top of page
dp thoughts.png

Ideas. Insights. Inspiration.

Writer's pictureDavid Pullara

text-talk with Jason Periera, Partner, Woodgate Financial Inc.

text-talk

* an interview conducted completed via text message... so please excuse all typos *

Although I don't make New Year's Resolutions myself, I know a lot of people do... and many have to do with the state of their finances. So for my inaugural text-talk, I decided to interview my good friend Jason Pereira, Partner and Senior Financial Planner at Woodgate Financial Inc. Jason is not only an award-winning financial planner, he's also a university lecturer, fintech expert, writer, TV host, podcaster, and all-around nice-guy.

Clickable links for all those mentioned in this interview:


- dp

Comments


If you liked this post, don't miss the next one: get dpThoughts delivered to your inbox up to three times each week. 

(Or add me to your RSS feed and get every post in your reader as soon as it's published.)

Disclosure: As an Amazon Affiliate and a member of select other referral programs, I may earn a commission if you click on links found within my blog posts and subsequently make a purchase. The commissions earned are negligible, and while they help fund this website, they do not influence my opinions in any way.

bottom of page