Jason Pollock
Jason Pollock CSA, Hon. B.A
After graduating in 1990 from the University of Guelph with his Honors Bachelor of Arts Degree, Jason utilized his entrepreneruial spirity by starting and operating several successful businesses. With each endeavor, he brought with him a passion for the highest quality of service and care. In 1995, Jason was nominated for "The Niagara Youth Entrepreneur of the Year".
Community involvement is also a vital part of Jason's life. Jason has been a part of many government committees such as the mayors Committee for Accessibility, Business Liaison Committee and the Government Economic Advancement Committee. Jason currently sits on teh Board of a local charity, is a memeber of the South St. Catharines Rotary Club and is the President of the local political riding Association.
In 1999, Jason decided to bring his expertise to the financial services industry and joined London Life. After 4 years in the Financial Planning division of London Life, Jason joined Capital Wealth to become a Senior Partner. Jason has successfully completed many industry courses including becoming a Certified Seniors Advisor (CSA) in 2006. Jason is presently working towards his designation as Certified Financial Planner (CFP).
Specializing in comprehensive Business Planning Services, Jason has a passion for assisting Business Owners reach their goals and dreams for their companies as well as their families. Because of his entrepreneurial background, he has a unique ability to recognize and understand the complex issues related to the corporate world. Jason also specializes in providing clients with Charitable Giving Strategies to ensure clients maximize their philanthropic goals.
Jason has been a featured guest on NETWORTH, a financial radio show that was on 610 CKTB and a frequent contributor to the quarterly financial newsletter KNOWLEDGE IS WEALTH.
Jason resides in St. Catharines with his wife Nicole and 3 wonderful children Alyssa, Jordan and Olivia.
jpollock@capital-wealth.ca
Office Phone: 905-682-5789 x226
