 'borderline insanity' as one advisor believes?

Why no client wants to deal with a tech dinosaur

Ahead of the WP WealthTech Summit, advisor – and event speaker – talks about why industry must move outside its comfort zone

DIY brokerages struggled with CX in 2020 but who did best?

Surviscor report reveals that customer experience is a continuing challenge for online brokerages

Advisor unveils new tech solution directory

Financial planner and podcast producer hopes information will become a go-to resource for advisors

Evolve or die, advisors warned

WP panellists address how finance industry must move with technology – or pay the price

Questrade told to 'cut the bull' and recognise full advice picture

Advisor makes no excuses for underperforming peers but says discount brokerage's ad campaign is deceitful spin

How advisors can manage their business in self-isolation

WP Canada magazine editor Darren Matte talks with financial planner Jason Pereira, from Woodgate Financial, on how advisors can manage clients' investments and emotions during a time of self-isolation

This is grim but keep a cool head and stay invested

Advisors reflect on a sobering week, discuss an eventual rebound and the value of active management

It’s no fun right now but advisors should be proving their value

Those hiding under their desks are being exposed, says advisor, while proactive professionals will shine