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.
I received my bachelors in commerce, majoring in finance from Concordia University in 2001. I then worked as an investment representative for a large mutual fund company for 5 years. Within my first year, I was solely chosen for the responsibility of creating mutual funds and registered plans client needs and specialized in investment and retirement planning. By 2010, I recieved my financial planning accreditation from Institut québécois de planification financière (IQPF).
In August of 2015, I decided it was time to move towards independence to better serve my clients. I joined Peak Investment Services Inc and become an independent financial planner and financial security advisor.
I spend my personal time with friends and family, playing guitar, gardening, and volunteering in the community. Causes I’m involved in: animal welfare, children, health, financial education and awareness.
I look forward to helping you and your family achieve your goals with an independent perspective free of sales targets and proprietary products.
Choosing Peak Investment Services Inc. as the investment dealer to cater to his clients, Jason has solidified his strength and brand in having absolute independence. Access to thousands of investment products, such as mutual funds and ETF’s and hundreds of segregated funds across multiple companies ensures clients have the ability to access the right product for their particular need when dealing with him. Learn more.
Working with AgenZ Group allows Jason to access over 20 recognized insurance companies across Canada. To see some of these reputable suppliers follow the link provided. Learn more.
Unbiased advice without sales quotas, sales contests, and/or propriety products being pushed onto clients. It’s about finding the right product and company for the client’s needs and not matching the client to the product.
Independence results in being more objective and eliminates ethical and integrity concerns.
Stability and long term commitment eliminates the constant changing of advisors based on change in value of client assets or advisor career moves, etc.