Jason is a Portfolio Manager and Certified Financial Planner and has been in the financial industry since 1999. Jason partners with his clients to design and implement their personal financial roadmap, recognizing that each client situation is unique and requires customized attention. Over the past two decades, Jason has been working diligently on attaining many designations. He has earned the Certified Financial Planner (CFP), and the Professional Financial Planner Designation (PFP). Recognizing the challenges navigated by our aging demographic, he has also achieved his Elder Planning Counsellor (EPC) designation and is a Certified Professional Consultant on Aging (CPCA). Jason also hold the Chartered Investment Manager Designation (CIM) as well as the Fellow of the Canadian Securities Institute designation (FCSI).
Jason is involved in a variety of charitable activities including his role as the offensive line coach of the Hayden Huskies Junior Football team and the Canadian Securities Institutes newly formed Financial Health for Seniors Content Committee. He is also a board member and frequent writer with Silver Links News – a well-read magazine focusing on boomers and zoomers in the Halton and Peel Region. When he is not at the arena or at the soccer field with one of their three boys, you can find him and his wife on their motorcycle looking for the road less travelled.