Jason Bakker, CFA
Jason graduated with a Bachelor of Arts degree from Wilfrid Laurier University with a major in Accounting and a minor in Economics. Prior to joining Assante Capital Management Ltd. in 2013, Jason worked as a Branch Manager and Financial Advisor at another dealership in the Oakville area. He is currently working on obtaining his Chartered Financial Analyst (CFA) designation.
Jason has been in the financial services industry for close to 10 years, and has developed a strong financial management background. He employs a value investing strategy, which involves seeking stocks with strong fundamentals that appear to be undervalued by the market.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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