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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 Wealth Management 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 fulfilling the needs of select clientele with significant financial assets. Our comprehensive experience extends to individuals, families, corporations, non-profit organizations, municipalities and other high net worth organizations.
The River Valley Wealth Management 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 we identify priorities for your unique financial framework. Services encompass income planning, wealth protection, cash flow management, tax planning strategies, charitable giving, wealth transition and other beneficial services. Our team efforts are dedicated to constructing your portfolio, implementing, monitoring, and updating your financial plan.
Fax: (780) 448-8962
Branch Office: (780) 448-8280
Branch Fax: (780) 448-8962
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.