As a Portfolio Manager & Wealth Advisor, Jason provides access to a comprehensive range of services to help clients and families build and protect their wealth.
Jason’s strength lies in creating long-term relationships with his clients. He understands that each individual and family is faced with their own set of unique challenges and opportunities when it comes to finance. Jason customizes strategies for his clients, through personalized financial plans, discovery conversations and utilizing his trusted professional partners. In addition, Jason provides service in investment portfolio design, market research, and ongoing performance monitoring to ensure his clients remain on track to achieving their goals.
Jason has practiced in the investment industry for over 15 years. His wealth of experience, including his time as an RBC Financial Planner, allows him to provide his clients with holistic investment solutions at every life stage. Jason’s expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require solutions for broad and complex wealth management needs. He currently holds several designations, including the Personal Financial Planning designation, Life Insurance License and most recently Chartered Investment Management Accreditation.
Originally from Manitoba, Jason has lived in Kelowna for over 20 years with his wife, Jamie, daughter, Kiara, son, Kai, and their dog, Bentley. When he is not working with his clients, Jason enjoys skiing, exercising and spending time with his family. His children keep him busy as his son is involved with Kelowna Minor Football and with the Kelowna BMX Club.