Jason Pereira @jasonpereira
Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹 jasonpereira.ca Toronto, Ontario Joined April 2008-
Tweets36K
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Likes75K
Wolverine got Fatal Attractioned on #XMen97 and the GIF app is of no help…
“Nightcrawler will teleport us to Muir Island” #XMen97
@Wealth__Edge @DennisMBFW @MichaelKitces @jasonpereira @AdvancedPlanner @SamanthaTwenty @Lawrence_Sprung @MattHalloran_ I would be remiss if I didn't highlight the fact that I get to hang out with fellow @fpacanada members @CGWM_Muhs, @cvalle0625, & @jasonpereira. If you are a Canadian down at @Wealth__Edge come ask us what the Cool Canadians are up to!
“Last year’s technology just won’t cut it.” If you care about keeping your edge and being the best planner you can be … Then this is the right attitude to have. Maybe you’re a financial planner just starting out. Maybe you’re an experienced financial planner looking to level…
You know a hot sauce contest is legit when the events legal department wants you to sign a waiver. @wealth__stack
People wonder how Darwin came up with his theory of survival of the fittest
People wonder how Darwin came up with his theory of survival of the fittest
It never ceases to amaze me how many companies blame employees and tech providers for low adoption rates and never stop to consider it was their implementation and support that failed. In more cases than I can count, this has been the core problem.
I hope this is true
This will no doubt be a fascinating conversation. I will try to talk as little as possible lol
🤣
@AaronHectorCFP literally daydreams about niche financial planning topics while walking his dog. @jasonpereira has forgotten more about financial planning in Canada and the U.S. than most people will ever know. We are in the process of co-authoring a paper on insurance.
Bob Iger announces that Marvel Studios will reduce their output to: • 2-3 movies per year • 2 TV shows per year
Hear me out #xmen97
@FiSurgi and @CliffordAsness about being successful @FinServOrg @FinServPodcast
TIL some people think it’s rude to comment on social media posts you aren’t tagged on. I guess we have all been using social media wrong.
The theme for the IAFP Symposium is on point this year! If you’re a serious financial planner in Canada, this is the place to be. While you’re at it, check out this year’s case study. I love it. iafpsymposium.ca/wp-content/upl…
The theme for the IAFP Symposium is on point this year! If you’re a serious financial planner in Canada, this is the place to be. While you’re at it, check out this year’s case study. I love it. iafpsymposium.ca/wp-content/upl…
Toronto: where baseball is apparently banned
Toronto: where baseball is apparently banned
Ron Butler @ronmortgageguy
67K Followers 1K Following The big, old, overly opinionated mortgage broker is worried about the future of housing for average Canadians
Stephen Punwasi 🏚�.. @StephenPunwasi
63K Followers 888 Following Finance & tech guy. Co-founder @BetterDwelling. You’ve probably read something I wrote.
Steve Saretsky @SteveSaretsky
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Daniel Foch @daniel_foch
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Ben Rabidoux @BenRabidoux
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John Pasalis @JohnPasalis
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Mark McGrath @MarkMcGrathCFP
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ReWoman👠 @REWoman
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Jesse @ Kleine Real E.. @jesse_kleine
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Donna Bacher @loveurhome
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Gina Athanasiou @agentgina1
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Scott Ingram REALTOR�.. @areacode416
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The Rob Campbell @therobcampbell
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Thomas Kopelman 💵 @TKopelman
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William St-Sauveur @WillStSauveur
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cALS 💜 @cadawno
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Portrush87 @portrush87
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Daniel Keever @danielkeeverEFM
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Mrs. J Hutch @Jhutch43945987
10K Followers 11K Following Love 🇨🇦 🇺🇸 Opinions based on facts I hope! #PPC #MaximeBernier You will be blocked from following if no posts or replies! I assume you are a bot!
Pritham Krishnan @prithamkrishnan
330 Followers 2K Following Curated Content from Marketing Thought Leaders https://t.co/2m5kvW0n2G via @flipboard
✦ NobuCity ✦ @CityNobu
153 Followers 491 Following “Virtue is more to be feared than vice, because its excesses are not subject to the regulation of conscience.” - Adam Smith
Jackie Palframan @JackiePalframan
352 Followers 1K Following PhD | Academic | Independent | Financial Life Planner | CFP | Nelson Mandela Uni |Love helping people live their best life.
Jason VanderToorn �.. @Jaycvandy
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Darling Caring @caring_dar67184
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David v. Stumpfeldt @LongtermInvMgmt
169 Followers 910 Following Value Investing. Renewables. Real Estate. | Investment Manager & Ex-Banker
rotem nitzan @RotemNitzan
35 Followers 211 Following An aspiring financial advisor trying to help people make better investment decision
Tamo Maes @TamoMaes
52 Followers 321 Following
Name cannot be blank @lastchanceroman
86 Followers 547 Following I want to be plugged into the mindhive.
Late2theparty @Late2theparty8
45 Followers 146 Following Musician. Appreciate our planet. By necessity, taking the Early out of FIRE. He/him/his.
Ron Mcbaine @Ron172892111531
136 Followers 707 Following Debate, debate, debate. Can we be civil about it?
dineshjagasia @dineshjagasia1
69 Followers 595 Following
Christian @cmhansen_3
9 Followers 269 Following
Mike Moore @HueyTheFrenchie
44 Followers 131 Following
t @tcelinskis
57 Followers 343 Following
Brendan White, CFP®,.. @bmw1010_
321 Followers 532 Following Investment Strategist @ Janiczek Wealth Management | Chart Junkie, BJJ Hobbyist | Posts ≠ Financial Advice
CM @cmsportsnation
0 Followers 37 Following
stonks83 @stonks83
72 Followers 163 Following
Ian Rahilly, CFA, CFP.. @iafrahilly
2 Followers 478 Following Founder & CEO of Toucan Financial, Inc. | Tweets ≠ Advice
Austin Zaloum @austinzaloum
83 Followers 374 Following Critical Care Fellow @mcgillu | Neurologist 🧠
Jen @JenGubetini
629 Followers 847 Following investor | realtor | business woman | inspiring women to build wealth through real estate
Svs @SSIJsi
41 Followers 747 Following
Just another Bozo @jbutler7255
11 Followers 77 Following
funseeker50 @funseeker50fory
0 Followers 264 Following
Ron Butler @ronmortgageguy
67K Followers 1K Following The big, old, overly opinionated mortgage broker is worried about the future of housing for average Canadians
Stephen Punwasi 🏚�.. @StephenPunwasi
63K Followers 888 Following Finance & tech guy. Co-founder @BetterDwelling. You’ve probably read something I wrote.
Steve Saretsky @SteveSaretsky
53K Followers 818 Following Real Estate aficionado. Vancouver Realtor & investor. Host of The Loonie Hour podcast.
Daniel Foch @daniel_foch
36K Followers 4K Following The Canadian Real Estate Investor Podcast. Real Estate.
Ben Rabidoux @BenRabidoux
37K Followers 2K Following Canadian housing/macro/credit...occasionally tweets about fishing. Founder of North Cove Advisors and @EdgeREAnalytics. DMs open. Equal opportunity blocker.
John Pasalis @JohnPasalis
34K Followers 530 Following All things Toronto real estate - President and Broker of Record at @RealosophyRE Ideas at @movesmartly
Mark McGrath @MarkMcGrathCFP
18K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®, CLU®. DM's are always open. Meet a PWL advisor ⬇️
Mortimer @mortimer_1
17K Followers 48 Following
Better Dwelling @BetterDwelling
20K Followers 243 Following Data driven housing news. Need to contact us? Hit us on our beeper or [email protected]. #VanRE #ToRE
Boomer and Echo @BoomerandEcho
15K Followers 1K Following Advice-only financial planner. QAFP™ professional. Personal finance blogger. Financial planning for regular people. @robbengen #yql
Dr. Mike P. Moffatt �.. @MikePMoffatt
48K Followers 684 Following Founding Director, PLACE Centre. Co-Host, "Missing Middle". Husband. Father. Brother. Son. Economist. Housing guy. I used to do other stuff. Details in link.
Dima @dima_nomad
4K Followers 547 Following Housing | finance | tech. -Nobody goes there anymore. It is too crowded.-
Scott Ingram REALTOR�.. @areacode416
12K Followers 521 Following Data-driven former CPA, CA and current Toronto REALTOR® offering balanced views of the market — not an "only goes up" industry hype man
Carl Richards @behaviorgap
54K Followers 711 Following Pay attention to money and your relationship with it will change.
Sam Cooper @scoopercooper
62K Followers 10K Following Founder + J1 https://t.co/uMMAsnlJHh Bestselling Author. Award-winning investigative journalist, formerly with Postmedia and Global News. Email [email protected]
MichaelKitces @MichaelKitces
86K Followers 484 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Thomas Kopelman 💵 @TKopelman
26K Followers 630 Following Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice.
SurgiFi @FiSurgi
11K Followers 4K Following Robotic Surgeon. I’ve spent 1000s of hours studying finance, medicine, surgery, & the business of healthcare | Scout for @osventuresllc
Christine Duhaime @cduhaime
16K Followers 3K Following Financial crime, asset recovery. Sojourning to finish textbook on financial crime. Former global bank anti-fraud officer. #AML #AI writer.
Bryton Keyes @brytonkeyes
270 Followers 274 Following Accountant, Author, Investor. @UWaterloo & @LazaridisSchool alumni.
Denise Milano Sprung @denisesprung
652 Followers 1K Following ❤️ @Lawrence_Sprung 👨👩👦👦 @ZachSprung55 & @jeremy_sprung 📕 @ShhMomsReading 💚Chair @MilanoFund ⭐️Dir Marketing @mitlinfinancial #hockeymom #Disneymom
Happy Camper @crap_radar
7 Followers 114 Following
TD Leaker @TdLeaker
10K Followers 480 Following Wealth comes from a rising standard of living through real income growth, not phantom wealth predicated on credit.
Nicola S Tomlin @nstomlinfcsi
160 Followers 461 Following #InvestmentManager and #branchprincipal of @RJUKHart. #trustee of @firsttouchnnu Posting business and personal. All views my own.
Jill Teeple @jill_teeple
362 Followers 1K Following Proud mom. Devoted partner. Disability advocate. Board member. Policy wonk. Living in #LdnOnt. Can't talk now, my puppy needs me!
CathyWilliams CPA CA @CathyWilliamsCA
1K Followers 1K Following Independent CPA for Kindred Spirits, fiscal conservative, wife, mom of 2 great young adults, guinea pig gramma, 🏃♀️🏋🏻♂️☕️🌮🍱🥗🍜🦋🌺 🇨🇦
Kim G C Moody @KimGCMoody
385 Followers 90 Following Tax guru, small business advocate, love the study of leadership and passionate public speaker.
Watcher.Guru @WatcherGuru
2.3M Followers 1 Following Watcher Guru gives you unparalleled, unbiased coverage of all-things finance in real-time | Tweets Are Not Financial Advice
New Heights @newheightshow
432K Followers 84 Following Next level access to life in the NFL with @jasonkelce & @tkelce. A WSE original series. New episodes on Wednesdays
Patria Restaurant @PatriaTO
2K Followers 161 Following Authentic Spanish tapas made with the freshest ingredients.
Caitlin Christine @caitchristinee
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Montreal Expos @Montreal_Expos
52K Followers 1K Following The Twitter/X des Expos de Montréal. News, statistiques, pop culture, et l’histoire de Nos Amours. #Expos
FP Collective @FP_Collective_
1K Followers 37 Following We aggregate content from top Canadian financial planning creators, keeping you informed effortlessly.
MoneyTalkWithL @LarissaFernand
20K Followers 798 Following One of your most crucial relationships is the one you have with money. #MoneyTalkWithL #7amthoughts 🫖
Matt Zeigler @CultishCreative
1K Followers 2K Following Personal Archive advocate | write | speak | advise | YouTube | husband | and lots of music-related nerdery. All links below. "You know what love is."
Adam Blumberg 🇮�.. @Interaxis8
4K Followers 3K Following Delivering high-quality crypto education for financial advisors. Cofounder Interaxis. Trained 2k+ financial advisors in crypto & 11k+ YT subscribers
Frederik Christopher .. @NeckarValue
85K Followers 1K Following ✍ money & a meaningful life The world as we know it is dying, a new one will be born.
Republic of Kiribati @KiribatiGov
48K Followers 694 Following Diplomatic dispatches from the Government-in-Exile. 𝓢𝓲𝓬 𝓖𝓸𝓻𝓰𝓲𝓪𝓶𝓾𝓼 𝓐𝓵𝓵𝓸𝓼 𝓢𝓾𝓫𝓳𝓮𝓬𝓽𝓪𝓽𝓸𝓼 𝓝𝓾𝓷𝓬
Jorrell Bland @JReLLz35
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Nisha Patel @nishapatel
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Joya Dass @JoyaDass
2K Followers 767 Following Former news anchor (business) | I help women tell better stories about themselves.
The Critical Drinker @TheCriticalDri2
310K Followers 100 Following I review modern movies, and that's why I drink.
Sean Tuffy @SMTuffy
20K Followers 843 Following I tweet mostly about FinReg & crossborder funds. Sometimes I tweet about other stuff. Personal account, all opinions my own and whatnot.
Ryan Eisenman @Ryeisenman
553 Followers 436 Following CEO @ Arch - @gotk1s / The Digital Admin for Private Investments | NYC
VettaFi @Vetta_Fi
39K Followers 2K Following VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers.
Laura J. LaTourette, .. @LauraLaTourette
2K Followers 2K Following THAT Lesbian Financial Planner living authentically & leaving a legacy of love! Securities offered through LPL Financial. Member SIPC https://t.co/xZOBMT3EQf
Zeno Mercer @Zenomercer
1K Followers 2K Following Striving to make the world a little taller and more equitable. Let’s chat about robotics, AI, healthcare + beyond. ROBO Global | Vettafi | TMX
Kerry Davis @kerrycavdavis
1K Followers 3K Following 15+ yrs in Financial Services PR & Marketing #ETFs #RIAs #WealthManagement #AssetManagement #FinTech // kerry @ https://t.co/93L3Oofhi3 // 👧🏼👦🏼👦🏼
CNBC's ETF Edge @ETFEdgeCNBC
14K Followers 163 Following CNBC's ETF Edge is dedicated to the fastest growing trend in investing right now: ETFs.
Lara Crigger @LaraCrigger
3K Followers 940 Following Editor-in-Chief, VettaFi. Not an investment advisor. All opinions my own. The macaws, however, are not. Email: [email protected]
Jacqueline Hansen @Jacqueli_news
4K Followers 664 Following Business journalist. Formerly host of The Close, on @BNNBloomberg, @CTVNews, & senior business reporter @CBCNews @CBCBusiness.
Lorilyn Wilson, CPA @LorilynWilson
16K Followers 749 Following CPA | Owner Lake Oswego Tax | Recovering D1 Athlete (Go Blue) | I also help accountants create content on social media | Honorary Matt
Brad Heagy, CFP® @MentalCents
80 Followers 184 Following A blog about finance, financial planning, and the human behavior that drives them.
PBW @Paulbwi
64 Followers 199 Following
David Blanchett @davidmblanchett
2K Followers 125 Following Managing Director, Head of Retirement Research, PGIM DC Solutions
Matt Hobson @MattHobson6
858 Followers 956 Following Student of financial planning and people's money stories. Opinions are my own. Used to love to running trails but biking only now. Financial Guide.
Beth @Beth_Rubinoff
128 Followers 389 Following The Beth Time Ever | Business Development at @wealth_mgmt
ARQA @ARQA_AI
39 Followers 39 Following Next-level wealth management for RIAs, family offices, and HNW individuals.
Jason Kelce @JasonKelce
588K Followers 48 Following Authenticity is hard to find, come get your dose of real. Posts are indicative of my values, opinions, and stories. @newheightshow @underdog_phl
Fitti Lourenco @FittiL
452 Followers 956 Following Consumer of Canadian politics, government relations and media. Love travel.
Finology Software @FinologyTech
14K Followers 999 Following Student loan repayment planning tools for advisors.
Worst Finance Takes @Lifeinvestmoney
6K Followers 355 Following *not financial advice… actually it’s all terrible advice! Exposing FinTwits worst takes Expected dividends: $2.79/month DMs open for submissions - *Parody*
Bryan Hasling @bryanhasling
1K Followers 747 Following Financial Planner @ Modern FP • Retirement & Tax • Investment Mgmt • Equity Comp for Tech employees
D. Brian Blank, PhD @FinProfBlank
776 Followers 2K Following Assoc Prof of Finance @msstate in Empirical Corporate @MSUbusiness in @mscollegetown via @UofAlabama Fin BBA @CulverhouseUA Stats MS @MandersonUA PhD @HaslamUT
advisorvisuals @advisorvisuals
165 Followers 1K Following One-page financial plans on steroids (coming soon)I just realized that I made the RESP into a home down payment savings account for your minor child, and it’s maybe the most Canadian thing I’ve ever posted.
Guide: "How to draw down a $200k RESP over a 4 year university program" Let's say you front loaded your RESP, and years later you have $200k.... how do you get the money out? Thread👇
@AravindSitham @jasonpereira @MarkMcGrathCFP This one? 😂
@AravindSitham @LoonieDoctor @benjaminwfelix Not sure if you heard the last @RationalRemind podcast, but Ben is not old enough to get in there.
@jasonpereira @AravindSitham @MarkMcGrathCFP there will definitely be a sequel
@AravindSitham @MarkMcGrathCFP @jasonpereira @LoonieDoctor @TABASCO It's the worst ok option for me.
@MarkMcGrathCFP @jasonpereira Pssst @LoonieDoctor the answer is @TABASCO suckkkksssss
@jasonpereira @MarkMcGrathCFP There’s always @AdvancedPlanner 2024 if not before!!!
When you get together with @LoonieDoctor it’s good food, good times, and a LOT of nerding out about personal finance! Super awesome getting to know you and learning from you Mark! (Missing but not forgotten - @benjaminwfelix)
📹 New video 👕 New shirt 🚫 New inclusion rate 😎 Feels good to be back on camera As I’m sure you’ve heard, the capital gains inclusion rate is headed up this year, here’s a simple explanation.
@niranabraham @dailydirtnap @jasonpereira @MarkMcGrathCFP 😂😂😂 1) I know for a fact it doesn’t hurt coming out so I’m curious who douses it directly on their butthole to test. 2) I agree with Jared
@dailydirtnap Guys check out the last line Tabasco …,😉@jasonpereira @MarkMcGrathCFP @AravindSitham
@AravindSitham @Wealth__Edge @DennisMBFW @MichaelKitces @jasonpereira @AdvancedPlanner @SamanthaTwenty @MattHalloran_ @btreichelesq it seems our panel runs against @MattHalloran_
@Wealth__Edge @DennisMBFW @MichaelKitces & @jasonpereira have a "hot ones" inspired session. Wed at 9 a.m. (Spicy wings for breakkie...nice!) As past winner of @AdvancedPlanner's hot wings competition I have a professional interest. 😏 Real talk - two of the smartest in North America. It's worth it.
@Wealth__Edge @DennisMBFW @MichaelKitces @jasonpereira @AdvancedPlanner @SamanthaTwenty I'm super torn between @Lawrence_Sprung discussing retirement strategies for clients in that phase of life. (He lives the idea of looking for JOY) with @MattHalloran_ discussing tech stack case studies for streamlining & scaling. Anyone wanna swap notes? 😭 Wed at 1:50p.m. !
@Wealth__Edge @DennisMBFW @MichaelKitces @jasonpereira @AdvancedPlanner @SamanthaTwenty is hosting a lunch and learn on Wed. at 12:30 p.m. on the biggest mistakes advisors make on social. (Here's hoping I'm not the case study 👀) Samantha - do we need to register in advance? Because i have a feeling this one's gonna be standing room only!
@Wealth__Edge @DennisMBFW @MichaelKitces @jasonpereira @AdvancedPlanner @SamanthaTwenty @Lawrence_Sprung @MattHalloran_ I would be remiss if I didn't highlight the fact that I get to hang out with fellow @fpacanada members @CGWM_Muhs, @cvalle0625, & @jasonpereira. If you are a Canadian down at @Wealth__Edge come ask us what the Cool Canadians are up to!
@Wealth__Edge @DennisMBFW @MichaelKitces @jasonpereira @AdvancedPlanner @SamanthaTwenty @Lawrence_Sprung @MattHalloran_ @fpacanada @CGWM_Muhs @cvalle0625 Finally - got a few ELEVATE meetings lined up with various advisors and a few vendors as well. I'm looking forward to learning from people and soaking in all the information. (Yes...I love meeting people. What can I say 🤷♂️) More tidbits to come! See you all soon!
@Wealth__Edge @DennisMBFW @MichaelKitces @jasonpereira @AdvancedPlanner @SamanthaTwenty @Lawrence_Sprung @MattHalloran_ @fpacanada @CGWM_Muhs @cvalle0625 I hope you liked what you read! 1. Follow me @AravindSitham for more intersecting thoughts on planning, tax, personal finance, & life 2. RT the tweet below to share this thread with your audience
Getting my schedule locked in for @Wealth__Edge . The more I look at speakers and sessions - the more excited I get. I would be remiss if I didn't say to all the young tenured/next gen advisors - a little prep goes a long way! A few things I'm exited for: 👇
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