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Jason Seymour

Investment Advisor

  • CFP®
  • PFP®

Working together to help you achieve what truly matters to you

Getting the right investment advice is a key part of managing your wealth, but it is part of a bigger picture. As an Investment Advisor and Financial Planner I take a holistic approach to building and preserving my clients’ wealth. My objective is to provide peace of mind to my clients by planning for their financial future and helping them to protect the things that are important. Since 1994 I have provided comprehensive wealth management advice and solutions to individuals and their families, to small business owners and their companies and to non-profit organizations.   

My process is simple:  we work together to prioritize your goals, assess your current financial situation and determine where you would like to be in the future.  We then develop and implement a personal strategy to help get you there. I draw from a broad range of investment solutions to build a tailored portfolio and follow a disciplined investment strategy consistent with your financial objectives. A personal wealth management plan may also be included to address such areas as retirement income planning, tax minimization strategies, life insurance and estate planning.

On a personal note, I have earned both the Certified Financial Planner (CFP®) and the Personal Financial Planner (PFP®) designations as well as a Bachelor of Commerce (Finance) degree and a Bachelor of Arts (Economics) degree. Away from the office, I enjoy family time with my wife and three amazing daughters.  I  am also a very active coach and volunteer with a local girls minor hockey association.  Occasionally, there is some time left over for me to play hockey or go golfing.

The cornerstone of my practice is strong personal relationships based on trust and collaboration, backed by a disciplined investment philosophy and value added financial advice. Please contact me today to see how we can begin working together to build a strong and secure future for you and your family.

ADDITIONAL CONTACT

Fax: (613) 783-4075
Branch Office: (613) 783-6197
Branch Fax: (613) 783-4075

EDUCATION

B. Comm. (Finance), B.A. (Economics)

Additional Information

What is Behavioural Finance

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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You have questions, I have answers. Let's have a quick chat.

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.

Surprise jobs rebound raises hopes of quicker economic recovery

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with James Orlando, Senior Economist, TD Bank, about the positive employment data in May, and what that could mean for the economic recovery.

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TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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