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Jason holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Financial Management Advisor (FMA) designations and has over 18 years of experience in financial services. His investment management style is based on prudence, a respect for risk, and the commitment to maintaining a deep understanding of the markets, the economy, and the investment industry to help clients achieve their dreams.
Jason knew from an early age that he wanted to work in the dynamic field of wealth management and began investing personally at the age of 18. After attaining his Economics degree at the University of Western Ontario, he lived abroad for a year, where he worked at Westpac Bank in Australia. Jason has worked at several of Canada’s largest financial institutions and visited over 20 countries. He credits travelling as one of the most important factors in shaping his balanced and affable character. Here at home, he continues to set high standards for himself through ongoing education.
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
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