With a focus on client's entire financial picture, Jason integrates the most academically sound investment strategies with comprehensive wealth management. After graduating from the University of Alberta with two degrees and spending time in personal finance with a leading national bank, Jason was asked to join RBC Dominion Securities in 2005 as an Investment Advisor. Jason develops the investment strategies for all clients, overseeing the creation of tax-effective wealth management solutions.
Jason is a passionate advocate for financial literacy and education, and in the past has provided stock market updates on Edmonton radio, delivering financial talks to graduating University and college students and created and provided informative sessions on tax-efficient investing and retirement planning.
Jason and his wife enjoy family time raising their two daughters in Southwest Edmonton. Jason recently achieved the prestigious Chartered Investment Management (CIM) designation, one of the top designations in finance.