Jason has worked as a financial planner in Vancouver for over 4 years. His practice is focused on taking time-starved professionals and business owners and helping them to develop their financial potential. He does this by working with each client to create a holistic, goal oriented financial plan.
Jason understands that clients value relationships. The client roadmap that is created by the planning process for all of his clients empowers families and businesses to collaborate in ways that provide long term value for successive generations.
Jason acts as a personal CFO, with the financial plan as a guide. Whether it's business planning, retirement planning, tax, or risk management, the planning process encourages long term relationships and an inevitable financial peace of mind.