Jason Pereira, Angel Investor

Jason M. Pereira is a senior partner and financial planner at Woodgate Financial Inc., where he oversees planning, investment, insurance, tax, and estate needs for hundreds of households with significant assets under management. He also serves as CEO of Candor AdvisorTech and contributes as a columnist for The Globe and Mail’s Globe Advisor. His career reflects a blend of financial expertise, thought leadership, and innovation. In addition to advising clients, he has acted as an expert witness in financial cases, spoken widely on fintech and wealthtech, and served on advisory boards for firms shaping the future of financial services. As an angel investor, Jason has backed ventures in fintech and advisory technology. His recent investment in Focal highlights his interest in startups that enhance financial planning and digital engagement.