Episode 354 - Jason Pereira: Expert Financial Planning

This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision-making from two Canadians. We're hosted by me, Benjamin Felix, Chief Investment Officer at PWL Capital, and Cameron Passmore, Chief Executive Officer at PWL Capital. Welcome to episode 354. Great to see you, Ben. Super fun for us to welcome this week a longtime professional colleague and friend of both of us.

Ben, we've known Jason Pereira for a long time. He's been a financial planner for a long time, is extremely active in the industry. knows lots of people in all different corners of the industry, both in Canada and in the US. And he's an incredible source of financial planning knowledge, industry knowledge, consumer knowledge, regulators, and he's worked at this crash for a long time. So it was super fun to have a great conversation with Jason.

You know this story, Cameron, I think, although we haven't talked about it in a long time, but Jason is at least part of the reason that I ended up at PWL, because I was weighing a few different options for where I was going to go. I knew I was going to leave the place that I had started my career in financial services at. I was weighing a few different options. And in just doing my due diligence on the places that I was considering, I ended up coming across Jason's name. And I cold called him.

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