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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.

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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Our Team


Knowledgeable. Thorough. Responsive.

Our Team


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.


Peter Longo

Financial Planning Associate

Peter first entered the financial industry in 2001 in commercial and investment banking. After a period of time as an independent business owner, Peter returned to the financial services industry and joined Woodgate in 2016.  Peter is an honours graduate of McMaster Univeristy's Bachelor of Commerce program. Peter has passed all three levels of the Chartered Financial Analyst Program, Peter is the primary contact for any client whose plan is currently being worked on.

Christina Ricahardson

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.

Jeff Cover

Client Relationship Associate

Jeff graduated at the top of his class from the University of Toronto with a degree in history and political science. Since then he has earned certificates in Public Administration, and Municipal Accounting and Finance. He continues his education to this day with investment industry courses. As a Woodgate client relationship manager, Jeff is a resource for clients, helping them meet their day-to-day needs and inquiries.

Faith Taiwo

Client Experience Manager

Faith graduated with a UK first class degree, equivalent to a 4.0 GPA, in International Business Management and minored in Marketing from the University of Coventry. In 2015 she moved to Canada and now works as a client experience manager with Woodgate. 

Faith's passion for people and helping them meet their day to day needs, makes her an excellent addition to the team.