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Portfolio ManagerInvestment Advisor
Working together to help you achieve what truly matters to you
1039 Memorial Avenue 2nd Floor Thunder Bay, ON P7B 4A4Map
As a Portfolio Manager and Investment Advisor at TD Wealth Private Investment Advice I offer comprehensive wealth management advice and solutions to individuals, small business and their families. I am committed to providing exceptional service to each of the families I work with. I strive to create personalized wealth and retirement strategies to build and protect my client’s financial futures.
The cornerstone of the business is a one-on-one relationship with each client, based on trust, communication and a detailed understanding of their needs. By working together with a team of specialists within TD Bank Group we address the full scope of investment, wealth and retirement needs. This includes but is not limited to wealth protection, insurance solutions, estate & tax planning, trust service and charitable giving.
Born and raised in Northwestern Ontario, Jason brings over 16 years of experience to his role as Portfolio Manager. Jason’s industry experience includes Corporate and First Nation's banking with the Northwestern Ontario TD Commercial Banking Team along with mergers & acquisitions with GMP Securities in Toronto. Jason has chaired the audit committee of a publicly traded company listed on the TSX Venture Exchange and BVL in Peru and he is advisor to a local publicly traded company listed on the TSX Venture Exchange. He holds a Commerce degree from Lakehead University (2004) and earned his Chartered Financial Analyst designation in 2009.
He and his wife, along with their twin boys, enjoy fishing and hunting in their hometown of Thunder Bay.
Toll Free: (888) 566-1333
Fax: (807) 346-1310
Branch Office: (807) 346-1300
Branch Fax: (807) 346-1310
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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.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, I have answers. Let's have a quick chat.
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