- About Us
- About You
- What we do
- Contact Us
- Portfolio Access
Jason is an all-around professional with great expertise. He is very knowledgeable with not only financial planning, insurance but also wills and benefits. The list goes on. He is a great person to really help you think about the long term. I would highly recommend him.
Jason has helped not only me but also my clients with financial planning, investments, tax prep and life insurance. I would (and do) easily recommend him to anyone in need of these services.
I practice primarily in the area of Will and Estates, and in that capacity I have known and worked with Jason for several years. I have also dealt with a number of individuals who are clients of both Jason and myself. I have always found Jason to be knowledgeable, detail oriented, and a pleasure to work with.
Edward K. Kaye
Jason has always been a solid advisor for my family. I would recommend Jason's service to anyone.
Jason helps us and our employees manage their group RRSP plans efficiently and is quick, knowledgeable and attentive to inquiries and concerns.