THE CI INVESTMENTS AWARD FOR
MULTI-SERVICE ADVISOR OF THE YEAR WINNER Jason Pereira Woodgate Financial (IPC Securities Corporation)
FINALISTS Brad Jardine CIC Financial Group
Catherine Hurlburt Integrated Planning Group (Assante Financial Management)
Christopher Rawles RT Mosaic Wealth Management
Duane Francis Mandeville Private Client
Guido Camaiani Skyview Private Wealth (Mandeville Private Client)
Jennifer Black DFS Private Wealth (Mandeville Private Client)
Joseph Nguyen CIBC Imperial Service
P.J. Brooks
ALTHOUGH ADVISORS are renowned for their work ethic, it’s hard to find anyone in the industry with the same energy level as Jason Pereira. Passionate about his business, financial services and technology, the partner and senior financial consultant at Woodgate Financial is as adept
“The secret? Hustle … lots of hustle. You ask anyone I know, and they’ll be like, ‘I don’t know how he does that’” JASON PEREIRA Woodgate Financial
at diversifying his career as he is portfolios. In addition to his daily responsibilities as an advisor, Pereira lectures at York University’s Schulich School of Business, hosts his own technology podcast and has started two fintech companies – but he also recognizes that sometimes, less is more.
“We are actually cutting back yet again,” he said, “so we’ll have a 60-to-1 household ratio to advisor pretty soon. The service keeps going up while the household level keeps going down. Everything’s great.” Jodi deMunnik, regional sales manager and senior vice-president at award sponsor CI Investments, acknowledged that “our business would not succeed without [advisors]. They are the most integral part of our business.” PROUDLY SPONSORED BY
Jodie deMunnik CI Investments
Investors Group
Paul Manders JMRD Wealth Management Team (National Bank Financial)
CI Investments is one of Canada’s largest investment management companies. CI provides one of the industry’s widest selections of investment funds and leading portfolio managers. Our investment management expertise is available through several different platforms, including mutual funds, managed solutions, guaranteed solutions and alternative investments. For more information, visit ci.com.
Jason Pereira Woodgate Financial 56 56
www.wealthprofessional.ca www.australasianlawyer.com.au
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