PANEL
Jason M. Pereira, MBA CFA CFP RFP FCSI CIWM PFP FMA, Senior Financial Consultant, Woodgate & IPC Securities Corp.
Winner of Wealth Professional’s 2018 award for Multi-Service Advisor of the Year
Jason is a Partner Senior Financial Consultant with Woodgate Financial Partners and is a financial planner, entrepreneur, writer, broadcaster, podcaster and professor. He began his career in the financial industry in 1997 in the brokerage business and has been with Woodgate Financial since 2007. He specializes in financial investment, financial insurance, tax & estate planning and corporate wealth management. His commitment to the industry has been recognized both nationally and internationally. Committed to the betterment of the industry, Jason volunteers with the Financial Planning Standards Council, lectures at the Schulich School of Business at York University. He has mentored several entrepreneurs and is himself a co-founder of two technology companies.
Some of his awards and accolades include:
- Winner of the Global Financial Planning Award (2015 & 2017)
- The Top Insurance Advisor in Canada (2016)
- Top Multi Service Advisor in Canada (2018)
- Finalist for the IIAC Top Under 40 (2017)
- A finalist for the Canadian Financial Planning Award (2016-2018)
- One of the Top 50 Financial Advisors in Canada (2015-2017)
- One of the most influential people in wealth management (2016)
During the course of his career, Jason has received:
- Masters of Business Administration (MBA)
- CFA Charterholder (Chartered Financial Analyst)
- Certified Financial Planner (CFP) designation
- Registered Financial Planner (RFP) designation
- Financial Management Advisor (FMA) designation
- Certified International Wealth Manager (CIWM) certification
- The Personal Financial Planner (PFP) designation
- Fellow of the Canadian Securities Institute (FCSI)
Susan Latremoille, MBA, FCSI, ICD.D, FEA, Director, Wealth Management, Wealth Advisor, The Latremoille Group, Richardson GMP Limited
Winner of Wealth Professional 2018 award for Top Advisor Office (Fewer than 10 Staff)
Susan works with clients at the intersection of life and money. As a Wealth Advisor, Susan believes in a holistic approach to helping her clients plan their financial futures and manage their wealth so that they achieve their goals with peace of mind. She founded the Latremoille Group in 1990 to provide advice and wealth management to a select group of high net worth business owners, professionals and families.
Since her graduation from The Family Enterprise Advisor Program in 2017, Susan has become keenly interested in developing multi-disciplinary approaches to solving family business succession issues.
Susan holds the FEA, ICD.D designations and has an MBA from The Canadian School of Management. She is a past director of Richardson Financial Holdings Inc. and former member of the investment committee at The Toronto Community Foundation.
Susan is the author of “The Rich Life – Managing Wealth and Purpose”, “It’s Not Just About The Money – The Whole Life Approach to Wealth Management”, and co-author of “On The Shoulders of Atlas – A Story about transitioning a Family Owned Business”.
Diane Nash, Wealth Advisor, Nash Family Wealth Management, National Bank Financial
Winner of Wealth Professional 2018 Award for Female Trailblazer of the Year
Diane started in the industry in the fall of 1996, shortly after her graduation from Western University. Diane’s tenure in the financial industry helped her to develop a niche in financial planning and wealth advisory. Diane is a CFP.
Diane provides in-depth planning for clients who strive to encompass all facets of their finances. Everything from cash flow analysis; insurance and risk planning; estate planning as it relates to your investments; education planning and retirement living.
Diane moved to London from rural south-western Ontario in 1993 to pursue her education. London became her home as her career developed.
Currently, Diane is also a Board Member of London Community Foundation.
MODERATOR
Zachary Sikorski, Director, Wealth Sales, Sun Life Financial
Zachary A. Sikorski is the Director, Wealth Sales for North East of Toronto and Collingwood-area. Zachary’s practice has evolved into a holistic approach, offering several layers of value to advisors. His extensive knowledge around practice management, prospecting strategies, mutual funds, segregated funds, income planning, and annuities has helped advisors turbo-charge referrals, open substantial accounts, and add value back to their client relationships.
Zachary joined the Sun Life team in April 2013. Prior to joining Sun Life, Zachary worked as a senior corporate FX trader for a boutique firm in Toronto, mitigating foreign exchange risk for medium, large, and multinational corporations. Before then, he was employed with TD Canada Trust and TD Waterhouse.
