What we believe

Investors should generally be owners of businesses (stocks) rather than a loaner (bonds), as stock returns have historically produced three times the return.

The stock market has gone up and down at different times for different reasons, and keeping this top of mind is key to your success as an investor.

Trying to time the markets on a consistent basis is nearly impossible, and any accidental success can quickly lead to an inflated ego and deflated rates of return.

The investor who diversifies their portfolio and stays invested through periods of turmoil outperforms the best stock picker who tries to buy and sell at the right time.

Advanced tax planning strategies and a yearly review of your notice of assessment can help to minimize your tax burden efficiently and effectively.

Jason has spent nearly three decades at RBC Dominion Securities helping clients navigate through some of the most challenging market conditions in recent memory.

We provide our clients regular updates on how their money has performed over time through a comprehensive and consolidated report of investments.

We take a comprehensive view of our clients’ wealth by incorporating advanced Will, estate, financial, insurance, and tax strategies to help build and protect your wealth.

We start our relationship with a financial plan that acts as the blueprint to your goals, updating it at every review meeting as your needs change and evolve.

We are relentless in educating our clients and improving their financial literacy, while also continuously seeking opportunities to strengthen our own industry knowledge.