Jason Pereira joins SideDrawer Advisory Board

Toronto, Ontario – (Web Release – September 8, 2021) SideDrawer is pleased to welcome Jason Pereira, Partner & Senior Financial Consultant at Woodgate Financial, to its Advisory Board. Jason is an active proponent for the financial planning profession through his contributions on regulatory matters, client reform advocacy, and supporting other advisors as they grow their practice. SideDrawer expects to benefit from Jason’s expertise across a number of areas that are relevant to scaling our business amongst the advisor community.

In addition to running a successful wealth management practice, Jason currently sits on the board of the Financial Planning Association of Canada, The Institute of Advanced Financial Planners, and The Individual Finance and Insurance Decision Centre, has lectured at the Schulich School of Business at York University, hosts one of the top Fintech podcasts in the world, and is a columnist for the Globe & Mail’s Globe Advisor section. Over the course of Jason’s career, he has received numerous awards including multiple recipient of the Global Financial Planning Award, Top Insurance Advisor in Canada, repeatedly named Top 50 Financial Advisors in Canada, and recognized as one of the most influential people in wealth management.

“Our jobs as advisors and planners is to empower our clients to live the best version of their lives. A core prerequisite for delivering on this promise to clients, and one that has always been an obstacle, is the often painful process of collecting and organization documentation and other information. Done well, it provides peace of mind for the client, their families, creates administrative efficiencies, and leads to referrals, the best kind of new business,” said Jason.

“In reality, those critical life documents need to be organized for the client to be useful, accessible for advisors, family and other professionals, and obviously be secure. The document vault concept resonates very well with clients and the next generation, but the genius behind SideDrawer’s approach is to incorporate routine advisor workflows, the branding and a true digital experience which encourages use. I’m excited to be part of their journey going forward,” added Jason.

“Given Jason’s ongoing thought leadership through his podcast, articles, conferences and speaking engagements, we expect Jason to help us navigate through the appropriate distribution channels for our platform,” said Ali Qureshi, Co-Founder and Chief Revenue Officer at SideDrawer Inc.

Jason Pereira's LinkedIn Page: https://www.linkedin.com/in/pereirajm/

About SideDrawer

SideDrawer is an API-based document management platform that improves the client experience around collaboration and organization for businesses of all sizes. Our SaaS product is used by advisors, planners, executors and other professionals to securely collect and share sensitive client data and documents. Our infrastructure agnostic APIs are truly scalable, allowing fintechs and enterprises to save significant development resources on non-core, but critical document management workflows. For more information, please visit: www.sidedrawer.com or download our mobile apps on the Apple App Store or Google Play Store, or sign-up at my.sidedrawer.com.

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