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Jason Casagrande

Investment Advisor

  • CFP®
  • FCSI®
  • CIM®

Sound investment advice built to help weather all market conditions

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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.

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ADDITIONAL CONTACT

Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

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Market Commentary

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.

Recession is coming. Maybe?

A powerful predictor of future recessions sparked fears of an economic downturn and triggered a massive sell-off in the stock market. Scott Colbourne, managing director at TD Asset Management explains just what the bond market is signaling and more.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Monster Inside

A quick recap on developments unfolding over the last six months. Perhaps, it's true what they say: a bull market must climb a wall of worry.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?