Born and raised in Thunder Bay, Ontario, Jason completed Honours Bachelor of Commerce Degree at Lakehead University with a Major in Finance and a Double Minor in Economics and Marketing. Jason has also earned the Certified Financial Planner (CFP) designation as well the Chartered Financial Analyst (CFA) designation.
With over 23 years of experience in financial services, Jason provides trusted advice and wealth management solutions to individuals, families, corporations and institutions. He is a member of the RBC DS Directors Council and is licensed as a Discretionary Portfolio Manager under the Private Investment Management (PIM) program. Jason is committed to earning his client’s trust by building lasting relationships, putting his client’s interests first in everything he does.
On the personal side, Jason enjoys fishing, hiking and skiing. He loves the outdoors and spending time with his wife and 3 children.
