Our Team

Jason started his career in financial services industry in 2003. He spent the first eight years as an advisor and manager with a top Canadian financial services company.

Jason holds a Business Administration diploma from Red River College & has received his Certified Financial Planner designation. Jason also holds a Certified Health Insurance Specialist designation and has been a speaker at many industry events. Jason is an active board member for Advocis (The Financial Advisors Association of Canada) and focuses his efforts on helping families and businesses in all facets of financial planning.

Jason lives in Winnipeg with his wife Somsamay.