Jason oversees portfolio management and the delivery and implementation of financial plans for clients within the Private Client Group. He builds meaningful relationships with the clients he supports and delivers exceptional service.

He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®) practitioner. He is a graduate of the University of Ottawa (2012, Summa Cum Laude – Silver Medalist).

Jason serves on the board of Options Housing, a supportive housing not-for-profit working to permanently end homelessness. He also serves the Development Cabinet of the Pediatric Oncology Group of Ontario (POGO). Jason has previously volunteered with the FP Canada Standard Council and served the advisory board of the finance program at Algonquin College.

Jason is a CrossFit athlete, a fan of the Ottawa Senators, and has a deep appreciation for country music, for it is truly three chords and the truth.