Jay is an engaged Financial Planner in the community. He has over 13 years of experience in the financial industry. Including 5 years at a major investment firm and over 8 years’ experience as a Financial Advisor. He holds his Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
Outside of work, Jay is an avid skier, he grew up racing and instructing in Southern Ontario. He moved to Calgary in 2011 and has since developed a great admiration for Western Canada. You can find him at Nakiska during the winter weekends with his wife Samantha, and their 5-year-old daughter, Savannah.
Jay understands from both client and personal experiences that nothing in life is guaranteed. He ensures through proper planning that his clients can focus on maximizing their lives both now and well into the future.
