3. INTERVIEW TOPIC : WHAT INDIAN FINANCIAL ADVISORS CAN LEARN FROM THEIR GLOBAL COUNTERPARTS? – INTERVIEWED BY: “MR. GRANT HICKS”, CIM, PRACTICE MANAGEMENT COACH, CANADA, INTERVIEWEE: “JASON M. PEREIRA”, MBA CFA CFP (CAN, US) RFP TEP FCSI CIWM, WOODGATE FINANCIAL AWARD-WINNING FINANCIAL PLANNER, PORTFOLIO MANAGER, ENTREPRENEUR, LECTURER, FINTECH EXPERT, WRITER, TV HOST & PODCASTER

Speakers

 

INTERVIEWED BY:

MR. GRANT HICKS
CIM, PRACTICE MANAGEMENT COACH, CANADA

INTERVIEWEE:
JASON M. PEREIRA
MBA CFA CFP (CAN, US) RFP TEP FCSI CIWM, WOODGATE FINANCIAL
AWARD-WINNING FINANCIAL PLANNER, PORTFOLIO MANAGER, ENTREPRENEUR, LECTURER, FINTECH EXPERT, WRITER, TV HOST & PODCASTER