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.