353 Exposing the Canadian Financial Industry - Jason Pereira, CFA, CFP and Partner at Woodgate Financial Inc.

The Canadian financial industry can be overwhelming, there are so many different designations, plus what's the difference between a financial advisor and a financial adviser? To help answer some of these questions about the industry and more, I have a long-time financial planner and industry advocate Jason Pereira on the show today.  Jason Pereira is a CFA, CFP (in Canada and U.S.), RFP, TEP, FCSI, CIWM, PFP, and FMA, plus holds two degrees including his MBA. He's the founding President of the Financial Planning Association of Canada, a director of the Institute of Advanced Financial Planners, and a director of the Individual Finance and Insurance Decision Centre. He currently serves as a columnist and advisory board member of the Globe and Mail's Globe Advisor. In this episode, Jason answers so many questions pertaining to the industry, including the difference between fee-only and no-fee advisors, how financial designations work in Canada, and what terrible advice to avoid at all costs. Jason also explains common misconceptions about investing that could help you come tax season and when planning for retirement. For full episode show notes visit: https://jessicamoorhouse.com/353 Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

Want to do more with your money? Then welcome to the More Money Podcast! Canadian money expert, speaker, Accredited Financial Counsellor Canada®, author and podcast host Jessica Moorhouse is here to guide you on your personal finance journey and share the stories, expertise, and wisdom from top money and business experts, entrepreneurs, authors, and content creators to help simplify and demystify the "complex" world of money. On top of learning practical tools you can use in your financial life, she'll also explore topics like money and happiness, the behaviours and systems holding you back, and most importantly, no matter where you're starting from or how much (or little) you have in your bank account, money isn't everything and you are more than your money.New episodes air every Wednesday. For podcast episode show notes, visit jessicamoorhouse.com/podcast. To enquire about being a guest on a future episode, visit jessicamoorhouse.com/podcastsubmissions. Hosted on Acast. See acast.com/privacy for more information.