MAP
LIST
Investment Advisor
Sound investment advice built to help weather all market conditions
79 Wellington Street West 10th Floor Toronto, ON M5K 1A1Map
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.
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
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.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
[1].png?height=169&width=)
