37 min
Jason Pereira - The Future of AI in Wealth Management Standard Deviations with Dr. Daniel Crosby
-
- Investing
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial. Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher and expert in the areas of financial planning, practice management and fintech. He has also obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 100 articles, podcasts and interviews. JasonPereira.ca is his conduit for sharing his thoughts, views and learning that he has amassed over the years.
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jason Pereira, Partner and Financial Planner at Woodgate Financial. Jason is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher and expert in the areas of financial planning, practice management and fintech. He has also obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 100 articles, podcasts and interviews. JasonPereira.ca is his conduit for sharing his thoughts, views and learning that he has amassed over the years.
37 min