Jason is an experienced Investment Advisor with deep roots in the Dundas and Ancaster communities who believes the most valuable asset isn’t money- it’s trust.
With a calm, people first approach he focuses on building strong, lasting relationships that help clients feel confident in both their finances and their future. He works closely with clients to build personalized financial strategies that grow and protect their wealth over time.
“I have the privilege of walking with people through some of life’s most meaningful moments- growing families, building businesses and planning legacies. My role isn’t just about numbers, it’s about bringing clarity, confidence and peace to the financial decisions that shapes their lives.”
As a proud father of three, Jason understands the importance of planning with family in mind, while enjoying the present. He and his wife Annie- a devoted special resource teacher- are deeply involved in the local hockey and sports community- whether it’s coaching, supporting or simply being there. Jason brings that same sense of teamwork, and dedication to every client relationship.
Outside the office, you’ll find him casting a line on the water, exploring new places with his family or enjoying a quiet moment outdoors. He values, connection, conversation and helping people navigate the complex with clarity and care. Whether you’re planning for retirement, growing your investments, or securing your family’s future, Jason is here to help.
