Chuchman Wealth Management Group

Jason Chuchman, CFA, CFP

Vice-President, Wealth & Investment Advisor

403-216-1181 | Email me
780-233-1512
403-299-6512



Born and Raised in Thunder Bay, Ontario, Jason completed Honours Bachelor of Commerce Degree at Lakehead University with a Major in Finance and a Double Minor in Economics and Marketing.  While completing his degree Jason worked for a major Canadian Financial Institution; starting as a teller and working his way through each position in the bank. 

In 2001 Jason moved to Alberta to accept a Senior Financial Advisor role with a split focus on personal/small business lending and wealth management.  While in this role Jason completed the Certified Financial Planner (CPF) designation which is considered to be the Gold Standard in providing financial planning and retirement advice to clients.   In 2004 Jason shifted his focus exclusively to Wealth Management and immensely enjoys this challenging and rewarding field of work. Jason has been recognized 4 separate times as one of the top 25 Investment Advisors in his role in Canada and in 2008 Jason was one of only 2 people in Canada to receive the Annual Achievers Award. 

In 2005 he completed the Chartered Financial Analyst (CFA) designation.  This 3 year program is widely recognized as the highest level of investment management expertise in the world and is one of the toughest to complete with less than 10% of initial applicants achieving the designation. 

Jason feels his background in banking along with his extensive investment and financial planning knowledge allows him to advise clients on all aspects of their financial life.  When asked about their experience with Jason, many clients say that his straight forward and down-to-earth approach, along with his ability to advise on their complete financial situation, instills confidence and peace of mind.  They know that their current and future situation will be secure.

Jason considers education and continued learning to be essential to providing clients with the best possible advice.  To this end, he has recently completed his Registered Retirement Consultant (RRC) designation and has completed his Insurance License.

Jason looks forward to continuing his long term relationships with existing clients and building new relationships with future clients looking for the comprehensive advice he provides. 

On the personal side, Jason enjoys fishing, hiking and skiing.  He loves the outdoors and spending time with his wife and 3 children.

Gord Sandberg 

Estate Planning Specialist
 
Gord Sandberg is a valuable member of your IAs team, helping you create and preserve your wealth.
 
Gord employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Gord will partner with your other professional advisors in the development of appropriate solutions. Gord can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gord has access to insurance solutions from the top-ranked insurance providers in Canada.
 
Gord began his career in the insurance industry in 1982 and is an expert in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.
 

Joyce Burnett

Will & Estate Consultant
 
Joyce Burnett graduated from the University of Prince Edward Island with a B.Sc. and from Dalhousie Law School with her Bachelor of Laws. She was called to the Alberta Bar in 1986. Prior to joining RBC, Joyce practiced law exclusively in the areas of wills, estate planning, estate administration, trusts, and charities law for ten years. She has taught professional continuing education seminars for the Legal Education Society of Alberta and the Canadian Bar Association. Joyce is a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Bar Association Wills and Estates, and Elder Law Subsections. She has spoken at many public and private seminars on the importance of estate planning, including planning for incapacity and succession. She is a regular speaker during Edmonton Wills Week, sponsored by the Edmonton Community Foundation. Joyce is also very active in her community where she has been involved with a number of charitable and non-profit organizations.
 
COMPLIMENTARY WILL & ESTATE PLANNING CONSULTATION
In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Joyce Burnett, a Will & Estate Consultant. Joyce works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
 
To schedule a meeting with Joyce Burnett, please contact your advisor.