Woodgate Financial Partners

At Woodgate Financial Inc., we believe that everyone deserves a comprehensive and personalized approach to their financial life. As a financial planning firm, we offer a range of services designed to help individuals, corporate executives, and business owners achieve their financial goals. Our team of experts is committed to providing you with the guidance and support you need to make informed decisions about your financial future.

Who We Help

We help busy individuals and families with complex financial affairs take control of their financial lives. Whether you're an executive, a business owner, or an individual, we'll work with you to create a customized plan that addresses your unique needs and goals.

Our Services

At Woodgate Financial Inc., we offer a range of services designed to help you achieve your financial goals. Our services include:

Individual Clients

• Comprehensive financial planning
• Investment management
• Tax planning
• Retirement planning

Executives

• Executive compensation and job offer consulting
• Stock risk management
• Benefits planning

Business Owners

• Succession planning
• Business sale consulting
• Group compensation planning

Our Team

At Woodgate Financial Inc., we're proud of our team of experienced and knowledgeable professionals. Our team members have extensive experience in the financial industry and hold numerous certifications and designations. We're committed to providing you with personalized service and customized solutions that address your unique needs and goals.

Jason Pereira

MBA, CFA, CFP(Can & US), RFP, TEP, FCSI, CIWM, PFP, FMA

As a Principal and Senior Financial Consultant, Jason brings over 20 years of experience in the financial industry. He's a Masters graduate of York University and holds numerous certifications and designations.

James Collins

BA, FCSI, CIM, CIWM, FMA

As a Partner and Senior Financial Consultant, James brings over 20 years of experience in the investment industry. He holds numerous certifications and designations, including the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).

Dustin Dinis

As an Associate, Dustin has over 5 years of experience in the financial industry. He holds a Bachelor of Science in Psychology from York University and is currently pursuing his Certified Financial Planner (CFP) designation.

Victoria Zaremba

Financial Planner

Victoria has over 10 years of experience in the financial industry and holds numerous certifications and designations, including the Chartered Financial Planner (CFP) and Chartered Professional Accountant (CPA).

Our Approach

At Woodgate Financial Inc., we believe that a comprehensive approach is essential for achieving financial success. We take the time to understand your unique needs and goals, and then work with you to create a customized plan that addresses your financial concerns and aspirations.

Our Process

At Woodgate Financial Inc., we follow a five-step process to ensure that you receive the personalized service and guidance you need:

1. Initial Consultation

2. Needs Assessment

3. Goal Setting

4. Implementation

5. Ongoing Monitoring and Review

Why Choose Us

At Woodgate Financial Inc., we're committed to providing you with personalized service and customized solutions that address your unique needs and goals. Our team of experienced professionals is dedicated to helping you achieve your financial goals, whether you're an individual, executive, or business owner.