Jason helps our team research and analyze investments and securities when we bring on new clients that have an existing investment portfolio.
He graduated from Algonquin College with an Advanced Honours Diploma in Business Administration with a concentration in Finance.
Jason had nine years experience in the financial services industry before joining IG in 2015 as a Wealth Planning Specialist. He worked for a financial services firm that specializes in physicians and their families, a major brokerage firm, and an independent financial planning firm.
Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.