Jason knew from an early age that he wanted to work in wealth management. He began investing personally at age 17 and lived abroad after graduating from university, launching his financial services career in Australia. Jason has worked at several of Canada’s largest financial institutions throughout his two decade career.
Living and working abroad, Jason gained perspective on the different ways people think money and approach their financial lives. He believes the keys to sound wealth management advice are high standards, critical thinking and mutual respect. His calm and pragmatic approach has proven beneficial at work and at home with a busy family.
Jason graduated from the University of Western Ontario with a degree in Economics. In addition, he holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Financial Management Advisor (FMA) designations. Jason excels in a team environment, adapts quickly to unforeseen circumstances and is an approachable leader, all skills enhanced by years of experience in competitive sports.
His natural curiosity makes lifelong learning an important part of both his personal and professional life. In everything he does, Jason is continually setting higher standards and then working to achieve them.