RIA: Certified As an Associate Portfolio Manger with RBC Dominion Securities, Jason provides access to a range of services to help build and protect his clients wealth. Jason guides his clients to help invest in line with their principles, without sacrificing return or increasing risk to the portfolio. He integrates socially responsible investing principles with the best practices of conventional investing.
Jason harnesses his expert knowledge and 25 years of experience, including previous position sin banking including management and as a financial planner to develop comprehensive wealth management solutions for his clients. A firm believer in ongoing education, in addition to an MBA from Dalhousie University, he has acquired advanced industry experience, expertise and credentials to help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Ontario
- Quebec
- Saskatchewan
- Yukon