Our Partners


  Strategic Wealth - Ch.P


James A. Collins, BA, FCSI, CSWP, CIM, FMA

          Financial Consultant
          Partner
          james.collins@woodgate.ca

James was born in London England and earned a B.A. from Southampton University. In 2000 he moved to Canada and started his career in the investment industry. Before founding Woodgate Financial Partners he worked as an investment and insurance advisor at several of the nations largest investments houses: RBC Dominion Securities, CIBC Wood Gundy and ScotiaMcleod. In that time James has passed several industry courses including the Canadian Securities Course (CSC), the Conducts & Practices Handbook (CPH), the Investment Management Techniques (IMT), the Portfolio Management Techniques (PMT), the Canadian Insurance Course (CIC) and the Branch Managers' Examination (BME). In 2008 James was awarded the Canadian Investment Manager (CIM) designation and was also made a Fellow of the Canadian Securities Institute (FCSI). In 2009, James passed the Professional Financial Planning Course (PFPC) and the Wealth Management Techniques Course (WMT). As a result, James was awarded the Financial Management Advisor Designation (FMA). In 2010, James received the Chartered Professional in Strategic Wealth (CSWP) designation.

James serves as Woodgate's Investment and Insurance planning specialist.

Strategic Wealth - Ch.P

Jason M. Pereira, MBA, CFP, CSWP, FCSI, FMA

          Financial Consultant
          Partner
          jason.pereira@woodgate.ca

Jason, a Toronto native, started his career in the financial industry in 1997 whilst at ScotiaMcLeod. Since then he has gone on to start a boutique financial planning firm before founding Woodgate Financial Partners. Jason has passed several industry courses including the Canadian Securities Course (CSC), the Conducts & Practices Handbook (CPH), the Professional Financial Planning Course (PFPC), the Wealth Management Techniques (WMT), the Life Licensing Qualification Program (LLQP) and the Branch Managers' Examination (BME).

During the course of his career, Jason has been awarded a Masters of Business Administration (MBA), the Certified Financial Planner (CFP) certification, the Chartered Professional in Strategic Wealth (CSWP) certification, the Financial Management Advisor (FMA) designation and is a Fellow of the Canadian Securities Institute (FCSI).

Jason serves as Woodgates' personal and business financial planning specialist.

Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.