Jason Pereira

FPAC welcomes 2024 with new president at the helm

Financial Planning Association of Canada’s new leader sheds light on near-term plans and long-term vision

Desjardins launches Canada's first ALDA for deferred retirement withdrawals

The tax-efficient annuity products have been approved since 2020

Is Canada falling behind on lifetime income solutions?

Lack of options, dearth of decumulation modelling expertise, and client sticker shock all barriers to effective longevity risk planning, says top advisor

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