Jason Pereira explains why clients get anxious about their money, and how advisors can help
Advisors will have a key role to play when, if as expected, the government’s new tax proposals get approved
Bill Morneau’s proposed tax changes have been met with fierce opposition by industry insiders
Not seen your category in the list of Wealth Professional awards yet? Now we can reveal the final set of contenders
The government is reviewing some tax policies that could seriously impact small businesses
Jason Pereira of Woodgate Financial is rank 50 in Wealth Professional Canada's 2017 Top 50 Advisors
The wealth management industry's best were celebrated last night at the glittering second annual Canadian Wealth Professional Awards
Jason Pereira of Woodgate Financial is part of this year's Wealth Professional Canada's Host List.
Have you made the cut? Find out the names on the exclusive list of finalists for the latest set of awards
Jason Pereira of Woodgate Financial is part of this year's WP Top 50 Advisors.