“I have known Jason for several years now and he has been helping my family with Insurance and investments. He’s always been helpful and available to answer questions with our needs. he is knowledgeable and professional financial planner and takes the time to get to know you and your financial goals. he follows up proactively and forward a detail email explaining the situation. His market updates emails help his clients understand how the market is doing. We trust his recommendations. I have recommended a number of my friends and would highly recommend his services whenever possible to others. We have been…

“I have been a client of Jason's for the past 8 years and he has been exceptional in terms of my financial return (RRSP) and advice. Jason is extremely responsible and follows up with me immediately via email or phone call. Jason is totally focused on customer service and is willing to assist with all financial matters even if there is no financial incentive or his responsibilities. He is a very bright and forward thinker. He provides me with a detailed financial plan and strategy which has been very helpful as I approach retirement. I have recommended his service to many…