Jason holds a Bachelor of Commerce degree from the University of Alberta where he majored in Finance. Prior to joining the TD in 2007 as an Investment Advisor, Jason spent over 10 years in the private sector where he was involved in senior management conducting financial and operational analysis. Jason and his wife Lori are active supporters of various local charities and organizations within the community. Jason and his wife Lori have two daughters and one son.
Dynamic Expertise Focused on Achieving Your Financial Objectives
At River Valley Group we know you have a vision for your life, your family, your business, and your legacy. To help you achieve your unique objectives we have formed a team of financial industry specialists dedicated to building firm foundations and achieving your long-term goals.
Our wealth management advisors offer a combined five decades of financial industry experience in helping to fulfill the needs of select clientele with significant assets. Our comprehensive experience extends to individuals, families, corporations, non-profit organizations, municipalities and other high net worth organizations.
The River Valley Group works within a team-based approach. Our complementary strengths bring together sophistication, knowledge, versatility and accountability. Our approach provides a unique depth of dialogue, advice and proactive solutions. As a team we make it a priority to provide greater flexibility, stability, continuity and clarity.
TD Wealth's high net worth planning team provides customized, integrated financial solutions tailored to your vision and your goals. Through the comprehensive discovery of your needs, together we identify priorities for your unique financial framework. The services provided by TD specialists encompass income planning, wealth protection, cash flow management, tax planning strategies, charitable giving, wealth transition and other services. Our team efforts are dedicated to constructing your portfolio, implementing, monitoring and updating your wealth plan.
River Valley Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.