Jason Pereira @jasonpereira.bsky.social · 9hFinancial Planning for Canadian Business Owners is back: a new home at businessownerfp.ca and a new format, a biweekly video series. Episode 1: should you incorporate? youtu.be/Jrj8I5RL1o4 000
Jason Pereira @jasonpereira.bsky.social · 11/09/2026Curing cancer or killing us? No one's quite sure. Maybe both? Also...ChatGPT now has a financial Services version??? But don't worry, they move the goalpost on what constitutes an AI that can kill us. #AI jasonpereira.substack.com/p... 110
Jason Pereira @jasonpereira.bsky.social · 04/09/2026Everyone is fighting this week Every major player is battling for the frontier crown and the bots are starting their own war, and of course, the biggest announcement happened after I was ready to publish... #Ai jasonpereira.substack.com/p... 000
Jason Pereira @jasonpereira.bsky.social · 28/08/2026Something about a sale to Vanguard...and won't believe the number Anthropic just made up. And Apple shows everybody how on-device AI is done, and a powerful OX get unmasked. #AI jasonpereira.substack.com/p... 000
Jason Pereira @jasonpereira.bsky.social · 10/08/2026Believe it or not, I did not pick the name for this But yeah, I guess I have to say I'm attending 000
Jason Pereira @jasonpereira.bsky.social · 07/08/2026How do you turn$11 billion into $2 billion? Get mogged by AI. #ai jasonpereira.substack.com/p... 000
Jason Pereira @jasonpereira.bsky.social · 26/07/2026Another AI just broke out of its cell, but this time it went on the attack And the debate over open source is starting to heat up, and my X-Men team got their own profile. #ai jasonpereira.substack.com/p... 000
Jason Pereira @jasonpereira.bsky.social · 21/07/2026XYPN asked me to help pick the finalists for this year's XYPN AdviceTech Competition again this year. Join me and Amy DeTolla on August 18th to help announce the finalists to discuss how they fit the evolving advisor tech landscape #advicetech www.xyplanningnetwork.com/e... 000
Jason Pereira @jasonpereira.bsky.social · 20/07/2026This week may have changed everything Apple sues OpenAI in possibly the worst case of corporate espionage ever, turns out Elon was stealing our code, and Kimi just earned it's Moonshot name!!!! jasonpereira.substack.com/p/this-week-... #aijasonpereira.substack.comThis week may have changed everythingApple sues OpenAI in possibly the worst case of corporate espionage ever, turns out Elon was stealing our code, and Kimi just earned it's Moonshot name!!!! 001
Jason Pereira @jasonpereira.bsky.social · 17/07/2026This week may have changed everything Apple sues OpenAI in possibly the worst case of corporate espionage ever, turns out Elon was stealing our code, and Kimi just earned it's Moonshot name!!!! #AI jasonpereira.substack.com/p... 000
Jason Pereira @jasonpereira.bsky.social · 10/07/2026Maybe Tokenmaxxing isn't a flex AI ROI isn't living up to it's promise...but if you DIY the model training, it just might. jasonpereira.substack.com/p/maybe-toke...jasonpereira.substack.comMaybe Tokenmaxxing isn't a flexAI ROI isn't living up to it's promise...but if you DIY the model training, it just might. 000
Jason Pereira @jasonpereira.bsky.social · 12/06/2026Fables, myths, and a brand new Siri that actually works. open.substack.com/pub/jasonper...open.substack.comFables, myths, and a brand new Siri that actually works.That, and I survived another round of hot wings. 000
Jason Pereira @jasonpereira.bsky.social · 05/06/2026Erin Brockovich 2: Suing data centres over awake but soulless AI #AI open.substack.com/pub/jasonper... 000
Jason Pereira @jasonpereira.bsky.social · 29/05/2026You can now let Opus 4.8 yolo stocks on Robinhood, but the Pope won't approve open.substack.com/pub/jasonper...open.substack.comYou can now let Opus 4.8 yolo stocks on Robinhood, but the Pope won't approveWhat's more amazing is that the headline this week is actually true. 000
Jason Pereira @jasonpereira.bsky.social · 22/05/2026Google floods the zone while Anthropic makes the biggest free agent signing of the year #Ai open.substack.com/pub/jasonper...open.substack.comGoogle floods the zone while Anthropic makes the biggest free agent signing of the yearHow many AI announcements can happen in a single day? Well, Tuesday may have set a record. 000
Jason Pereira @jasonpereira.bsky.social · 15/05/2026Lookout, out Gold, NVIDIA is coming for you next open.substack.com/pub/jasonper...open.substack.comLookout, out Gold, NVIDIA is coming for you nextAnd can you believe that Princeton didn't have Proctor's? 000
Jason Pereira @jasonpereira.bsky.social · 08/05/2026The agents may have claimed their first company casualty. open.substack.com/pub/jasonper... 000
Jason Pereira @jasonpereira.bsky.social · 24/04/2026WHAT...A...WEEK! This week in AI was bonkers. Here is just a taste - Claude rug pulls code on - Google is not messing around with over a dozen major annoucements - The open source models keep crushing the competition on benchmark scores jasonpereira.substack.com/p/whataweek?... hashtag#AIjasonpereira.substack.comWhat...A...Week...The torrent of news this week was...a lot...even in the world of AI 110
Jason Pereira @jasonpereira.bsky.social · 16/04/2026Vanguard goes full Oprah and Perplexity and Open AI want all your financial data. #AI jasonpereira.substack.com/p... 000
Jason Pereira @jasonpereira.bsky.social · 13/04/2026If you're not reading my AI for Financial Advisors newsletter yet, then you're missing out. But don't take my word for it. Even Substack is calling it a rising star in technology. Subscribe today. #AI jasonpereira.substack.com/p... 100
Jason Pereira @jasonpereira.bsky.social · 10/04/2026Milla Jovovich making AI headlines was not on my bingo card for this year #AI open.substack.com/pub/jasonper...open.substack.comMilla Jovovich making AI headlines was not on my bingo card for this yearThat and the next version of Claude literally broke out of its own cage!!!!! 000
Jason Pereira @jasonpereira.bsky.social · 02/04/2026While there was a lot of great insight on AI in this podcast with Ken Lotocki, James Cantwell and Mark Heynan, the best part was the behind the scenes Star Wars discussion about the Machete cut and Darth Jar-Jar #AI youtu.be/nT4hfJhyijM?si=0iq... 000
Jason Pereira @jasonpereira.bsky.social · 02/04/2026This week's AI for Financial Advisors drops tomorrow morning, but in case you haven't seen last week's, here's a peek #ai 000
Jason Pereira @jasonpereira.bsky.social · 31/03/2026If you haven't seen this week's AI for Financial Advisors newsletter, here's what you're missing #AI open.substack.com/pub/jason... 000
Jason Pereira @jasonpereira.bsky.social · 30/03/2026In case you weren't lucky enough to be at Future Proof Citywide in Miami to catch my vibe coding presentation, you can now find it here. youtu.be/GL8FreFQqFk?si=7Gn... 120
Jason Pereira @jasonpereira.bsky.social · 27/03/2026This week in the world of AI wasn't anywhere near as funny as the the last episode of season 1 of Silicon but Im sure it was an awesome Weissman score. (yes it's a Silicon Valley joke) #AI 000
Jason Pereira @jasonpereira.bsky.social · 25/03/2026Still shopping for an AI note taker? My boys over at Focal have given me a special promotion code for one month free. Just use code FINTECHIMPACTPODCAST at checkout. #ai meetwithfocal.com/ 000
Jason Pereira @jasonpereira.bsky.social · 25/03/2026Still shopping for an AI note taker? My boys over at Focal have given me a special promotional code for one month free. Just use the code FINTECHIMPACTPODCAST at checkout #ai 000
Jason Pereira @jasonpereira.bsky.social · 20/03/2026Batman just sold his AI, and Pikachu used this as free labour for years #AI open.substack.com/pub/jasonper...open.substack.comBatman just sold his AI, and Pikachu used this as free labor for yearsI swear it just gets weirder every week. 010
Jason Pereira @jasonpereira.bsky.social · 13/03/2026Pretty sure I have been saying this for a while. open.substack.com/pub/jasonper...open.substack.comSo actual Robo Advisors may not be a thing…And maybe my questions aren’t as great as I am being led to believe. 🧐 010
Jason Pereira @jasonpereira.bsky.social · 06/03/2026All you need is AI...and sporting goods 🧐 Seriously, did Dick's Sporting Goods launch an LLM? open.substack.com/pub/jasonper...open.substack.comAll you need is AI...and sporting goods 🧐The DoW vs Anthropic got wild this week and can someone tell me what they heck is going on with Dick's Sporting Goods. 000
Jason Pereira @jasonpereira.bsky.social · 03/03/2026In case you missed it, why Claude Co-Work caused a correction in IBM stock last week. Here's my take from last week's AI for Financial Advisors newsletter. The next one drops Friday morning, so don't miss it. #AI open.substack.com/pub/jason... 000
Jason Pereira @jasonpereira.bsky.social · 02/03/2026Just under a week until I deliver my vibe coding session at FutureProof Citywide in Miami. There's still time to sign up! #AI futureproofhq.com/citywide/... 100
Jason Pereira @jasonpereira.bsky.social · 27/02/2026Pretty sure I saw this movie Apparently, the Pentagon has never watched The Terminator. Either that or it thinks Skynet is a good idea. #AI open.substack.com/pub/jasonper...open.substack.comPretty sure I saw this movieApparently the pentagon has never watched The Terminator. Either that or it thinks Skynet is a good idea. 000
Jason Pereira @jasonpereira.bsky.social · 26/02/2026Special thaks to Marla Sofer for having me on the Knowing Me, Knowing You to talk about AI and the future of advice podcasts.apple.com/us/podca... 000
Jason Pereira @jasonpereira.bsky.social · 25/02/2026Haven't signed up for my new newsletter "This Week in AI for Financial Advisors" yet? Here is a peek of what you're missing jasonpereira.substack.com/ #fintech 010
Jason Pereira @jasonpereira.bsky.social · 25/02/2026Bruce Sellery was nice enough to have me on Moolala taking Canadian fintech and open banking. Check out the episode here moolala.ca/ai-in-fintech-wh...moolala.caAI in Fintech: What’s Changing Behind the Scenes at Banks - MoolalaArtificial intelligence is reshaping financial services, and the biggest changes may be happening where you cannot see them. Bruce speaks with financial planner and fintech expert Jason Pereira about how AI can automate back-office work, improve self 010
Jason Pereira @jasonpereira.bsky.social · 21/02/2026open.substack.com/pub/jasonper...open.substack.comThey have AI in things nowApparently there is more to AI than chatbots and note takers 000
Jason Pereira @jasonpereira.bsky.social · 13/02/2026It's fine...maybe open.substack.com/pub/jasonper...open.substack.comIt's fine...maybeThe biggest L dished out this week didn't happen in the Superbowl, it was on the stock market. 100
Jason Pereira @jasonpereira.bsky.social · 30/01/2026Week 1 of my new newsletter "This Week in AI for Financial Advisors" is officially live open.substack.com/pub/jasonper...open.substack.comBecause Someone Had To Do ItFinally a resource that will MAYBE help you keep up with everthing happening in the world of AI and how it impacts Financial Advisors. 000
Jason Pereira @jasonpereira.bsky.social · 11/01/2026“I’m not going to defer CPP or OAS or use and RRSP becuase if I die before 70 I get nothing from the first two and will pay a lot of tax on the RRSP” Me: Yeah, your ghost is going to be so mad 🤦♂️media.tenor.coma soccer game with the words own goal written above itALT: a soccer game with the words own goal written above it 020
Jason Pereira @jasonpereira.bsky.social · 08/01/2026A special thanks to Larry Sprung for having me on the Mitlin Money Mindset Podcast to talk AI, Fiduciary duty, and the industry in general youtu.be/fd-9qW1oNb0?si=DLB... 000
Jason Pereira @jasonpereira.bsky.social · 06/01/2026This is what happens when an entire generation grows up having never seen the Jesse takes caffeine pills episode of Saved by the Bell www.thestar.com/news/gta/sal... via @torontostarthestar.comKids are using these illegal caffeine packages. Why doctors say it’s alarmingIllegal but easy to find, some pouches are marketed to youth and their popularity is driven by young people’s videos on platforms such as TikTok. 000
Jason Pereira @jasonpereira.bsky.social · 30/12/2025If an advisor needs to change what they are telling their clients about fees because of increased disclosure, then that client needs to consider get a new advisor. This was always ethical table stakes. www.investmentexecutive.com/uncategorize...investmentexecutive.comHow should advisors speak to clients about total cost reporting? | Investment ExecutiveClients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance 020
Jason Pereira @jasonpereira.bsky.social · 16/09/2025Thanks to Ron Butler for having me on the Angry Mortgage to discuss the realities of real estate investing. youtu.be/HrsLfIpj62E?...youtu.beReal Estate LOSSESYouTube video by Angry Mortgage Podcast 120
Jason Pereira @jasonpereira.bsky.social · 30/08/2025A realtor on Twitter once told me I didn’t know what I was talking about because I hadn’t read Rich Dad Poor Dad? That will never stop being funny” 130
Jason Pereira @jasonpereira.bsky.social · 20/08/2025Alts providers talking about their Sharpe Ratios is basically no different than them describing the plot of a fairy tale. 130
Jason Pereira @jasonpereira.bsky.social · 15/07/2025Jason breaks down salary vs dividends - uncover the tax surprises and retirement considerations you need to know. Don’t miss out on potentially big savings! #BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning youtu.be/XUbUtj4G9IEyoutu.be- YouTubeEnjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. 000
Jason Pereira @jasonpereira.bsky.social · 14/07/2025Never let the marketing department get hold of a valid strategy that applies to 5% of the population…all they see is the other 95% 020
Jason Pereira @jasonpereira.bsky.social · 12/07/2025Think dividends are always the better payout option? 🤔 Think again! Explore the surprising tax implications & retirement impacts of dividends vs salary for business owners. #BusinessTips #FinancialPlanning #TaxTips #RetirementPlanning youtu.be/XUbUtj4G9IEyoutu.be- YouTubeEnjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. 020
