Jason R. Shorter, BA, CIM

Vice-President, Portfolio Manager & Wealth Advisor

604-257-7447 | Email me
604-235-9950 | LinkedIn
1-844-665-9900

Born and raised in North Vancouver, Jason graduated from the University of British Columbia with a Bachelor of Arts degree, specializing in physical geography and geology.

Upon graduation, Jason began a career in the mineral exploration industry, working closely with geologists from some of North America's largest mining companies. Jason's experience in the field of exploration included a variety of activities that ranged from technical applications, such as drill site positioning and colour choropleth mapping, to the financial side, through venture capital operations.

After spending several years working around the world, Jason moved to Whistler to pursue a cycling career. Competing at the professional level for ten years, Jason's diligence and hard work provided success at both the national and international level.

Jason has always had a keen interest in the financial world. This developed further during his time spent working abroad. Working with both publicly traded and private companies all over the world provided great insight. He brings this experience to his role as Investment Advisor.

A strong believer in continuing education, Jason brings his commitment to excellence to his constant upgrading of skills. He has achieved honours standing in his investment industry qualification, and continues to expand his knowledge base. Jason is both insurance and options licensed, and he is also licensed to provide discretionary portfolio management services.

Away from the office Jason volunteers his time as a Level 3 Alpine Ski Racing Official and currently sits as the Alpine Chair on the Whistler Mountain Ski Club's board of directors. Jason has also been a member of the Whistler Off Road Cycling Association (WORCA) since 1993 and has been active as a volunteer trail builder for many years.

Jason is married to wife Brigitte, who is from Austria and they have two teenage sons named Matthias and Felix. Both boys are competitive alpine ski racers and have represented B.C. at the Canada Winter Games and Whistler Cup. The whole family love the outdoors and spend their time enjoying Whistler, Vancouver and the Austrian Alps.

Tracey Tabata

Associate

604-257-7527 | Email me
604-235-9950
1-844-665-9900