CORPORATE PLANNING SPECIALIST AND INVESTMENT REPRESENTATIVE
After graduating in 1990 from the University of Guelph with his Honours Bachelor of Arts Degree, Jason utilized his entrepreneurial spirit 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”.
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 became a Certified Seniors Advisor (CSA) in 2006 and in 2013 successfully became a Registered Retirement Consultant (RRC).
Specializing in comprehensive Retirement Planning, Jason has a unique expertise and knowledge for ensuring his clients reach their goals and dreams in retirement. Because of his entrepreneurial background, he also has a unique ability to recognize and understand the complex issues related to the corporate world and assists business owners to maximize their financial potential.
Jason is a frequent guest on the Capital Wealt podcast – It’s Your Wealth with Davide Somerville
Community involvement is also a vital part of Jason’s life. Jason has been a part of many government committees, such as the Mayor’s Committee for Accessibility, Business Liaison Committee and the Government Economic Advancement Committee. Jason currently sits on the Board of a local charity and is a member of the South St. Catharines Rotary Club.
Jason resides in St. Catharines with his wife Nicole and has 3 wonderful children – Alyssa, Jordan and Olivia.
Office Phone: 905-682-5789 x226