Jason's Profile

 Jason returned to our office in December 2002 after two years as an Investment Specialist with a Chartered Bank sponsored Mutual Fund Company.  Prior to this he was responsible for developing Financial Plans and servicing existing clients for our office.

 Jason places a high level of importance on industry knowledge and continued education.  The foundation of this knowledge is a Bachelor of Commerce degree with a major in Finance from the University of Calgary, complimented by successful completion of the Canadian Securities Course (Honours) and the Conduct and Practices Handbook Course.  Jason is also a Level II Candidate in the Chartered Financial Analyst Program sponsored by the Association for Investment Management and Research.

 Using this educational background coupled with his knowledge of the industry, Jason strives to create a relationship with the client that is built on confidence, trust, open communication and a high level of ethical standards.  This relationship will ensure that clients make smart and informed decisions about their money so that the road to financial freedom can be enjoyable, less stressful and more disciplined.

 Jason follows a process that includes an initial consultation that is designed to identify what is important to the client and what their goals and challenges are.  This also gives the client the opportunity to learn more about Jason and ask specific questions pertaining to the investment process and his goals and objectives.  The investment process will involve the creation of an Investment Policy Statement and Investment Plan as well as constant monitoring and refining.

 Following this type of process will allow the client to enjoy the aspects of life most important to them knowing that their finances are being taken care of with their best interests in mind.

 Jason�s expertise has the greatest value for people that: 

• Are serious about their financial success

• Have important financial goals

• Want to delegate to a trusted professional