Jason Pereira of Woodgate Financial is part of this year's WP Top 50 Advisors.
28 Jason Pereira
Woodgate Financial
Investment Planning Counsel
Toronto
AUM GROWTH: $8,000,000
AUM PER CLIENT: $508,571
REVENUE PER CLIENT: $5,334
CLIENTS AT END OCT 2015: 350
RETENTION RATE: 62.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 6
Jason Pereira racked up an AUM per client of more than $508,000 in 2015. Pereira began his career in the financial industry in 1997 in the brokerage business before founding Woodgate Financial Partners with his business partner, James Collins. He serves on the editorial advisory board of the Advisor Group and is a guest lecturer at the Schulich School of Business at York University.
Woodgate Financial
Investment Planning Counsel
Toronto
AUM GROWTH: $8,000,000
AUM PER CLIENT: $508,571
REVENUE PER CLIENT: $5,334
CLIENTS AT END OCT 2015: 350
RETENTION RATE: 62.50%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 6
Jason Pereira racked up an AUM per client of more than $508,000 in 2015. Pereira began his career in the financial industry in 1997 in the brokerage business before founding Woodgate Financial Partners with his business partner, James Collins. He serves on the editorial advisory board of the Advisor Group and is a guest lecturer at the Schulich School of Business at York University.
