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For more than 20 years, the Webster Wealth Advisory Group has provided relationship-based wealth management for a select group of high-net-worth individuals and their families throughout Southwestern Ontario. Our customized solutions are driven entirely by our clients’ needs, evolving to support our clients through the various stages of their lives.
We see ourselves as financial tailors: We stitch the pieces of a wealth plan together to create a strategy that works for each client. And we take our responsibility as stewards of our clients’ wealth seriously, bringing the highest level of professionalism, knowledge and care to everything we do on their behalf. Our team has expertise in a broad range of strategies and our portfolios represent a fusion of investments from multiple asset classes including: Cash, Fixed-Income, Equities and Hedge Funds.
More than two decades in the financial services industry have honed Jason Webster’s skill in creating balanced, risk-managed investment portfolios for high-net-worth individuals and families. He works with a wide range of clients, from medical professionals and entrepreneurs to retirees and charitable foundations.
Based in London, Ontario, holding a Chartered Investment Manager designation, Jason helps his clients navigate today’s complex financial landscape by building a deep understanding of their unique circumstances and designing tailored wealth plans designed to help them to achieve their goals.
Outside of the office Jason enjoys spending time with his daughter, Lauren, golfing, and riding his Harley on the back roads of Southwestern Ontario.
Our clients are affluent professionals and business owners who have busy lives and often-complex, multi-faceted wealth needs. The long-term health and security of their families is a top priority, and because of that, we often work with multiple generations. We also often collaborate with our clients’ other trusted advisors to help ensure an integrated approach to the management of their wealth.
Understanding you: The key to your tailored wealth plan
You could be enjoying significant profits in your business. Maybe you have become the beneficiary of a sizable estate. Or perhaps you are about to execute on a major liquidity event. Whatever your situation, we can help reduce the stress that can be associated with managing your wealth—and help give you the freedom and comfort to run your business and personal affairs with confidence.
Your personal wealth strategy is directly connected to your long-term financial success. But before we begin to build your plan, we take the time to develop a deep understanding of you. Once we’ve established a complete picture and confirmed it with you, we create your personal wealth plan, which acts as the road map to helping you achieve your goals.
As your needs change and evolve over time, so will the services and solutions we offer. Whether you are building your career or business, or shifting into retirement, our insightful counsel, disciplined planning and effective risk management can help make you more confident in your decisions.
Our team will seek to heighten your financial and personal independence by being independent-minded ourselves. Because we are not tied to any particular set of solutions, strategies, or financial vehicles, we believe that our advice is unbiased and in your best interest. It is our goal to work along with you, by providing the tools and strategies necessary to give you the independence and power to control your wealth - on your terms.
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
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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