Jason Pereira

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

Regulator reins in life insurance agency’s problematic marketing

Company's high pace of growth adds to risks from inexperienced agents, says regulatory spokesperson

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

Why wealth tech adoption is 'a journey, not a destination'

Advisor calls out industry's history of stagnation, urges end to 'non-stop run-around' on implementation

Why provinces should follow Quebec, not Ontario, financial planner standards

Coalition says Ontario's approach to approving credentials 'set the bar too low'

Veteran advisor challenges PMAC's total cost reporting view

'It's insulting not to give clients % and dollar figures on their statements,' he says

What does OSFI's update on home equity-based debt mean for leveraged investments?

Advisor Jason Pereira says regulator should have done more to slam door on risky debt-dependent practice

Why Liberal-NDP partnership raises taxing questions

Advisors express concerns about the process and ramifications of latest news from Ottawa