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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

I began my career in the financial industry in 1997 in the brokerage business and have been with Woodgate Financial since 2007. 

Committed to the betterment of the industry, I volunteers with the Financial Planning Standards Council, and mentor several entrepreneurs. In addition I am also a Lecturer at the Schulich School of Business at York University where I teach financial planning, I contribute regularly to the Globe & Mail's Financial Facelift section and am a Financial Expert on SiriusXM's Krystal Nation.

During the course of my career, I have received: 
• Masters of Business Administration (MBA) 
• CFA Charterholder (Chartered Financial Analyst) 
• Certified Financial Planner (CFP) designation
• Financial Management Advisor (FMA) designation
• Certified International Wealth Manager (CIWM) certification
• the Personal Financial Planner (PFP) designation
• Fellow of the Canadian Securities Institute (FCSI)

My commitment to the industry has been recognized both nationally and internationally. Over the years I have been named:
• Winner of the Global Financial Planning Award (2015 & 2017)
• The Top Insurance Advisor in Canada (2016)
• A finalist for the Canadian Financial Planning Award (2016-2017) 
• One of the Top 50 Financial Advisors in Canada (2015-2017) 
• One of the most influential people in wealth management (2016)

Specialties: 
• Financial Investment
• Financial Insurance
• Tax & Estate Planning
• Corporate Wealth Management

james_collins

James Collins
BA FCSI CIM CIWM FMA

Partner & Senior Financial Consultant

I was born in London, England and earned a B.A. from Southampton University. In 2000, I moved to Canada and started my career in the investment industry. Before joining Woodgate, I worked as an investment and insurance advisor at several of the nation’s largest investments houses, including RBC Dominion Securities, CIBC Wood Gundy and ScotiaMcleod.

I have passed several industry courses, including:
• Canadian Securities Course (CSC)
• Conducts & Practices Handbook (CPH)
• Investment Management Techniques (IMT)
• Portfolio Management Techniques (PMT)
• Canadian Insurance Course (CIC) 
• Branch Managers' Examination (BME)
• Professional Financial Planning Course (PFPC)
• Wealth Management Techniques Course (WMT)

I have also been awarded several industry designations:
• Chartered Investment Manager (CIM) 
• Fellow of the Canadian Securities Institute (FCSI). 
• Financial Management Advisor (FMA) 
• Certified International Wealth Manager (CIWM) 

Specialties:
• Investment planning
• Insurance planning
• Developing financial plans to help families reach their goals
• Advising of private and executive clients

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Kathleen Peace
CFA CFP CFDA

Partner & Senior Financial Consultant

Over my two decades in the financial industry, I've dedicated my career to being an ally and resource for female entrepreneurs.

After spending the first half of my working life on Bay and Wall Streets, I returned to Toronto to start a family and spend more of my professional life directly helping people. Now I combine my financial prowess and love for building community by acting as a personal CFO and champion to a group of driven, successful women.

I create personalized, comprehensive plans for my clients so they know what to expect from their finances. A key aspect of my process involves building financial confidence and knowledge with a customized learning program.

I extend this customized support to organizations that I really care about whether by giving time to girls empowerment clubs in Swaziland or providing financial guidance to Massey Centre, a community-based mental health organization that supports pregnant and parenting adolescents.

Connect with me if you're looking for financial mentorship, a fresh perspective or support from a kindred spirit.

Specialties: Corporate/trust structures, corporate reorganization, planning for and effectively managing liquidity events, socially responsible/ESG (environmental, social, governance) investing, financial issues of divorce, risk management, estate planning


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.

JENNA PAOLINI

Client Experience Manager

Jenna graduated with an Honors Bachelor of Arts Degree in Psychology from Western University in 2008. After six years working with the Royal Bank of Canada as a Client Advisor, she sought new opportunities, eventually securing her position with Woodgate Financial in 2017.

Jenna’s passion for people and organization allow her to expertly and efficiently manage our client's day-to-day needs. Her work ethic and positive attitude make her an excellent addition to the team.