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. While completing his degree Jason worked for a major Canadian Financial Institution; starting as a teller and working his way through each position in the bank.
In 2001 Jason moved to Alberta to accept a Senior Financial Advisor role with a split focus on personal/small business lending and wealth management. While in this role Jason completed the Certified Financial Planner (CPF) designation which is considered to be the Gold Standard in providing financial planning and retirement advice to clients. In 2004 Jason shifted his focus exclusively to Wealth Management and immensely enjoys this challenging and rewarding field of work. Jason has been recognized 4 separate times as one of the top 25 Investment Advisors in his role in Canada and in 2008 Jason was one of only 2 people in Canada to receive the Annual Achievers Award.
In 2005 he completed the Chartered Financial Analyst (CFA) designation. This 3 year program is widely recognized as the highest level of investment management expertise in the world and is one of the toughest to complete with less than 10% of initial applicants achieving the designation.
Jason feels his background in banking along with his extensive investment and financial planning knowledge allows him to advise clients on all aspects of their financial life. When asked about their experience with Jason, many clients say that his straight forward and down-to-earth approach, along with his ability to advise on their complete financial situation, instills confidence and peace of mind. They know that their current and future situation will be secure.
Jason considers education and continued learning to be essential to providing clients with the best possible advice. To this end, he has recently completed his Registered Retirement Consultant (RRC) designation and has completed his Insurance License.
Jason looks forward to continuing his long term relationships with existing clients and building new relationships with future clients looking for the comprehensive advice he provides.
On the personal side, Jason enjoys fishing, hiking and skiing. He loves the outdoors and spending time with his wife and 3 children.