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.
Short-Term Pain, Long-Term Gain
Nov 28, 2022
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....Read more
Fighting Inflation with Crucial Rate Conditions
Nov 01, 2022
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....Read more
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
Leave a Note
Please fill out the form below