Collum Planning
Wealth management & financial planning for professionals and families
My Philosophy
I’ve been guiding and advising investment clients since 2003. One of my qualities that my clients appreciate during our one-on-one consultations is my down to earth approach and independent perspective. My focus and dedication is on guiding you to your financial goals using wealth management strategies, so you can spend more time enjoying your personal and professional ones.
Find Independence
Unbiased advice free of sales quotas, sales contests and in-house products only promotion.
Financial Planning
Financial Planning is not an option, it’s a necessity for Canadian families and businesses.
Plan For Tomorrow
Whether you are protecting your family or yourself, Jason will help you find the right insurance for your specific needs.
Let’s Work Together
I look forward to helping you and your family achieve your goals with an independent perspective free of sales targets and proprietary products.