In today’s conversation, we chatted with Jason M. Pereira one of Canada’s foremost experts in financial planning. Jason is a recognized writer, public speaker, podcaster, and teacher. He is an expert in all things related to financial planning and fintech.   

Questions we ask Jason in this episode:   

• What were the series of events that led to his interest in the topic of financial market regulation  

• His thoughts on the Client Focused Reforms (CFRs) and how he believes it will shape our industry going forward  

• The top things Jason would do to transform the wealth industry  

• The role he believes technology plays in helping firms and advisors fulfill their CFR obligations  

• How he believes the financial advisory industry will change in a decade from today   

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