At the Office
Following his graduation from the University of Manitoba in 2005, Jason joined a major North American financial services firm and began his career as an Investment & Insurance Advisor. Throughout his years within the role Jason has earned the Certified Financial Planner (CFP) designation as well the Chartered Investment Manager (CIM) designation.
In 2017 Jason was recruited by RBC Dominion Securities to offer full service wealth planning advice to the Portage La Prairie and surrounding area. Jason focuses his practice on providing best in class wealth management advice and works tirelessly to ensure his clients are kept up to date on the progress toward their financial goals.
Away from the Office
Jason is an avid skier, runner, and mountain biker and can often be found doing all of the above in his hometown of Portage La Prairie as well as at West Hawk Lake - his family’s summertime “home away from home”. Jason developed a passion for scuba diving in 2009 and has traveled much of the world exploring life under the ocean’s surface.
Wealth Management Approach
To help you meet your various goals, Jason takes a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation.
