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 and empathic approach. My focus and dedication is on guiding you to your financial goals, so you can spend more time enjoying your personal and professional ones.

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FINANCIAL PLANNING

Wealth management & financial planning

Financial Planning is not an option, it’s a necessity for Canadian families and businesses.

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FIND INDEPENDENCE

Wealth management & financial planning

Unbiased advice free of sales quotas, sales contests and in-house products only promotion.

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PLAN FOR TOMORROW

Wealth management & financial planning

Whether you are protecting your family or yourself, Jason will help you find the right insurance for your specific needs.

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I look forward to helping you and your family achieve your goals with an independent perspective free of sales targets and proprietary products.