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Portfolio ManagerInvestment Advisor
Working together to help you achieve what truly matters to you
10088 - 102nd Avenue Suite 2305, TD Tower Edmonton, AB T5J 2Z1Map
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.
Comprehensive Experience
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.
Team Strength
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.
Strategic Services
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.
Fax: (780) 448-8962
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962
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At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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