Business Details
Your Trusted Financial Partner for Comprehensive Wealth Management
Woodgate Financial is a team of accomplished financial professionals dedicated to providing comprehensive wealth management solutions. Our mission is to help clients navigate complex financial landscapes through personalized strategies that integrate investment planning, tax optimization, risk management, and estate planning. With decades of combined experience, our advisors act as personal Chief Financial Officers, offering a holistic approach that coordinates all aspects of financial life.We specialize in serving busy individuals, corporate executives, and business owners whose financial affairs require professional expertise. Our award-winning 5-step process ensures clients receive cohesive, conflict-free advice tailored to their unique goals. By maintaining deep industry knowledge and prioritizing client education, we empower informed decision-making while upholding the highest standards of integrity and transparency.
Services
Financial Planning
Investment Planning
Risk Management
Tax Planning
Estate Planning
Executive Compensation
Business Succession
Charitable Giving
Cross Border Planning
ESG Investing
Highlights and features
- We offer a proven 5-step financial planning process recognized with global awards
- Our team includes CFA Charterholders and Certified Financial Planners with decades of industry experience
- We provide coordinated wealth management solutions across investments, tax, and estate planning
- Specialized services for corporate executives and business owners' complex financial needs
- Client-focused approach with transparent fee structures and personalized service
What people say
Honest, reliable and ethical professionals
Exceptional service
Unbiased financial advice
Strong work ethic
Creative solutions
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term financial success. Through in-depth analysis of your current financial situation, we develop written strategies covering investment allocation, cash flow management, and goal achievement. Our planners work closely with clients to establish realistic objectives and implement actionable plans that adapt to changing life circumstances while maintaining tax efficiency and risk-appropriate investment strategies.
Investment Planning
We design institutional-quality investment portfolios tailored to individual risk tolerance and financial goals. Using strategies similar to major pension funds, our approach combines diversified asset allocation with active risk management. We continuously monitor market conditions and rebalance portfolios to maintain target allocations while optimizing tax efficiency. Our process ensures investments align with overall financial plans while seeking competitive returns through both public and private market opportunities.
Estate Planning
Our estate planning service ensures efficient wealth transfer while minimizing tax liabilities. We review existing wills and powers of attorney, identify potential conflicts, and develop comprehensive succession strategies. By coordinating with legal professionals, we help establish trusts, charitable foundations, and business succession plans that reflect clients' wishes while maximizing tax deferral opportunities. Our approach balances legal requirements with practical considerations for multi-generational wealth preservation.
Executive Compensation
We specialize in optimizing complex executive compensation packages including stock options, deferred compensation, and incentive plans. Our consultants analyze total compensation structures, evaluate job offers, and develop strategies to maximize benefits while managing tax implications. We provide specialized risk management solutions for concentrated stock positions and help executives coordinate their corporate benefits with personal financial objectives through integrated wealth management planning.
Business Succession
Our business succession planning service helps owners transition their companies while preserving value. We coordinate with legal and accounting professionals to develop exit strategies that balance personal financial needs with business objectives. Services include corporate structure optimization, executive compensation planning, and sale negotiation support. We help business owners maximize after-tax proceeds while ensuring smooth transitions through comprehensive succession frameworks and estate integration strategies.
People
Jason Pereira
Senior Partner & Financial Planner
MBA holder and CFA Charterholder with over 20 years of experience. Lecturer at Schulich School of Business and award-winning financial planner recognized globally. Specializes in financial technology and investment strategies.
James Collins
Senior Partner & Financial Planner
Experienced financial planner with Fellow of the Canadian Securities Institute designation. Former investment advisor at major Canadian financial institutions. Specializes in wealth management and financial planning for private clients.
Dustin Dinis
Associate
Former VP of Sales at CI Global Asset Management with expertise in advisor consulting. Combines business development experience with behavioral finance insights to create client-focused financial solutions.
Christina Richardson
Client Relationship Associate
Over 20 years of experience in financial services administration. Provides day-to-day client support with expertise in investment account management and client service operations.
Banya Paul
Client Relationship Associate
Combines literature background with HR expertise to deliver exceptional client relationship management. Focuses on understanding client needs and providing personalized support solutions.
Questions
What services does Woodgate Financial Financial offer?
We provide comprehensive financial planning, investment management, tax optimization, estate planning, and specialized services for executives and business owners through our 5-step planning process.
How does Woodgate Financial's 5-step process work?
Our award-winning process includes financial auditing, investment planning, risk assessment, tax analysis, and estate review with ongoing progress monitoring to ensure clients stay on track toward their goals.
What makes Woodgate Financial different from other financial advisors?
We act as your personal Chief Financial Officer, coordinating all aspects of financial planning with a team of specialists who provide integrated solutions rather than fragmented advice.
Do you work with clients outside Canada?
Yes, we offer cross-border financial planning services for US citizens living in or moving to Canada, addressing investment, tax, and estate planning considerations on both sides of the border.
How are Woodgate Financial's fees structured?
We use a fee-based model with planning fees and asset management charges on a sliding scale. We also receive insurance commissions, with all fees fully disclosed and approved by clients.
What types of clients do you specialize in?
We specialize in serving busy professionals, corporate executives, and business owners with complex financial needs requiring coordinated wealth management solutions.
Reviews (1)
David Correia
Jan 28, 2016
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Woodgate has always been ready and willing to provide me with unbiased and nurturing financial advice. They have a strong work ethic that I truly appreciate.
