Jason Pereira
Financial Planner, Portfolio Manager, Entrepreneur, Lecturer, Fintech Expert, Writer, & Podcaster
Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 450 fintech founders, executives, and thought leaders in the space. Jason also holds the positions of 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. Since 2018 Jason combined his passions for Finance and Technology and created the Fintech Impact podcast in order to develop a better understanding of technological trends and how they would compete or could be leveraged by advisors in their own practices. Since then, he has recorded and aired over 280 episodes where he interviews fintech founders, consultants, venture capitalists and people of interest in the space and has become one of the top podcasts in the world on the subject. He also serves as a fintech consultant and an advisor to multiple fintech and startups.
