Jason Pereira

How wealth tech improvements will enhance this advisor's personalized service

'We'll spend less time on administration and more helping clients get where they want to be'

Reject FSRA’s proposed fee rule, groups urge

Financial planning organizations and other stakeholders raise concerns on 'fundamentally flawed' proposal

FPAC president: let's stop talking about the non-existent "advice gap" in Canada

Head of Financial Planning Association of Canada says claims distract from the real problem

RBC teams up with Conquest Planning platform

Partnership provides customized guidance

New financial advisor title is ‘giant whitewash rubber stamp’

Title protection framework isn't improving consumer protection, insists advisor

Financial planning tax credit should go further, says FPAC president

Aggressive incentives, high standards needed to democratize quality planning

Five years after inception, Conquest continues with hyper-growth focus

Financial planning tech giant poised to strengthen Canadian presence, penetrate U.S. with latest funding round

Are longevity fund solutions going to change the retirement income game?

Financial planner says they create an ideal middle ground for clients, but that advisors are playing catch-up

FPAC president urges SK to abandon financial advisor title protection

Province's comprehensive approach to FA title regulation suffers from fundamental flaw, says Jason Pereira

How could Quebec's title framework be applied to other provinces?

Investment advisor and portfolio manager offers his take on lauded model