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Plan. Prosper. Preserve.


Woodgate Financial Inc. (Woodgate) is a financial planning firm dedicated to providing our clients with comprehensive wealth management to help you make the most of your financial life.

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Plan. Prosper. Preserve.


Woodgate Financial Inc. (Woodgate) is a financial planning firm dedicated to providing our clients with comprehensive wealth management to help you make the most of your financial life.

Our clients include individuals, corporate executives and business owners. While each client is different, they all have one key factor in common: they are busy people whose financial affairs have reached a level of complexity that could benefit from professional assistance and coordination.

That’s where Woodgate comes in. Our team of highly accomplished financial industry experts will create and coordinate a cohesive strategy for all your financial interests – from investments to tax planning – to help you achieve your goals. Think of us as your personal Chief Financial Officer.

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Who We Help


Busy people. Complex financial affairs.

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Who We Help


Busy people. Complex financial affairs.

PRIVATE CLIENTS

Woodgate helps individuals take control of their financial life. From financial planning and asset management to integrated strategies to grow and preserve wealth, our in-depth process puts our clients on the path to success.

EXECUTIVES

Executives and managers who run corporations face a unique set of personal and professional challenges. That’s why, in addition to our core services, we offer executive compensation and job offer consulting, stock risk management and more.

BUSINESS OWNERS

To help business owners strike the ideal balance between their personal financial needs and those of their business, our extended offering includes succession and business sale consulting, group compensation planning and more.

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Partners


Knowledgeable. Thorough. Responsive.

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Partners


Knowledgeable. Thorough. Responsive.

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Jason Pereira
MBA CFA CFP FCSI CIWM PFP FMA

Partner & Senior Financial Consultant

Jason specializes in financial, tax, estate and corporate wealth planning, and works primarily with our business owner clients. Since starting his career on Bay Street in 1997, Jason has been awarded numerous degrees and professional designations.

An industry expert, he has appeared on The Business News Network (BNN) and his commentary has been featured in every major national newspaper, along with various online forums.

Committed to the betterment of the industry, Jason volunteers with the Financial Planning Standards Council, guest lectures at the Schulich School of Business at York University and mentors several entrepreneurs.

Jason's commitment to the industry has been recognized both nationally and internationally. In 2015 and 2016, he was named one of the Top 50 Financial Advisors in Canada, winner of the Outstanding Insurance Advisor award in 2016 and was named the Americas Region Winner of the 2015 Plan Plus Global Financial Planning Award.

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James Collins
BA FCSI CIM CIWM FMA

Partner & Senior Financial Consultant

James specializes in developing financial plans to help families achieve their goals. He also advises our private and executive clients who face a unique set of personal and professional challenges.

Born in London, England, James earned a B.A. from Southampton University. In 2000 he moved to Canada and started his career in the investment industry. Before joining Woodgate, he worked at several of the nation’s largest investments houses, including RBC Dominion Securities, CIBC Wood Gundy and ScotiaMcleod.

James holds several industry designations including Certified Investment Manager, Certified International Wealth Manager, and Financial Management Advisor. He is also a Fellow of the Canadian Securities Institute.

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Kathleen Peace
CFA CFP CFDA

Partner & Senior Financial Consultant

Kathleen specializes in executive compensation, Socially Responsible Investing (SRI) and financial issues associated with divorce.

Working with private clients and corporate executives, Kathleen is adept at thoughtfully guiding clients through the financial planning process. This ensures their comfort and understanding of the outcome and ongoing execution of their plan.

Beginning her career in foreign exchange on Bay Street, Kathleen spent 5 years in emerging markets on Wall Street before returning to Toronto. A brief stint in social services followed, whereby Kathleen decided that one-on-one client relationships would be the focus of her career and as such, joined the firm in 2004. 

Kathleen completed her BA in economics at Dalhousie University and has been a CFA Charterholder since 2001.

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Our Team


Expertise you can count on.

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Our Team


Expertise you can count on.

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RITI NAGI

Financial Planning Associate

Riti joined Woodgate in 2011 after completing a Bachelor’s degree in Mathematical Science at McMaster University. Since that time she has also completed several industry courses to further her industry knowledge. As a Woodgate Financial Planning Associate, Riti is the primary contact for any client whose plan is currently being worked on.

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CHRISTINA RICHARDSON

Client Relationship Associate

Having worked in the financial services industry since 2000, Christina is extremely knowledgeable about the administration of investment accounts and products. As a Woodgate client relationship manager, Christina is a resource for clients, helping them meet their day-to-day needs and inquiries.

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DAVID ELIEFF

Client Relationship Associate

A native of Toronto, David received his BA from the University of Toronto and has been working in the financial services industry since 2005. As a Woodgate client relationship manager, David is a resource for clients, helping them meet their day-to-day needs and inquiries.

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HAZEL DOMINGUEZ

Client Experience Manager

Hazel began her financial industry career in 2009 at TD Insurance followed by Ally Financial/RBC Automotive. She holds a BA from the University of Toronto and a Digital Communications certificate from Sheridan College. At Woodgate, Hazel is our clients’ primary point of contact.