Jason Ferguson, CFP, BA, MA

Wealth Advisor

Jason has worked in the financial sector for over two decades. His passion for service and curiosity about his clients are at the heart of the experience he provides. He welcomes being involved in his clients’ lives to help them achieve positive results. “The more I know, the more value I can provide.”

Why Genea Wealth?

“After years working at large financial institutions, I was left disenchanted with the financial industry. I felt there had to be something better out there than simply pushing the product of the day. I wanted to help people by providing valuable advice. From almost the moment I met Doug and Melanie in 2006, I realized that theirs was a team where true professionals could practice real wealth management and put their clients first.”

Expertise

Jason provides advice to working professionals, retirees, and their families, assisting them with their complete financial pictures. Focusing on the areas of wealth preservation, tax mitigation, charitable giving and wealth transfer, Jason provides investment consulting and advanced planning to his clients so that they can make smart decisions about their money.

Background

BA (History) with Distinction from University of Victoria

MA from University of Victoria

Certified Financial Planner (CFP)

Canadian Securities Course (CSC)

Life Insurance licensed in BC

Worth Noting

Jason is the father of two active, young children, which leaves him with little spare time. When he is not corralling his children, Jason enjoys being physically active, whether it be working out in the gym, running outdoors, or walking the trails throughout the Lower Mainland. He also enjoys reading non-fiction books on a variety of subjects, indulging his passion for History and current affairs. Jason often thinks about his past spent living and working overseas and dreams of traveling again, once his children are old enough to do so.