Who Jason can help


As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage and require professional assistance with the management of your wealth, we can help. Our clients include:

  • Immigrant entrepreneurs and their families looking for solutions of international wealth management 

  • Successful business owners and self-employed professionals who need help managing personal and business assets 

  • Busy executives and professionals looking to free their time to focus on personal and career goals 

  • Pre-retirees who want to make the most of their retirement savings as they approach retirement 

  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security 

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner 

  • Parents who are financially successful expecting their children to get financial education as early as possible 

  • Philanthropists looking for creative ways to enhance their legacy to chosen charities 

  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines

Important notices