| Over his career with Investia Peterborough, Jason has continued to service his clientele with a dedicated one-to-one approach, helping to identify financial needs and goals. Always striving to help clients make the most of what they have!
In 2001, Jason earned the internationally recognized Certified Financial Planner (CFP) designation; an honour only bestowed to those individuals dedicated to the highest level of professionalism in providing financial planning advice. In 2009, Jason was promoted to Branch Manager. Since 1998, Jason has continued to offer objective investment and insurance solutions as part of each client’s individual financial plan.
In 2018, Jason earned the RIS designation - Responsible Investment Specialist. Responsible investment (RI) is the integration of environmental, social and governance factors (ESG) into the selection and management of investments.
In 2021, Jason obtained the Chartered Financial Divorce Specialist (CFDS) designation to provide professional financial analysis for future lifestyle considerations to families going through transition during separation or divorce.
Jason implements investment philosophies complimentary to each individual’s objective and comfort level, achieving long term growth with undue risk is paramount!
Jason, his wife Erin and two daughters live in Peterborough. Jason is very active in his community and is a large supporter of amateur sports. Jason was one of the founding partners of the SPIPLEX sports facility in Peterborough Ontario. Given Jason’s background he can appreciate the challenges and concerns of professionals and small business owners alike; as well as their entrepreneurial spirit.
Jason helps eliminate the stress and confusion often associated with managing personal finances. Jason has the knowledge and the resources to help turn the money you earn today into assets to secure tomorrow. |
