Jason: Crafting Secure Retirements & Lasting Legacies
With over 20 years in financial services—including 14 years at RBC—Jason is a trusted ally for individuals and families navigating retirement’s complexities. His approach? Cutting through confusion with clear, actionable strategies to build financial security and meaningful legacies. Armed with a BSc from the University of Alberta, a Chartered Financial Analyst (CFA) charter, and a Certified Financial Planner (CFP) designation, he merges expertise with empathy to deliver advice that’s both rigorous and relatable.
Beyond the boardroom, Jason is a proud Edmontonian and a weekend adventurer. Whether he’s soaking up the sun at a Saskatchewan lake, hiking mountain trails, or cheering on his daughter Meredith at soccer practice, he embraces life’s simple joys. His favorite coaching moment? Hearing a 6-year-old player declare, “My favorite part was… the clouds, the clover, and that dog walking by!”—a playful reminder to slow down and appreciate the small things.
Jason’s mission is to help you turn retirement dreams into reality, one straightforward step at a time. Because financial planning shouldn’t just secure your future—it should free you to enjoy the journey.