Jason Pereira, R.F.P.

PHONE (416) 691-1944 ext. 329 FAX E-MAIL ADDRESS Woodgate Financial Inc. / IPC Securities Corp. 300-5015 Spectrum Way Toronto, Ontario L4W 0E4 Canada

I am a partner at Woodgate Financial. The firm provides comprehensive financial planning solutions to 180 families. We provide comprehensive financial, investment, insurance, tax and estate plans as well as several other niche services. Full details can be found on our website. In my role, I compose and oversee all financial plans produced by the firm and service the firms business owner clients.

Area of Specialization

Retirement Planning, Investments, Insurance & Risk, Wills & Estates

Compensation

Combination, First year financial planning planning fee charged up front. Ongoing service paid for through a % of asset fee. Insurance commissions are received on policies sold.