Knowing Me, Knowing You
51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management
Feb 24, 202636m
J
Podcast guest profile
Jason Pereira: podcast appearances and interviews
senior partner and financial planner · Woodgate Financial
Podcasts10Episodes11Years active1Latest29 days ago
Total podcasts
10
across 11 episodes
Episodes
11
since 2026
Most recent
29 days ago
Jun 22, 2026
Years on record
1y
first seen 2026
Podcasts Jason Pereira appeared on
Shows that have booked Jason Pereira as a guest, ranked by appearance count.
Financial Planning For Canadian Business Owners
2 appearances· last 1y ago
Knowing Me, Knowing You
1 appearance· last 4 months ago
The WealthStack Podcast
1 appearance· last 7 months ago
The Wealthy Barber Podcast
1 appearance· last 8 months ago
Fintech Impact
1 appearance· last 1y ago
Revenue Rebels: On the Record Sales Podcast
1 appearance· last 1y ago
In the Money
1 appearance· last 1y ago
The Plannex Podcast
1 appearance· last 2y ago
Leaders Of Transformation
1 appearance· last 2y ago
Leaders Of Transformation
1 appearance· last 2y ago
Latest Jason Pereira interviews
Every podcast episode Jason Pereira has appeared on, newest first.
The WealthStack Podcast
The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts
Dec 19, 202540mmentioned as Woodgate Financial
The Wealthy Barber Podcast
#29 — Jason Pereira: The Evolution of Financial Advice in Canada
Oct 28, 20251h 4m
Financial Planning For Canadian Business Owners
Tax & Legal Implications Of Selling Your Business | 132
Apr 24, 202529m
Financial Planning For Canadian Business Owners
Is Your Share Structure Making Your Business Sale Taxable? | 131
Apr 17, 202510mmentioned as Woodgate Financial
Revenue Rebels: On the Record Sales Podcast
From SDR to SVP: Leadership from the trenches with Jason Pereira (SVP of Sales, Readymode)
Dec 4, 202436mmentioned as Readymode
The Plannex Podcast
Future-Proofing Financial Planning with Fintech Expert Jason Pereira
Jun 12, 202440m
Leaders Of Transformation
486: The Future of Finance: Mastering AI and the Client Experience with Jason Pereira
Mar 26, 202437m
Leaders Of Transformation
486: The Future of Finance: Mastering AI and the Client Experience with Jason Pereira
Mar 26, 202437m
Guests who appear alongside Jason Pereira
Guests who share the same shows as Jason Pereira. Worth a look if you're building a panel or pitching the same circuit.
Richard Parker
Accreditation Commission for Health Care
35 shows3 in common
Dr. John Demartini
52 shows2 in common
Mickie Kennedy
The Startup Spotlight Specialist
46 shows2 in common
Justin Breen
Epic F.I.T. Network
34 shows2 in common
Dr. Daniel Crosby
Orion Advisor Solutions
32 shows2 in common
Danielle Hayden
Kickstart Accounting, Inc.
31 shows2 in common
Tim Jones
Stonebridge Golf & Country Club
31 shows2 in common
Kurt Uhlir
EZ Home Search
29 shows2 in common
Heather Johnson
Polaris Brand Promotions
26 shows2 in common
Laurie Barkman
The Business Transition Sherpa
25 shows2 in common
Frequently asked questions
What podcasts has Jason Pereira been on?
Jason Pereira has appeared on 10 podcasts across 11 episodes. Notable shows include Financial Planning For Canadian Business Owners, Knowing Me, Knowing You, The WealthStack Podcast.
What does Jason Pereira do?
Jason Pereira is senior partner and financial planner at Woodgate Financial. Podcast appearances span topics tied to their work and expertise.
When was Jason Pereira's most recent podcast appearance?
Jason Pereira's most recent appearance was on "51. Jason Pereira: You Can’t “Move Fast and Break Things” in Wealth Management". Knowing Me, Knowing You, published Feb 24, 2026.
Which podcast has Jason Pereira appeared on most often?
Financial Planning For Canadian Business Owners. 2 appearances on record, most recently Apr 24, 2025.
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