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Jason Green

Vice PresidentInvestment AdvisorCertified Retirement Specialist

  • CIM®
  • FMA

Working together to help you achieve what truly matters to you

As an Investment Advisor with TD Wealth Private Investment Advice, my objective is to provide peace of mind and a plan for every aspect of your financial future.  

I will work with you – helping you make the most of opportunities to build and preserve your wealth in today’s increasingly complex marketplace.    

The process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using customized solutions to build and protect wealth, help ensure retirement income sustainability and leave a lasting legacy.  

By working in collaboration with other trusted professionals within TD Wealth, we will aim to address the full scope of investment, retirement, taxation and estate planning opportunities that exist for you.  

Please call or e-mail me today to learn more of how we can help build a strong and secure financial future for you and your family.

ADDITIONAL CONTACT

Toll Free: (877) 519-1391
Fax: (519) 371-0076
Branch Office: (519) 371-4095
Branch Fax: (519) 371-0076

LANGUAGES

English

One-on-one with Chief Investment Officer Bruce Cooper: Market opportunities and risks in 2019

After seeing declines of nearly 10 per cent in equity markets in December, investors are breathing a sigh of relief. Kim Parlee talks with Bruce Cooper, CEO and CIO at TD Asset Management.

We're redefining private wealth management.

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.

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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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

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 - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

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?