February 8, 2023

[Ep. 353] Exposing the Canadian Financial Industry with Jason Pereira

Apple Podcasts



Amazon Music


This episode of the More Money Podcast is sponsored by The Globe and Mail. Want to invest in yourself and start a new morning ritual of reading The Globe and Mail as I do? The Globe is offering listeners of the More Money Podcast a special digital subscription rate for unrestricted access to everything on globeandmail.com. Visit https://www.theglobeandmail.com/podcast to take advantage of this limited-time offer.

“There is no one strategy to rule them all, it doesn’t exist.”
– Jason Pereira, MBA CFA CFP


The Canadian financial industry can be overwhelming, there are so many different designations, plus what’s the difference between a financial advisor and a financial adviser? To help answer some of these questions about the industry and more, I have a long-time financial planner and industry advocate Jason Pereira on the show today. 

Jason Pereira is a CFA, CFP (in Canada and U.S.), RFP, TEP, FCSI, CIWM, PFP, and FMA, plus holds two degrees including his MBA. He’s the founding President of the Financial Planning Association of Canada, a director of the Institute of Advanced Financial Planners, and a director of the Individual Finance and Insurance Decision Centre. He currently serves as a columnist and advisory board member of the Globe and Mail’s Globe Advisor.

In this episode, Jason answers so many questions pertaining to the industry, including the difference between fee-only and no-fee advisors, how financial designations work in Canada, and what terrible advice to avoid at all costs. Jason also explains common misconceptions about investing that could help you come tax season and when planning for retirement.

Things I Mentioned in the Episode

Follow Jason

Looking for Financial Help?

Looking for some financial help during these challenging and uncertain times? Check out my investing course and budget spreadsheets on my shop page

Disclosure: Nothing on my website or affiliated channels should be considered advice or an endorsement, and some content may include affiliate links in which I may earn a commission at no extra cost to you. Please read my disclaimer to learn more.

add a comment